Justin Sibears and I will be appearing on a few up-coming panels in New York City.  If you’re interested in getting together, shoot us a note.


October 25th, 2016 – New York City – Bloomberg: The Year Ahead

Justin will be speaking on a special lunch session panel titled ETF Strategies for 2017.  Moderated by Eric Balchunas from Bloomberg, and appearing with David Mazza (SSgA) and Vinay Nair (55 Capital Partners), Justin will be discussing his thoughts for where global markets are headed in 2017 and strategies to deal with continued market volatility.

November 15th, 2016 – New York City – Evidence-Based Investing Conference

I will be speaking on a panel at the IMN/Ritholtz Evidence-Based Investing Conference.  The panel is titled The Business Side of Quantitative, and the panel “will explore the benefits, drawbacks and opportunities for professional managers and their clients. On this panel, … experts will consider the challenges of software implementation, compliance costs and marketing tactics, all while relaying specific examples of what is working in the field.”

December 7th, 2016 – New York City – Credit Suisse HOLT Conference

I will be appearing on a panel alongside Jeremy Schwartz (WisdomTree), Ognjen Sosa (Fidelity), and Michael Jones (RiverFront) to discuss trends in the ETF industry, how ETFs impact existing active management, and how current quantitative trends and research are finding their way into ETF product development.


If you’d like to get together at any of these conferences – or will be in NYC on, or around these dates and want to get together – please reach out!

Corey is co-founder and Chief Investment Officer of Newfound Research, a quantitative asset manager offering a suite of separately managed accounts and mutual funds. At Newfound, Corey is responsible for portfolio management, investment research, strategy development, and communication of the firm's views to clients. Prior to offering asset management services, Newfound licensed research from the quantitative investment models developed by Corey. At peak, this research helped steer the tactical allocation decisions for upwards of $10bn. Corey holds a Master of Science in Computational Finance from Carnegie Mellon University and a Bachelor of Science in Computer Science, cum laude, from Cornell University. You can connect with Corey on LinkedIn or Twitter.