Scientific Beta

Joseph Simonian, Senior Investment Strategist at Scientific Beta North America, will be interviewed on the importance of process in equity factor investing on Day 2 of the event.

Joseph Simonian, Ph.D., Senior Investment Strategist at Scientific Beta will be participating in the 10th Annual Midwest Institutional Forum in Chicago on 14-15 May, 2024.  

On the second day of the event, Joseph will be participating in the Keynote Interview on the importance of process in equity factor investing. This fireside chat will focus on the importance of using a properly designed investment process when building equity factor portfolios. In particular, it will address the benefits of using economically intuitive factors, large and varied data sets, and robust model validation. The discussion is intended to provide asset owners with a practical set of criteria that they can apply when evaluating providers of equity factor strategies. 

Over the last 17 years Joseph has held senior portfolio management and research positions in several asset management firms, including PIMCO, Fidelity, Natixis Investment Managers, and JP Morgan Asset Management. He is also the founder and CIO of Autonomous Investment Technologies LLC. Joseph is a noted contributor to leading finance journals and is also a prominent speaker at investment events worldwide. He is currently the co-editor of the Journal of Financial Data Science, on the editorial board for The Journal of Portfolio Management, and advisory board member for the Financial Data Professional Institute. Joseph is the author of over 40 academic publications. Joseph also has vast experience in teaching both in academia and industry. He holds a Ph.D. from the University of California, Santa Barbara; an M.A. from Columbia University; as well as a B.A. from the University of California, Los Angeles. 

Scientific Beta is pleased to be a platinum sponsor of the event, which is the region's leading conference for pension funds, insurance companies, foundations and endowments, hospital plans, sovereign wealth funds and consultants from throughout the region.

The forum’s content is developed through hundreds of one-on-one meetings with the institutional investment community and the programme's speaker faculty is primarily comprised of leaders in the sector across the US Midwest.