Cornell-Citi Financial Data Science Seminars: Adam Grealish (Betterment)



The Bloomberg Center at Cornell Tech Rooms 061/071


The Cornell-Citi Financial Data Science seminars continue with Adam Grealish, the Director of Investing at Betterment. He will be giving a talk on Tuesday, 11/5, in The Bloomberg Center from 6:10pm to 7:25pm. This is the last seminar of the semester, and it will be recorded. Watch the livestream here: Please register here: Title: "An Algorithmic Approach to Personal Investing" Abstract: In this talk we will explore how technology can be used to improve investor outcomes. Technology and automation can play a significant role in solving traditional asset management problems, such as risk management and rebalancing. Additionally, taxable investing offers a number of opportunities to generate outperformance after tax, not considered in the management of pre-tax portfolios. We will explore various strategies for tax efficient portfolio management, how they can be formulated as mathematical problems and how they can be efficiently implemented in algorithmic frameworks. We will also explore how technology and design can improve investor behavior. Bio: Adam Grealish is the Director of Investing at Betterment, the largest independent online financial advisor with over $15 billion in AUM. Adam and his team are responsible for Betterment's strategic asset allocation, fund selection, automated portfolio management and tax strategies. Before joining Betterment, Adam founded a natural language processing startup that matched individuals with employment opportunities. Prior to that, he was a vice president at Goldman Sachs' FICC division, responsible for structured corporate credit and macro credit trading. Earlier in his career, Adam was part of the global quantitative equity portfolio management team at New York Life Investments.