Boston Chapter Meeting featuring Evan Schnidman, Ph.D., Erez Katz and Tucker Balch, Ph.D.

November 28, 2017 @ 5:15 pm – 6:45 pm
10 Winter Pl
Boston, MA 02108

The Boston Chapter of the CMT Association welcomes you to our next event on Tuesday, November 28, 2017.  We are pleased to have Evan Schnidman, Ph.D., Erez Katz and Tucker Balch, Ph.D. as our guest speakers.

We encourage you to bring clients or colleagues interested in technical analysis, machine learning and artificial intelligence to this presentation.  We hope to see you there!

William Kelleher, CMT, CFA
Chapter Chair
Boston Chapter


Tuesday, November 28, 2017

Registration    5:00PM – 5:15PM
Presentation   5:15PM – 6:45PM

Leveraging Central Bank and Corporate Communications with Machine Learning for Investment Decision Making
In this presentation, leaders from two emerging FinTech firms — Prattle and Lucena Research — show how they have joined forces to advance predictive analytics with machine learning. Prattle and Lucena will review how they have created unique and effective investment signals for various asset types. These signals include macroeconomic and foreign exchange pairs derived from central bank communications, and equity signals based on corporate earnings communications.

The process begins with a central bank official’s speech, or a CEO’s earnings call. These public communications are analyzed by Prattle’s proprietary natural language processing algorithms to yield quantitative sentiment scores. Lucena then converts the scores into actionable intelligence for specific investment in markets, sectors, currencies, commodities and individual stocks. This presentation will showcase how Lucena’s technologies separate actionable intelligence from noise.

Evan A. Schnidman, Ph.D
Founder and CEO, Prattle

Tucker Balch, Ph.D
Chief Scientist, Lucerna Research

Erez Katz
CEO, Lucerna Research

10 Winter Place
Boston, MA 02108

Free to members and non-members.


Evan Schnidman PhD

Evan Schnidman, Ph.D.

Evan Schnidman, Ph.D. is Founder and CEO of Prattle, a financial data company. Before starting Prattle, Evan taught at Brown University and Harvard University. Co-author of How the Fed Moves Markets, Evan is also widely published in macroeconomics, political economy, and finance

Tucker Balch

Tucker Balch, Ph.D.

Tucker Balch, Ph.D. is a former F-15 pilot, professor at Georgia Tech, and co-founder and CTO of Lucena Research, an investment software startup. His research focuses on topics that range from understanding social animal behavior to the challenges of applying Machine Learning to

Erez Katz

Erez Katz is the founder and CEO of Lucena Research, a quantitative analysis and statistical machine learning company that serves hedge funds, wealth advisors and advanced high net-worth investors. Erez is an accomplished serial entrepreneur and a C-level executive