CFA Society Emirates in partnership with FactSet, is pleased to invite its members and CFA exam candidates to join a call on Tuesday September 8 2020 at 6:00 PM with Philipp Zerhusen, VP, Director, Market Development at FactSet who will share his views about ways to improve client experience.

The key areas of discussion are:

  • The latest developments in terms of initial engagement, servicing and reporting, understanding the client’s needs and delivering on investment objectives.
  • How the whole investment process can be digitalised, and how AI and machine learning can be used to add a thematic layer to the portfolio construction process.
  • How open and flexible technology can be used to simultaneously control advisor’s costs, boost margins and improve the customer experience.
  • Practical ways in which you can deploy these technologies into your own business.

Speaker

Philipp Zerhusen, VP, Director, Market Development, FactSet
Since 2016, Philipp has been in charge of Market Development as a Director for FactSet Digital Solutions, and is responsible for various market segmentation, strategy and prizing projects. In addition, he and his team are responsible for pre-sales engagement of large digital projects and enterprise solutions for Factset’s client base. Based in Frankfurt, Philipp has worked in the financial industry for 25 years. Before his current role, he held various international management and senior enterprise solutions roles, ‘founded’ a number of start-ups, and worked for several years in Asset and Wealth Management. Philipp holds an MBA from the University of Cologne, a professional banking diploma and various certifications.

Moderator

Rahul Shah, CFA is Managing Director at Tellimer, an EM technology and research platform, and at Inam, a MENA-focused consultancy. He was previously head of MENA equity research at Credit Suisse and has over twenty years’ sell-side research experience in Dubai and London. Rahul is a UK-qualified chartered accountant, a graduate of the University of Cambridge and London Business School, and a CAIA charterholder.