Fields- Fields CFI Workshop on Quantitative Methods for Wealth Management

  1. Title:
    Machine Learning Flows for Referral Models

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  2. Title:
    Combining Reinforcement Learning and Inverse Reinforcement Learning for Optimal Asset Allocation

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  3. Title:
    Technological Prisms: A Configurational Analysis of Robo-Advice Beliefs, Adoption, and Incumbent Adaptation in the Financial Advice Sector

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  4. Title:
    Drawdown Betas Measuring Drawdown Risk and Portfolio Optimization

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  5. Title:
    Tontines as a Tool for Wealth Management

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  6. Title:
    Panel Discussion - Advances in Wealth Management Technology

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  7. Title:
    Regime-Aware Portfolio Models

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  8. Title:
    (Machine) Learning From Transaction-Level Investment Account Data

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  9. Title:
    A Continuous Time Framework for Sequential Goals Investment Management

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  10. Title:
    Correlation Scenarios and Correlation Stress Testing

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  11. Title:
    Debt sustainability and monetary policy: The case of ECB asset purchases

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  12. Title:
    A Stochastic Control Approach to Defined Contribution Plan Decumulation: "The Nastiest, Hardest Problem in Finance"

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  13. Title:
    Analyzing investment behaviours and their impact on investment results

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  14. Title:
    Portfolio selection under ambiguity and under-diversification puzzles

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  15. Title:
    Algorithm Aversion: Theory and Evidence from Robo-Advice

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