Meeting Information
Date:
Tuesday February 11, 2020
Time:
4:30pm - 6:30pm
Location:
Grant Thornton
757 Third Avenue (between 47th and 48th Streets)
FENG will meet on the 3rd floor café
New York, NY 10017

Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 5:50 pm EST
Phone number: 712.432.0360 Access code: 588787#
Directions:

Meeting capacity:

50

Suggested Donation:

$5.00
Agenda:
Joel Salomon and Sean Ryan from FactSet Research Systems, Inc.

Joel and Sean will give an overview of FactSet.

Sean will speak about the new banking data that has been integrated into the workstation along with some of the projects he is currently working on to make the user experience easier
Joel will speak about the new statutory data integrated into the workstation along with some of the projects he is working on for integrating global and Solvency II data as well. These projects will allow insurance analyst, portfolio managers, and insurance investment bankers to use FactSet to analyze investments, reserves and profitability by line of business.

Joel Salomon is the Principal Content Manager for Insurance at FactSet. In this role, he is responsible for integrating U.S. statutory and international regulatory data into the system. He joined FactSet in 2019 and prior to that, he worked as an actuary at New York Life Insurance Company, a credit analyst at Moody’s Investors Service, a credit risk manager at Swiss Re, managed a long/short equity and credit portfolio for Citi, and was a prosperity coach. In 2012, Mr. Salomon launched his hedge fund, SaLaurMor, and in 2019, published The 9 Money Rules Millionaires Use: Only The Unconventional Ones, which was a bestseller in both self-help and personal finance. Mr. Salomon is a CFA charterholder since 1995, a Fellow of the Society of Actuaries, and earned a Bachelor of Arts in Mathematics and Statistics, graduating magna cum laude from the University of Rochester.


Sean Ryan is a Content Manager at FactSet Research Systems. He previously spent two decades as an equity analyst covering the financial sector on both the sell side and buy side. Sean graduated from Cornell University and is a CFA charterholder.









For meeting information, please contact:

Doug Zucker

(914) 319-0295
Attendees
15
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