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Sunday, October 22 • 10:55am - 11:25am
How data science is transforming wealth management

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I will provide my insights and observations on how data science is changing how advisors understand clients, risk (what totum does), investment strategies, and practice management.

avatar for Min Zhang

Min Zhang

CEO and co-founder, Totum
Min Zhang, CFA is CEO and co-founder of Totum Wealth.  Min brings over 10 years of institutional investing experience to transform wealth management.  Previously, Min was Director of Investment Risk Management at Pacific Life and VP in Asset Allocation Product Management at PIMCO... Read More →

Sunday October 22, 2017 10:55am - 11:25am PDT
Room G Room G