1. Johannesburg JSE 31 January 2018
Guest Speaker: Rick Hamilton The Rise of machine learning and artificial intelligence & Volunteer orientation event
Johannesburg
JSE
31 January 2018

2. Rick Hamilton The Rise of Machine Learning and Artificial Intelligence
Optum Distinguished Engineer
January, 2018
John Santelli

3. Technology Transformation
Big
Data
Social, Mobile
Artificial
Intelligence
Cloud
IOT

4. Explosion of Internet information flow
2007 5
EXABYTES
Per Month
2015 72
EXABYTES
Per Month
2020
207
EXABYTES
Per Month
41x
Source: Cisco Visual Networking Index

5. Data is a new form of currency
YouTube
Viber
Qzone
Amazon Web Services
GoGrid
Rackspace
LimeLight
Jive Software
salesforce.com
Xactly
Paint.NET
Business
Education
Entertainment
Games
Lifestyle
Music
Navigation
News
Photo & Video
Productivity
Reference
Social Networking
Sport
Travel
Utilities
Workbrain
SuccessFactors
Taleo
Workday
Finance
box.net
Facebook
LinkedIn
TripIt
Pinterest
Zynga
Baidu
Twitter
Yammer
Atlassian
MobilieIron
SmugMug
Amazon
iHandy
PingMe
Associatedcontent
Flickr
Snapfish
Answers.com
Tumblr.
Urban
Scribd.
Pandora
MobileFrame.com
Mixi
CYworld
Renren
Xing
Yandex
Heroku
RightScale
New Relic
AppFog
Bromium
Splunk
CloudSigma
cloudability
kaggle
nebula
Parse
ScaleXtreme
SolidFire
Zillabyte
dotCloud
BeyondCore
Mozy
Fring
Toggl
MailChimp
Hootsuite
Foursquare
buzzd
Dragon Diction
SuperCam
UPS Mobile
Fed Ex Mobile
Scanner Pro
DocuSign
HP ePrint
iSchedule
Khan Academy
BrainPOP
myHomework
Cookie Doodle
Ah! Fasion Girl
PaperHost
SLI Systems
NetSuite
OpSource
Joyent
Hosting.com
Tata Communications
Datapipe
PPM
Alterian
Hyland
NetDocuments
NetReach
OpenText
Xerox
Google
Microsoft
IntraLinks
Qvidian
Sage
SugarCRM
Volusion
Zoho
Adobe
Avid
Corel
Serif
Yahoo
CyberShift
Saba
Softscape
Sonar6
Ariba
Yahoo!
Quadrem
Elemica
Kinaxis
CCC
DCC
SCM
ADP VirtualEdge
Cornerstone onDemand
Kenexa
Workscape
Exact Online
FinancialForce.com
Intacct
Plex Systems
Quickbooks
eBay
MRM
Claim Processing
Payroll
Sales tracking & Marketing
Commissions
Database
ERP
CRM
HCM
PLM HP
EMC
Cost Management
Order Entry
Product Configurator
Bills of Material
Engineering
Inventory
Manufacturing Projects
Quality Control
SAP
Cash Management
Accounts Receivable
Fixed Assets
Costing
Billing
Time and Expense
Activity Management
Training
Time & Attendance
Rostering
Service
Data Warehousing
The Internet Gigabytes
Client/Server Megabytes
IBM
Unisys
Burroughs
Hitachi
NEC
Bull
Fijitsu
Mainframe
Kilobytes
Mobile, Social,
Big Data & The Cloud
Zettabytes
Every 60 seconds
695,000 status updates
98,000+ tweets
698,445 Google searches
1,820TB of data created
11 million instant messages
168 million+ s sent
217 new mobile web users 
What’s next? Yottabytes

6. What is Artificial Intelligence?DL ML AI
One Working Definition:
The theory and development of computer systems able to perform tasks that normally require human intelligence, such as visual perception, speech recognition, decision-making, prediction, and translation between languages.

7. Machine Learning DL ML AI
Systems learn from data, without being explicitly programmed
Five Machine Learning Tribes:
Bayesian: Posterior Probabilities
Symbolist: Logic and Expert Systems
Analogizer: Support Vectors
Evolutionary: Genetic Programs
Connectionist: Artificial Neural Networks
Approaches:
Supervised – A target, value, or class exists, which the system can predict
Unsupervised – Looks for patterns in unlabeled data
Reinforcement – Develop the best strategy to achieve an objective

8. Deep Learning DL ML AI State of the Art Connectionist technology
Multiple Layer artificial neural networks, to represent and organize
Why the Renaissance?
Available Data
Processors, e.g., GPUs and ASICs
Architectural approaches and software-embodied methodologies

9. Machine Learning in the Financial Sector
9/16/ :42 PM
Machine Learning in the Financial Sector 1
Algorithmic / High-Frequency Trading 2
Loan and Insurance Underwriting 3
Fraud Detection and Prevention 4
Advanced User Security
© 2016 Optum, Inc. All rights reserved.

10. Machine Learning in the Financial Sector
9/16/ :42 PM
Machine Learning in the Financial Sector 5
Portfolio Management 6
Sentiment and News Analysis 7
Sales and Marketing, e.g., Financial Products 8
Customer Service, Chat Bots, and Conversational Interfaces
© 2016 Optum, Inc. All rights reserved.

11. For More Information:
Data Science Meetups
Online Education
Through Udacity, Coursera, other educational providers
Through Google, Nvidia, other ML service providers
Increasing number of Blogs, Columns, and other online assets

12. Thank you

13. LET’S MEASURE UP

14. LET’S MEASURE UP

15. STANDARDS AND ADVOCACY COMMITTEE

16. STANDARDS AND ADVOCACY COMMITTEE
PURPOSE
The purpose of the Advocacy Committee is to:
Promote the highest member standards
Advocate on behalf of members where necessary
Represent the members in policy formation

17. STANDARDS AND ADVOCACY COMMITTEE
OBJECTIVES
Promote the CFA Code of Standards and Ethics
Facilitate, provide and promote CFA Standards and Ethics learnings
Provide country-level guidance on Standards and Ethics in Southern Africa
Take action to promote Advocacy
Proactively inform Regulatory and Best Practice policy
Represent member interests in policy debate

18. STANDARDS AND ADVOCACY COMMITTEE
MANDATE
The Advocacy Committee has the responsibility to:
Interact with regulators, policy-makers, CFA Institute and other industry bodies where necessary to promote member interests in advocacy, standards and ethics
Co-ordinate member suggestions/requests relating to regulation, standards, and ethics
Make recommendations regarding advocacy, standards and ethics on behalf of the CFA Society of South Africa

19. STANDARDS AND ADVOCACY COMMITTEE
Initiatives
Ethics training and workshops for corporates, regulators, trustees, asset managers etc.
Asset Manager Code of Conduct
GIPS
Maintain contact and engage with regulators on policy issues

20. PROGRAMME EVENTS COMMITTEE20

21. PROGRAMME EVENTS COMMITTEE
What we do?
Educational Events
Webcasts
Presentations
Networking Events
Including speakers, informal lunches, drinks and social
New Initiatives
To be discussed further

22. PROGRAMME EVENTS COMMITTEE
Events hosted in 2017
‘Is SA Really Investment Grade?’ – Panel Discussion – JHB
‘Blowing Bubbles’ – Presentation and Round Table with Grant Williams – CT
‘Berkshire AGM’ – Live Streaming at Citadel – CT
‘Perils of Forecasting’ – Presentation by Craig Bodenstab– JHB & CT
‘BRICS’ – Presentation by Glenn Silverman – JHB & CT

23. Glenn Silverman Presentation
PROGRAMME EVENTS COMMITTEE
New Charter Recognition Event - JHB
Craig Bodenstab Presentation- JHB
Craig Bodenstab Presentation - CT
New Charter Recognition Event - CT
Citadel Berkshire AGM
Live streaming - CT
Glenn Silverman Presentation
JHB & CT

24. CAREER SERVICES

25. CAREER SERVICES Purpose
Market and create career opportunities for CFA Level III Candidates, Charter Pending and Members based in South Africa.
Improve members marketability in terms of professional and soft skills
Review Career Service initiatives of other societies and adopt where possible

26. CAREER SERVICES Objectives Establish networking channels
Developing career resources for members and brokers information between employers and members regarding job opportunities and qualified talent
Improves members’ professional, or “soft,” skills so they can differentiate themselves in the marketplace based.
Provides industry and career pathway insights
Assist the CFA Board and other relevant committees with marketing the value of achieving the CFA®/CIPM® designations
Reporting regularly to the society on career services programming

27. CAREER SERVICES How can you help?
Be part of our networking channels – even if not an actively involved in coordinating events
Please be a contact for key HR personnel
Volunteer to be part of the committee
Join the Whatsapp group (any ideas on better platforms welcome)
Help market and broadcast networking events

28. TECHNOLOGY COMMITTEE 28

29. TECHNOLOGY COMMITTEE Purpose: Objectives:
Use technology to accelerate the strategic goals of CFA Society South Africa.
Manage the online presence of the society.
Objectives:
Increase the number of candidates enrolled in the CFA program
Accelerate the integration of candidates into the Society
Improve engagement levels of charter holders with the local society
Enhance the awareness of the CFA brand with the broader public

30. TECHNOLOGY COMMITTEE Plan for 2018 Objective Target What is planned
Measurement
Increase the number of candidates enrolled in the CFA program
Candidates
Enhance the scale and efficiency of the scholarship application process by introducing new online platform
Number of scholarships awarded;
Length of selection process
Accelerate the integration of candidates into Society
Creating a candidate app that will help candidates with exam prep, career guidance, networking
Usage patterns on application
Improve engagement levels of charter holders with the local society
Members
Enhancing newsletter distribution and member interaction
Response rate to s; content engagement levels
Enhance the awareness of the CFA brand in the broader public
Members & Candidates
Re-design of Society website to improve user engagement
Number of active users; usage of new features like news aggregation and webinars
General Public
Management of social media presence
SM analytics for LinkedIn, Twitter, Facebook; depth of impressions from non-members

31. How you can get involved
TECHNOLOGY COMMITTEE
How you can get involved
2 Volunteers are Needed to Help Drive These Projects
Scholarship Portal (from applications to assessment to funds disbursement)
Candidate App (from feature selection to app design to user acquisition)
Member newsletters (from content support to distribution to user analytics)
Website revamp (from website design to feature management to user acquisition)
Social media (from content curation to public relations to user engagement)
Volunteers Will Join the Technology Committee
Leadership position within the society
Path towards becoming a board member of CFA Society South Africa
Six formal committee meetings a year plus other informal project meetings

32. CANDIDATE PREPARATION COMMITTEE32

33. CANDIDATE PREPARATION COMMITTEE
The committee is responsible for any society initiative related to potential candidates for the CFA® Programme
Committee members
D Semwayo (Chair), CFA;
TK Muchedzi, CFA
I Vermeulen, CFA;
D Morkel, CFA

34. CANDIDATE PREPARATION COMMITTEE
CFA INTRODUCTION SESSIONS
Introduction sessions held at Universities
JHB & CT– February & September (3 – 5 people to conduct the presentations)
CAREER DAY
Universities (JHB, CT, UKZN, NWU)
Soweto, GIBS & other schools
Spend 2 hours interacting with university and high school students
RESEARCH CHALLENGE
University mentors (6 hours over /Skype)
Research Report Grading (6 to 10 people for 4 to 6 weeks)
Research Report Grading (Experienced industry professionals)

35. CANDIDATE PREPARATION COMMITTEE
SCHOLARSHIPS
Locally award CFA scholarships
Aim to complete the assessment in one day
Johannesburg and Cape Town locations
(The more the better – one day commitment)
MENTORING
Develop and Run a CFA candidate Mentoring program
2 or 3 sub committee to develop the program
STUDENT SUPPORT
Short audio/video material on key & challenging topics
Establish study groups across the country
(volunteers to do recordings)

36. CANDIDATE PREPARATION COMMITTEE
Information Sessions
University Career Days
Local University Research Challenge

37. PUBLIC AWARENESS Committee37

38. PUBLIC AWARENESS COMMITEE
Responsible to INFORM
The purpose of the Public Awareness Committee is to:
Be responsible for the CFA brand in South Africa;
Manage the marketing and communication strategy for the local society;
Be the local voice for CFA Institute messaging.
This Photo by Unknown Author is licensed under CC BY

39. PUBLIC AWARENESS COMMITEE
objectives
It is about building relationships and communicating;
Raising awareness;
Reaching out to the CFA community and the broader society, including
Press, Industry Associations, Various Role Players.

40. TO Do and ENJOY Build a virtual community;
Build a virtual community;
Raise awareness through Social Media Platforms and Apps;
Spread the word;
Collaboration with other committees.
This Photo by Unknown Author is licensed under CC BY-NC-SA

41. IF THIS IS YOU Keen to be active on social media;
Keen to be active on social media;
Prepared to tweet, post on LinkedIn and FaceBook;
Have some ideas about how to get us “out there”;
Interested in contributing to our newsletter;
Interested in collaborating with the Technical Committee on how best to communicate with members and associates.
DO JOIN US
This Photo by Unknown Author is licensed under CC BY-SA

42. Please complete the form supplied to indicate which Committee(s) you would like to be involved in.

43. Follow us on Social Media
@CFA_SA
#VolunteersMeasureUp
CFA Society South Africa
(Company Page)
@cfasouthafrica