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Data Science Seminar Date: Friday, 25 October 2024 Time: 2:00 PM Venue: NKN hall From gut feeling to data-driven: redefining investment strategies Karthik Ranganathan and Naveen Chandramohan ITUS Capital, Chennai. 25-10-24 Abstract As financial markets grow increasingly complex, traditional investment strategies—based on intuition, subjective judgment, and fundamental analysis—are being transformed by data science. This presentation examines how data-driven models and machine learning are revolutionizing finance, providing more objective, scalable, and efficient tools for decision-making. We will trace the evolution of the asset management industry (AMC), from its origins in the United States to its rapid growth in India, highlighting key trends in the US that reshaped the industry. With the Indian AMC sector now at a pivotal inflection point, we will explore the role of data-driven systems in shaping its future and the technological advancements being developed to drive this transformation. Lastly, we will discuss the exciting career opportunities emerging in this evolving industry, with a focus on how students can leverage their skills in data science and finance to build impactful careers in asset management. About the speakers: Karthik Ranganathan is the founder of a market intelligence start-up called Thurro and an IC-member with Itus Capital. Karthik is an engineer from IIT Madras and then went on to do an MBA in finance from IIM Bangalore. He has spent over 20+ years in Private Equity - and was a partner with Barings & TVS Capital, investing across private and public markets, before starting Thurro. Naveen Chandramohan is the Co-founder and fund manager at Itus Capital, a public markets fund investing in the Indian markets for the last 7.5 years. Today, Itus manages USD 220mm with offices across Chennai, Bangalore and Houston. Naveen is an engineer from BITS Pilani and finished his MBA in Finance from IIM Bangalore as a gold medalist. He has 20 years of experience in the public markets, having worked across Lehman Brothers, Nomura and managing money for Oracle Capital. Prior to setting Itus, he ran the Hong Kong office of Hutchin Hill in Hong Kong.
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