Behavioural Models & Sentiment Analysis Applied to Finance

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Behavioural Models & Sentiment Analysis Applied to Finance Conference: 18-19 June 2014 Workshops 16, 17 & 20 June, 2014, London www.unicom.co.uk/sentiment-analysis www.unicom.co.uk Email: info@unicom.co.uk Phone: +44 (0) 1895 256484 Twitter: @UNICOMSeminars LinkedIn: UNICOM Seminars Facebook: www.facebook.com/unicom.seminars Blog: blog.unicom.co.uk Organised by : Sponsored by : Professional Bodies Partners Media Partners

Behavioural Models & Sentiment Analysis Applied to Finance About the Conference Conference:18-19 June 2014 Workshops: 16,17 & 20 June This is the 4 th conference on this topic organized by UNICOM Seminars Ltd. The programme focuses on the application of Sentiment Analysis to the respective models of trading, fund management and risk control. Specialists in the domain are invited to present their recent research results, case studies and technology overviews. There are also pre- and post-conference workshops on Market Microstructure, Liquidity and Automated Trading. In particular the topic of Algorithmic Trading is addressed. A special feature of this year s conference is the inclusion of Social Media data (Twitter, blogs, chat rooms); how trustworthy these are and how they influence market sentiment. Background Sentiment analysis has developed as a technology that applies machine learning and makes a rapid assessment of the sentiments expressed in news releases. News (events) move the market and are measured quantitatively. Analysts and investors digest financial news and their perceptions impact the market and move stock prices. This conference presents the current state of the art in this fast-emerging field. It also explains how to apply Sentiment Analysis to the respective models of trading, fund management and risk control. Major news (meta) data suppliers such as Bloomberg, Thomson Reuters, Dow Jones, RavenPack and MarketPsych have agreed to participate. Case studies by investment banks, proprietary trading houses and financial analytics providers are under discussion; further such contributions are solicited. Leading academics and researchers from Europe, UK and USA have agreed to contribute and participate in the conference. 2

Sentiment Analysis Week 16 20 June, 2014 Pre Conference Workshop Market Microstructure, Liquidity and Automated Trading 16 17 June, 2014 Introduction to Market Microstructure and Liquidity Measures Optimal Trade Execution Strategies Automated Trading Strategies Discussion of Trading Platforms and Their Features Pre- and Post-Trade Analytics Presenters Include: Robert Kissell, Kissell Research Group Dan dibartolomeo, Northfield Information Services Ashok Banerjee, Finance Research/Trading Lab, Indian Institute of Management Rajib Ranjan Borah, irage Capital Advisory Pvt. Ltd The Overview Presentation by Dr Robert Kissell, Kissell Research Group, is based on his two recently-launched books:- The Science of Algorithmic Trading and Portfolio Management Robert Kissell, PhD, Elsevier, November 2013 Multi-Asset Risk Modeling, Morton Glantz & Robert Kissell, Elsevier, December 2013 3

Sentiment Analysis Week 18 19 June, 2014 Conference Behavioural Models & Sentiment Analysis Applied to Finance 18 19 June, 2014 Day One Foundations & Technology for Sentiment Analysis Text Mining and Sentiment Classification Fund Management Case Studies Day Two Other Asset Classes: Sentiment Analysis Applied to FX and Commodities Trading Strategies Case Studies Risk Control Case Studies Presenters Include: Svetlana Borovkova, Vrije Universiteit Amsterdam James Cantarella, Thomson Reuters Dan dibartolomeo, Northfield Info Services Marco Dion, JP Morgan Peter Hafez, RavenPack Gary Kazantsev, Bloomberg Abby Levenberg, Oxford-Man Institute Bing Liu, University of Illinois at Chicago (UIC) Raphael N. Markellos, Norwich Business School, Univ of East Anglia Gautam Mitra, OptiRisk Systems Richard Peterson, MarketPsych Tobias Preis, Warwick Business School Stephen Pulman, Oxford University/TheySay Analytics 4

Sentiment Analysis Week 16 20 June, 2014 Post Conference Workshop Sentiment Classification and Opinion Mining Using News Wires and Micro Blogs (Twitter) 20 June, 2014 To Be Confirmed Presenters Include: Stephen Pulman, Oxford University/TheySay Analytics Bing Liu, University of Illinois at Chicago (UIC), Department of Computer Science Enza Messina, University of Milan Federico Alberto Pozzi, University of Milan Sanjiv Das, University of Santa Clara (TBC) The Overview Presentation by Professor Bing Liu, University of Illinois at Chicago (UIC), Department of Computer Science, is based on his books:- Sentiment Analysis and Opinion Mining, Morgan and Claypool, 2012 Web Data Mining (2nd edition) Springer, 2011 5

Behavioural Models & Sentiment Analysis Applied to Finance Super Early Bird: register by 21 March Conference:18-19 June 2014 Workshops: 16,17 & 20 June Registration Fees: Buy-side Companies: 1day 2 days 3days 4days 5days 95 180 270 350 425 Sell-side Companies: 1day 2 days 3days 4days 5days 250 450 600 800 950 Early Bird: register by 25 April Buy-side Companies: 1day 2 days 3days 4days 5days 125 225 325 425 500 Sell-side Companies: 1day 2 days 3days 4days 5days 325 600 895 1150 1400 Regular Price: after 25 April Buy-side Companies: 1day 2 days 3days 4days 5days 195 375 550 700 850 Sell-side Companies: 1day 2 days 3days 4days 5days 450 895 1150 1400 1800 6

Behavioural Models & Sentiment Analysis Applied to Finance Conference:18-19 June 2014 Workshops: 16,17 & 20 June 1st Delegate Dr/Mr/Ms/Mrs First Name... Surname. Position.. Head of Department. INVOICE TOTAL I enclose a cheque made payable to UNICOM Seminars Please charge my: Card No. Expiry Date: / Purchase Order Please invoice (include invoice address) F.A.O. 2nd Delegate Dr/Mr/Ms/Mrs.First Name..... Surname. Position Organisation Address.... WHAT THE REGISTRATON FEE INCLUDES: The registration fee for the training course or the event covers the following: attendance, copy of the documentation and materials, examinations where applicable and light refreshments. Accommodation is not included unless otherwise specified. Joining instructions will be sent to you approximately one week before the event (if for any reason these are not received, please contact UNICOM). PAYMENT TERMS: Payment is required in advance of the event or at the latest, paid at the event. All invoices carry a 10% surcharge, which is payable if the fee remains unpaid on the day of the event and 30 days thereafter; should the invoice remain unpaid beyond 30 days and up to 45 days the surcharge increases to 15% and if unpaid after 45 days the surcharge increases to 20%. For credit card payments a 2.5% fee amount is charged or for American Express cards the fee is 3% of the total amount. CANCELLATION AND SUBSTITUTION TERMS: What happens if I have to cancel? If you confirm your CANCELLATION in writing up to fifteen (15) working days before the event or training start date and if the invoice has already been paid you will receive a refund less a 10% + VAT service charge; if the invoice has not been paid at that point you the a credit note for the existing invoice will be raised and a new invoice raised for the 10% +VAT service charge the service charge invoice is due for payment by the original event / training start date. Regrettably, no refunds can be made for cancellations received less than 15 working days prior to the event and the invoice will remain due. SUBSTITUTIONS are welcome at any time there is no fee for sending a substitute delegate on any event or training. If it is more than 15 working days but less than 5 working days before the course or training start date, you may TRANSFER your registration to a future date within a 6 month period. If it is less than 15 working days to the event /training start date you can still TRANSFER your booking to a future event future date within 6 months but an additional transfer fee of 125+VAT per person per event day will be charged (e.g. the transfer fee for a 2 day training is 250+VAT), invoices for transfer fees are due for payment within 7 days of the invoice date invoice. As we cannot guarantee that exactly the same event or training will be available, the transfer will be open to any other UNICOM event taking place within six months from the date of the original event. TRANSFERS are not accepted less than five (5) working days before the event or training unless there are exceptional circumstances and the acceptance of the transfer is at the discretion of UNICOM. Where a transfer has been made and a future date selected, the standard cancellation terms and conditions apply to the transferred booking just as if it were a new booking. UNICOM reserves the right to amend the event / training content programme if necessary and cannot guarantee repeats of the same event or training. All transfers and cancellations must be made in writing either by email or letter and are only valid when confirmed by email or on writing by UNICOM. Transfers and cancellations are not accepted by telephone. INDEMNITY: Should for any reason outside the control of UNICOM Seminars Ltd, the venue or the presenters change, or the event be cancelled due to but not exclusively to industrial action, adverse weather conditions, an act of terrorism, presenter illness or other reasons beyond its control UNICOM Seminars Ltd will make reasonable endeavour to reschedule, but the client hereby indemnifies and holds UNICOM Seminars Ltd harmless from and against any and all costs, damages and expenses, including attorneys fees, which are incurred by the client as a consequence beyond the attendance fee due to UNICOM. The construction validity and performance of this Agreement shall be governed by all aspects by the laws of England to the exclusive jurisdiction of whose court the Parties hereby agree to submit. www.unicom.co.uk Email: info@unicom.co.uk Phone: +44 (0) 1895 256484 Twitter: @UNICOMSeminars LinkedIn: UNICOM Seminars Facebook: www.facebook.com/unicom.seminars Blog: blog.unicom.co.uk