Steven J CohenCFA

Family Office Artificial Intelligence
International contact details:
Switzerland
Steven J Cohen CFA
Rolandstrasse 16
8004 Zurich

+41 (0)7675 367 38

Financial Intermediary
FINMA SRO Polyreg Membership
USA
Steven J Cohen CFA
California


+1.310.923.5823

Investment Adviser Firm
SEC Firm CRD # 280027
SEC Individual CRD # 6546951
Canada
Steven J Cohen CFA



+ 1.310.923.5823
UK & Europe
Steven J Cohen CFA

+44 (0)7770 275 489

China, Asia, Australasia
Steven J Cohen CFA

+852  6224 8320
Year 2019 in review
• Successes.
– Developed and implemented first deep-learning applications providing a massive
improvement in analytical power by leveraging previous years hardware purchases
– Acceleration in pipeline of third party cutting edge quantitative research to implement
– Impressive performance from improved security selection criteria
– Further improved the fundamental and technical criteria for security selection
– Corrected and refined machine learning methods in asset allocation
– Further improved econometric criteria in asset allocation
– Developed new software to access better data sources
– Now accepting client defined portfolio universes (asset allocation, ESG, religious etc.)
– First venture capital investment
• Fails.
– Single digit net return for year (annualised double digit return over three years)
– Poor asset allocation due to not applying correct procedures for machine learning
– Natural language processing sentiment analysis not developed further