digital reasoning at airsummit 2014

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I learn, therefore I can generate α (legally)

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Presentation & Demo at Franklin Templeton's AirSummit 2014

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Page 1: Digital Reasoning at AirSummit 2014

I learn, therefore I can generate α

(legally)

Page 2: Digital Reasoning at AirSummit 2014

“Even the best-resourced analysts lack the tools to correlate the data points he/she does gather to identify meaningful patterns for either an individual company or an entire sector.  With shorter-term investing horizons and high-frequency trading dominating volume, how relevant are these data points anyway?”

- Gabriel Lowy, Tech-tonics.org

04/08/2023 2

How Long Before Equity Analysts Become Data Scientists?

Page 3: Digital Reasoning at AirSummit 2014

Human language is a rich data source that enables data scientists to study people’s past behavior and

predict future behavior.

But it’s messy, ambiguous and very noisy !

Page 4: Digital Reasoning at AirSummit 2014

Big (Data) Problem:Reducing Noise. Increasing Signal

Quality and Timing.

Page 5: Digital Reasoning at AirSummit 2014

the path of the enterprise

next ?

Cloud

Algorithms

Mobile

Big Data

Social

Dion Hinchcliffe. Dachis Group.

Next Disruption: Cognitive Computing?

Page 6: Digital Reasoning at AirSummit 2014

Learning Algorithms

• Machine learning – Predictions– Clustering

• Statistical models working at scale– Counting– Comparing– Ranking– Filtering

Human Analysis

Alerts

Behavior Patterns

Knowledge

Raw Data

Profiles

Page 7: Digital Reasoning at AirSummit 2014

Experimenting with multiple Key Risk Indicators (KRIs) as Behavior Patterns of Interest

Emailing to external networkor

Emailing attachments to personal email accountor

Legal entity on watch list occurring in the context of “deal related” language

orNegative sentiment in the context of “revenue recognition”

language

Page 8: Digital Reasoning at AirSummit 2014

*KRI = Email sent to self*KRI = internal to external communication

*KRI = Deal language in context of legal entity

*KRI = Deal language in context of legal entity

*KRI = Rev rec language + Negative sentiment

Outcome: Flagging Email Because of High KRI Score

Page 9: Digital Reasoning at AirSummit 2014
Page 10: Digital Reasoning at AirSummit 2014

Digital Reasoning’s Machine Learning Platform

Page 11: Digital Reasoning at AirSummit 2014

Locations:Nashville

WashingtonNew York

London

Investors:In-Q-Tel

Silver Lake (individuals) Partnership for NYC Invest. Fund

Team:70 employees

20 Masters or PhDs40+ TS clearances

5 patents

• Early success within the US Intelligence Community and now rapidly expanding into financial services and healthcare

• Synthesys is a machine-learning platform that understands human communication

• Synthesys amplifies human analysis by automatically aggregating knowledge from large data sets across multiple languages and sources into a private knowledge graph

• Knowledge can be accessed via an API, Tools or discovered via our Web applications as well as 3rd party solutions in Search, BI, Case Management

• Synthesys Cloud is available via AWS Marketplace, running on Amazon EC2

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Digital Reasoning

Page 12: Digital Reasoning at AirSummit 2014

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PHONE (615) 370-1860EMAIL [email protected]

WEB digitalreasoning.com