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Chasing Alpha with SEC Data

Track: Data Science

Session Number: 4052
Date: Thu, Jul 29th, 2021
Time: 11:30 AM - 12:45 PM

Description:

The SEC makes publicly available a vast amount of data that is very important to prospect development. The large amount of information makes it challenging to quickly digest and analyze it for individual analysts, however. In this session, we'll review several sources of SEC data (e.g. Form 4, Form DEF14) and how data scientists can programmatically extract value from it for prospecting, research, or modeling purposes.
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees will learn about SEC data sources that can contain wealth indicators for their prospects.
Learning Objective #2: Attendees will learn how to extract information from SEC data and match it to their own prospects.
Software or Vendor Tools: No
Primary Competency: DS:Competency 3: Data Manipulation Skills
Secondary Competency: DS:Competency 1: The Data Science Umbrella
Tertiary Competency: DS:Competency 7: Fundraising Knowledge
Intended Audience Level: Level II
Recommended Prerequisites: Programming knowledge (e.g. R, Python)
Shop Size: All Shop Sizes
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees will learn about SEC data sources that can contain wealth indicators for their prospects.
Learning Objective #2: Attendees will learn how to extract information from SEC data and match it to their own prospects.
Software or Vendor Tools: No
Primary Competency: DS:Competency 3: Data Manipulation Skills
Secondary Competency: DS:Competency 1: The Data Science Umbrella
Tertiary Competency: DS:Competency 7: Fundraising Knowledge
Intended Audience Level: Level II
Recommended Prerequisites: Programming knowledge (e.g. R, Python)
Shop Size: All Shop Sizes