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The Thalesians Festive Dinner

Lecture title: Optimal allocation of resources in nonstationary conditions

Presenter: Dr Paul Alexander Bilokon

Abstract: The Markowitz portfolio optimization model was put forward by Harry Markowitz in 1952. With some modifications it remains the primary mode of thinking when it comes to allocation of resources (including portfolio management). Markowitz himself was aware of the model's limitations. In this talk we will consider these limitations, ways of thinking about them mathematically and statistically, and ways of remedying them using modern statistical and machine learning methods.

Bio: Dr Bilokon has worked in senior quant roles at Morgan Stanley, Lehman Brothers, Citigroup, Nomura, Deutsche Bank, and other bulge bracket institutions. He has since co-founded Thalesians Ltd and has served as scientific advisor to his father, Oleksandr (Alex) Bilokon, at Thalesians Marine Ltd. The two companies have been instrumental in developing and advancing artificial intelligence, high-performance computing, and big data in finance, economics, drug discovery, shipping, transportation, and logistics. Their client base includes the UK Government Actuary's Department, Bloomberg L.P., BNP Paribas, Credit Agricole, Fidelity, G-Research, JP Morgan, KX, and others. Dr Bilokon was named Quant of the Year 2023, jointly with Marcos Lopez de Prado, by Rebellion Research. In addition to his commercial engagements, Dr Bilokon publishes novel research, books, and teaches mathematical finance, software development, and artificial intelligence at Imperial College London. He is Head of Faculty at the Machine Learning Institute and Quantitative Development Certificate. Dr Bilokon is a member of a small team of systematic portfolio managers managing a portfolio of futures for a leading energy company with over 70 billion in assets.

Schedule:

Doors open: 18:00 Lecture starts: 18:30 Drinks and networking: 19:30 Dinner: 20:00

Registration Link: https://www.eventbrite.com/e/apples-vision-pro-vs-metas-quest-3-round-table-eugene-kent-alex-cix-tickets-846887803217?aff=meetup

This session directly follows the more technical/dev-focused event:

Port a Game from the Quest Store to the Apple visionOS App Store

Lecture Overview & Key Takeaways

This session is an Open Round Table discussing and comparing the Meta Quest 3 with the Apple Vision Pro Participating Thought Leaders:

• Eugene Chung (CEO, Penrose Studios)
• Amanda Watson (Former VR Software Engineer, Oculus)
• Erin Jerri Pañgilinan (Founder, Stealth)
• Daniel Sproll (CEO, Realities IO)
• Shahriar Shahrabi (Creative Director, Realities IO)
• Alex Coulombe (CEO, Agile Lens)
• Cix Liv (Founder, Vi)
• Fabian Quosdorf (Founder, mixed.world)

This is an interactive session. Feel free to ask any questions to the speakers.

Speaker

Eugene Chung is a globally recognized Blockchain Metaverse influencer, filmmaker, and investor as well as Founder & Chief Executive Officer of Penrose Studios. His latest work, “Arden's Wake", won the first Lion awarded for Best VR at the 74th Venice International Film Festival. Previously, he was Head of Film and Media and Co-Founder of Story Studio at Oculus VR, which was later acquired by Facebook for $2 billion. Prior to Oculus, he was in production at Pixar Animation Studios, a private equity investor at Warburg Pincus and an investment banker at Morgan Stanley. Connect with Eugene here: https://www.linkedin.com/in/eugeneykchung/

Amanda Watson is an XR developer and low-level systems hacker, best known for her work on Quest Air Link. Starting her career at post-acquisition Oculus, Amanda worked closely with the original team, gaining a deep understanding of the XR runtime and pipeline. This expertise led to her being on the foundational teams of many popular and well-loved VR products, including Oculus Quest, Quest Link, and Air Link. In October 2022, Amanda embarked on a new journey as an independent XR developer, motivated by the potential of new HMDs and the expanding XR landscape. Connect with Amanda here: https://www.linkedin.com/in/amwatson/

Erin Jerri Pañgilinan is a leading voice in emerging technology as an internationally acclaimed author, software engineer and computational designer, and educator in spatial computing and AI. Her book O’Reilly Media book, Creating Augmented and Virtual Realities: Theory and Practice for Next-Generation of Spatial Computing topped the must-read list for VR books in 2019, and debuted #1 in Game Programming on Amazon. The book has been translated into Chinese, Korean, and distributed in over 2 dozen countries. Currently, she is working on her next two books and releasing cross-platform productivity applications. Connect with Erin here: https://www.linkedin.com/in/erinjerri/

Alex Coulombe is an XR architect, and the founder of Agile Lens, a creative studio known for immersive design. His immersive storytelling work is acclaimed, especially within live theater. He introduced Heavenue, a high-fidelity cloud platform, that connects performers and metaverse audiences. He has taught VR performance at NYU Tisch, Unity3D at Syracuse University, and now instructs on Unreal Engine, as an authorized partner of Epic Games. Connect with Alex here: https://www.linkedin.com/in/alexcoulombe/

Cix Liv has been at the forefront of merging fitness and gaming with augmented and virtual reality technologies. Initiating his journey with LIV in 2016, he revolutionized VR live streaming. His venture into YUR in 2019 introduced fitness gaming for enthusiasts, followed by REK in 2022, which brought mixed reality sports to the forefront. His most recent endeavor, Vi, continues to explore further the potential of fitness gaming since May 2023. Connect with Cix here: https://www.linkedin.com/in/cix/

HighlightsSoccer fans unite: the 2019 Women’s World Cup has been happening in France all month, but what are U.S. team’s biggest stars listening to as they head into the quarterfinals?Mission   Good morning, it’s Jason here at Chartmetric with your 3-minute Data Dump where we upload charts, artists and playlists into your brain so you can stay up on the latest in the music data world.DateThis is your Data Dump for Wednesday, June 26, 2019.Playlisting the Women’s World CupThe World Cup defending champions, the United States, are scheduled to play host nation France in the quarterfinals on Friday, June 28th.The U.S. squad won the last World Cup in 2015 for the third consecutive time in Canada, and are favored to win this year as well, and that’s large in part due to a couple of the team’s biggest stars: two-time US Soccer Player of the Year Alex Morgan and two-time FIFA Player of the Year Carli Lloyd.And guess what? They have playlists!Hailing from Southern California, Co-Captain Alex Morgan has a co-branded “Alex Morgan | Workout Playlist” with Beats by Dr. Dre as the listed curator.The American striker currently has 12 tracks on the list, with mostly mellow and moody pop selections including Maggie Rogers, Hozier, and José González.The playlist’s sonic characteristics are not what you would expect: they are less energetic and more mid-tempo, acoustic jams.The Energy ratings for the songs, which run from 0 to 100, are only moderately high, mostly lying in the 30 to 80 range with tracks from Lauren Daigle and George Ezra.The Acousticness ratings are quite well-distributed from 10 to 90, meaning Morgan seems to appreciate acoustic guitars as much as electronic beats.And dare we say that Morgan likes getting moody with her Beats earbuds on, with one-third of the playlist in the 20-30 Valence range, which measures positive emotional sentiment. Some of these darker vibes come from artists Vera Blue and Leon Bridges.Now hailing from New Jersey, fellow Co-Captain Carli Lloyd’s “Metabolic Kick Mix playlist”, which is curated under the NikeWomen curator profile, is all about that high energy.Currently an attacking midfielder on the US squad, her Spotify playlist has 12 tracks and over 800 followers, featuring amped-up pop and rock records from Maroon 5, Imagine Dragons, and Ellie Goulding.Lloyd’s playlist tends towards the electronic side of things and with more emotionally uplifting sentiment:Her tracks rate high on Energy and Beats Per Minute, with seven tracks in the 90-100 Energy range and eight tracks in the 130-140 BPM range, to include Hardwell and a OneRepublic remix.As for Acousticness, Lloyd is not about it! She likes the electronic beats, most tracks in the low 10-20 acousticness range.But for Valence, she likes getting into the darker vibes as well, with most tracks in the 40 to 60 range, including a Betty Who banger and the sole acoustic track from John Mayer, which is positioned last in the playlist, and likely great for a workout cool-down and stretch.So, if you’re looking to sweat with some of America’s top athletes putting it all on the line this week, look no further.OutroThat’s it for your Daily Data Dump for Wednesday, June 26, 2019. This is Jason from Chartmetric.Free accounts are at chartmetric.comAnd article links and show notes are at: podcast.chartmetric.com.Happy Wednesday, see you tomorrow!