In this webinar, we will create and code a real (but simple) portfolio analysis in order to explore R's data import, wrangling, and visualization tools in the world of investment management. The content is based on the new book Reproducible Finance with R: Code Flows and Shiny Apps for Portfolio Analysis, which was just published this week. We will become familiar with the worlds of xts, the Tidyverse and tidyquant for analysis and visualization of our portfolio, and how each can be used in a Shiny application.
Jonathan Regenstein currently serves as the Head of Financial Services AI at Snowflake, a position held since May 2023. In addition, Regenstein contributes as a Research Affiliate at the Georgia Tech Financial Services Innovation Lab and as an Adjunct Professor at Kennesaw State University's School of Data Science and Analytics, focusing on data mining, visualization, time series, and R. Previous roles include VP of Research and Analytics at Sylvan Road Capital, Head of Data and Quantamental Research at Truist Securities, and Director of Financial Services Practice at RStudio (now Posit).
