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CloseCAIA InfoSeries Webcasts
Our live InfoSeries webcasts will boost your expertise on the latest industry growth areas and share insights into the CAIA exams. Featuring CAIA and industry experts, these brief, interactive sessions will encourage and answer your questions. Find out more and join one today.
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Upcoming Infoseries
Alternative Data and Collective Intelligence Investing: Risks of Adoption
Monday, March 8, 2021, 11:00 am Time zone: EST
Description: Over the last five years, the volume of information available to all has skyrocketed, leading to increased investor interest in alternative data or crowdsourced investment strategies. While opportunities for added value may be present, adoption also comes with a number of risks, both for early and late adopters. Join this conversation as readings from the 2021 Financial Data Professional (FDP) curriculum are brought to life.
Panelists: Doug Dannemiller, Research Leader, Deloitte, Sean Collins, Research Manager, Deloitte, and Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association
Structured Finance – India Lens
Monday, March 15, 2021, 5:00 pm Time zone: IST
Description: Finance has several theoretical traditional and modern frameworks in practice. Needless to say, often the frameworks have conflicting assumptions. Structured finance is often a route to challenge the status quo in finance and explores opportunity in the face of constraints while simply using first-order products. Structured finance transactions often rely on providing tailor made covenants to facilitate deal making. In very simple terms, structured finance is a form of negotiation to create a customized product to better serve the participants of the transaction. In the webinar, we would go through the concept of structured finance with a case study about Jio fund raising. The webinar will also host a conversation with two industry leaders alongside moderation as we discuss structured credit and the ABS market in India from a fund’s perspective.
Panelists: Ravi Vukkadala, CFA, FRM, Chief Executive Officer, Northern Arc Investment Manager, Sandeep Thapliyal, Ex-Managing Director, CEO, Avendus Finance, Vinod Korthari, Director, Vinod Kothari Consultants, and Shreekant Daga, CAIA, CFA, FRM, Associate Director, Liaison Office India, CAIA Association
Portfolio Management and Asset Allocation
Tuesday, March 16, 2021, 12:00 pm Time zone: EDT
Description: In this presentation Keith Black will review the definition and characteristics of asset allocation models, including model portfolios, the capital asset pricing model, the endowment model, mean-variance optimization, risk budgeting, multi-factor models, liability-driven investments, risk parity, scenario-based models, and core vs. non-core portfolio models.
Panelists: Keith Black, PhD, CAIA, CFA, FDP, Managing Director, Content Strategy, CAIA Association, and Kweku Obed, CFA, CAIA, Managing Director, Marquette Associates
The Growth of Alternative Investments in Latin America and How You Can Be Involved
Friday, March 19, 2021, 11:00 am Time zone: EDT
Description: Please join Keith Black, Ph.D, CAIA, CFA, FDP, Managing Director, Content Development, CAIA Association to explore and review information about the CAIA Association and our flagship program, the CAIA Charter Designation program. Joining Dr. Black, will be guest panelists, Patricia Alejo, CAIA, Portfolio Manager, Pontificia Universidad Javeriana, Fernando Manrique, CAIA, CFA, Head of Investments, AFP Integra, Daniel Mueller, CAIA, Head of Latin America, Alpine Capital Advisors, and Juan Eduardo Fantini, CAIA, Founding Partner, CIO | Colunquén Investment Office, who will give real life perspectives of how the program has benefitted their professional careers as well as discuss the growth from Latin American investors in Alternative Investments.
Panelists: Patricia Alejo, CAIA, Portfolio Manager, Pontificia Universidad Javeriana, Fernando Manrique, CAIA, CFA, Head of Investments, AFP Integra, Daniel Mueller, CAIA, Head of Latin America, Alpine Capital Advisors, Juan Eduardo Fantini, CAIA, Founding Partner, CIO, Colunquén Investment Office, and Keith Black, Ph.D, CAIA, CFA, FDP, Managing Director, Content Development, CAIA Association
Alternatives: From Option to Essential
Tuesday, March 23, 2021, 12:30 pm Time zone: EDT
Description: Join us for a CAIA InfoSeries - Alternatives: From optional to essential. Moderated by CAIA's CEO, Bill Kelly, this event will feature guest speaker Pulkit Sharma, Managing Director, Head of Alternatives Investment Strategy and Solutions at J.P. Morgan. Bill and Pulkit will discuss the recent J.P. Morgan Long Term Capital Market Assumptions Report with a focus on the evolution and expansion of alternative investments over the next 10 – 15 years. Topics discussed will include, the objectives that alternative investments meet, the framework in which to allocate, and the challenges that are intrinsic to alternative investments.
Panelists: Pulkit Sharma, CFA, CAIA, Managing Director, Head of Alternatives Investment Strategy and Solutions, J.P. Morgan Asset Management, and Bill Kelly, CEO, CAIA Association
The Fundamentals of Private Equity and a Current Market Update
Thursday, April 15, 2021, 12:00 pm Time zone: EDT
Description: Private Equity is the largest alternative asset class with $4.42tn in AIM worldwide. The expectation is that Private Equity could more than double over the next five years. In this presentation, Aaron Filbeck, Director, Global Content Development, CAIA Association, will cover a range of topics related to private equity investment, including the structure and life cycle of private equity funds and analyze the cash flows and fees that are characteristic of such funds. We examine various performance measures and walk through calculations related to the measurement of returns. Aaron's presentation will be followed by Joseph Borda, Senior VP, Research & Data Operations, Preqin. Joe will provide a presentation on private equity updates for 2021. This presentation will cover industry AUM, dry powder, fundraising, deals, and investor appetite.
Panelists: Joseph Borda, CAIA, Vice President, Investor Research, Preqin, and Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association
Past Infoseries
FDP Institute - Candidate Orientation
Wednesday, March 3, 2021, 1:00 pm Time zone: EST
Description: Please join us for the FDP Candidate Orientation Session. This webinar will feature members of the FDP Curriculum Team as well as Candidate Relations. The following topics will be discussed:
- Curriculum Materials
- Exam Format
- Review of Exam Topics
- Available Resources
Panelists: Mehrzad Mahdavi, Executive Director, FDP Institute, Hossein Kazemi, Ph.D., CFA, Senior Director of Curriculum, FDP Institute, and Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association
Private Credit Strategies to Enhance Pension Returns with CAIA SoCal, Session 2 of a Series
Tuesday, March 2, 2021, 9:00 am Time zone: PST
Description: This webcast is the second installment of CAIA SoCal's series on pensions, and features panelists Zack Ellison of Applied Real Intelligence LLC, Blair Smith of Promethean AB Strategies, LLC, Cheryl Alston of Dallas Employees' Retirement Fund, Jasmine Richards of Cambridge Associates, and Guy Pinkman, also of Applied Real Intelligence LLC.
Panelists: Zack Ellison, Applied Real Intelligence LLC, Blair Smith, Promethean AB Strategies, LLC, Cheryl Alston, Dallas Employees' Retirement Fund, Jasmine Richards, Cambridge Associates, and Guy Pinkman, Applied Real Intelligence LLC.
Focus on Africa: Investing in African Art, Session 2 of a Series
Wednesday, February 24, 2021, 12:00 pm Time zone: GMT
Description: African Art has been one of the developing segments at auctions over the past 15 years. From a historic focus on traditional African art, the interest over the past few years has shifted to modern and contemporary. With all the recent interest in African art, is now the time to invest? If so, where should interested collectors start? What is the best way to gain an understanding of the African art market? Where do collectors buy and sell? What are the upside and risks of investing in African art? In this webcast Serge Tiroche, interviewed by Christine Bourron, shares insights from his experience building a private collection, focused on contemporary art from across Africa and the diaspora.
Panelists: Christine Bourron, CEO, Pi-eX, and Serge Tiroche, Founder, Africa First
Solutions for Optimizing US Pension Structures with CAIA SoCal, Session 1 of a Series
Tuesday, February 23, 2021, 9:00 am Time zone: PST
Description: CAIA Info Series co-hosted with CAIA SoCal bring you Solutions for Optimizing U.S. Pension Structures, an in-depth series on pensions, beginning with Solutions for Optimizing U.S. Pension Structures, featuring moderator, Guy Pinkman of Applied Real Intelligence LLC, Russell Kamp, of Ryan ALM, Von Hughes, of PAAMCOPrisma and Ray Joseph, Vice President, Wilshire. Listen in!
Panelists: Guy Pinkman, Applied Real Intelligence LLC, Russell Kamp, Ryan ALM, Von Hughes, PAAMCOPrisma, and Ray Joseph, Vice President, Wilshire
Due Diligence: Applications and Practice
Thursday, February 18, 2021, 12:00 pm Time zone: EST
Description: Due Diligence is a set of processes directed toward making informed investment decisions when hiring and firing external managers. In this web seminar Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director of Global Content Development at CAIA Association reviews due diligence as it is discussed in the CAIA curriculum. Joining Aaron is special guest Anna Snider, CAIA, Head of CIO Due Diligence for Global Wealth & Investment Management (GWIM), a division of Bank of America Corporation. Anna will share real world applications and current issues of this important concept within alternative investments.
Panelists: Anna Snider, CAIA, Head of CIO Due Diligence, Global Wealth & Investment Management (GWIM), Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association, and Millissa Allen, CAIA, Managing Director, Global Head, Fundamentals of Alternative Investments, CAIA Association
Hedge Fund Alpha: Cycle or Sunset?
Tuesday, February 16, 2021, 11:00 am Time zone: EST
Description: Evidence shows that, after fees and costs, hedge fund managers as a group have shown a marked decline in risk-adjusted alpha in the ten years following the global financial crisis (GFC). What’s more, 90% of excess returns variation show that hedge funds have meaningfully altered how they drive performance, partially explaining the observed change in results post-GFC. Rodney Sullivan, CFA, CAIA, Editor of The Journal of Alternative Investments, and Esther Zurba, CAIA, CAIA Toronto Chapter Executive discuss some of the secular trends in hedge fund performance in this CAIA InfoSeries webcast, co-hosted with CAIA Toronto.
Panelists: Rodney Sullivan, CFA, CAIA, Editor of The Journal of Alternative Investments, and Esther Zurba, CAIA, CAIA Toronto Chapter Executive
Fracking, Consolidating and Transitioning Energy and Infrastructure Investments: Views from the Permian Basin
Thursday, February 11, 2021, 11:30 am Time zone: EST
Description: Moderated by CAIA's CEO, Bill Kelly, this webcast features industry experts Wil VanLoh, Founder and CEO, Quantum Energy Partners, and Carolyn Hansard, Senior Director and Portfolio Head for Energy, Natural Resources and Infrastructure, Teacher Retirement System of Texas. Topics discussed include oil markets, outlook with the new administration, the current appetite for energy investing and energy transformation.
Panelists: Wil VanLoh, Founder and CEO, Quantum Energy Partners, Carolyn Hansard, Senior Director and Portfolio Head for the Energy, Natural Resources and Infrastructure portfolio, Teacher Retirement System of Texas, and Bill Kelly, CEO, CAIA Association
Data Science for Jobs of the Future
Thursday, February 11, 2021, 10:00 am Time zone: EST
Description: Panelists explain what is essential for people at various job-levels to know about data science
- Opening by Mehrzad Mahdavi (executive Director FDPI)
- Panelists explain what is essential for people at various job-levels to know about data science
- Javed Ahmed profiles the Review Course
- Kaplan profiles executive training seminars in Data Science
- Opportunities to engage with FDP and CAIA communities
- Q&A
Panelists: Javed Ahmed, Senior Data Scientist, Metis Kaplan, and Mehrzad Mahdavi, Executive Director, FDP Institute
The Future of Tokenisation in Alternative Investments
Tuesday, February 9, 2021, 12:00 pm Time zone: HKT
Description: Tokenisation is the process of creating a digital representation of a non-digital asset, with the potential to democratize access to alternative investments. Joanne Murphy, Jack Wu, CFA, Emmanuelle Pecenicic and Adrian Lai take a focused look at Tokenisation and discuss the recently published research on The Future of Tokenisation in Alternative Investments by CAIA Association, BNP Paribas Asset Management and Liquefy to better understand the broad spectrum of Tokenisation across all of the categories broadly defined as being “alternative”.
Panelists: Joanne Murphy, Managing Director, APAC Industry Relations, CAIA Association, Jack Wu, CFA, Director, Content, Asia Pacific, CAIA Association, Emmanuelle Pecenicic, Digital Transformation Manager, BNP Paribas Asset Management, and Adrian Lai, CEO, Liquefy
Rick Roche Discusses the Evolution of Machine Learning in Investment Strategies
Tuesday, February 9, 2021, 11:00 am Time zone: EST
Description: "The Evolution of Machine Learning (ML) in Investment Strategies" is an insider’s look into the opaque world of AI/ML-powered investing strategies. The presenter will separate fact from fiction and hype from reality. After a cursory Overview of AI/ML origins and widespread adoption, you'll hear how leading-edge asset managers are deploying machine learner algorithms and alternative investment data (Alt-Data) to monetize differentiated sources of potential alpha. Although machines have not taken over Wall Street (not yet, anyway), the audience will be surprised to learn just how advanced algorithmic investing is being deployed and its potential disruptive effects on the asset management industry.
The presenter reveals some of the largest practitioners/pioneers of AI/ML-powered investing and emerging players. Increasingly, asset managers combine human and machine intelligence in AI/ML-driven strategies fueling a virtual arms-race for scarce talent. Finally, the presenter will speak about the danger of complacency and the need to commit to lifelong learning and development.
Panelists: Rick Roche, CAIA, Managing Director, Little Harbor Advisors LLC, and Aaron Filbeck, CAIA, CFA, CIPM, FDP, Director, Global Content Development, CAIA Association
Upcoming Infoseries
Portfolio Management and Asset Allocation
Tuesday, March 16, 2021, 12:00 pm Time zone: EDT
Description: In this presentation Keith Black will review the definition and characteristics of asset allocation models, including model portfolios, the capital asset pricing model, the endowment model, mean-variance optimization, risk budgeting, multi-factor models, liability-driven investments, risk parity, scenario-based models, and core vs. non-core portfolio models.
Panelists: Keith Black, PhD, CAIA, CFA, FDP, Managing Director, Content Strategy, CAIA Association, and Kweku Obed, CFA, CAIA, Managing Director, Marquette Associates
The Growth of Alternative Investments in Latin America and How You Can Be Involved
Friday, March 19, 2021, 11:00 am Time zone: EDT
Description: Please join Keith Black, Ph.D, CAIA, CFA, FDP, Managing Director, Content Development, CAIA Association to explore and review information about the CAIA Association and our flagship program, the CAIA Charter Designation program. Joining Dr. Black, will be guest panelists, Patricia Alejo, CAIA, Portfolio Manager, Pontificia Universidad Javeriana, Fernando Manrique, CAIA, CFA, Head of Investments, AFP Integra, Daniel Mueller, CAIA, Head of Latin America, Alpine Capital Advisors, and Juan Eduardo Fantini, CAIA, Founding Partner, CIO | Colunquén Investment Office, who will give real life perspectives of how the program has benefitted their professional careers as well as discuss the growth from Latin American investors in Alternative Investments.
Panelists: Patricia Alejo, CAIA, Portfolio Manager, Pontificia Universidad Javeriana, Fernando Manrique, CAIA, CFA, Head of Investments, AFP Integra, Daniel Mueller, CAIA, Head of Latin America, Alpine Capital Advisors, Juan Eduardo Fantini, CAIA, Founding Partner, CIO, Colunquén Investment Office, and Keith Black, Ph.D, CAIA, CFA, FDP, Managing Director, Content Development, CAIA Association
Alternatives: From Option to Essential
Tuesday, March 23, 2021, 12:30 pm Time zone: EDT
Description: Join us for a CAIA InfoSeries - Alternatives: From optional to essential. Moderated by CAIA's CEO, Bill Kelly, this event will feature guest speaker Pulkit Sharma, Managing Director, Head of Alternatives Investment Strategy and Solutions at J.P. Morgan. Bill and Pulkit will discuss the recent J.P. Morgan Long Term Capital Market Assumptions Report with a focus on the evolution and expansion of alternative investments over the next 10 – 15 years. Topics discussed will include, the objectives that alternative investments meet, the framework in which to allocate, and the challenges that are intrinsic to alternative investments.
Panelists: Pulkit Sharma, CFA, CAIA, Managing Director, Head of Alternatives Investment Strategy and Solutions, J.P. Morgan Asset Management, and Bill Kelly, CEO, CAIA Association
The Fundamentals of Private Equity and a Current Market Update
Thursday, April 15, 2021, 12:00 pm Time zone: EDT
Description: Private Equity is the largest alternative asset class with $4.42tn in AIM worldwide. The expectation is that Private Equity could more than double over the next five years. In this presentation, Aaron Filbeck, Director, Global Content Development, CAIA Association, will cover a range of topics related to private equity investment, including the structure and life cycle of private equity funds and analyze the cash flows and fees that are characteristic of such funds. We examine various performance measures and walk through calculations related to the measurement of returns. Aaron's presentation will be followed by Joseph Borda, Senior VP, Research & Data Operations, Preqin. Joe will provide a presentation on private equity updates for 2021. This presentation will cover industry AUM, dry powder, fundraising, deals, and investor appetite.
Panelists: Joseph Borda, CAIA, Vice President, Investor Research, Preqin, and Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association
Past Infoseries
Private Credit Strategies to Enhance Pension Returns with CAIA SoCal, Session 2 of a Series
Tuesday, March 2, 2021, 9:00 am Time zone: PST
Description: This webcast is the second installment of CAIA SoCal's series on pensions, and features panelists Zack Ellison of Applied Real Intelligence LLC, Blair Smith of Promethean AB Strategies, LLC, Cheryl Alston of Dallas Employees' Retirement Fund, Jasmine Richards of Cambridge Associates, and Guy Pinkman, also of Applied Real Intelligence LLC.
Panelists: Zack Ellison, Applied Real Intelligence LLC, Blair Smith, Promethean AB Strategies, LLC, Cheryl Alston, Dallas Employees' Retirement Fund, Jasmine Richards, Cambridge Associates, and Guy Pinkman, Applied Real Intelligence LLC.
Solutions for Optimizing US Pension Structures with CAIA SoCal, Session 1 of a Series
Tuesday, February 23, 2021, 9:00 am Time zone: PST
Description: CAIA Info Series co-hosted with CAIA SoCal bring you Solutions for Optimizing U.S. Pension Structures, an in-depth series on pensions, beginning with Solutions for Optimizing U.S. Pension Structures, featuring moderator, Guy Pinkman of Applied Real Intelligence LLC, Russell Kamp, of Ryan ALM, Von Hughes, of PAAMCOPrisma and Ray Joseph, Vice President, Wilshire. Listen in!
Panelists: Guy Pinkman, Applied Real Intelligence LLC, Russell Kamp, Ryan ALM, Von Hughes, PAAMCOPrisma, and Ray Joseph, Vice President, Wilshire
Due Diligence: Applications and Practice
Thursday, February 18, 2021, 12:00 pm Time zone: EST
Description: Due Diligence is a set of processes directed toward making informed investment decisions when hiring and firing external managers. In this web seminar Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director of Global Content Development at CAIA Association reviews due diligence as it is discussed in the CAIA curriculum. Joining Aaron is special guest Anna Snider, CAIA, Head of CIO Due Diligence for Global Wealth & Investment Management (GWIM), a division of Bank of America Corporation. Anna will share real world applications and current issues of this important concept within alternative investments.
Panelists: Anna Snider, CAIA, Head of CIO Due Diligence, Global Wealth & Investment Management (GWIM), Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association, and Millissa Allen, CAIA, Managing Director, Global Head, Fundamentals of Alternative Investments, CAIA Association
Hedge Fund Alpha: Cycle or Sunset?
Tuesday, February 16, 2021, 11:00 am Time zone: EST
Description: Evidence shows that, after fees and costs, hedge fund managers as a group have shown a marked decline in risk-adjusted alpha in the ten years following the global financial crisis (GFC). What’s more, 90% of excess returns variation show that hedge funds have meaningfully altered how they drive performance, partially explaining the observed change in results post-GFC. Rodney Sullivan, CFA, CAIA, Editor of The Journal of Alternative Investments, and Esther Zurba, CAIA, CAIA Toronto Chapter Executive discuss some of the secular trends in hedge fund performance in this CAIA InfoSeries webcast, co-hosted with CAIA Toronto.
Panelists: Rodney Sullivan, CFA, CAIA, Editor of The Journal of Alternative Investments, and Esther Zurba, CAIA, CAIA Toronto Chapter Executive
Fracking, Consolidating and Transitioning Energy and Infrastructure Investments: Views from the Permian Basin
Thursday, February 11, 2021, 11:30 am Time zone: EST
Description: Moderated by CAIA's CEO, Bill Kelly, this webcast features industry experts Wil VanLoh, Founder and CEO, Quantum Energy Partners, and Carolyn Hansard, Senior Director and Portfolio Head for Energy, Natural Resources and Infrastructure, Teacher Retirement System of Texas. Topics discussed include oil markets, outlook with the new administration, the current appetite for energy investing and energy transformation.
Panelists: Wil VanLoh, Founder and CEO, Quantum Energy Partners, Carolyn Hansard, Senior Director and Portfolio Head for the Energy, Natural Resources and Infrastructure portfolio, Teacher Retirement System of Texas, and Bill Kelly, CEO, CAIA Association
Expanding Investor Access to Private Markets
Tuesday, February 2, 2021, 12:00 pm Time zone: EST
Description: Private markets are rapidly becoming democratized, yet the average high net worth portfolio allocation to alternative investments is approximately 5%. With structural challenges in public markets going forward, advisors have begun to consider initiating or increasing existing allocations to private markets across client portfolios. Watch this webcast to learn more about the different ways advisors might access private, the important differences between them, and what they will want to consider when making investment decisions. Access an additional resource, an overview of interval funds, here.
Panelists: Michael Bell, Managing Director, Primark Capital, Nicholas Millikan, CFA, CAIA, Managing Director, CAIS IQ, Clint Sorenson, CFA, CMT, Co-Founder, WealthShield, and Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development
CAIA Online Remote Proctoring Orientation (OnVUE)
Tuesday, February 2, 2021, 9:00 am Time zone: EST
Description: Nelson Lacey, CAIA, Co-Director of Exams and Sarah Auerbach, CAIA Director of Candidate & Member Relations host this 45 minute Orientation Session regarding the OnVUE experience. The following topics are discussed:
- Preparing for you OnVUE exam
- What to expect on exam day
- Tip & Techniques for success
- Available Resources
- Q&A
Panelists: Nelson Lacey, PhD, Co-Director of Exams, CAIA Association, and Sarah Auerbach, Director of Candidate and Member Relations, CAIA Association
The Growth of Collectibles as Alternative Investments
Tuesday, January 26, 2021, 1:00 pm Time zone: EST
Description: In recent years, there has been a dramatic rise in the number of individual and high net worth investors allocating to collectibles. In addition to their aesthetic benefits, investors enjoy the tangible nature of sports collectibles, classic cars, vintage watches, art, and handbags as opposed to the paper assets of stocks and bonds. The collectibles space is becoming more sophisticated, adopting institutional structures such as auctions, price indices, free ports, IPOs, and fractional ownership. Listen in as PWCC, Rally Road, and CAIA Association discuss these innovations in this fast-growing market.
Panelists: Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association, Jesse Craig, Director Of Business Development, PWCC Marketplace LLC, and Max Niederste-Ostholt, Co-Founder, Chief Financial Officer, Rally Road
Is Cryptocurrency Ready for Institutional Investors?: CAIA Webcast hosted with CAIA San Francisco
Monday, December 14, 2020, 11:00 am Time zone: PST
Description: Since the creation of Bitcoin over 11 years ago, cryptocurrencies have become one of the fastest growing asset classes. Bitcoin alone has outperformed every major asset class for the past decade which has helped drive cryptocurrency market capitalization to over $400 billion. The challenge for institutional investors is how best to get exposure to this emerging asset class while mitigating the idiosyncratic risk associated with cryptocurrency investments.
Panelists: Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association, Catherine Coley, CEO, Binance US, Tyrone Ross CEO of Onramp Invest, Daniel Eyre CEO Blockchange, Inc. and Josh Kernan CAIA, Partner, Permian Capital Management.
The Art of Due Diligence: Exploring the Qualitative Aspects of Manager Research
Wednesday, December 9, 2020, 11:00 am Time zone: EST
Description: Often, investment professionals tend to focus on the quantitative aspects of selecting external managers. However, a very important part of the manager research process heavily relies on qualitative factors, such as personnel and team, firm culture, and alignment of incentives. Mark Rzepczynski, Keith Black, PhD, CFA, CAIA, FDP, and Aaron Filbeck, CFA, CAIA, CIPM discuss the results of a recent survey conducted by CAIA Association to better understand the qualitative factors of importance to LPs and GPs during the manager research process.
Panelists: Mark Rzepczynski, CEO, AMPHI Research and Trading, Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association and Aaron Filbeck, CFA, CAIA, CIPM, Associate Director, Content Development, CAIA Association
Upcoming Infoseries
Structured Finance – India Lens
Monday, March 15, 2021, 5:00 pm Time zone: IST
Description: Finance has several theoretical traditional and modern frameworks in practice. Needless to say, often the frameworks have conflicting assumptions. Structured finance is often a route to challenge the status quo in finance and explores opportunity in the face of constraints while simply using first-order products. Structured finance transactions often rely on providing tailor made covenants to facilitate deal making. In very simple terms, structured finance is a form of negotiation to create a customized product to better serve the participants of the transaction. In the webinar, we would go through the concept of structured finance with a case study about Jio fund raising. The webinar will also host a conversation with two industry leaders alongside moderation as we discuss structured credit and the ABS market in India from a fund’s perspective.
Panelists: Ravi Vukkadala, CFA, FRM, Chief Executive Officer, Northern Arc Investment Manager, Sandeep Thapliyal, Ex-Managing Director, CEO, Avendus Finance, Vinod Korthari, Director, Vinod Kothari Consultants, and Shreekant Daga, CAIA, CFA, FRM, Associate Director, Liaison Office India, CAIA Association
Past Infoseries
The Future of Tokenisation in Alternative Investments
Tuesday, February 9, 2021, 12:00 pm Time zone: HKT
Description: Tokenisation is the process of creating a digital representation of a non-digital asset, with the potential to democratize access to alternative investments. Joanne Murphy, Jack Wu, CFA, Emmanuelle Pecenicic and Adrian Lai take a focused look at Tokenisation and discuss the recently published research on The Future of Tokenisation in Alternative Investments by CAIA Association, BNP Paribas Asset Management and Liquefy to better understand the broad spectrum of Tokenisation across all of the categories broadly defined as being “alternative”.
Panelists: Joanne Murphy, Managing Director, APAC Industry Relations, CAIA Association, Jack Wu, CFA, Director, Content, Asia Pacific, CAIA Association, Emmanuelle Pecenicic, Digital Transformation Manager, BNP Paribas Asset Management, and Adrian Lai, CEO, Liquefy
The Rise of Private Markets – Abundant Opportunities Ahead, Particularly for Asia Pacific
Thursday, January 21, 2021, 12:00 pm Time zone: HKT
Description: Interest in Private Markets investment continues to abound around the world, and no more so than from the Asia Pacific. Widely held belief sees a strong and sustained demand ahead. The asset classes making up Private Markets are both likely to demand a disproportionate share of the growth in investment allocations, as well as a likely increased disproportionate allocation of capital flowing to the larger player funds. How will this impact the sector? What does it mean for both Investors and Investments in the Asia Pacific? Where will opportunities abound?
Join us to learn more as we take a focused look at Private Markets and share more.
Panelists: Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association, Jack Wu, CFA, Director, Content, Asia Pacific, CAIA Association, and Wendy Leung, Assistant Director, Asia Pacific, External Relations, CAIA Association
The Art of Due Diligence: Exploring the Qualitative Aspects of Manager Research (Asia Pacific)
Friday, December 11, 2020, 11:30 am Time zone: HKT
Description: Often, investment professionals tend to focus on the quantitative aspects of selecting external managers. However, a very important part of the manager research process heavily relies on qualitative factors, such as personnel and team, firm culture, and alignment of incentives. Keith Black, PhD, CFA, CAIA, FDP, Joanne Murphy, Managing Director, APAC Industry Relations, and Jack Wu, CFA, Director of Content Development, CAIA APAC, discuss the results of a recent survey conducted by CAIA Association to better understand the qualitative factors of importance to LPs and GPs during the manager research process.
Panelists: Keith Black, PhD, CFA, CAIA, FDP, Joanne Murphy, Managing Director, APAC Industry Relations, and Jack Wu, CFA, Director of Content Development, CAIA APAC
In Conversation with Weijian Shan - Private Equity Deals in History
Thursday, October 29, 2020, 12:00 pm Time zone: HKT
Description: Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association joined Weijian Shan, CEO & Chairman of PAG as he shared a case study relating to his new book : MONEY GAMES: The Inside Story of How American Dealmakers Saved Korea’s Most Iconic Bank. Shan revealed lessons learnt from one of the most successful and dramatic PE deals in history.
Panelists: Weijian Shan, Chairman and CEO, PAG, and Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association
CAIA India Information Session: Your Questions Answered
Friday, October 23, 2020, 5:00 pm Time zone: IST
Description: Listen in to our CAIA Charter Information Session and connect with our expert panel of speakers as they explore and review information about the CAIA Association, our flagship CAIA Charter Designation program, as well as take time to answer all your questions on the program and how it can benefit you and your career.
Panelists: Manan Vaishnav, CAIA, CAIA India Chapter Executive and Vice President, Listed Derivatives Sales, Deutsche Equities India, Shreekant Daga, CAIA, CFA, FRM, Associate Director, Liaison Office India, CAIA Association and Jainendra Shandilya, CAIA, CAIA India Chapter Head
Real Estate Around the World: Size, Geography, and Long-Term Trends - APAC
Thursday, October 22, 2020, 4:00 pm Time zone: SGT
Description: Jack Wu, CFA, Director of Content Development, CAIA APAC joined Bert Teuben, Executive Director of Real Estate Research, MSCI, to discuss the current and long-term trends of the industry, key takeaways from the latest real estate market size report, and the impact of COVID-19 on the real estate sectors.
Panelists: Bert Teuben, Executive Director of Real Estate Research, MSCI, and Jack Wu, CFA, Director of Content Development, CAIA APAC
The History and Evolution of Valuation - APAC
Friday, September 25, 2020, 12:00 pm Time zone: HKT
Description: In their 2020 edition of Valuation: Measuring and Managing the Value of Companies, McKinsey & Co. provides new insights on corporate valuation such as the impact of digital valuation techniques, ESG issues, and long-term investing. In this one-hour discussion, we will not only discuss the history and evolution of corporate valuation, but also place particular emphasis these topics and the impact on private markets investing today.
Panelists: Tim Koller, Partner, McKinsey & Company, and Jo Murphy, Managing Director, APAC Industry Relations, CAIA Association
CAIA and FDP Webinar: FinTech, Crypto and Alternative Data: Impact on the Future of Financial Services
Wednesday, September 16, 2020, 12:00 pm Time zone: HKT
Description: In this webcast, you will listen to key insights, presented by leading industry voices on current trends for this sector, as well as a dive into what’s ahead. This fast-paced session will equip you with an up-to-date view on important topics, gain familiarity with mega trends, as well as a more regional dive into what’s happening in the Asia Pacific.
Panelists: Henri Arslanian, Global Crypto Leader, PwC, Jame DiBiasio, Founder & Editor, DigFin Group, Joanne Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association, Dr. Mehrzad Mahdavi, CEO, Executive Director, Financial Data Professional Institute, and Will Wang, CAIA, CFA, CMT, Managing Director and Partner, Inheliance Asset Management Ltd, CAIA Hong Kong Chapter Head
10 Lessons in Finance - Educational Series by CAIA Association
Monday, August 24, 2020, 9:00 pm Time zone: IST
Kicking off on Monday, 24 August, and culminating on Friday, 4 September, we are offering 10 educational webcasts in 10 days. Each day at 6pm IST you will hear relevant educational perspectives from faculty from India’s leading business schools alongside senior industry voices. Every session will host unique speakers discussing trending industry topics, so register for one or all of the sessions and be sure to bring your questions.
Session 1 - 24 August: Introduction to Alternative Investments
Session 2 - 25 August: Importance of Shareholder Agreement for Startups
Session 3 - 26 August: NPA Crisis in India - Is The Worst Behind Us?
Session 4 – 27 August: Rethinking Monetary Theory of Fiscal Policy
Session 5 – 28 August: Money, Banking, and Economics
Session 6 – 31 August: Corporate and Capital Market Scams
Session 7 – 1 September: Impact of Covid-19 on Indian Economy
Session 8 – 2 September: Impact of Covid-19 on Indian Markets
Session 9 – 3 September: Success Mantras by Navneet Munot
Session 10 – 4 September: In Conversation with William Kelly
CAIA Association and Duff & Phelps - Alternative Asset Valuation in the Best of Times, in the Worst of Times
Tuesday, June 23, 2020, 3:00 pm Time zone: HKT
Description: A key challenge in the alternative investment industry is to provide investors with relevant and reliable valuation information on a regular basis. Many have asked, What is Fair Value? Do investors (LPs) WANT Fair Value? Why do we NEED Fair value. Listen to the recording of this webcast, where these questions were answered and there was a discussion on the practical steps fund managers and investors in non-traded or infrequently traded debt and equity investments take as they exercise their fiduciary duty to report independent and credible fair value information to investors and stakeholders.
Panelists: David Larsen, Managing Director, Portfolio Valuation, U.S. Duff & Phelps, Rishi Aswani, Managing Director, Portfolio Valuation, India Duff & Phelps, Bennett Cupit, Director, Portfolio Valuation, Hong Kong Duff & Phelps
Moderator: Jo Murphy, Managing Director, Industry Relations, Asia Pacific
Upcoming Infoseries
There are no upcoming infoseries in the region at this time.
Past Infoseries
Focus on Africa: Investing in African Art, Session 2 of a Series
Wednesday, February 24, 2021, 12:00 pm Time zone: GMT
Description: African Art has been one of the developing segments at auctions over the past 15 years. From a historic focus on traditional African art, the interest over the past few years has shifted to modern and contemporary. With all the recent interest in African art, is now the time to invest? If so, where should interested collectors start? What is the best way to gain an understanding of the African art market? Where do collectors buy and sell? What are the upside and risks of investing in African art? In this webcast Serge Tiroche, interviewed by Christine Bourron, shares insights from his experience building a private collection, focused on contemporary art from across Africa and the diaspora.
Panelists: Christine Bourron, CEO, Pi-eX, and Serge Tiroche, Founder, Africa First
European Green Deal & Implications for the Real Estate Sector
Thursday, February 4, 2021, 6:00 pm Time zone: CET
Description: The European Green Deal (EGD) is paving the way for stricter regulations and targeted measures towards a zero-carbon economy. The real estate sector is an integral part of the EGD by prioritizing on existing buildings, which generate circa 40% of total energy consumption and 36% of total greenhouse gas emissions in the EU. The goal is to kick-start a major Renovation Wave across Europe focusing on improving the sustainability levels of buildings in line with the principles of circular economy. Despite the overall excitement about the potential benefits of EGD, the implications for the real estate sector are still unclear.
This webcast focuses on ESG and real estate investing. Senior professionals share their views on the potential impact of EGD on different real estate stakeholders such as local governments, real estate owners / investors with special focus on REITs, tenants, developers and lenders.
Panelists: Christos Angelis, CAIA, Director, Masterdam and Chapter Head of CAIA Netherlands, and Jana Bour, EU Policy Manager, EPRA, and Laura Merlini, CAIA, CIFD, Managing Director, EMEA Industry Relations, CAIA Association
The African Infrastructure Paradox: Opportunities and Challenges, Session 1 of a Series
Thursday, January 21, 2021, 1:00 pm Time zone: GMT
Description: Economic development in Africa is limited by the availability and quality of key infrastructure, including road and rail transportation, energy and water. Closing this infrastructure gap is paramount to a bright future for the African economy and making it more attractive to investment capital in diverse industries. Our expert panelists took a look at what lies ahead for the savvy investor in Africa, the role of private players and how they, together with the public sector, are shaping the future of the continent.
Panelists: Soraya Mellali, Senior Strategic Advisor, former Executive Director of the African Development Bank Board, Guillaume Arditti, Founding Partner, Belvedere Africa Partners, Tariye Gbadegesin, Managing Director and Chief Investment Officer, ARM Harith Infrastructure Fund Managers, Marie-Therese Laguerre-Ndiaye, Head of Operational Support - Business Driven Innovation Strategy and Innovation Department, Veolia, and Kawtar Raji-Briand, Of Counsel, ASAFO & CO. Bill Kelly, CEO, CAIA Association, Amanda Pullinger, CEO, 100 Women in Finance, offered introductory remarks.
Alternative Investments in Africa: An Actual Overview and Future Perspectives
Tuesday, December 1, 2020, 1:00 pm Time zone: CEST
Description: Africa’s financial industry is continuing to move towards a path of major growth, impacting economies, savings, and investments. This webcast will highlight key trends and future industry issues while bringing together institutional investors, private equity players and stakeholders to identify challenges and opportunities across the Continent. The agenda has been designed to provide local and foreign asset owners and managers a clear and comprehensive view of the African alternative investment market. Our panel of experts share their views on the current investment climate, the strategies to overcome existing challenges and the opportunities available to educated and savvy investors.
Panelists: William J. Kelly, CEO, CAIA Association, Dave Uduanu, CFA, CEO, Sigma Pension Limited, Michelle Kathryn Essome, Managing Director, EJE Ltd., Ngaa Gumbo, Head of Alternative Investments, First Mutual Wealth, Soukeyna Kane Wade, CAIA, Global Coverage Banker, Europe Ecobank Transnational Incorporated, John L. Bowman, CFA, Senior Managing Director, CAIA Association, Hubert Danso, Chairman, Africa PLC, and Laura Merlini, CAIA, Managing Director, EMEA, Industry Relations, CAIA Association.
CAIA Association & Saudi VCPE Association Virtual Partnership Launch
Tuesday, November 10, 2020, 4:00 pm Time zone: CEST
Description: The CAIA Association and the Saudi VCPE Association leadership celebrated their partnership with this inaugural event followed by a panel discussion with senior investments professionals.
Panelists: CAIA Association and Saudi Venture Capital and Private Equity Association
Emerging Manager Series: What Drives Emerging Manager Performance in Private Assets?
Tuesday, September 29, 2020, 12:00 pm Time zone: CEST
Description: Emerging Managers have shown to be a high source of alpha in private assets. Are the descriptive and indicative factor(s) driving such performance individualistic or circumstantial and do emerging managers have staying power? What are the key differentiating traits that allows for their performance and how are LPs allocating to Emerging Managers.
Panelists: Lydia Ofori, CFA, CAIA, Tim Jenkinson, Professor of Finance and Director, Private Equity Institute, Oxford University, Dushy Sivanithy Senior Principal, Private Equity Markets CPPIB, and Jack Wu, CFA, Content Director, CAIA APAC
CAIA Information Session - EMEA
Monday, September 30, 2019, 2:00 pm Time zone: BST
Description: Listen in as CAIA’s own CEO, William Kelly, and Millissa Allen, CAIA, Managing Director of Business Development, Americas, discuss CAIA Association and our flagship program, the CAIA Charterholder Designation, as well as the release of our fourth edition of the CAIA textbook.
Host: Millissa Allen, CAIA, Managing Director of Business Development, AMRS, CAIA Association
Guest Speaker: William "Bill" Kelly, CEO, CAIA Association
Upcoming Infoseries
Alternative Data and Collective Intelligence Investing: Risks of Adoption
Monday, March 8, 2021, 11:00 am Time zone: EST
Description: Over the last five years, the volume of information available to all has skyrocketed, leading to increased investor interest in alternative data or crowdsourced investment strategies. While opportunities for added value may be present, adoption also comes with a number of risks, both for early and late adopters. Join this conversation as readings from the 2021 Financial Data Professional (FDP) curriculum are brought to life.
Panelists: Doug Dannemiller, Research Leader, Deloitte, Sean Collins, Research Manager, Deloitte, and Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association
Past Infoseries
FDP Institute - Candidate Orientation
Wednesday, March 3, 2021, 1:00 pm Time zone: EST
Description: Please join us for the FDP Candidate Orientation Session. This webinar will feature members of the FDP Curriculum Team as well as Candidate Relations. The following topics will be discussed:
- Curriculum Materials
- Exam Format
- Review of Exam Topics
- Available Resources
Panelists: Mehrzad Mahdavi, Executive Director, FDP Institute, Hossein Kazemi, Ph.D., CFA, Senior Director of Curriculum, FDP Institute, and Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association
Data Science for Jobs of the Future
Thursday, February 11, 2021, 10:00 am Time zone: EST
Description: Panelists explain what is essential for people at various job-levels to know about data science
- Opening by Mehrzad Mahdavi (executive Director FDPI)
- Panelists explain what is essential for people at various job-levels to know about data science
- Javed Ahmed profiles the Review Course
- Kaplan profiles executive training seminars in Data Science
- Opportunities to engage with FDP and CAIA communities
- Q&A
Panelists: Javed Ahmed, Senior Data Scientist, Metis Kaplan, and Mehrzad Mahdavi, Executive Director, FDP Institute
Rick Roche Discusses the Evolution of Machine Learning in Investment Strategies
Tuesday, February 9, 2021, 11:00 am Time zone: EST
Description: "The Evolution of Machine Learning (ML) in Investment Strategies" is an insider’s look into the opaque world of AI/ML-powered investing strategies. The presenter will separate fact from fiction and hype from reality. After a cursory Overview of AI/ML origins and widespread adoption, you'll hear how leading-edge asset managers are deploying machine learner algorithms and alternative investment data (Alt-Data) to monetize differentiated sources of potential alpha. Although machines have not taken over Wall Street (not yet, anyway), the audience will be surprised to learn just how advanced algorithmic investing is being deployed and its potential disruptive effects on the asset management industry.
The presenter reveals some of the largest practitioners/pioneers of AI/ML-powered investing and emerging players. Increasingly, asset managers combine human and machine intelligence in AI/ML-driven strategies fueling a virtual arms-race for scarce talent. Finally, the presenter will speak about the danger of complacency and the need to commit to lifelong learning and development.
Panelists: Rick Roche, CAIA, Managing Director, Little Harbor Advisors LLC, and Aaron Filbeck, CAIA, CFA, CIPM, FDP, Director, Global Content Development, CAIA Association
FDP Institute - Remote Proctor Testing with Prometric
Thursday, January 14, 2021, 8:00 am Time zone: EST
Description: Join us for a webinar with Blayne Fox, Client Success Manager at Prometric. Blayne will share best practices for the Remote Proctored Exam Day on April 18 or 19, 2021. To ensure we meet your expectations: Please share your questions upon registration.
Panelists: Blayne Fox, Client Success Manager, Prometric, and Mirjam Dekker, Project Manager, FDP Institute
FDP Institute Information Session
Wednesday, January 6, 2021, 11:00 am Time zone: EST
Description: The Financial Data Professional Institute (FDPI), founded by CAIA Association, was created to address the growing need in finance for a workforce with the skills to perform in a digitized world where an increasing number of decisions will be data and analytics-driven. FDPI Executive Director Mehrzad Mahdavi, Sr. Curriculum Advisor Hossein Kazemi, and FDP Charterholder Keith Black share how you can obtain your Financial Data Professional credential. Hossein discusses the updated curriculum and Keith Black shares strategies and tools like the sample questions on how to best prepare for your exam.
Panelists: Mehrzad Mahdavi, Executive Director, FDP Institute, Hossein Kazemi, Ph.D., CFA, Senior Director of Curriculum, FDP Institute, and Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association
Top Industry Leaders Discuss Scaling AI Deployments – Opportunities and Challenges
Friday, October 16, 2020, 12:00 pm Time zone: EDT
Description: Nicolaus Henke, Sr. Partner, McKinsey & Co; Jane Buchan, CEO of Martlet Asset Management; and Bill Kelly, CEO of CAIA speak with Dr. Mehrzad Mahdavi about the explosive growth of AI and its impact on the financial services. According to a McKinsey report, AI creates $10-15 trillion per year of value add across industries. However, while some companies have made much progress, most companies find it hard to scale AI and machine learning into their working practices beyond pilots. The challenges are less technical VS other areas such as data, talent and culture change. The discussion focuses on best practices to scale AI deployments. Jane Buchan and Bill Kelly discuss the value add created by AI in asset management industry.
Panelists: Nicolaus Henke, Sr. Partner, McKinsey & Co, Jane Buchan, CEO, Martlet Asset Management, Bill Kelly, CEO, CAIA Association and Dr. Mehrzad Mahdavi, Executive Director, FDP Institute
Daniel Liebau & Michael Weinberg Discuss the Ethical Use of Machine Learning in Financial Markets - Myth or Miracle?
Friday, October 2, 2020, 2:00 pm Time zone: EDT
Description: Industry experts have divergent views on our topic: Some say that machines will never behave ethically - even human experts fail to do so. Others suggest the only chance for financial markets to become more ethical are intelligent machines. Our discussion will focus on the ethical use of AI released by financial services regulators can be operationalized to help industry professionals and executive teams alike think about opportunities, risks as well as required actions to strive ethically in our data-driven world.
Panelists: Michael Oliver Weinberg Managing Director, Head of Hedge Funds and Alternative Alpha, APG Asset Management, Daniel Liebau, Founding Director, Lightbulb Capital, and Bill Kelly, CEO, CAIA Association
Learn More About the FDP Institute Remote Proctored Exam Experience
Wednesday, September 30, 2020, 4:00 pm Time zone: EDT
Description: In this recording Blayne Fox, Client Success Manager at Prometric will share best practices for the Remote Proctored Exam Day on December 1. The presentation will lasts approximately 1 hour.
Panelists: Blayne Fox, Client Success Manager, Prometric, and Mirjam Dekker, Project Manager, FDP Institute
Data Science for Jobs of the Future with Metis Kaplan
Thursday, September 24, 2020, 1:00 pm Time zone: EDT
Description: Discussion about what is essential for people at various job-levels to know about data science.
- Introduction by Mehrzad Mahdavi (Executive Director FDPI)
- About FDP/CAIA with Keith Black & Mehrzad Mahdavi
- Future of Data Science Jobs in Finance
- About the FDP Charter
- About the FDP Exam
- Javed Ahmed Explores the FDP Exam Review Course
-Q&A
Panelists: Javed Ahmed, Senior Data Scientist, Metis Kaplan, Hossein Kazemi, Senior Advisor of Curriculum, CAIA Association & FDP Institute, Mehrzad Mahdavi, Executive Director, FDP Institute
FDP Institute - Candidate Orientation Session: Learn everything about the upcoming exam
Wednesday, September 16, 2020, 4:00 pm Time zone: EDT
Description: To support our Candidates and those considering the pursuit of the FDP designation, we offer a brief webinar with our Candidate Relations and Curriculum team. Hossein Kazemi, Senior Director of Curriculum, and Keith Black offer guidance on how to prepare for the upcoming FDP exam and how to best prepare for your exam appointment.
Panelists: Hossein Kazemi, Ph.D., CFA, Senior Director of Curriculum, FDP Institute, and Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association