Our live InfoSeries webinars 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.
Check each region for those scheduled in your preferred time zone.
Description: Please join Millissa Allen, Managing Director of Business Development, AMRS, as she explores and reviews information about the CAIA Association and our flagship program, the CAIA Charter Designation program.
Host: Millissa Allen, Managing Director of Business Development, AMRS, CAIA Association
Description: Please join Millissa Allen, Managing Director of Business Development, AMRS, as she explores and reviews information about the CAIA Association and our flagship program, the CAIA Charter Designation
Program.
Host: Millissa Allen, Managing Director of Business Development, AMRS, CAIA Association
Description: Please join Keith Black, PhD, CAIA, CFA, as he discusses the risks and rewards of incorporating alternative investments into both individual and institutional portfolios.
Host: Keith Black, PhD, CAIA, CFA, Managing Director of Curriculum and Exams, CAIA Association
Description: Please join Millissa Allen, Managing Director of Business Development, AMRS, as she explores and reviews information about the CAIA Association and our flagship program, the CAIA Charter Designation program.
Host: Millissa Allen, Managing Director of Business Development, AMRS, CAIA Association
Description: CAIA's CEO, Bill Kelly, has been keeping an eye on a few topics that could have significant impacts to our industry. Bill and Aaron Filbeck, Associate Director of Financial Research had a thought-provoking discussion on some of Bill's recent blog posts from 'What About Beta?' on AllAboutAlpha. The discussion lasted approximately 25 minutes with the remaining 5 minutes for Q&A. Listen in!
Host: Stephanie Zwade, Business Development, CAIA Association
Guest Speaker: William "Bill" Kelly, CEO, CAIA Association and Aaron Filbeck, CAIA, CFA, Associate Director of Financial Research
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
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
Description: CAIA Association has the pleasure of inviting Tom Hardin, "The secret witness at the center of the biggest insider trading case in a generation." - The New York Times. Tom shared his legendary story on felony securities fraud - and how he came to be known as "Tipper X".
"The Inside Story of Tipper X"
Tom Hardin previously spent much of his career as a hedge fund equity analyst focused on the technology sector. In 2008, as part of a cooperation agreement with the U.S. Department of Justice, Tom assisted the U.S. government in understanding how insider trading occurred in the investment management industry. Known as “Tipper X,” Tom became one of the most prolific informants in securities fraud history, helping to build over 20 of the 80+ individual criminal cases in “Operation Perfect Hedge,” a Wall Street house cleaning campaign that morphed into the largest insider trading investigation of a generation. Since resolving his case in 2015, Tom was invited by FBI-NYC to speak to their rookie agent class in 2016 and now consults and speaks on conduct risk, ethics and compliance issues from his former frontline perspective. He holds a B.S. in Economics with a Finance concentration from the Wharton School at the University of Pennsylvania.
Host: Jo Murphy, Managing Director, Asia Pacific, CAIA Association
Guest Speaker: Tom Hardin, Owner, Tipper X Advisors LLC
Description: Listen in on the experts, CAIA CEO William Kelly alongside Managing Director of Asia Pacific, Jo Murphy, as they discuss CAIA Association and our flagship program, the CAIA Charterholder Designation in this quick 30-minute recording.
Host: Jo Murphy, Managing Director, APAC
Guest Speaker: William "Bill" Kelly, CEO, CAIA Association
Description: CAIA CEO, Bill Kelly, has been keeping an eye on a few topics that could have significant impacts to our industry. Bill and Aaron Filbeck, Associate Director of Financial Research, shared thought-provoking discussion on some of Bill's recent blog posts from 'What About Beta?' on AllAboutAlpha. The discussion lasted 25 minutes with the remaining 5 minutes for Q&A. Listen in!
Host: Stephanie Zwade, Business Development, CAIA Association
Guest Speaker: William "Bill" Kelly, CEO, CAIA Association and Aaron Filbeck, CFA, CAIA, CIPM, Associate Director of Financial Research, CAIA Association
Description: The 2020 edition of the GIPS Standards were released on 28 June 2019, with an effective date of 1 January 2020. This exclusive recording features a discussion on the key concepts of the 2020 GIPS standards and topics that impact managers of hedge funds and other alternative investments. Listen in to industry experts, Karyn D. Vincent, CFA, CIPM, Head of Global Industry Standards at the CFA Institute and Keitth Black Ph.D., CAIA, CFA, Managing Director of Curriculum and Exams at CAIA Association, who covered the important details to know.
Host: Millissa Allen, CAIA, Managing Director of Business Development, AMRS, CAIA Association
Guest Speaker:
Keith Black Ph.D., CAIA, CFA, Managing Director of Curriculum and Exams, CAIA Association
Karyn Vincent, CFA, CIPM, Head of Global Industry Standards, CFA Institute
Description: Are you wondering what the FDP designation is all about? Listen in as The Financial Data Professional Institute (FDPI) founders William Kelly, Hossein Kazemi, Mehrzad Mahdavi, and Mirjam Dekker go into detail on the background behind the creation of FDPI, who the program is designed for, and where the industry is headed. The Financial Data Professional Institute (FDPI) was established by CAIA Association to address the growing need in finance for a workforce that has the skills to perform in a digitized world where an increasing number of decisions will be data and analytics-driven.
Host: Cody Durant, Assistant Director of Business Development
Guest Speakers:
Description: Listen in to CAIA CEO, William Kelly and Associate Director of CAIA’s Liaison Office in India, Shreekant Daga, as they discussed all things CAIA! This session provides news and developments about the CAIA Curriculum, the upcoming events, as well as market and industry updates and perspectives from June 2019.
Panelist: William "Bill" Kelly, CEO, CAIA Association and Shreekant Daga, Associate Director, Liaison Office, India, CAIA Association
There are no upcoming infoseries in the region at this time.
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
Description: The 2020 edition of the GIPS Standards were released on 28 June 2019, with an effective date of 1 January 2020. This exclusive recording features a discussion on the key concepts of the 2020 GIPS standards and topics that impact managers of hedge funds and other alternative investments. Listen in to industry experts, Karyn D. Vincent, CFA, CIPM, Head of Global Industry Standards at the CFA Institute and Keitth Black Ph.D., CAIA, CFA, Managing Director of Curriculum and Exams at CAIA Association, who covered the important details to know.
Host: Millissa Allen, CAIA, Managing Director of Business Development, AMRS, CAIA Association
Guest Speaker:
Keith Black Ph.D., CAIA, CFA, Managing Director of Curriculum and Exams, CAIA Association
Karyn Vincent, CFA, CIPM, Head of Global Industry Standards, CFA Institute
Description: Are you wondering what the FDP designation is all about? Listen in as The Financial Data Professional Institute (FDPI) founders William Kelly, Hossein Kazemi, Mehrzad Mahdavi, and Mirjam Dekker go into detail on the background behind the creation of FDPI, who the program is designed for, and where the industry is headed. The Financial Data Professional Institute (FDPI) was established by CAIA Association to address the growing need in finance for a workforce that has the skills to perform in a digitized world where an increasing number of decisions will be data and analytics-driven.
Host: Cody Durant, Assistant Director of Business Development
Guest Speakers:
Description: In this quick 30-minute recording, CAIA CEO, William Kelly, and our Assistant Director of Business Development, Cody Durant, provided an update on all things CAIA! This session provides news and developments about the CAIA Curriculum, upcoming events, as well as market and industry updates and perspectives from June 2019.
Panelists: William "Bill" Kelly, CEO, CAIA Association and Cody Durant, Assistant Director of Business Development, CAIA Association
Description: There has been a lot of discussion about the invasion of machine learning and artificial intelligence into the investment process, the ultimate generation of alpha and a more targeted model around the distribution of investment products and services. While the amount of data (structured and unstructured) has grown exponentially recently, the effective use of it is still nascent in many organizations. The pace of inquiry and adoption, however, continues to accelerate and the future investment team will likely have more data scientists working side-by-side with the financial analyst. What does this mean for our industry, our investment processes and our end investors? The key factor for success of digital transformation in our industry is the overlap between data science and financial domain expertise. FDPI Charter is to bridge this gap. Please join our webinar as we try to bring some common sense to this rapidly emerging topic.
Panelist: William "Bill" Kelly - CEO, CAIA Association, Mehrzad Mahdavi, PhD, Executive Director of the Financial Data Professional Institute, George Mussalli, Chief Investment Officer & Head of Research, Equity, Panagora, and Joseph Simonian, PhD, Co-editor of The Journal of Financial Data Science.
Panelist: Cody Durant, Assistant Director of Business Development
Description: Join CAIA's CEO, William Kelly, and Assistant Director of Business Development, Cody Durant, as they provide an update on all things CAIA! These sessions can provide news and developments about the CAIA Curriculum and upcoming Events, as well as market and industry updates and perspectives.
Panelist: Cody Durant, Assistant Director of Business Development and guest speaker William "Bill" Kelly - CEO, CAIA Association
Description: Well on our way into 2019, CAIA's CEO, Bill Kelly, has been keeping an eye on a few topics that could have significant impacts to our industry. Join us for a discussion on some of Bill's recent blog posts from 'What About Beta?' on AllAboutAlpha. We will be reviewing topics on Opportunity Zones and what this potentially means for the US markets, the looming Retirement Crisis that could impact an entire generation heading into retirement, as well as results from our most recent member survey. Our discussion will last approximately 25 minutes with the remaining 5 minutes for Q&A.
Panelist: Cody Durant, Assistant Director of Business Development and guest speaker William "Bill" Kelly - CEO, CAIA Association
Description: Over the course of 2018 we experienced several ups and downs in the financial markets with volatility ensuring we did not forget that bull markets cannot last forever. As we look forward to 2019 with anticipation and eagerness, there are a few things here at the CAIA Association that we are very excited about. Please join CAIA's CEO, Bill Kelly as he provides a CAIA review from 2018 as well as some thoughts and insights into what 2019 has to offer. We are excited to kick off the year with this inaugural Info Series and hope you are able to join us!
Panelist: Cody Durant, Assistant Director of Business Development and guest speaker Bill Kelly, CEO of CAIA Association
Description: Real estate is one of four fundamental asset classes that should be in literally every investment portfolio. Dr. Case will delve into the long-term investment attributes of public and private real estate investments including correlations, volatilities, and returns, and then use those attributes to discuss the role of real estate in mixed-asset portfolios. He will conclude with a discussion of the current real estate market situation including where we stand in the real estate market cycle, macro demand conditions, supply/construction, interest rate sensitivity, the inflation outlook, and current real estate valuations. This webinar with Brad Case Ph.D., CAIA, CFA, Senior Vice President of Nareit (National Association of Real Estate Investment Trusts) is a discussion on the importance of Real Estate as an investment vehicle, why it is important for all investors to consider including this asset class, and a review of the current state of the real estate market. This discussion will be moderated by Keith Black Ph.D., CAIA, CFA, Managing Director of Curriculum & Exams here at the CAIA Association.
Panelist: Brad Case Ph.D., CAIA, CFA, Senior Vice President, Research & Industry Information at Nareit, Keith Black, Managing Director of Curriculum & Exams and Cody Durant, Assistant Director of Business Development
There are no upcoming infoseries in the region at this time.
Description: CAIA Association has the pleasure of inviting Tom Hardin, "The secret witness at the center of the biggest insider trading case in a generation." - The New York Times. Tom shared his legendary story on felony securities fraud - and how he came to be known as "Tipper X".
"The Inside Story of Tipper X"
Tom Hardin previously spent much of his career as a hedge fund equity analyst focused on the technology sector. In 2008, as part of a cooperation agreement with the U.S. Department of Justice, Tom assisted the U.S. government in understanding how insider trading occurred in the investment management industry. Known as “Tipper X,” Tom became one of the most prolific informants in securities fraud history, helping to build over 20 of the 80+ individual criminal cases in “Operation Perfect Hedge,” a Wall Street house cleaning campaign that morphed into the largest insider trading investigation of a generation. Since resolving his case in 2015, Tom was invited by FBI-NYC to speak to their rookie agent class in 2016 and now consults and speaks on conduct risk, ethics and compliance issues from his former frontline perspective. He holds a B.S. in Economics with a Finance concentration from the Wharton School at the University of Pennsylvania.
Host: Jo Murphy, Managing Director, Asia Pacific, CAIA Association
Guest Speaker: Tom Hardin, Owner, Tipper X Advisors LLC
Description: Listen in on the experts, CAIA CEO William Kelly alongside Managing Director of Asia Pacific, Jo Murphy, as they discuss CAIA Association and our flagship program, the CAIA Charterholder Designation in this quick 30-minute recording.
Host: Jo Murphy, Managing Director, APAC
Guest Speaker: William "Bill" Kelly, CEO, CAIA Association
Description: Listen in to CAIA CEO, William Kelly and Associate Director of CAIA’s Liaison Office in India, Shreekant Daga, as they discussed all things CAIA! This session provides news and developments about the CAIA Curriculum, the upcoming events, as well as market and industry updates and perspectives from June 2019.
Panelist: William "Bill" Kelly, CEO, CAIA Association and Shreekant Daga, Associate Director, Liaison Office, India, CAIA Association
Please join Jo Murphy, Managing Director, Asia Pacific, as she provides a brief information session about the CAIA Charter program and what the designation can do for you. The formal presentation will last approximately 20 minutes with 10 minutes for Q&A.
There are no upcoming infoseries in the region at this time.
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
Description: Por favor únete a Charles Alvarez, Associate Director of Financial Research y a Cody Durant, Assistant Director of Business Development para discutir en una breve sesión sobre el programa Charter de CAIA, y lo que la designación puede hacer para ti. La presentación formal durará aproximadamente 20 minutos con 10 minutos para preguntas y respuestas.
-------------------------------------------------------------------------
Please join Charles Alvarez, CAIA, Associate Director of Financial Research & Cody Durant, Assistant Director of Business Development, as they provide a brief information session about the CAIA Charter program and what the designation can do for you. The formal presentation will last approximately 20 minutes with 10 minutes for Q&A.