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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.
Check each region for those scheduled in your preferred time zone.
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- Americas
- Asia Pacific
- EMEA
- FDP Institute
Upcoming Infoseries
CAIA Online Remote Proctoring Orientation (OnVUE)
Tuesday, February 2, 2021, 9:00 am Time zone: EST
Description: Please join Nelson Lacey, CAIA, Co-Director of Exams and Sarah Auerbach, CAIA Director of Candidate & Member Relations for this 45 minute Orientation Session regarding the OnVUE experience. The following topics will be 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
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. Join us 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.
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
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.
CAIA Association is delighted to invite you to this webinar focusing on ESG and real estate investing. Senior professionals will 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.
As a reference, please check a series of articles published in allaboutalpha.com authored by CAIA Netherlands Chapter Head, Christos Angelis.
Panelists: Chris Angelis, CAIA, Director, Masterdam and Chapter Head of CAIA Netherlands, and Jana Bour, EU Policy Manager, EPRA, and Laura Merlini, CAIA, Managing Director Industry Relations, EMEA, CAIA Association
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
Past Infoseries
Fundamentals of Alternative Investments: Traditional vs Alternative Investments
Wednesday, January 27, 2021, 12:00 pm Time zone: EST
Description: Please join Dr. Keith Black, as he explores the differences between traditional and alternative investments and the typical structures of alternative investments. We show how alternative investments may fit into an investment portfolio from an asset allocation standpoint and highlight the diversification potential of such investments. Finally, we discuss the means of access to the markets for alternative investments, from private placements to registered products.
Panelists: Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, 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. Join PWCC and Rally Road as we 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
The African Infrastructure Paradox: Opportunities and Challenges
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.
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
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
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 (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
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
CAIA Online Remote Proctoring Orientation (OnVUE)
Tuesday, December 8, 2020, 9:15 am Time zone: EST
Description: Panelists Nelson Lacey, PhD, CFA, Director of Exams, CAIA Association, and Sarah Auerbach, Director of Candidate & Member Relations, CAIA Association, provide an in-depth overview on what to expect from online proctoring.
Panelists: Nelson Lacey, PhD, CFA, Director of Exams, CAIA Association and Sarah Auerbach, Director of Candidate & Member Relations, CAIA Association
Upcoming Infoseries
CAIA Online Remote Proctoring Orientation (OnVUE)
Tuesday, February 2, 2021, 9:00 am Time zone: EST
Description: Please join Nelson Lacey, CAIA, Co-Director of Exams and Sarah Auerbach, CAIA Director of Candidate & Member Relations for this 45 minute Orientation Session regarding the OnVUE experience. The following topics will be 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
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. Join us 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.
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
Past Infoseries
Fundamentals of Alternative Investments: Traditional vs Alternative Investments
Wednesday, January 27, 2021, 12:00 pm Time zone: EST
Description: Please join Dr. Keith Black, as he explores the differences between traditional and alternative investments and the typical structures of alternative investments. We show how alternative investments may fit into an investment portfolio from an asset allocation standpoint and highlight the diversification potential of such investments. Finally, we discuss the means of access to the markets for alternative investments, from private placements to registered products.
Panelists: Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, 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. Join PWCC and Rally Road as we 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
CAIA Online Remote Proctoring Orientation (OnVUE)
Tuesday, December 8, 2020, 9:15 am Time zone: EST
Description: Panelists Nelson Lacey, PhD, CFA, Director of Exams, CAIA Association, and Sarah Auerbach, Director of Candidate & Member Relations, CAIA Association, provide an in-depth overview on what to expect from online proctoring.
Panelists: Nelson Lacey, PhD, CFA, Director of Exams, CAIA Association and Sarah Auerbach, Director of Candidate & Member Relations, CAIA Association
Modeling Expected Returns Across the Beta Spectrum
Wednesday, November 18, 2020, 12:00 pm Time zone: EST
Description: In this recording, Aaron Filbeck, CFA, CAIA, CIPM, Associate Director of Content Development at CAIA Association is joined by Paisley Nardini, CFA, CAIA, Strategist at Invesco, and Vanessa Wieliczko, CFA, CAIA, CFP®, Director of Investments at HoyleCohen where they discuss forward-looking capital market assumptions (CMAs) that might alter desired future portfolio positioning.
As forecasted return expectations have declined in traditional investments and correlations have converged, investors are actively seeking exposure to private markets and alternative investments. While the use of CMAs for traditional assets has been widely adopted, their applications in private markets and alternative investments introduce additional challenges and required considerations. This discussion will provide guidance to investors as they seek to thoughtfully construct portfolios and properly communicate expectations.
Panelists: Aaron Filbeck, CFA, CAIA, CIPM, Associate Director of Content Development, CAIA Association, Paisley Nardini, CFA, CAIA, Strategist, Invesco, and Vanessa Wieliczko, CFA, CAIA, CFP®, Director of Investments, HoyleCohen
CAIA Charter Information Session
Monday, November 16, 2020, 12:00 pm Time zone: EST
Description: In this recording William Kelly, CEO, CAIA Association and Aaron Filbeck, Associate Director, Content Development, CAIA, explore and review information about the CAIA Association and our flagship program, the CAIA Charter Designation program.
Panelists: William Kelly, CEO, CAIA Association, and Aaron Filbeck, Associate Director, Content Development, CAIA Association
What About Beta: U.S. Election Edition
Tuesday, November 10, 2020, 2:00 pm Time zone: EST
Description: As a special guest on this edition of What About Beta, Anthony Scaramucci of Skybridge Capital, sits down with Aaron Filbeck, CFA, CAIA, CIPM and Bill Kelly of CAIA Association in a rapid-fire discussion on monetary policy, access to private markets, ESG, and current opportunities such as opportunity zones and infrastructure.
Panelists: Anthony Scaramucci, Founder and Co-Managing Partner of Skybridge, Bill Kelly, CEO, CAIA Association, and Aaron Filbeck, CFA, CAIA, CIPM, Associate Director of Content Development, CAIA Association
Transforming the Workplace: Recruiting and Cultivating for Inclusivity
Thursday, October 29, 2020, 10:00 am Time zone: EDT
Description: Organizations face any number of challenges over their lifecycle, but 2020 has presented some of the most unique and demanding – while also, perhaps, being the most stimulating and inspiring. Tackling the issues of diversity and inclusion while also shifting to a totally-remote workforce requires skillsets and thinking that may never have been considered before. How do hiring practices change? What are the implications for the existing teams? How do you “bring everyone along”? CAIA Association’s Head of HR, Emma Hood, brings together three of the industry’s leading thinkers on topics like these and more for a conversation on best practices and making cultural shifts that stick.
Panelists: Angel Stewart, Director of Talent Management at the TOIGO Foundation, Allison Nolan, Founder, Athena International Management, Kyle Samuels, Founder, Creative Talent Endeavors(CTE), and Emma Hood, Head of HR, CAIA Association
Real Estate Around the World: Size, Geography, and Long-Term Trends
Tuesday, October 20, 2020, 1:00 pm Time zone: EDT
Description: Aaron Filbeck, CAIA, CFA, CIPM, Associate Director, Content Development, CAIA Association 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 Aaron Filbeck, CAIA, CFA, CIPM, Associate Director, Content Development, CAIA Association
Upcoming Infoseries
There are no upcoming infoseries in the region at this time.
Past Infoseries
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
CAIA Hong Kong Webinar: eSports/Video-Gaming Investment in the Public Market
Wednesday, May 20, 2020, 3:30 pm Time zone: HKT
Description: In this recording Brian Oh, Managing Partner, Portfolio Manager, Saiga Capital Management LLC, and Rebekah Pang, CAIA, CAIA Hong Kong Chapter Executive take a look at eSports as an investment, examining the pluses and pitfalls of the sector from both the listed and unlisted perspective and discuss the opportunities that lie within the growing public market. This webcast lasts approximately 1 hour.
Panelists: Brian Oh, Managing Partner, Portfolio Manager, Saiga Capital Management LLC, and Rebekah Pang, CAIA, CAIA Hong Kong Chapter Executive
Upcoming Infoseries
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.
CAIA Association is delighted to invite you to this webinar focusing on ESG and real estate investing. Senior professionals will 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.
As a reference, please check a series of articles published in allaboutalpha.com authored by CAIA Netherlands Chapter Head, Christos Angelis.
Panelists: Chris Angelis, CAIA, Director, Masterdam and Chapter Head of CAIA Netherlands, and Jana Bour, EU Policy Manager, EPRA, and Laura Merlini, CAIA, Managing Director Industry Relations, EMEA, CAIA Association
Past Infoseries
The African Infrastructure Paradox: Opportunities and Challenges
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
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
Past Infoseries
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
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
Catherine Wood discusses Integrating Disruptive Innovation Into an Organization's DNA
Wednesday, September 9, 2020, 7:00 pm Time zone: EDT
Description: A conversation with Cathie Wood, Founder and CEO of ARK Investment Management, about investing at the pace of innovation, identifying long term growth, and bringing together a talented, agile, diverse team. This presentation lasts approximately 1 hour.
Panelists: Catherine Wood, Founder and CEO, ARK Investment Management, and Bill Kelly, CEO, CAIA Association
Eagle Alpha Discusses Alternative Data for Investment Strategies
Wednesday, September 2, 2020, 1:00 pm Time zone: EDT
Description: Ronan Crosson (data strategy) and Thomas Combes (data science) of Eagle Alpha review what is Alt Data and share market trends and adoption. They discuss ROI on alt data and show use cases for the most popular datasets for both discretionary funds and quants funds. While highlighting the importance of getting the processes right and they touched upon the end-to-end process: Discovery, Prioritization, Evaluation, Procurement & Integration. The session also includes a deep dive on quality testing for alternative datasets.
Panelists: Ronan Crosson, Director, Data Strategy & Analytics, Eagle Alpha, Thomas Combes, Head of Data Science, Eagle Alpha, and Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association