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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
CAIA Association's 10 Lessons in Finance 2022
Thursday, November 24, 2022, 4:30 pm Time zone: IST
Session 9: Does India Need More Fund Managers?
Description: As the Indian economy continues to grow and see its best years ahead, there is an increasing need for fund managers who can help investors protect and generate wealth and invest the country's capital wisely. While there are already a number of fund managers in India, it is estimated that the country will need even more in the coming years in order to keep up with the demand.
Panelists: Alok Jain, Founder & Smallcase Manager, Weekend Investing, Divam Sharma, Founder & Smallcase Manager, Green Portfolio, and moderated by Rakesh Rathod, Vice President, SmallCase
Tuesday, November 29, 2022, 4:30pm Time zone: IST
Session 10: Capital Raising in a Post-Inflationary World
Description: SPACs have become a popular alternative to IPOs over the past 20 years. SPACs offers some advantages to IPOs, and its unique structure of SPACs is ideally suited for growth companies with novel, hard-to-value business models. With the return of inflation and high interest rates, the sustainability of some of these business models have come under question. Also, the structure of SPACs have come under scrutiny in the US and elsewhere, with different jurisdictions trying different approaches to refine their regulations to offer transparency and address investor protection concerns.
Panelists: Amy Yau, Director, BDO Limited, and moderated by Sivananth Ramachandran, CFA, CIPM, Director, Capital Markets Policy India, CFA Institute
Perspectives on the Korean Asset Management Industry
Wednesday, December 7, 2022, 11:00 am Time zone: KST
Description: Based on a survey of industry leaders, this webinar discusses recent trends in Korea’s financial markets and the asset management firms’ reactions to those trends. In particular, this webinar discusses how asset management firms can adapt to changes in the behavior of retail investors since 2020. Retail investors increasingly rely on new media to form their investment views, but asset management firms could provide added value to individuals by offering personalized products and services. Dr. Jang Ho Kim discusses the recent movement by retail investors in Korea, its possible causes, its effect on the Korean asset management industry, and how asset management firms can adapt to these changes.
Panelists: Jang Ho Kim, Associate Professor, Kyung Hee University, Minjun Kim, Co-Founder & Managing Partner, Strategic Asset Partners, and Hossein Kazemi, PhD, CFA, Senior Advisor, FDP Institute
Ernest Chan Discusses Corrective AI and Conditional Portfolio Optimization
Monday, December 12, 2022, 11:00 am Time zone: ET
Description: Asset managers have struggled to apply machine learning to generate trading signals successfully. Instead, applying machine learning to determine the probability of profit of existing trading signals is very fruitful - this is Corrective AI. Taking this one step further, we developed Conditional Portfolio Optimization, a portfolio optimization technique that adapts to market regimes via machine learning. Applications on portfolios in vastly different markets suggest that CPO can outperform traditional optimization methods under varying market regimes.
Panelists: Ernest Chan, Founder and CEO, Predictnow.ai Inc
Andrew Li Discusses Beyond the Black Box - Machine Learning for Equities
Wednesday, December 14, 2022, 11:00 am Time zone: ET
Description: Developing reliable and intuitive interpretation is essential for the application of machine learning to investing. This presentation discusses a framework for decomposing any machine learning model into linear, nonlinear, and interaction effects that drive both prediction and performance. With a case study of predicting US large cap stock returns, this presentation will show how the "Model Fingerprint" tool enables practitioners to summarize key characteristics, similarities and differences among different models, thereby enhancing their understanding of the market.
Panelists: Dr. Kathryn Wilkens, Founder of Pearl Quest LLC and current member of the FDP Institute curriculum team, and Andrew Li, Vice President, Quantitative Researcher, State Street Associates
Past Infoseries
Irene Aldridge Discusses Explainable AI: Exploring Unsupervised Learning
Wednesday, November 16, 2022, 11:00 am Time zone: ET
Description: Artificial Intelligence (AI) has been a great buzzword in scientific and business communities and even the popular press. This webinar was designed to explore the technology underlying AI, known as “unsupervised learning.” Unsupervised learning allows us to hear the data speak for itself, reducing reliance on researchers’ potentially biased frameworks and sometimes discovering unexpected factors. In the course of the webinar, we considered AI applications in Finance and contrasted those with traditional machine learning (ML) models. FDP Institute's Hossein Kazemi discussed Explainable AI with Irene Aldridge, President, Head of Research at AbleMarkets.
Panelists: Hossein Kazemi, PhD, CFA, Senior Advisor, FDP Institute, and Irene Aldridge, President, Head of Research, AbleMarkets
CAIA Association's 10 Lessons in Finance 2022
Thursday, October 27, 2022, 4:30 pm Time zone: IST
Session 1: Portfolio for the Future
Description: How can investment professionals meet their clients' needs under ever-changing economic and market conditions? We call future-proofed portfolios the Portfolio for the Future™. The five distinct marks of the Portfolio for the Future™ are the defining features of all-weather portfolios that meet the challenges of the global economy and capital markets. The 5 marks are – Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged and Dependent on Operational Alpha.
Panelists: Jayne Bok, CAIA, CFA, Head of Investments, Willis Towers Watson, Elena Manola-Bonthond, CAIA, CIO, CERN Pension Fund, and moderated by John Bowman, CFA, Executive Vice President, CAIA Association
Tuesday, November 1, 2022, 4:30 pm Time zone: IST
Session 2: Investment and Risk Management Using Commodities
Description: This webinar focused on commodities with an eye on risk management and financial gain, which included discussions on:
1. Commodity derivatives.
2. Understanding the modalities and mechanisms of hedge transactions.
3. Taxation and accounting rules are progressively being reformed to encourage commodity price hedging.
4. In recent times there is growing interest in commodity investing because of their unique characteristics like the ability to hedge inflation risk, insure against event risks, portfolio diversification etc. The entry of Mutual Funds in the commodity space is also taking commodity investment to retail investors.
5. Commodity investment is unique as exposure to commodities (generally) involves exposure to two asset classes: (i) Commodity and (ii) US dollar.
Panelists: Nazir Ahmed Moulvi, Senior Manager, Multi Commodity Exchange of India Ltd. (MCX), Sambit Patnaik, Vice President - FIMG, Multi Commodity Exchange of India Ltd., Sandeep Daga, Founder & Director, Regsus Consulting, Aurobinda Gayan, Head Commodity Strategy, Tata Mutual Fund, and moderated by Shreekant Daga, CAIA, CFA, FRM, Associate Director, Liaison Office, India, CAIA Association
Thursday, November 3, 2022, 4:30 pm Time zone: IST
Session 3: Evolution of Digital Assets
Description: As digital assets continue to gather broad appeal as an asset class, and flourish by creating an entirely new financial ecosystem, it is important to understand how we define these assets, their key characteristics, the regulations related to this emerging asset class, and challengers when accessing to these assets. In this session, Sharon Liebowitz, Senior Director of Innovation and Strategy Indices at S&P DJI was joined by Steve Novakovic, MD Curriculum, CAIA Association and Hosein Kazemi, Senior Advisor, FDP Institute to deep dive into the digital asset ecosystem, analyzing the performance attributes and potential risk of digital assets; how innovative solutions such as digital asset indices could potentially provide market participants to measure and assess this emerging asset class; and the future development of the digital asset landscape.
Panelists: Sharon Liebowitz, Head of Innovation, S&P Dow Jones Indices, Hossein Kazemi, PhD, CFA, Senior Advisor, FDP Institute, and moderated by Steven Novakovic, CAIA, CFA, Managing Director, CAIA Curriculum, CAIA Association
Wednesday, November 9, 2022, 4:30 pm Time zone: IST
Session 4: Relevance of Gold as a Strategic Asset
Description: Gold has remained the most precious asset in our lives ever since the concept of wealth creation was curated by human civilisation. Our country is the second-largest consumer of gold worldwide, and Indian people possess a profound attachment with gold, considering it an integral part of auspicious occasions. The webinar covered the drivers of gold demand in India. Thoughts were shared on why gold is to be looked at as a strategic asset class. The webinar culminated with outlook for gold.
Panelists: Sheela Kulkarni, Head of Market Development (Investment) & Institutional Investor Relationships, India, World Gold Council, Juan Carlos Artigas, Head of Research, World Gold Council, Jaspar Crawley, CAIA, Head of Institutional Sales, APAC ex China, World Gold Council, Mukesh Kumar, Senior Analyst, India, World Gold Council, and moderated by Deepti Sagar, CAIA, Director, Atom Privé Financial Services
Thursday, November 10, 2022, 4:30 pm Time zone: IST
Session 5: Alternative Investment Funds (AIFs) – An Emerging Investment Avenue
Description: Alternative investment funds (AIFs) have gained much traction in India and overseas in recent years, especially among high net-worth individuals, as they warm up to sophisticated capital market instruments. With the increasing popularity of the product it becomes very important to provide better access to these products in terms of disclosures and benchmarking to enable investors take an informed decision.
Panelists: Parth Pandya, Manager, CRISIL Limited, Mandar Mhatre, CEO, Epic Investments Partners, and moderated by Piyush Gupta, Director, CRISIL Limited
Tuesday, November 15, 2022, 4:30 pm Time zone: IST
Session 6: Venture Capital (VC) Investment - The Founder's Insights
Description: In this webinar, we assembled Mumbai-based young enthusiastic business founders, heard their thoughts on the Venture Capital (VC) industry, and learned about its funding mechanics. The switch here is that we heard what the investee company think about the VC investments they receive. The founders shared their thoughts and insights on fund raising activities, and revealed the good, the great, and the ugly from their experiences.
Panelists: Rajit Bhattacharya, CEO and Founder, Data Sutram, Nishita Agarwal, Co-Founder & CEO, Coexistence Healthcare Pvt Ltd., Manas Madhu, Founder, Beyond Snack, and moderated by Jo Murphy, Managing Director, APAC, CAIA Association
Thursday, November 17, 2022, 4:30 pm Time zone: IST
Session 7: Investment Risk Management
Description: The overall value of investment faces threat from various risk factors and it is vital to uncover all of them for a healthy financial ecosystem. Key risk groups, such as market, credit, operation, and liquidity are at play at different times for different entities. Risk management can be accomplished by diversification using alternative investments. However, Financial institutions, in times of crisis or otherwise, are required to use regulatory and supervisory oversight to define a meaningful risk-appetite framework and accomplish risk management.
Panelists: Shreekant Daga, CAIA, CFA, FRM, Associate Director, Liaison Office, India, CAIA Association, Tirthankar Patnaik, PhD, Chief Economist, National Stock Exchange of India Limited, Pradeep Rangi, Chief Risk Officer, Airtel Payments Bank, Ankan Mondal, Chief Risk Officer, Tata Investment Corporation, and moderated by Abhilash Misra, Chief Executive Officer, NSE Academy Ltd.
Tuesday, November 22, 2022, 4:30 pm Time zone: IST
Session 8: Portfolio Construction in Wealth Management
Description: This webinar focused on how wealth management firms through private bankers or registered investment advisors are helping build diversified portfolios with the help of alternative investments. It took a dive into investment literacy challenges, building risk-return expectations, meeting client objectives and constraints while balancing competition and AUM targets. The viewpoints shared contrast between emerging and developed markets. Given the lower correlated nature of private assets with public assets the thoughts shared are to help build better efficient frontiers for the client.
Panelists: Shreekant Daga, CAIA, CFA, FRM, Associate Director, Liaison Office, India, CAIA Association, Gautam Kalia, CAIA, SVP and Head - Super Investor, Sharekhan, and moderated by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™, CAIA Association
Know Faster and Invest Better by Nowcasting Macroeconomic Indicators All Over the World
Wednesday, October 26, 2022, 11:00 am Time zone: ET
Description: First Friday of each month, at 8:30 am ET, the US Bureau of Labor Statistics (BLS) releases one of the most important macroeconomic indicators - the jobs report or non-farm payrolls (NFP) that makes headlines and moves financial markets worldwide. What is the value of knowing NFP 2 to 3 weeks in advance and 10% more accurately than the Bureau of Labor Statistics (BLS) and Wall Street analysts? Instead of waiting months to know key economic concepts like the GDP, sophisticated investors are leveraging the science of nowcasting to open a clearer window into the future. Nowcasting or real-time measurement using alternative ("Big") data and machine learning is particularly impactful in emerging economies and also has the potential for driving positive social impact. Dr. Hossein Kazemi of the FDP Institute shared details from Apurv Jain, CEO, and Founder at MacroXStudio, about this exciting new area of data analytics. Webinar attendees were also able to download a preprint copy of Apurv’s book chapter on “Alternative Data and Machine Learning for Macro Nowcasting” appearing in Machine Learning And Data Sciences For Financial Markets - published by Cambridge University Press in 2023.
Panelists: Hossein Kazemi, PhD, CFA, Senior Advisor, FDP Institute, and Apurv Jain, CEO, Co-founder, MacroXStudio
Women & Wealth Management: The Impact of the Great Wealth Transfer
Thursday, October 20, 2022, 12:00 pm Time zone: ET
Description: Much has been written about the great wealth transfer expected this decade. It is estimated that women will assume control of nearly thirty trillion dollars within the next ten years. Additionally, they will continue to earn more, as business founders with women-owned companies reaching “unicorn status” grew from 18 to 83 between 2020 to 2021 alone! How does this wealth transfer and growth for women impact the private wealth management industry, and, more broadly, the asset management industry? How must the industry change to meet the needs of this growing body of wealthy women? This session offered a discussion around examining the unique challenges posed to the industry associated with women as clients and investors. Both advisors and the industry will need to evolve to meet the distinctive needs of women – their perspectives, attitudes, and strategies.
Panelists: Katrina Dudley, CFA, CAIA, Senior Vice President, Portfolio Manager and Investment Strategist, Franklin Templeton Investments, Sylvia Kwan, Ph.D., CFA, CAIA, Chief Investment Officer, Ellevest, Cara M. Wood CFA, CAIA, Senior Wealth Manager, BNY Mellon Wealth Management, Debbie McLean; Foundation President, Global Head of DEI, CAIA Association, and moderated by Sarah Auerbach; Managing Director, Operations, UniFi by CAIA™, CAIA Association
FDP Candidate Orientation - Q4-2022 Exam
Wednesday, September 21, 2022, 11:00 am Time zone: ET
Description: To support FDP Candidates and those considering the pursuit of the FDP Charter, we offered a brief, live webinar with our Curriculum team. A typical Orientation Session includes the following:
• Review sample exam questions.
• Learn exam-taking tips.
• Have your questions answered by our exam experts.
Formal remarks of the presentation lasted approximately 45 minutes, with 15 minutes for Q&A.
Panelists: Hossein Kazemi, PhD, CFA, Senior Advisor, FDP Institute
Reimagining the Science of Prediction
Wednesday, September 14, 2022, 11:00 am Time zone: ET
Description: Today's investors face daunting prediction challenges, and it is more critical than ever to blend intuition with data-driven rigor. Dr. Hossein Kazemi of the FDP Institute hosted a discussion with co-authors of the new book “Prediction Revisited”, David Turkington and Megan Czasonis. The focus of the discussion was on the building blocks of data-driven prediction from a fresh perspective whereby data represents “experiences” rather than variables, revealing the link between linear regression and information theory and how the concept of relevance leads to more intuitive and effective predictions.
Panelists: Bill Kelly, CAIA CEO, CAIA Association, Hossein Kazemi, PhD, CFA, Senior Advisor, FDP Institute, David Turkington, CFA, Senior Managing Director, State Street Associates, and Megan Czasonis, Managing Director, State Street Associates
Understanding the Landscape of Quantitative Investing
Tuesday, August 30, 2022, 11:00 am Time zone: ET
Description: What types of managers and strategies use quantitative techniques such as artificial intelligence, machine learning, regression, and backtesting? What do investors need to understand before making allocations to these strategies? What due diligence considerations are specifically helpful when evaluating quantitative managers? Albourne Partners, AIMA, and FDP Institute hosted a discussion on quantitative investing. Dr. Keith Black, FDP Institute discussed the landscape of quantitative investing with Michelle Noyes, AIMA and Michael Ide, Albourne Partners.
The Financial Data Professional Institute (FDPI), established by CAIA Association, has designed a self-study program to provide financial professionals with an efficient path to learn the essential aspects of financial data science.
Panelists: Michelle Noyes, CAIA, Managing Director, Alternative Investment Management Association (AIMA), Michael Ide, CFA, IDD Analyst, Albourne Partners, and Keith Black, PhD, CAIA, CFA, FDP, Senior Advisor, FDP Institute
Natural Language Processing (NLP) for Financial Services - APAC
Wednesday, August 17, 2022, 8:30 am Time zone: HKT
Description: Language is one of the great untapped resources of information. Today’s NLP field covers the full cycle of recognizing and understanding speech, processing natural language and generating text including automatic coding. NLP is everywhere – when you dictate a text message to Siri, ask Alexa for the weather, search on Google, use email services that filter out spam, check out spelling and grammar, and even autocomplete an entire message.
Adoption in financial services is wide and high impact with applications such as – sentiment analysis, tracking relationships, legal and compliance, speech recognition and advanced chatbots, information retrieval, and ESG.
Panelists: Bill Kelly, CAIA, CEO, CAIA Association, Julia Bonafede, Co-Founder, Rosetta Analytics, Dan Joldzic, CEO, Alexandria Technology, and Mehrzad Mahdavi, PhD, Executive Director, FDP Institute
Natural Language Processing (NLP) for Financial Services
Tuesday, August 16, 2022, 11:00 am Time zone: ET
Description: Language is one of the great untapped resources of information. Today’s NLP field covers the full cycle of recognizing and understanding speech, processing natural language and generating text including automatic coding. NLP is everywhere – when you dictate a text message to Siri, ask Alexa for the weather, search on Google, use email services that filter out spam, check out spelling and grammar, and even autocomplete an entire message.
Adoption in financial services is wide and high impact with applications such as – sentiment analysis, tracking relationships, legal and compliance, speech recognition and advanced chatbots, information retrieval, and ESG. We discussed the current state of NLP and implications for financial services.
Panelists: Bill Kelly, CAIA, CEO, CAIA Association, Julia Bonafede, Co-Founder, Rosetta Analytics, Dan Joldzic, CEO, Alexandria Technology, and Mehrzad Mahdavi, PhD, Executive Director, FDP Institute
Wealth Management – Establishing a Roadmap to an Improved Client Experience
Wednesday, July 27, 2022, 12:00 pm Time zone: ET
Description: With the intersection of product democratization and the evolution of advice in the wealth management space many questions arise:
- What is the role of governance?
- How important is product knowledge?
- What is the true meaning of funded contentment beyond the four corners of your financial balance sheet?
Panelists Brian Portnoy, CFA and Founder of Shaping Wealth; Martina Kelly, Director of Funds, IOB Ireland; Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™, CAIA Association, and moderated by Laura Merlini, CAIA, Managing Director, EMEA, Industry Relations, CAIA Association held a lively discussion exploring the evolution of the wealth management space.
Panelists: Brian Portnoy, CFA, Founder of Shaping Wealth, Martina Kelly, Director of Funds, IOB Ireland, Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™, CAIA Association, and moderated by Laura Merlini, CAIA, Managing Director, EMEA, Industry Relations, CAIA Association
Upcoming Infoseries
There are no upcoming infoseries in the region at this time.
Past Infoseries
Women & Wealth Management: The Impact of the Great Wealth Transfer
Thursday, October 20, 2022, 12:00 pm Time zone: ET
Description: Much has been written about the great wealth transfer expected this decade. It is estimated that women will assume control of nearly thirty trillion dollars within the next ten years. Additionally, they will continue to earn more, as business founders with women-owned companies reaching “unicorn status” grew from 18 to 83 between 2020 to 2021 alone! How does this wealth transfer and growth for women impact the private wealth management industry, and, more broadly, the asset management industry? How must the industry change to meet the needs of this growing body of wealthy women? This session offered a discussion around examining the unique challenges posed to the industry associated with women as clients and investors. Both advisors and the industry will need to evolve to meet the distinctive needs of women – their perspectives, attitudes, and strategies.
Panelists: Katrina Dudley, CFA, CAIA, Senior Vice President, Portfolio Manager and Investment Strategist, Franklin Templeton Investments, Sylvia Kwan, Ph.D., CFA, CAIA, Chief Investment Officer, Ellevest, Cara M. Wood CFA, CAIA, Senior Wealth Manager, BNY Mellon Wealth Management, Debbie McLean; Foundation President, Global Head of DEI, CAIA Association, and moderated by Sarah Auerbach; Managing Director, Operations, UniFi by CAIA™, CAIA Association
FDP Candidate Orientation - Q4-2022 Exam
Wednesday, September 21, 2022, 11:00 am Time zone: ET
Description: To support FDP Candidates and those considering the pursuit of the FDP Charter, we offered a brief, live webinar with our Curriculum team. A typical Orientation Session includes the following:
• Review sample exam questions.
• Learn exam-taking tips.
• Have your questions answered by our exam experts.
Formal remarks of the presentation lasted approximately 45 minutes, with 15 minutes for Q&A.
Panelists: Hossein Kazemi, PhD, CFA, Senior Advisor, FDP Institute
Understanding the Landscape of Quantitative Investing
Tuesday, August 30, 2022, 11:00 am Time zone: ET
Description: What types of managers and strategies use quantitative techniques such as artificial intelligence, machine learning, regression, and backtesting? What do investors need to understand before making allocations to these strategies? What due diligence considerations are specifically helpful when evaluating quantitative managers? Albourne Partners, AIMA, and FDP Institute hosted a discussion on quantitative investing. Dr. Keith Black, FDP Institute discussed the landscape of quantitative investing with Michelle Noyes, AIMA and Michael Ide, Albourne Partners.
The Financial Data Professional Institute (FDPI), established by CAIA Association, has designed a self-study program to provide financial professionals with an efficient path to learn the essential aspects of financial data science.
Panelists: Michelle Noyes, CAIA, Managing Director, Alternative Investment Management Association (AIMA), Michael Ide, CFA, IDD Analyst, Albourne Partners, and Keith Black, PhD, CAIA, CFA, FDP, Senior Advisor, FDP Institute
Wealth Management – Establishing a Roadmap to an Improved Client Experience
Wednesday, July 27, 2022, 12:00 pm Time zone: ET
Description: With the intersection of product democratization and the evolution of advice in the wealth management space many questions arise:
- What is the role of governance?
- How important is product knowledge?
- What is the true meaning of funded contentment beyond the four corners of your financial balance sheet?
Panelists Brian Portnoy, CFA and Founder of Shaping Wealth; Martina Kelly, Director of Funds, IOB Ireland; Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™, CAIA Association, and moderated by Laura Merlini, CAIA, Managing Director, EMEA, Industry Relations, CAIA Association held a lively discussion exploring the evolution of the wealth management space.
Panelists: Brian Portnoy, CFA, Founder of Shaping Wealth, Martina Kelly, Director of Funds, IOB Ireland, Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™, CAIA Association, and moderated by Laura Merlini, CAIA, Managing Director, EMEA, Industry Relations, CAIA Association
CAIA/AIMA Alternative Investment Boot Camp (June 15 - June 17)
Wednesday, June 15, 2022, 12:00 pm Time zone: ET
Session 1: The State of Alternative Investments
Description: In this first session of the internship boot camp with AIMA & CAIA Association, we covered an overview of alternative investments and addressed current trends across the industry and asset classes.
Panelists: Claire Sawyer; Relationship Manager, UniFi by CAIA™, CAIA Association, Michelle Noyes, CAIA; Managing Director, Americas, AIMA, and Aaron Filbeck, CAIA, CFA, CIPM, FDP; Managing Director and Head of UniFi by CAIA™, CAIA Association
Thursday, June 16 – 12:00pm Time zone: ET
Session 2: Alternative Data and ESG Investing
Description: In this second session of the internship boot camp with AIMA & CAIA Association, we covered the differences between traditional and alternative data, applications of both, and how it relates to ESG investing.
Panelists: Claire Sawyer; Relationship Manager, UniFi by CAIA™, CAIA Association, Aaron Filbeck, CAIA, CFA, CIPM, FDP; Managing Director and Head of UniFi by CAIA™, CAIA Association, and Keith Black, PhD, CAIA, CFA, FDP; Managing Director and Program Director, FDP Institute
Friday, June 17 – 12:00pm Time zone: ET
Session 3: Practitioner Career Panel
Description: In this third web seminar, Rom Beneche, Director, AIMA, hosted a panel of industry professionals talking about their career paths and how they made it from their university days to the roles they hold today. Panelists covered a range of investment and non-investment roles in the alternatives industry.
Panelists: Victoria Hart, Investor Relations Principal, Versor Investments, Jessica Henry, ESG Analyst, Man Group, Zachary Bird, CPA, Manager, Marcum, and moderated by Rom Beneche, Director, AIMA
UniFi by CAIA™ – The Future of Wealth Management
Tuesday, June 7, 2022, 11:00 am Time zone: ET
Description: The democratization of alternative investments beyond the institutional allocator salutes a new investor – the individual. Clients are finding their desired financial outcomes to be ever more elusive, resulting in a wave of new and innovative investment products coming to market. While this sparks investor interest, it also highlights a critical education gap across the entire value chain of the private wealth management industry. This panel discussion explored the evolution of the private wealth management industry, whose investment toolkit is increasingly being augmented by the ongoing democratization of alternative investment strategies, and further introduced CAIA Association’s recently announced learning platform, UniFi by CAIA™.
Panelists: Claire Sawyer, Relationship Manager, UniFi by CAIA™, CAIA Association, Anna Snider, CAIA, Head of Due Diligence, Global Wealth and Investment Management, Bank of America, Fran Kinniry, CFA, Principal, Head of Vanguard Investment Advisory Research Center, Vanguard, Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director and Head of UniFi by CAIA™, CAIA Association, and moderated by Bill Kelly, CAIA, CEO, CAIA Association
The Portfolio for the Future - AMRS
Wednesday, April 20, 2022, 1:00 pm Time zone: EDT
Description: The Portfolio for the Future simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward. Rising inflation, tightening monetary policy, low and volatile interest rates, and high valuations mean that the Portfolio for the Future will be defined by five distinct “marks”: Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged, and Dependent on Operational Alpha.
Panelists: Elizabeth Burton, CAIA, Chief Investment Officer, Employees’ Retirement System of the State of Hawaii (HIERS), Bill Kelly, President and CEO, CAIA Association, John Bowman, CFA, Executive Vice President, CAIA Association, and Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director, CAIA Association
How to Buy a NFT Practicum - Part 2: NFT Educational Series co-hosted with CAIA Atlanta
Tuesday, March 22, 2022, 12:00 pm Time zone: EDT
Description: CAIA Member Greg Kaufmann and Duke Kim, Director of Institutional Client Solutions at The Giving Block, hosted the second part of an educational webcast around NFTs. In the first event, we covered investing in this emerging asset class. This second part was a practicum. We walked members through the process of transferring crypto from an exchange to a wallet and from there, we showed you how to buy an NFT. Time permitting, we looked at an NFT marketplace, viewed a live minting process, provided a brief introduction to Discord, reviewed some interesting NFT projects, and highlighted some additional resources.
Panelists: Duke Kim, Director of Institutional Client Solutions, The Giving Block, and Greg Kaufmann, CAIA
The Rise of India’s Private Equity Market - AMRS
Thursday, March 17, 2022, 11:00 am Time zone: EDT
Description: Our new report “CAIA Insights: The Rise of India’s Private Equity Market” has been released, where we showcase insights, spotlight opportunities, and summarize our call to action for this fast-evolving sector. Combining commentary penned by leading PEVC industry specialists, alongside CAIA’s crafted content, and supported by our knowledge and data partner – Venture Intelligence – we position tangible insights, actionable intelligence and provide knowledge on a market too big to ignore. To coincide with the report’s release, our launch webinar brought together a number of its authors to spotlight key themes, discussed why India’s emergence as one of the world’s most entrepreneurial and technology-orientated nations presents massive opportunities, and showcased India’s growing and increasingly sophisticated alternative investment industry.
Panelists: Harsh Singhal, Senior Investment Professional, Sridhar Sankararaman, Managing Director, Multiples Alternate Asset Management, Arun Natarajan, Founder, Venture Intelligence, Shreekant Daga, CAIA, CFA, FRM, Associate Director, Liaison Office, India, CAIA Association, Bill Kelly, CEO, CAIA Association, John Bowman, CFA, Executive Vice President, CAIA Association, and moderated by Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director, CAIA Association
The Allocator’s Edge: Creating the Advisor’s Portfolio for the Future
Wednesday, March 2, 2022, 1:00 pm Time zone: EST
Description: The pursuit of diversification for the average financial advisor is not as straightforward as it once was. From private capital to collectibles, the barriers to access alternative asset classes are lower than ever, thanks to regulatory changes and product innovation. In this webcast, Phil Huber, CFA, CFP®, and Aaron Filbeck, CAIA, CFA, CIPM, FDP, discussed Phil’s background, his approach to asset allocation and portfolio construction for his clients, and his new book, The Allocator’s Edge.
Panelists: Phil Huber, CFP, CFA, Chief Investment Officer, Savant Wealth Management, and Aaron Filbeck, CFA, CAIA, CIPM, FDP, Managing Director, CAIA Association
Upcoming Infoseries
CAIA Association's 10 Lessons in Finance 2022
Thursday, November 24, 2022, 4:30 pm Time zone: IST
Session 9: Does India Need More Fund Managers?
Description: As the Indian economy continues to grow and see its best years ahead, there is an increasing need for fund managers who can help investors protect and generate wealth and invest the country's capital wisely. While there are already a number of fund managers in India, it is estimated that the country will need even more in the coming years in order to keep up with the demand.
Panelists: Alok Jain, Founder & Smallcase Manager, Weekend Investing, Divam Sharma, Founder & Smallcase Manager, Green Portfolio, and moderated by Rakesh Rathod, Vice President, SmallCase
Tuesday, November 29, 2022, 4:30pm Time zone: IST
Session 10: Capital Raising in a Post-Inflationary World
Description: SPACs have become a popular alternative to IPOs over the past 20 years. SPACs offers some advantages to IPOs, and its unique structure of SPACs is ideally suited for growth companies with novel, hard-to-value business models. With the return of inflation and high interest rates, the sustainability of some of these business models have come under question. Also, the structure of SPACs have come under scrutiny in the US and elsewhere, with different jurisdictions trying different approaches to refine their regulations to offer transparency and address investor protection concerns.
Panelists: Amy Yau, Director, BDO Limited, and moderated by Sivananth Ramachandran, CFA, CIPM, Director, Capital Markets Policy India, CFA Institute
Past Infoseries
CAIA Association's 10 Lessons in Finance 2022
Thursday, October 27, 2022, 4:30 pm Time zone: IST
Session 1: Portfolio for the Future
Description: How can investment professionals meet their clients' needs under ever-changing economic and market conditions? We call future-proofed portfolios the Portfolio for the Future™. The five distinct marks of the Portfolio for the Future™ are the defining features of all-weather portfolios that meet the challenges of the global economy and capital markets. The 5 marks are – Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged and Dependent on Operational Alpha.
Panelists: Jayne Bok, CAIA, CFA, Head of Investments, Willis Towers Watson, Elena Manola-Bonthond, CAIA, CIO, CERN Pension Fund, and moderated by John Bowman, CFA, Executive Vice President, CAIA Association
Tuesday, November 1, 2022, 4:30 pm Time zone: IST
Session 2: Investment and Risk Management Using Commodities
Description: This webinar focused on commodities with an eye on risk management and financial gain, which included discussions on:
1. Commodity derivatives.
2. Understanding the modalities and mechanisms of hedge transactions.
3. Taxation and accounting rules are progressively being reformed to encourage commodity price hedging.
4. In recent times there is growing interest in commodity investing because of their unique characteristics like the ability to hedge inflation risk, insure against event risks, portfolio diversification etc. The entry of Mutual Funds in the commodity space is also taking commodity investment to retail investors.
5. Commodity investment is unique as exposure to commodities (generally) involves exposure to two asset classes: (i) Commodity and (ii) US dollar.
Panelists: Nazir Ahmed Moulvi, Senior Manager, Multi Commodity Exchange of India Ltd. (MCX), Sambit Patnaik, Vice President - FIMG, Multi Commodity Exchange of India Ltd., Sandeep Daga, Founder & Director, Regsus Consulting, Aurobinda Gayan, Head Commodity Strategy, Tata Mutual Fund, and moderated by Shreekant Daga, CAIA, CFA, FRM, Associate Director, Liaison Office, India, CAIA Association
Thursday, November 3, 2022, 4:30 pm Time zone: IST
Session 3: Evolution of Digital Assets
Description: As digital assets continue to gather broad appeal as an asset class, and flourish by creating an entirely new financial ecosystem, it is important to understand how we define these assets, their key characteristics, the regulations related to this emerging asset class, and challengers when accessing to these assets. In this session, Sharon Liebowitz, Senior Director of Innovation and Strategy Indices at S&P DJI was joined by Steve Novakovic, MD Curriculum, CAIA Association and Hosein Kazemi, Senior Advisor, FDP Institute to deep dive into the digital asset ecosystem, analyzing the performance attributes and potential risk of digital assets; how innovative solutions such as digital asset indices could potentially provide market participants to measure and assess this emerging asset class; and the future development of the digital asset landscape.
Panelists: Sharon Liebowitz, Head of Innovation, S&P Dow Jones Indices, Hossein Kazemi, PhD, CFA, Senior Advisor, FDP Institute, and moderated by Steven Novakovic, CAIA, CFA, Managing Director, CAIA Curriculum, CAIA Association
Wednesday, November 9, 2022, 4:30 pm Time zone: IST
Session 4: Relevance of Gold as a Strategic Asset
Description: Gold has remained the most precious asset in our lives ever since the concept of wealth creation was curated by human civilisation. Our country is the second-largest consumer of gold worldwide, and Indian people possess a profound attachment with gold, considering it an integral part of auspicious occasions. The webinar covered the drivers of gold demand in India. Thoughts were shared on why gold is to be looked at as a strategic asset class. The webinar culminated with outlook for gold.
Panelists: Sheela Kulkarni, Head of Market Development (Investment) & Institutional Investor Relationships, India, World Gold Council, Juan Carlos Artigas, Head of Research, World Gold Council, Jaspar Crawley, CAIA, Head of Institutional Sales, APAC ex China, World Gold Council, Mukesh Kumar, Senior Analyst, India, World Gold Council, and moderated by Deepti Sagar, CAIA, Director, Atom Privé Financial Services
Thursday, November 10, 2022, 4:30 pm Time zone: IST
Session 5: Alternative Investment Funds (AIFs) – An Emerging Investment Avenue
Description: Alternative investment funds (AIFs) have gained much traction in India and overseas in recent years, especially among high net-worth individuals, as they warm up to sophisticated capital market instruments. With the increasing popularity of the product it becomes very important to provide better access to these products in terms of disclosures and benchmarking to enable investors take an informed decision.
Panelists: Parth Pandya, Manager, CRISIL Limited, Mandar Mhatre, CEO, Epic Investments Partners, and moderated by Piyush Gupta, Director, CRISIL Limited
Tuesday, November 15, 2022, 4:30 pm Time zone: IST
Session 6: Venture Capital (VC) Investment - The Founder's Insights
Description: In this webinar, we assembled Mumbai-based young enthusiastic business founders, heard their thoughts on the Venture Capital (VC) industry, and learned about its funding mechanics. The switch here is that we heard what the investee company think about the VC investments they receive. The founders shared their thoughts and insights on fund raising activities, and revealed the good, the great, and the ugly from their experiences.
Panelists: Rajit Bhattacharya, CEO and Founder, Data Sutram, Nishita Agarwal, Co-Founder & CEO, Coexistence Healthcare Pvt Ltd., Manas Madhu, Founder, Beyond Snack, and moderated by Jo Murphy, Managing Director, APAC, CAIA Association
Thursday, November 17, 2022, 4:30 pm Time zone: IST
Session 7: Investment Risk Management
Description: The overall value of investment faces threat from various risk factors and it is vital to uncover all of them for a healthy financial ecosystem. Key risk groups, such as market, credit, operation, and liquidity are at play at different times for different entities. Risk management can be accomplished by diversification using alternative investments. However, Financial institutions, in times of crisis or otherwise, are required to use regulatory and supervisory oversight to define a meaningful risk-appetite framework and accomplish risk management.
Panelists: Shreekant Daga, CAIA, CFA, FRM, Associate Director, Liaison Office, India, CAIA Association, Tirthankar Patnaik, PhD, Chief Economist, National Stock Exchange of India Limited, Pradeep Rangi, Chief Risk Officer, Airtel Payments Bank, Ankan Mondal, Chief Risk Officer, Tata Investment Corporation, and moderated by Abhilash Misra, Chief Executive Officer, NSE Academy Ltd.
Tuesday, November 22, 2022, 4:30 pm Time zone: IST
Session 8: Portfolio Construction in Wealth Management
Description: This webinar focused on how wealth management firms through private bankers or registered investment advisors are helping build diversified portfolios with the help of alternative investments. It took a dive into investment literacy challenges, building risk-return expectations, meeting client objectives and constraints while balancing competition and AUM targets. The viewpoints shared contrast between emerging and developed markets. Given the lower correlated nature of private assets with public assets the thoughts shared are to help build better efficient frontiers for the client.
Panelists: Shreekant Daga, CAIA, CFA, FRM, Associate Director, Liaison Office, India, CAIA Association, Gautam Kalia, CAIA, SVP and Head - Super Investor, Sharekhan, and moderated by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™, CAIA Association
FDP Charter Information Session (Q4-2022 exam) - APAC
Thursday, July 7, 2022, 8:30 am Time zone: HKT
Description: There's never been a more crucial time to stand out. The transformative effect of data science on the finance industry requires today's finance professionals to understand the application of big data, data mining, workflow automation and machine learning in investment decisions. The Financial Data Professional (FDP) is a global designation for investment professionals with data science skills. The Financial Data Professional Institute (FDPI), established by CAIA Association, has designed a self-study program to provide financial professionals with an efficient path to learn the essential aspects of financial data science. Senior Advisor, Hossein Kazemi and Managing Director, Joanne Murphy, Asia Pacific Industry Relations, CAIA Association shared how you can obtain your Financial Data Professional credential.
Panelists: Joanne Murphy, Managing Director, Asia Pacific Industry Relations, CAIA Association, and Hossein Kazemi, PhD, CFA, Senior Advisor, FDP Institute
Where is the Opportunity for SPACs now? co-hosted with CAIA Hong Kong
Wednesday, June 8, 2022, 12:00 pm Time zone: HKT
Description: The last 18 months has seen the market sentiment for SPACs change materially - from enthusiasm and exuberance to one of the apathy and confusion. This shift was predominantly driven by the poor share price performance post listing as well as a number of market misconceptions around the SPAC product. Based on a CNBC report in September 2021, 97% of SPACs are trading below their key offer price. In this webinar, our speakers discussed the market environment for SPACs, if and why SPACs may remain relevant going forward and why they are being actively encouraged by new exchange venues such as Hong Kong and Singapore. Finally, we examined the investment opportunities they present to different types of investors.
Panelists: Manoj Jain, Co-Founder, Co-CIO, Maso Capital, Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Program Director, FDP Institute, and moderated by Yingwen Chin, CAIA, Partner, Albourne Partners Asia, CAIA Hong Kong Chapter Executive
The Portfolio for the Future - APAC
Thursday, April 21, 2022, 12:00 pm Time zone: HKT
Description: The Portfolio for the Future simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward. Rising inflation, tightening monetary policy, low and volatile interest rates, and high valuations mean that the Portfolio for the Future will be defined by five distinct “marks”: Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged, and Dependent on Operational Alpha.
Panelists: Bill Kelly, CEO, CAIA Association, John Bowman, CFA, Executive Vice President, CAIA Association, and Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association
Film & TV Media Investments: 2022's Hot New Alternative?
Wednesday, April 6, 2022, 12:30 pm Time zone: HKT
Description: In this webcast, learn from fellow CAIA Member and Media Alternative Asset Manager Adam Guy Orlebar Garrett on how the increased competition from Amazon, Apple, and Disney+ has irrevocably changed the media industry, as well as discussions on what opportunities have opened up for investors looking to diversify their portfolios, the important risk factors for entering the media industry for the first time, and practical advice for investors based in Asia wanting exposure to this burgeoning asset class.
Panelists: Adam Guy Orlebar Garrett, Chief Investment Officer, New Asia Ferrell Asset Management, Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association, and moderated by Theresa Han, CFA, CAIA, Managing Director, Absolute Return Strategies, CAIA Hong Kong Chapter Executive
The Rise of India’s Private Equity Market - APAC
Wednesday, March 16, 2022, 9:30 am Time zone: IST
Description: Our new report “CAIA Insights: The Rise of India’s Private Equity Market” has been released, where we showcase insights, spotlight opportunities, and summarize our call to action for this fast-evolving sector. Combining commentary penned by leading PEVC industry specialists, alongside CAIA’s crafted content, and supported by our knowledge and data partner – Venture Intelligence – we position tangible insights, actionable intelligence and provide knowledge on a market too big to ignore. To coincide with the report’s release, our launch webinar brought together a number of its authors to spotlight key themes, discussed why India’s emergence as one of the world’s most entrepreneurial and technology-orientated nations presents massive opportunities, and showcased India’s growing and increasingly sophisticated alternative investment industry.
Panelists: Ninad Karpe, Partner, 100X.VC, Arun Natarajan, Founder, Venture Intelligence, Harsh Singhal, Senior Investment Professional, Sridhar Sankararaman, Managing Director, Multiples Alternate Asset Management, Shreekant Daga, CAIA, CFA, FRM, Associate Director, Liaison Office, India, CAIA Association, John Bowman, CFA, Executive Vice President, CAIA Association, and moderated by Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association
Using Alternative Data in Financial Markets
Wednesday, February 9, 2022, 7:00 pm Time zone: JST
Description: Quantitative investors have long used traditional data sources, such as income statements and balance sheets of public firms, to drive stock selection models. With the explosion in the amount and diversity of data in the last five years, alternative data sources are quickly revolutionizing quantitative investing. Alternative data sources can include natural language processing of news and social media content, review of credit card transactions and consumer emails, and geolocation data using cell phone signals and satellite images. Listen in as the Japan Alternative Data Accelerator Association and Financial Data Professional Institute have a discussion on the applications of alternative data in financial markets.
Panelists: Masashi Tsujinaka, CEO, Nowcast Inc., Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Program Director, FDP Institute, Joanne Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association, Wendy Leung, Assistant Director, Asia Pacific, External Relations, CAIA Association, and moderated by Akira Yamamoto, CAIA Japan Chapter Executive
Conducting Private Portfolio Attribution Analysis - APAC
Thursday, January 20, 2022, 12:00 pm Time zone: HKT
Description: There are many methods for conducting performance attribution with portfolios containing only liquid assets. A lack of periodic asset return data and a clear definition of what constitutes an appropriate market benchmark thwarts efforts to perform similar types of attribution analyses for portfolios of private equity funds (and other illiquid investments). This presentation covered a proposed methodology for decomposing private fund portfolio performance in an article, “Private Portfolio Attribution Analysis,” published in the Fall 2021 edition of The Journal of Alternative Investments.
Panelists: Tyler Johnson, CFA, Managing Director, StepStone Group, and Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association
Valuation Models for Cryptocurrencies and Digital Assets
Thursday, January 13, 2022, 12:00 pm Time zone: HKT
Description: There are currently over 11,000 cryptocurrencies and digital assets. With many experiencing price volatility of over 100% per year, or five times the volatility of stocks, there is substantial disagreement on how to value these assets. Some valuation models used for traditional equity valuation can be used to price these assets. Investors may also find it useful to understand business models, emerging industries, and oligopolistic models.
Panelists: Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Program Director, FDP Institute, and moderated by Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association
CAIA Association’s 10 Lessons in Finance
Monday, November 29, 2021, 5:00 pm Time zone: IST
Session 1: Private Markets: An Update
Description: Prime advertising airtime is now being purchased by private firms rather than public firms. Still little is known to the general audience about the size, scope, and extent to how big the private markets are! In this webinar, a presentation was provided covering Private Equity and Venture Capital looking at key features across investments size, top deals, volume, cheque sizes, sector focus and more. The presentation also summed up the activity of larger players and looked more closely at the buzz surrounding Unicorns. Finally, our session concluded with a look at exit types and size pointing to the recent trends.
Panelists: Vinoth A, Head of Research, Venture Intelligence, Arun Natarajan, Founder, Venture Intelligence, and Shreekant Daga, CAIA, CFA, FRM, Associate Director, Liaison Office, India, CAIA Association
Tuesday, November 30, 2021, 5:00 pm Time zone: IST
Session 2: The Fundamentals of Venture Capital
Description: In this presentation, Aaron Filbeck discussed Private Equity (PE) investments and also focus on Venture Capital (VC). Aaron shared insight into the life cycle and performance of VC funds and present a framework for the PE investment process, from the development of portfolio objectives, through liquidity management, and manager selection. Our session concluded with a look at the risks involved in VC investments.
Panelists: Aaron Filbeck, CFA, CAIA, CIPM, FDP, Managing Director, CAIA Association, and Wendy Leung, Assistant Director, External Relations, Asia Pacific, CAIA Association
Wednesday, December 1, 2021, 5:00 pm Time zone: IST
Session 3: Private Investor Insights
Description: The world saw Governments pump some US$14 trillion of fresh capital into markets in 2020. Record inflation numbers have been registered across the globe and a point in instance of 5.4% in the US in both June and July 2021. Asset valuations have been at an all-time high with new metrics being suggested to justify the rationale. Private markets are considered the main street whereas the private investors as the falcon in the sky for spotting opportunities.
Panelists: Hemal Naran, Co-founder, Mkoba Private Equity, Ninad Karpe, Partner, 100X.VC, and moderated by Deepti Sagar, CAIA, Director, Atom Privé Financial Services
Thursday, December 2 – 5:00pm Time zone: IST
Session 4: Special Purpose Acquisition Companies (SPACs) in India
Description: Stock market listing of SPACs is an important technique for raising equity capital. Both listing and fund-raising by SPACs reached all-time records between 2017 to 2021. According to spacdata.com so far in 2021, a record 547 SPAC IPOs in the US have raised nearly US$150 billion. Full-year 2021 SPAC issuance in the US is likely to surpass the record numbers in 2020. SPACs were nearly two-thirds of all US IPOs in 2021. The equity funds raised by SPACs are used to invest in a wide variety of businesses including startups, growth stage enterprises and in new categories. The growth of the SPAC market in the US has had a contagion effect in many markets which are also contemplating the creation of domestic SPAC markets in countries such as India, Singapore and Hong Kong.
Panelists: Vikas Bagaria, Leader, Global Capital Markets Group, Deloitte Haskins & Sells LLP, D Muthukumaran, Chief Financial Officer, Renew Power, and moderated by Arvind Mathur, CFA,FRM, Chairman, Private Equity Pro Partners
View the recording
Friday, December 3 – 5:00pm Time zone: IST
Session 5: Intermediary Insights on PE/VC Transactions
Description: Law of large numbers ensures flattened generalisation which is often not the case for focused private market players. Service intermediaries can provide a distilled test of state of the union since they draw their strength from several focused enterprises. In this webinar we brought together senior industry voices representing experts in the fields of valuation, legal, tax and structuring. Each shared their insights and observations. The webinar focused on providing a holistic conversation on the temperature of Indian private markets.
Panelists: Rishi Aswani, CFA, Managing Director, Alternative Asset Advisory, Duff & Phelps, a Kroll business, Vidushi Gupta, Partner, Corporate, M&A and Private Equity Practice Group, Khaitan & Co, Tushar Sachade, Partner, Price Waterhouse & Co LLP, and moderated by William Kelly, CEO, CAIA Association
Monday, December 6 - 5:00pm Time zone: IST
Session 6: Cryptocurrencies and Digital Assets
Description: In this presentation, Keith discussed the digital asset and cryptocurrency markets and the innovative solution to build a global, decentralized, and secure network that facilitates payments and other transactions. Keith explored how proof-of-work, such as Bitcoin mining, and proof-of-stake protocols, such as Cardano, are used to secure networks and complete transactions. Behind many of these currencies are real businesses, such as projects built on top of Ethereum smart contracts that facilitate borrowing and lending as well as options and futures trading. Stable coins pegged to USD or EUR can earn yields of up to 7% with minimal volatility. Returns and volatility data was presented, as well as evidence on how digital assets can add return to a diversified portfolio without adding to portfolio volatility. Risks of digital assets was also discussed, including regulatory risks, technology risk, and valuation risk.
Panelists: Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Program Director, FDP Institute, and moderated by Shreekant Daga, CAIA, CFA, FRM, Associate Director, Liaison Office, India, CAIA Association
Tuesday, December 7 - 5:00pm Time zone: IST
Session 7: The Case for Liquid Alternatives
Description: Investing is challenging as it is both complex and complicated. Each point requires continuous learning and updating of mental frameworks. Conflicts and contradictions are found everywhere. For example, data from the mutual fund industry shows that most funds fail to outperform their benchmarks, but investors in hedge funds allocate primarily for alpha generation as shown by the latest JP Morgan industry survey. If mutual funds do not generate any alpha, why should hedge funds? Perhaps the assumption is that hedge funds have more flexibility with regards to investing, which provides for a greater opportunity to generate alpha. However, they also charge high fees that directly reduce alpha. Fortunately for investors, many classical hedge fund strategies have become available in low-cost mutual fund and ETF formats, which might represent the best of both worlds. In this webinar, we compared liquid alternatives and evaluated the benefits of adding these to an equity portfolio.
Panelists: Nelson Lacey, Director of Examinations, CAIA Association, and moderated by Mirjam Dekker, MBA, MS HRD, Project Manager, FDP Institute
Wednesday, December 8 - 5:00pm Time zone: IST
Session 8: Careers in Alternative Investments
Description: The idea of this webinar is to take an academician’s approach to career building advice, observations seen in recruiting patterns, usage of various types of resources (online and off), focus and importance of various types of skill sets (hard / soft / combination) and how to extract the maximum value t from various educational course (MBA, Charters, Certificates, Corporate Training), etc. We had distinguished speakers - both local and global – who shared best practices a young professional should consider to chalk out an ambitious career.
Panelists: Peter Mackay, Assistant Professor of Finance, HKUST, Abhilash Misra, Chief Executive Officer, NSE Academy Ltd., and moderated by Seydina Fall, CFA, Associate Director, CAIA Association
Thursday, December 9 - 5:00pm Time zone: IST
Session 9: Onshoring the Offshore with International Financial Services Centres (IFSC) Authority
Description: This session provided an update about the maiden International Financial Services Centre (IFSC) in India. The IFSC Authority (IFSCA) has been established in 2020 as a unified regulator for development and regulation of financial services, financial products and financial institutions in the IFSCs in India. The senior officials from IFSCA provided an overview of the priorities of IFSCA, recent developments and the emerging opportunities at the IFSC, particularly relating to fund management activities. The session focused on the regulatory framework for Alternative Investment Funds (AIFs) in the IFSC, the benefits for AIFs in the IFSC, steps taken by IFSCA and other authorities to onshore the fund management activities and a brief overview of the ongoing policy reforms with respect to fund management in the IFSC.
Panelists: Arjun Prasad, Deputy General Manager, Manoj Kumar, Executive Director, Mihir Upadhyay, Deputy General Manager, and moderated by Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association
Friday, December 10 - 5:00pm Time zone: IST
Session 10: Tokenisation
Description: Tokenisation approaches have vast potential for addressing the challenges related to investment in illiquid asset classes, with advantages including:
- improved liquidity
- faster, cheaper transactions
- greater transparency
- broadened access to more investors
While increased liquidity should be generally beneficial, the industry and its regulators must continue to ensure that investors are equipped to understand the quality and risks inherent in each tokenised investment. In this webinar we took a dive into tokenisation of assets with a panel discussion in the second half.
Panelists: Jonathan Cheung, Director, HKbitEX, and moderated by Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association
Upcoming Infoseries
There are no upcoming infoseries in the region at this time.
Past Infoseries
Focus on Africa: Pension Funds: The Importance of Diversification - Series 2 - Episode 2
Tuesday, February 22, 2022, 2:00 pm Time zone: CET
Description: Diversification and digitalization are key factors in this challenging as well as shifting economy, in which African institutional investors juggle between currency restriction, language barriers and government regulation. During this webinar we speak about how to diversify investments by allocating to Alternative investments while complying to ESG standards.
Panelists: Phathutshedzo Mabogo, Deputy Chief Investment Officer, Eskom Pension and Provident Fund, Mbakisi Gopolang, Investment Analyst, Debswana Pension Fund, Yann Robbiola, Partner and CEO, LS Advisors, and Laura Merlini, CAIA, CIFD, Managing Director, EMEA, CAIA Association
Focus on Africa: Risk and Rewards: The Case for Investing in Africa - Series 2 - Episode 1
Tuesday, October 19, 2021, 3:30 pm Time zone: BST
Description: The African Private Equity and Venture Capital Association (AVCA) and the Chartered Alternative Investment Analyst (CAIA) Association hosted a fireside chat and data presentation on private equity (PE) and venture capital (VC) investing in Africa. William (Bill) J. Kelly, President & CEO of the CAIA Association, and Abi Mustapha-Maduakor, CEO of AVCA, discussed the opportunities and challenges that are shaping the direction of private investment in Africa, including technological and digital innovation, currency risk, and the continent’s demographic dividend. As part of the webcast, AVCA’s CEO presented AVCA's latest research and findings from the 2021 H1 African PE Data Tracker, providing a provisional look at investment, exits and fundraising activity in Africa in the first half of the year.
Panelists: Abi Mustapha-Maduakor, Chief Executive Officer, African Private Equity and Venture Capital Association, and William J. Kelly, Chief Executive Officer, CAIA Association
ESG in Private Markets - Session 1 of a Series: Public to Private Markets
Tuesday, September 28, 2021, 12:00 pm Time zone: BST
Description: ESG is no longer a mere add-on in a portfolio or investment strategy. For an increasing number of investors in alternatives, a thoughtful approach to ESG issues has become table stakes. As the industry continues to define the role of ESG and develop approaches to measure and analyze the effect of these issues on their portfolios, industry professionals must continue to educate themselves about the key trends and developments related to ESG across alternative asset classes.
Listen to CAIA, in partnership with Nuveen, on a thought-provoking webinar series organized exclusively for the benefit of institutional investors across the world. In this first session, we discussed the role of data and disclosure as investor interest moves to private capital. We seek to answer the overarching question: what are some of the lessons public market investors have learned that can be mitigated or avoided in private markets?
Panelists: Debarshi Basu, Director, Head of Quantitative Research, BlackRock Sustainable Investing, Jeff Cohen, CAIA, Director of Capital Markets Integration, Head of Private Investment Initiatives, Value Reporting Foundation, Thomas Hyldahl Filholm Kjærgaard, Head of ESG, Velliv, and moderated by Tulsi Byrne, Director of ESG Integration, Fixed Income, Nuveen
Analyzing Cryptocurrency Fund Performance
Tuesday, June 29, 2021, 12:00 pm Time zone: BST
Description: This session on analyzing cryptocurrency fund performance opens with a keynote presentation by Dr. Daniele Bianchi, during which he shares his findings from his latest paper. His presentation is followed by a panel discussion with Sui Chung, CEO of CF Benchmarks, Bastien Buchwalter, Associate Professor of Finance at SKEMA Business School, and Ken Odeluga, Head of Research and Content at CF Benchmarks. The panel shares insights on performance measurement, benchmarking, and portfolio considerations within the crypto asset space.
Panelists: Daniele Bianchi, PhD, Senior Lecturer, Queen Mary University of London, Sui Chung, CEO, CF Benchmarks, Bastien Buchwalter, Assistant Professor of Finance, SKEMA Business School, and Ken Odeluga, Head of Research and Content at CF Benchmarks
Focus on Africa: Alternative Investment Due Diligence & Manager Selection - Session 5 of a Series
Tuesday, June 15, 2021, 12:00 pm Time zone: UTC
Description: During this webcast we address the story beyond the numbers of the manager selection process both globally and within the African continent. The Africa Rising narrative has been phenomenal for Africa and has led to several transformational developments. Africa continues to attract foreign institutional investors as well as a burgeoning set of local asset owners to the continent. These institutional investors utilize a broad array of alternative investment strategies in order to meet their investment and developmental objectives. We discuss asset allocation trends, evolving alternative investment strategies, and how to assess proper due diligence. In addition, learn the risks an asset owner should take into consideration, and why qualitative factors are as important or more important than quantitative factors in alternative manager due diligence.
Panelists: Keith Black, PhD, CAIA, CFA, FDP, Managing Director, Content Strategy, CAIA Association, and Hemal Naran, CAIA, Partner, Makalani Management Company
Preqin Impact Report on Women in Alternatives: A discussion with CAIA Association
Wednesday, May 26, 2021, 5:00 pm Time zone: GMT
Description: In a follow-up to Preqin’s 2020 study on Women in Alternative Assets, findings show where the biggest advances in female representation are being made, and where there is room for more proactive effort. The data in this report has been sourced from Preqin’s database of more than 200,000 industry professionals to highlight the trends in the workforces of active fund managers and investors. Listen in for a discussion on the highlights from this report and Preqin’s overview of the alternative investments landscape.
Panelists: Shifra Ansonoff, Global Head of Research & Data Operation, Preqin, Paola Bissoli, Co-Head Chapter, Zurich, Director of Business Development, Aberdeen Standard Investments, Puy Carazo, Chapter Executive, Iberia, Head of Wealth Investment Advisory, WM Spain, Elena Koycheva, CAIA, CFA, CIPM, Chapter Head, London, Bluebay Asset Management, and Silvia Writzel, Co-Head Chapter, Germany, Relationship Management, Institutional Clients, Asset Allocation AG. Moderated by Kristina Koutrakos, Chapter Head, Washington DC, Director of Portfolio Strategy, Virginia Retirement System. Opening and closing remarks by Laura Merlini, CAIA, CIFD, Managing Director, EMEA Industry Relations, CAIA Association, and Debbie McLean, Managing Director, Global Relations, CAIA Association.
Africa's Opportunities: Making Money and Delivering Impact - Session 4 of a Series
Tuesday, April 27, 2021, 11:00 am Time zone: UTC
Description: African private markets probably present the premier opportunity for investing to contribute to the UN's SDGs while also creating attractive financial returns. The potential for bringing solutions for the bottom billion, leveraging Africa's mobile infrastructure, is vast and being used by a lively and creative venture community with increasing numbers of later stage opportunities and the emergence of unicorns such as Zipline and Flutterwave. At the same time, larger buyout and growth equity opportunities in sectors such as agribusiness and related logistics, distribution, and financial services companies are creating the potential for delivering impact at scale. Impact potential includes improvements in ESG, job creation, waste reduction, and the benefits of their products, such as fertilizers and other agricultural inputs.
Panelists: Michiel Timmerman, Managing Director, Mbuyu Capital, Rotimi Oyekanmi, Partner, Apis Partners, Tom Mason, Managing Director, Dudutech, Tracey Turner, Founder, Copia Global, and Borja Pujalrás Ortuño, CAIA, MFIA, Eurocapital Wealth Management
Real Estate in Africa: The Next Boom? - Session 3 of a Series
Wednesday, March 24, 2021, 1:00 pm Time zone: GMT
Description: Real estate in Africa has been one of the most important investments and stores of value for local investors for decades. There are many historical and cultural significances to land on the continent and we are going to explore African real estate as an investable asset class for international investors and asset managers. In this webcast focused on African Real Estate moderated by Adam Camenzuli, CFA, CAIA, Dr. Laila Macharia, Caroline Armstrong-Ogwapit, and Nimeet Dodhia share insights from their combined experience highlighting African real estate as an investable asset class.
Panelists: Adam Camenzuli, CAIA, CFA, Founder, Nyum.ba, Dr. Laila Macharia, Non-Executive Director, Centum Investment Company , Nimeet Dodhia, Founder and CEO, Butterfly Properties Limited, and Caroline Armstrong-Ogwapit, Non-Executive Director, National Housing Corporation (Kenya)
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
Upcoming Infoseries
Perspectives on the Korean Asset Management Industry
Wednesday, December 7, 2022, 11:00 am Time zone: KST
Description: Based on a survey of industry leaders, this webinar discusses recent trends in Korea’s financial markets and the asset management firms’ reactions to those trends. In particular, this webinar discusses how asset management firms can adapt to changes in the behavior of retail investors since 2020. Retail investors increasingly rely on new media to form their investment views, but asset management firms could provide added value to individuals by offering personalized products and services. Dr. Jang Ho Kim discusses the recent movement by retail investors in Korea, its possible causes, its effect on the Korean asset management industry, and how asset management firms can adapt to these changes.
Panelists: Jang Ho Kim, Associate Professor, Kyung Hee University, Minjun Kim, Co-Founder & Managing Partner, Strategic Asset Partners, and Hossein Kazemi, PhD, CFA, Senior Advisor, FDP Institute
Ernest Chan Discusses Corrective AI and Conditional Portfolio Optimization
Monday, December 12, 2022, 11:00 am Time zone: ET
Description: Asset managers have struggled to apply machine learning to generate trading signals successfully. Instead, applying machine learning to determine the probability of profit of existing trading signals is very fruitful - this is Corrective AI. Taking this one step further, we developed Conditional Portfolio Optimization, a portfolio optimization technique that adapts to market regimes via machine learning. Applications on portfolios in vastly different markets suggest that CPO can outperform traditional optimization methods under varying market regimes.
Panelists: Ernest Chan, Founder and CEO, Predictnow.ai Inc
Andrew Li Discusses Beyond the Black Box - Machine Learning for Equities
Wednesday, December 14, 2022, 11:00 am Time zone: ET
Description: Developing reliable and intuitive interpretation is essential for the application of machine learning to investing. This presentation discusses a framework for decomposing any machine learning model into linear, nonlinear, and interaction effects that drive both prediction and performance. With a case study of predicting US large cap stock returns, this presentation will show how the "Model Fingerprint" tool enables practitioners to summarize key characteristics, similarities and differences among different models, thereby enhancing their understanding of the market.
Panelists: Dr. Kathryn Wilkens, Founder of Pearl Quest LLC and current member of the FDP Institute curriculum team, and Andrew Li, Vice President, Quantitative Researcher, State Street Associates
Past Infoseries
Irene Aldridge Discusses Explainable AI: Exploring Unsupervised Learning
Wednesday, November 16, 2022, 11:00 am Time zone: ET
Description: Artificial Intelligence (AI) has been a great buzzword in scientific and business communities and even the popular press. This webinar was designed to explore the technology underlying AI, known as “unsupervised learning.” Unsupervised learning allows us to hear the data speak for itself, reducing reliance on researchers’ potentially biased frameworks and sometimes discovering unexpected factors. In the course of the webinar, we considered AI applications in Finance and contrasted those with traditional machine learning (ML) models. FDP Institute's Hossein Kazemi discussed Explainable AI with Irene Aldridge, President, Head of Research at AbleMarkets.
Panelists: Hossein Kazemi, PhD, CFA, Senior Advisor, FDP Institute, and Irene Aldridge, President, Head of Research, AbleMarkets
Know Faster and Invest Better by Nowcasting Macroeconomic Indicators All Over the World
Wednesday, October 26, 2022, 11:00 am Time zone: ET
Description: First Friday of each month, at 8:30 am ET, the US Bureau of Labor Statistics (BLS) releases one of the most important macroeconomic indicators - the jobs report or non-farm payrolls (NFP) that makes headlines and moves financial markets worldwide. What is the value of knowing NFP 2 to 3 weeks in advance and 10% more accurately than the Bureau of Labor Statistics (BLS) and Wall Street analysts? Instead of waiting months to know key economic concepts like the GDP, sophisticated investors are leveraging the science of nowcasting to open a clearer window into the future. Nowcasting or real-time measurement using alternative ("Big") data and machine learning is particularly impactful in emerging economies and also has the potential for driving positive social impact. Dr. Hossein Kazemi of the FDP Institute shared details from Apurv Jain, CEO, and Founder at MacroXStudio, about this exciting new area of data analytics. Webinar attendees were also able to download a preprint copy of Apurv’s book chapter on “Alternative Data and Machine Learning for Macro Nowcasting” appearing in Machine Learning And Data Sciences For Financial Markets - published by Cambridge University Press in 2023.
Panelists: Hossein Kazemi, PhD, CFA, Senior Advisor, FDP Institute, and Apurv Jain, CEO, Co-founder, MacroXStudio
FDP Candidate Orientation - Q4-2022 Exam
Wednesday, September 21, 2022, 11:00 am Time zone: ET
Description: To support FDP Candidates and those considering the pursuit of the FDP Charter, we offered a brief, live webinar with our Curriculum team. A typical Orientation Session includes the following:
• Review sample exam questions.
• Learn exam-taking tips.
• Have your questions answered by our exam experts.
Formal remarks of the presentation lasted approximately 45 minutes, with 15 minutes for Q&A.
Panelists: Hossein Kazemi, PhD, CFA, Senior Advisor, FDP Institute
Reimagining the Science of Prediction
Wednesday, September 14, 2022, 11:00 am Time zone: ET
Description: Today's investors face daunting prediction challenges, and it is more critical than ever to blend intuition with data-driven rigor. Dr. Hossein Kazemi of the FDP Institute hosted a discussion with co-authors of the new book “Prediction Revisited”, David Turkington and Megan Czasonis. The focus of the discussion was on the building blocks of data-driven prediction from a fresh perspective whereby data represents “experiences” rather than variables, revealing the link between linear regression and information theory and how the concept of relevance leads to more intuitive and effective predictions.
Panelists: Bill Kelly, CAIA CEO, CAIA Association, Hossein Kazemi, PhD, CFA, Senior Advisor, FDP Institute, David Turkington, CFA, Senior Managing Director, State Street Associates, and Megan Czasonis, Managing Director, State Street Associates
Understanding the Landscape of Quantitative Investing
Tuesday, August 30, 2022, 11:00 am Time zone: ET
Description: What types of managers and strategies use quantitative techniques such as artificial intelligence, machine learning, regression, and backtesting? What do investors need to understand before making allocations to these strategies? What due diligence considerations are specifically helpful when evaluating quantitative managers? Albourne Partners, AIMA, and FDP Institute hosted a discussion on quantitative investing. Dr. Keith Black, FDP Institute discussed the landscape of quantitative investing with Michelle Noyes, AIMA and Michael Ide, Albourne Partners.
The Financial Data Professional Institute (FDPI), established by CAIA Association, has designed a self-study program to provide financial professionals with an efficient path to learn the essential aspects of financial data science.
Panelists: Michelle Noyes, CAIA, Managing Director, Alternative Investment Management Association (AIMA), Michael Ide, CFA, IDD Analyst, Albourne Partners, and Keith Black, PhD, CAIA, CFA, FDP, Senior Advisor, FDP Institute
Natural Language Processing (NLP) for Financial Services - APAC
Wednesday, August 17, 2022, 8:30 am Time zone: HKT
Description: Language is one of the great untapped resources of information. Today’s NLP field covers the full cycle of recognizing and understanding speech, processing natural language and generating text including automatic coding. NLP is everywhere – when you dictate a text message to Siri, ask Alexa for the weather, search on Google, use email services that filter out spam, check out spelling and grammar, and even autocomplete an entire message.
Adoption in financial services is wide and high impact with applications such as – sentiment analysis, tracking relationships, legal and compliance, speech recognition and advanced chatbots, information retrieval, and ESG.
Panelists: Bill Kelly, CAIA, CEO, CAIA Association, Julia Bonafede, Co-Founder, Rosetta Analytics, Dan Joldzic, CEO, Alexandria Technology, and Mehrzad Mahdavi, PhD, Executive Director, FDP Institute
Natural Language Processing (NLP) for Financial Services
Tuesday, August 16, 2022, 11:00 am Time zone: ET
Description: Language is one of the great untapped resources of information. Today’s NLP field covers the full cycle of recognizing and understanding speech, processing natural language and generating text including automatic coding. NLP is everywhere – when you dictate a text message to Siri, ask Alexa for the weather, search on Google, use email services that filter out spam, check out spelling and grammar, and even autocomplete an entire message.
Adoption in financial services is wide and high impact with applications such as – sentiment analysis, tracking relationships, legal and compliance, speech recognition and advanced chatbots, information retrieval, and ESG. We discussed the current state of NLP and implications for financial services.
Panelists: Bill Kelly, CAIA, CEO, CAIA Association, Julia Bonafede, Co-Founder, Rosetta Analytics, Dan Joldzic, CEO, Alexandria Technology, and Mehrzad Mahdavi, PhD, Executive Director, FDP Institute
Alan Waldman Discusses Algorithmic Trading and Machine Learning for Cryptoassets (APAC)
Friday, July 22, 2022, 8:30 am Time zone: HKT
Description: Due to the transparent nature of public blockchains, substantial data is available to traders. Listen in as we discuss algorithmic trading powered by machine learning, as well as delving into some interesting and unexpected findings. Algorithmic trading using non-deterministic methods are also discussed.
Panelists: Alan Waldman, Co-Founder & CEO, Pareto Frontier Capital, and Keith Black, PhD, CAIA, CFA, FDP, Senior Advisor, FDP Institute
Alan Waldman Discusses Algorithmic Trading and Machine Learning for Cryptoassets
Thursday, July 14, 2022, 12:00 pm Time zone: ET
Description: Due to the transparent nature of public blockchains, substantial data is available to traders. In this webcast, we discussed algorithmic trading powered by machine learning, as well as delved into some interesting and unexpected findings. Algorithmic trading using non-deterministic methods was also discussed.
Panelists: Alan Waldman, Co-Founder & CEO, Pareto Frontier Capital, and Keith Black, PhD, CAIA, CFA, FDP, Senior Advisor, FDP Institute
FDP & Kaplan Schweser Discuss the OnDemand Review Package
Monday, July 11, 2022, 11:00 am Time zone: ET
Description: There's never been a more crucial time to stand out. The transformative effect of data science on the finance industry requires today's finance professionals to understand the application of big data, data mining, workflow automation and machine learning in investment decisions. The Financial Data Professional (FDP) is a global designation for investment professionals with data science skills.
Master the Financial Data Professional® curriculum and take the risk out of exam day with Kaplan Schweser’s FDP Review Package. This package features an OnDemand review course, which is delivered 100% online and led by Dr. Greg Filbeck. FDPI Senior Advisor, Hossein Kazemi joined Dr. Greg Filbeck, a professor of finance with more than 20 years of teaching experience and Eric Smith, Director, Product Development from Kaplan. Together they shared how Kaplan Schweser's OnDemand Review Package can help you obtain your Financial Data Professional credential.
Panelists: Dr. Greg Filbeck, CFA, FRM, CAIA, CIPM, FDP, PRM, Director, Black School of Business, Eric Smith, CFA, FRM, FDP, Director, Product Development, Kaplan, and Hossein Kazemi, PhD, CFA, Senior Advisor, FDP Institute