InfoSeries Webinars | CAIA Association

What About Beta?

Oct 21 2019 - 12:00pm Time zone: EDT

Description: CAIA's CEO, Bill Kelly, has been keeping an eye on a few topics that could have significant impacts to our industry. Please join Bill Kelly and Aaron Filbeck for a discussion on some of Bill's recent blog posts from 'What About Beta?' on AllAboutAlpha. Our discussion will last approximately 25 minutes with the remaining 5 minutes for Q&A.

Host: Stephanie Zwade, Business Development, CAIA Association

Guest Speaker: William "Bill" Kelly - CEO, CAIA Association and Aaron Filbeck, CAIA, CFA, Associate Director of Financial Research

CAIA Charter Information Series

Nov 12 2019 - 12:00pm Time zone: EDT

Description: Please join Millissa Allen, Managing Director of Business Development, AMRS, as she explores and reviews information about the CAIA Association and our flagship program, the CAIA Charter Designation program.

Host: Millissa Allen, Managing Director of Business Development, AMRS, CAIA Association

CAIA Charter Information Series

Dec 10 2019 - 12:00pm Time zone: EDT

Description: Please join Millissa Allen, Managing Director of Business Development, AMRS, as she explores and reviews information about the CAIA Association and our flagship program, the CAIA Charter Designation
Program.

Host: Millissa Allen, Managing Director of Business Development, AMRS, CAIA Association

CAIA Information Session

Sep 30 2019 - 12:00pm Time zone: EDT

Description: Please join Millissa Allen, Managing Director of Business Development, AMRS, and special guest, William Kelly, CEO of CAIA, as they explore and review information about the CAIA Association and our flagship program, the CAIA Charterholder Designation, as well as the release of the fourth edition of the CAIA textbook.

Host: Millissa Allen, Managing Director of Business Development, AMRS, CAIA Association

Guest Speaker: William "Bill" Kelly - CEO, CAIA Association

CAIA Information Session - EMEA

Sep 30 2019 - 11:00am Time zone: BST

Description: Please join Millissa Allen, Managing Director of Business Development at CAIA, and special guest, William Kelly, CEO of CAIA, as they explore and review information about the CAIA Association and our flagship program, the CAIA Charterholder Designation, as well as the release of the fourth edition of the CAIA textbook.

Host: Millissa Allen, Managing Director of Business Development, AMRS, CAIA Association

Guest Speaker: William "Bill" Kelly - CEO, CAIA Association

CAIA Virtual Chapter Educational Webinar: Operation Perfect Hedge - TipperX

Sep 27 2019 - 12:00pm Time zone: HKT

Description: CAIA Association has the pleasure of inviting Tom Hardin - "The secret witness at the center of the biggest insider trading case in a generation." - The New York Times - to share with us his story of when he was arrested and charged with felony securities fraud - and how he came to be known as "Tipper X".

"The Inside Story of Tipper X"

Tom Hardin previously spent much of his career as a hedge fund equity analyst focused on the technology sector. In 2008, as part of a cooperation agreement with the U.S. Department of Justice, Tom assisted the U.S. government in understanding how insider trading occurred in the investment management industry. Known as “Tipper X,” Tom became one of the most prolific informants in securities fraud history, helping to build over 20 of the 80+ individual criminal cases in “Operation Perfect Hedge,” a Wall Street house cleaning campaign that morphed into the largest insider trading investigation of a generation. Since resolving his case in 2015, Tom was invited by FBI-NYC to speak to their rookie agent class in 2016 and now consults and speaks on conduct risk, ethics and compliance issues from his former frontline perspective. He holds a B.S. in Economics with a Finance concentration from the Wharton School at the University of Pennsylvania.

Host: Jo Murphy, Managing Director, Asia Pacific, CAIA Association

Guest Speaker: Tom Hardin, Owner, Tipper X Advisors LLC

CAIA Information Session - APAC

Sep 25 2019 - 12:00pm Time zone: HKT

Description: Please join Jo Murphy, Managing Director, APAC, and special guest, William Kelly, CEO of CAIA, as they explore and review information about the CAIA Association and our flagship program, the CAIA Charterholder Designation.

Host: Jo Murphy, Managing Director, APAC

Guest Speaker: William "Bill" Kelly - CEO, CAIA Association

FDP Institute - CAIA Announces A New Designation Program (APAC)

Sep 4 2019 - 12:00pm Time zone: SGT

Description: The Financial Data Professional Institute (FDPI) was established by CAIA Association to address the growing need in finance for a workforce that has the skills to perform in a digitized world where an increasing number of decisions will be data and analytics-driven. Please join CAIA's CEO, William Kelly, along with founders of FDPI, Hossein Kazemi, Mehrzad Mahdavi, and Mirjam Dekker as they detail why we created this program, who it is ideal for, and where we see the industry heading. The formal remarks of the presentation will last approximately 45 minutes with 15 minutes for Q&A.
September 4th (times reflected are local time)
Mumbai, India : 930am – 1030am
Hong Kong / Singapore : 12noon – 1pm
Tokyo / Seoul : 1pm – 2pm
Sydney, Australia: 2pm – 3pm
(Midnight Amherst, MA)

Guest Speakers:

Bill Kelly – CEO, CAIA Association
Hossein Kazemi, Ph.D., CFA – Senior Advisors, CAIA Association
Mehrzad Mahdavi, Ph.D. – Executive Director, FDP Institute
Mirjam Dekker – Project Manager, FDP Institute

FDP Institute - CAIA Announces A New Designation Program (EMEA)

Aug 29 2019 - 11:00am Time zone: BST

Description: The Financial Data Professional Institute (FDPI) was established by CAIA Association to address the growing need in finance for a workforce that has the skills to perform in a digitized world where an increasing number of decisions will be data and analytics-driven. Please join CAIA's CEO, William Kelly, along with founders of FDPI, Hossein Kazemi, Mehrzad Mahdavi, and Mirjam Dekker as they detail why we created this program, who it is ideal for, and where we see the industry heading. The formal remarks of the presentation will last approximately 45 minutes with 15 minutes for Q&A.

Guest Speakers:

Bill Kelly – CEO, CAIA Association
Hossein Kazemi, Ph.D., CFA – Senior Advisors, CAIA Association
Mehrzad Mahdavi, Ph.D. – Executive Director, FDP Institute
Mirjam Dekker – Project Manager, FDP Institute

What About Beta?

Aug 26 2019 - 12:00pm Time zone: EDT

Description: CAIA's CEO, Bill Kelly, has been keeping an eye on a few topics that could have significant impacts to our industry. Please join Bill Kelly and Aaron Filbeck, CFA, CAIA, CIPM for a discussion on some of Bill's recent blog posts from 'What About Beta?' on AllAboutAlpha. Our discussion will last approximately 25 minutes with the remaining 5 minutes for Q&A.

Host: Stephanie Zwade, Business Development, CAIA Association

Guest Speaker: William "Bill" Kelly - CEO, CAIA Association and Aaron Filbeck, CFA, CAIA, CIPM, Associate Director of Financial Research, CAIA Association

Highlights from the 2020 edition of the GIPS Standards

Aug 15 2019 - 12:00pm Time zone: EDT

Description: The 2020 edition of the GIPS Standards were released on 28 June 2019, with an effective date of 1 January 2020. CFA Institute staff will join CAIA to discuss key concepts in the 2020 GIPS standards and address topics that impact managers of hedge funds and other alternative investments. Please join Karyn D. Vincent, CFA, CIPM, Head of Global Industry Standards at the CFA Institute and Keith Black Ph.D., CAIA, CFA, Managing Director of Curriculum and Exams at the CAIA Association as they review the updated standards and answer audience questions

Host: Millissa Allen, Managing Director of Business Development, AMRS, CAIA Association

Guest Speaker:

Keith Black Ph.D., CAIA, CFA, Managing Director of Curriculum and Exams, CAIA Association

Karyn Vincent, CFA, CIPM, Head of Global Industry Standards, CFA Institute

CAIA Charter Information Session

Jul 24 2019 - 12:00pm Time zone: EDT

Please join Millissa Allen, Managing Director of Business Development, AMRS, as she explores and reviews information about the CAIA Association and our flagship program, the CAIA Charter Designation program.

FDP Institute - CAIA Announces A New Designation Program

Jul 17 2019 - 12:00pm Time zone: EDT

Description: The Financial Data Professional Institute (FDPI) was established by CAIA Association to address the growing need in finance for a workforce that has the skills to perform in a digitized world where an increasing number of decisions will be data and analytics-driven. Please join CAIA's CEO, William Kelly, along with founders of FDPI, Hossein Kazemi, Mehrzad Mahdavi, and Mirjam Dekker as they detail why we created this program, who it is ideal for, and where we see the industry heading. The formal remarks of the presentation will last approximately 45 minutes with 15 minutes for Q&A.

Host: Cody Durant, Assistant Director of Business Development

Guest Speakers:

Bill Kelly – CEO, CAIA Association
Hossein Kazemi, Ph.D., CFA – Senior Advisors, CAIA Association
Mehrzad Mahdavi, Ph.D. – Executive Director, FDP Institute
Mirjam Dekker – Project Manager, FDP Institute

There are no upcoming infoseries in the region at this time.

CAIA Information Session

Sep 30 2019 - 12:00pm Time zone: EDT

Description: Please join Millissa Allen, Managing Director of Business Development, AMRS, and special guest, William Kelly, CEO of CAIA, as they explore and review information about the CAIA Association and our flagship program, the CAIA Charterholder Designation, as well as the release of the fourth edition of the CAIA textbook.

Host: Millissa Allen, Managing Director of Business Development, AMRS, CAIA Association

Guest Speaker: William "Bill" Kelly - CEO, CAIA Association

Highlights from the 2020 edition of the GIPS Standards

Aug 15 2019 - 12:00pm Time zone: EDT

Description: The 2020 edition of the GIPS Standards were released on 28 June 2019, with an effective date of 1 January 2020. CFA Institute staff will join CAIA to discuss key concepts in the 2020 GIPS standards and address topics that impact managers of hedge funds and other alternative investments. Please join Karyn D. Vincent, CFA, CIPM, Head of Global Industry Standards at the CFA Institute and Keith Black Ph.D., CAIA, CFA, Managing Director of Curriculum and Exams at the CAIA Association as they review the updated standards and answer audience questions

Host: Millissa Allen, Managing Director of Business Development, AMRS, CAIA Association

Guest Speaker:

Keith Black Ph.D., CAIA, CFA, Managing Director of Curriculum and Exams, CAIA Association

Karyn Vincent, CFA, CIPM, Head of Global Industry Standards, CFA Institute

CAIA Charter Information Session

Jul 24 2019 - 12:00pm Time zone: EDT

Please join Millissa Allen, Managing Director of Business Development, AMRS, as she explores and reviews information about the CAIA Association and our flagship program, the CAIA Charter Designation program.

FDP Institute - CAIA Announces A New Designation Program

Jul 17 2019 - 12:00pm Time zone: EDT

Description: The Financial Data Professional Institute (FDPI) was established by CAIA Association to address the growing need in finance for a workforce that has the skills to perform in a digitized world where an increasing number of decisions will be data and analytics-driven. Please join CAIA's CEO, William Kelly, along with founders of FDPI, Hossein Kazemi, Mehrzad Mahdavi, and Mirjam Dekker as they detail why we created this program, who it is ideal for, and where we see the industry heading. The formal remarks of the presentation will last approximately 45 minutes with 15 minutes for Q&A.

Host: Cody Durant, Assistant Director of Business Development

Guest Speakers:

Bill Kelly – CEO, CAIA Association
Hossein Kazemi, Ph.D., CFA – Senior Advisors, CAIA Association
Mehrzad Mahdavi, Ph.D. – Executive Director, FDP Institute
Mirjam Dekker – Project Manager, FDP Institute

What's new at CAIA? Association News & Industry Insights

Jun 18 2019 - 10:00am Time zone: EST

Description: Join CAIA's CEO, William Kelly, and Assistant Director of Business Development, Cody Durant, as they provide an update on all things CAIA! These sessions can provide news and developments about the CAIA Curriculum and upcoming Events, as well as market and industry updates and perspectives.

Panelist: Cody Durant, Assistant Director of Business Development and guest speaker William "Bill" Kelly - CEO, CAIA Association

The Myths, The Reality, and The Opportunities in Machine Learning

May 23 2019 - 12:00pm Time zone: EDT

Description: There has been a lot of discussion about the invasion of machine learning and artificial intelligence into the investment process, the ultimate generation of alpha and a more targeted model around the distribution of investment products and services. While the amount of data (structured and unstructured) has grown exponentially recently, the effective use of it is still nascent in many organizations. The pace of inquiry and adoption, however, continues to accelerate and the future investment team will likely have more data scientists working side-by-side with the financial analyst. What does this mean for our industry, our investment processes and our end investors? The key factor for success of digital transformation in our industry is the overlap between data science and financial domain expertise. FDPI Charter is to bridge this gap. Please join our webinar as we try to bring some common sense to this rapidly emerging topic.

Panelist: William "Bill" Kelly - CEO, CAIA Association, Mehrzad Mahdavi, PhD, Executive Director of the Financial Data Professional Institute, George Mussalli, Chief Investment Officer & Head of Research, Equity, Panagora, and Joseph Simonian, PhD, Co-editor of The Journal of Financial Data Science.

Thinking about the CAIA Exams? Join a session designed for your busy schedule. In a quick, 30-minute live* session, you’ll find out more about

Apr 9 2019 - 12:00pm Time zone: EDT

The CAIA Association mission
What the CAIA curriculum covers, including new additions to both the Level I and Level II text books
How the exams are formatted and what you can expect on test day
What tools and resources are available to support you and how best to prepare
The final 10 minutes of each session allow for questions.*

Panelist: Cody Durant, Assistant Director of Business Development

CAIA Updates with Bill & Cody

Mar 21 2019 - 12:00pm Time zone: EDT

Description: Join CAIA's CEO, William Kelly, and Assistant Director of Business Development, Cody Durant, as they provide an update on all things CAIA! These sessions can provide news and developments about the CAIA Curriculum and upcoming Events, as well as market and industry updates and perspectives.

Panelist: Cody Durant, Assistant Director of Business Development and guest speaker William "Bill" Kelly - CEO, CAIA Association

What About Beta? - Opportunity Zones, Retirement Crisis, and CAIA Member Survey Results

Mar 6 2019 - 12:00pm Time zone: EDT

Description: Well on our way into 2019, CAIA's CEO, Bill Kelly, has been keeping an eye on a few topics that could have significant impacts to our industry. Join us for a discussion on some of Bill's recent blog posts from 'What About Beta?' on AllAboutAlpha. We will be reviewing topics on Opportunity Zones and what this potentially means for the US markets, the looming Retirement Crisis that could impact an entire generation heading into retirement, as well as results from our most recent member survey. Our discussion will last approximately 25 minutes with the remaining 5 minutes for Q&A.

Panelist: Cody Durant, Assistant Director of Business Development and guest speaker William "Bill" Kelly - CEO, CAIA Association

A View of 2019 with CAIA CEO Bill Kelly

Jan 16 2019 - 12:00pm Time zone: EDT

Description: Over the course of 2018 we experienced several ups and downs in the financial markets with volatility ensuring we did not forget that bull markets cannot last forever. As we look forward to 2019 with anticipation and eagerness, there are a few things here at the CAIA Association that we are very excited about. Please join CAIA's CEO, Bill Kelly as he provides a CAIA review from 2018 as well as some thoughts and insights into what 2019 has to offer. We are excited to kick off the year with this inaugural Info Series and hope you are able to join us!

Panelist: Cody Durant, Assistant Director of Business Development and guest speaker Bill Kelly, CEO of CAIA Association

There are no upcoming infoseries in the region at this time.

CAIA Virtual Chapter Educational Webinar: Operation Perfect Hedge - TipperX

Sep 27 2019 - 12:00pm Time zone: HKT

Description: CAIA Association has the pleasure of inviting Tom Hardin - "The secret witness at the center of the biggest insider trading case in a generation." - The New York Times - to share with us his story of when he was arrested and charged with felony securities fraud - and how he came to be known as "Tipper X".

"The Inside Story of Tipper X"

Tom Hardin previously spent much of his career as a hedge fund equity analyst focused on the technology sector. In 2008, as part of a cooperation agreement with the U.S. Department of Justice, Tom assisted the U.S. government in understanding how insider trading occurred in the investment management industry. Known as “Tipper X,” Tom became one of the most prolific informants in securities fraud history, helping to build over 20 of the 80+ individual criminal cases in “Operation Perfect Hedge,” a Wall Street house cleaning campaign that morphed into the largest insider trading investigation of a generation. Since resolving his case in 2015, Tom was invited by FBI-NYC to speak to their rookie agent class in 2016 and now consults and speaks on conduct risk, ethics and compliance issues from his former frontline perspective. He holds a B.S. in Economics with a Finance concentration from the Wharton School at the University of Pennsylvania.

Host: Jo Murphy, Managing Director, Asia Pacific, CAIA Association

Guest Speaker: Tom Hardin, Owner, Tipper X Advisors LLC

CAIA Information Session - APAC

Sep 25 2019 - 12:00pm Time zone: HKT

Description: Please join Jo Murphy, Managing Director, APAC, and special guest, William Kelly, CEO of CAIA, as they explore and review information about the CAIA Association and our flagship program, the CAIA Charterholder Designation.

Host: Jo Murphy, Managing Director, APAC

Guest Speaker: William "Bill" Kelly - CEO, CAIA Association

FDP Institute - CAIA Announces A New Designation Program (APAC)

Sep 4 2019 - 12:00pm Time zone: SGT

Description: The Financial Data Professional Institute (FDPI) was established by CAIA Association to address the growing need in finance for a workforce that has the skills to perform in a digitized world where an increasing number of decisions will be data and analytics-driven. Please join CAIA's CEO, William Kelly, along with founders of FDPI, Hossein Kazemi, Mehrzad Mahdavi, and Mirjam Dekker as they detail why we created this program, who it is ideal for, and where we see the industry heading. The formal remarks of the presentation will last approximately 45 minutes with 15 minutes for Q&A.
September 4th (times reflected are local time)
Mumbai, India : 930am – 1030am
Hong Kong / Singapore : 12noon – 1pm
Tokyo / Seoul : 1pm – 2pm
Sydney, Australia: 2pm – 3pm
(Midnight Amherst, MA)

Guest Speakers:

Bill Kelly – CEO, CAIA Association
Hossein Kazemi, Ph.D., CFA – Senior Advisors, CAIA Association
Mehrzad Mahdavi, Ph.D. – Executive Director, FDP Institute
Mirjam Dekker – Project Manager, FDP Institute

What's new at CAIA? Association News & Industry Insights

Jun 24 2019 - 12:00pm Time zone: HKT

Description: Join CAIA's CEO, William Kelly, and Associate Director, Liaison Office, India, Shreekant Daga, as they provide an update on all things CAIA! These sessions can provide news and developments about the CAIA Curriculum and upcoming Events, as well as market and industry updates and perspectives.

Panelist: William "Bill" Kelly - CEO, CAIA Association and Shreekant Daga, Associate Director, Liaison Office, India

CAIA Charter Information Session

Apr 9 2019 - 12:00pm Time zone: HKT

Please join Jo Murphy, Managing Director, Asia Pacific, as she provides a brief information session about the CAIA Charter program and what the designation can do for you. The formal presentation will last approximately 20 minutes with 10 minutes for Q&A.

There are no upcoming infoseries in the region at this time.

CAIA Information Session - EMEA

Sep 30 2019 - 11:00am Time zone: BST

Description: Please join Millissa Allen, Managing Director of Business Development at CAIA, and special guest, William Kelly, CEO of CAIA, as they explore and review information about the CAIA Association and our flagship program, the CAIA Charterholder Designation, as well as the release of the fourth edition of the CAIA textbook.

Host: Millissa Allen, Managing Director of Business Development, AMRS, CAIA Association

Guest Speaker: William "Bill" Kelly - CEO, CAIA Association

FDP Institute - CAIA Announces A New Designation Program (EMEA)

Aug 29 2019 - 11:00am Time zone: BST

Description: The Financial Data Professional Institute (FDPI) was established by CAIA Association to address the growing need in finance for a workforce that has the skills to perform in a digitized world where an increasing number of decisions will be data and analytics-driven. Please join CAIA's CEO, William Kelly, along with founders of FDPI, Hossein Kazemi, Mehrzad Mahdavi, and Mirjam Dekker as they detail why we created this program, who it is ideal for, and where we see the industry heading. The formal remarks of the presentation will last approximately 45 minutes with 15 minutes for Q&A.

Guest Speakers:

Bill Kelly – CEO, CAIA Association
Hossein Kazemi, Ph.D., CFA – Senior Advisors, CAIA Association
Mehrzad Mahdavi, Ph.D. – Executive Director, FDP Institute
Mirjam Dekker – Project Manager, FDP Institute

Spanish-speaker exclusive! Learn more about the CAIA exams - join a CAIA information session in Spanish

Dec 13 2018 - 12:00pm Time zone: EDT

Description: Por favor únete a Charles Alvarez, Associate Director of Financial Research y a Cody Durant, Assistant Director of Business Development para discutir en una breve sesión sobre el programa Charter de CAIA, y lo que la designación puede hacer para ti. La presentación formal durará aproximadamente 20 minutos con 10 minutos para preguntas y respuestas.

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Please join Charles Alvarez, CAIA, Associate Director of Financial Research & Cody Durant, Assistant Director of Business Development, as they provide a brief information session about the CAIA Charter program and what the designation can do for you. The formal presentation will last approximately 20 minutes with 10 minutes for Q&A.