CAIA InfoSeries Webcasts

Our live InfoSeries webcasts will boost your expertise on the latest industry growth areas and share insights into the CAIA exams. Featuring CAIA and industry experts, these brief, interactive sessions will encourage and answer your questions. Find out more and join one today.

Check each region for those scheduled in your preferred time zone.

Liberalizing the Accredited Investor Rule: Challenges and Benefits
May 26 2020 - 2:00pm Time zone: EDT

Description: Should retail investors be allowed to participate in private capital? Do the social and financial risks outweigh the long term benefits? With so much capital formation shifting to the private markets, are retirement goals at risk by relying solely on public markets? Bill Kelly, CEO, CAIA, and John Bowman, Senior Managing Director, CAIA, join a panel of experts to provide a balanced and objective dialogue about how the industry should weigh these complex topics.

Panelists: Bill Kelly, CEO, CAIA Association and John Bowman, Senior Managing Director, CAIA Association

Perspectives from CAIA Association & AIMA - The Next Decade of Alternative Investments
Jun 25 2020 - 10:00am Time zone: EDT

Description: Please join Bill Kelly, CEO, CAIA Association, Jack Inglis, CEO AIMA, and John Bowman, Senior Managing Director, CAIA Association as they discuss CAIA's recent industry report, The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship. Both CAIA and AIMA will discuss the research behind the report and CAIA Association’s four-point call to action for the industry: Commit to education, embrace transparency, advocate for diversification, and democratize but protect.  

Panelists: Bill Kelly, CEO, CAIA Association, Jack Inglis, CEO AIMA, and John Bowman, Senior Managing Director, CAIA Association

CAIA Hong Kong Webinar: eSports/Video-Gaming Investment in the Public Market
May 20 2020 - 12:30pm Time zone: HKT

Description: Join Brian Oh, Managing Partner, Portfolio Manager, Saiga Capital Management LLC, and Rebekah Pang, CAIA, CAIA Hong Kong Chapter Executive as they take a look at eSports as an investment, examining the pluses and pitfalls of the sector from both the listed and unlisted perspective and discuss the opportunities that lie within the growing public market. This webcast lasts approximately 1 hour.  

Panelists: Brian Oh, Managing Partner, Portfolio Manager, Saiga Capital Management LLC, and Rebekah Pang, CAIA, CAIA Hong Kong Chapter Executive

What About Beta?
May 19 2020 - 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 CAIA's Aaron Filbeck for a discussion on some of his recent blog posts from 'What About Beta?' on AllAboutAlpha. Our discussion will last approximately 25 minutes with the remaining 5 minutes for Q&A.

Panelists: Bill Kelly, CEO, CAIA Association and Aaron Filbeck, CAIA, CFA, Associate Director, Content Development, CAIA Association

Reframing the Role of Alternatives in Today’s Market
May 13 2020 - 12:00pm Time zone: EDT

Description: In this recording, CAIA Association and FS Investments discuss some of the findings of their recent report, "Reframing the Role of Alternatives." The webcast begins with a short presentation from Robert Stark, Senior Managing Director of Corporate Development of FS Investments, followed by a panel discussion with Shana Sissel, CAIA, CIO of Spotlight Asset Group and Travis Upton, CAIA, CFA, FRM, Partner, CEO and CIO of The Joseph Group Capital Management. The panel is moderated by Aaron Filbeck, CAIA, CFA, CIPM, Associate Director of Content Development at CAIA Association

Panelists: Robert Stark, Senior Managing Director of Corporate Development of FS Investments, Shana Sissel, CAIA, CIO of Spotlight Asset Group, Travis Upton, CAIA, CFA, FRM, Partner, CEO and CIO of The Joseph Group Capital Management and Aaron Filbeck, CAIA, CFA, CIPM, Associate Director of Content Development at CAIA Association

FDP Information Session
May 12 2020 - 2:00pm Time zone: EDT

Description: FDPI Executive Director Mehrzad Mahdavi and Sr. Curriculum Advisor Hossein Kazemi will share how you can obtain your Financial Data Professional credential. Hossein will discuss the updated curriculum.

Panelists: Mehrzad Mahdavi, Ph.D., Executive Director, FDP Institute, and Hossein Kazemi, Senior Advisor, FDP Curriculum

CAIA Charter Information Session
May 11 2020 - 12:00pm Time zone: EDT

Description: CAIA CEO Bill Kelly and Aaron Filbeck, CAIA, CFA, CIPM, Associate Director of Content Development discuss the current market challenges and education's place in this complex environment, as well as explore and review information about the CAIA Charter designation in this recording.

Panelists: Bill Kelly, CEO, CAIA Association and Aaron Filbeck, CAIA, CFA, Associate Director, Content Development, CAIA Association

A Conversation with Woody Sherman about Computational Drug Discovery
May 6 2020 - 2:00pm Time zone: EDT

Description: Join Mehrzad Mahdavi for a conversation with Woody Sherman as they discuss the role of AI/ML and high performance computing in drug discovery. Covid-19 use cases

Panelists: Mehrzad Mahdavi, Ph.D., Executive Director, FDP Institute, and Woody Sherman, Ph.D., CSO, Silicon Therapeutics and Associate Professor at Umass Amherst

A Discussion on Co-Working and Real Estate Markets
May 6 2020 - 1:00pm Time zone: EDT

Description: In this discussion, Dr. Andrea Chegut of the MIT Center for Real Estate discusses the financial impacts of coworking. When renting office space, what is the importance of a B2B vs. a B2C business model? How do co-working landlords compare as lessees to standard users of office space in risk and return? What are the dynamics of short term vs. long term leases in the office market? This recording lasts approximately 1 hour.

Panelists: Dr. Andrea Chegut of the MIT Center for Real Estate and Keith Black, Ph.D.,CAIA, CFA, FDP, Managing Director of Content Strategy, CAIA Association

CAIA Hong Kong Webcast : eSports/Video-gaming - Opportunities in Alternative Alternatives
May 6 2020 - 12:30pm Time zone: HKT

Description: This recording takes an in depth look at eSports as an investment, examining the pluses and pitfalls of the sector from both the listed and unlisted perspective and discuss the opportunities that lie within this growing market. This webcast lasts approximately 1 hour.

Panelists: William Hsu, Managing Partner, Head of Strategy & Innovation, Sustainergy Capital Limited, and Rebekah Pang, CAIA, CAIA Hong Kong Chapter Executive

A Conversation with Imir Arifi and Keith Black on Machine Learning Models in Credit Risk Analysis
Apr 29 2020 - 1:00pm Time zone: EDT

Description: This webcast features discussions from FDP Charterholder Keith Black and Imir Arifi, Trusted AI Evangelist at DataRobot on Machine Learning Models in Credit Risk Analysis. Mr. Arifi demos ensemble models in DataRobot and shows why FDP is important. That is, knowing the models and model parameters are more important than knowing how to program in python. This conversation lasts approximately 1 hour including Q&A.

Panelists: Keith Black, Ph.D.,CAIA, CFA, FDP, Managing Director of Content Strategy, CAIA Association and Imir Arifi, Trusted AI Evangelist, DataRobot

A Conversation with Rick Roche, CAIA on "The Evolution of Machine Learning in Investment Management"
Apr 22 2020 - 1:00pm Time zone: EDT

Description: In this recording Kathy Wilkens and Mehrzad Mahdavi sat down with Rick Roche, CAIA to discuss "The Evolution of Machine Learning in Investment Management." Our conversation is approximately 1 hour long.

Panelists: Mehrzad Mahdavi, Ph.D., Executive Director, FDP Institute, Kathy Wilkens, Senior Advisor of Curriculum, FDP Institute and Rick Roche, CAIA, Managing Director, Little Harbors Investors

Liberalizing the Accredited Investor Rule: Challenges and Benefits
May 26 2020 - 2:00pm Time zone: EDT

Description: Should retail investors be allowed to participate in private capital? Do the social and financial risks outweigh the long term benefits? With so much capital formation shifting to the private markets, are retirement goals at risk by relying solely on public markets? Bill Kelly, CEO, CAIA, and John Bowman, Senior Managing Director, CAIA, join a panel of experts to provide a balanced and objective dialogue about how the industry should weigh these complex topics.

Panelists: Bill Kelly, CEO, CAIA Association and John Bowman, Senior Managing Director, CAIA Association

Perspectives from CAIA Association & AIMA - The Next Decade of Alternative Investments
Jun 25 2020 - 10:00am Time zone: EDT

Description: Please join Bill Kelly, CEO, CAIA Association, Jack Inglis, CEO AIMA, and John Bowman, Senior Managing Director, CAIA Association as they discuss CAIA's recent industry report, The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship. Both CAIA and AIMA will discuss the research behind the report and CAIA Association’s four-point call to action for the industry: Commit to education, embrace transparency, advocate for diversification, and democratize but protect.  

Panelists: Bill Kelly, CEO, CAIA Association, Jack Inglis, CEO AIMA, and John Bowman, Senior Managing Director, CAIA Association

What About Beta?
May 19 2020 - 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 CAIA's Aaron Filbeck for a discussion on some of his recent blog posts from 'What About Beta?' on AllAboutAlpha. Our discussion will last approximately 25 minutes with the remaining 5 minutes for Q&A.

Panelists: Bill Kelly, CEO, CAIA Association and Aaron Filbeck, CAIA, CFA, Associate Director, Content Development, CAIA Association

Reframing the Role of Alternatives in Today’s Market
May 13 2020 - 12:00pm Time zone: EDT

Description: In this recording, CAIA Association and FS Investments discuss some of the findings of their recent report, "Reframing the Role of Alternatives." The webcast begins with a short presentation from Robert Stark, Senior Managing Director of Corporate Development of FS Investments, followed by a panel discussion with Shana Sissel, CAIA, CIO of Spotlight Asset Group and Travis Upton, CAIA, CFA, FRM, Partner, CEO and CIO of The Joseph Group Capital Management. The panel is moderated by Aaron Filbeck, CAIA, CFA, CIPM, Associate Director of Content Development at CAIA Association

Panelists: Robert Stark, Senior Managing Director of Corporate Development of FS Investments, Shana Sissel, CAIA, CIO of Spotlight Asset Group, Travis Upton, CAIA, CFA, FRM, Partner, CEO and CIO of The Joseph Group Capital Management and Aaron Filbeck, CAIA, CFA, CIPM, Associate Director of Content Development at CAIA Association

CAIA Charter Information Session
May 11 2020 - 12:00pm Time zone: EDT

Description: CAIA CEO Bill Kelly and Aaron Filbeck, CAIA, CFA, CIPM, Associate Director of Content Development discuss the current market challenges and education's place in this complex environment, as well as explore and review information about the CAIA Charter designation in this recording.

Panelists: Bill Kelly, CEO, CAIA Association and Aaron Filbeck, CAIA, CFA, Associate Director, Content Development, CAIA Association

A Discussion on Co-Working and Real Estate Markets
May 6 2020 - 1:00pm Time zone: EDT

Description: In this discussion, Dr. Andrea Chegut of the MIT Center for Real Estate discusses the financial impacts of coworking. When renting office space, what is the importance of a B2B vs. a B2C business model? How do co-working landlords compare as lessees to standard users of office space in risk and return? What are the dynamics of short term vs. long term leases in the office market? This recording lasts approximately 1 hour.

Panelists: Dr. Andrea Chegut of the MIT Center for Real Estate and Keith Black, Ph.D.,CAIA, CFA, FDP, Managing Director of Content Strategy, CAIA Association

CAIA Report: The Next Decade of Alternative Investments: Panel Discussion
Apr 21 2020 - 12:00pm Time zone: EDT

Description: CAIA Association's John Bowman, CFA, Senior Managing Director, leads an esteemed panel of alternative investment experts to discuss CAIA's recent report: The Next Decade in Alternative Investments: From Adolescence to Responsible Citizenship. John is joined by Ashby Monk, PhD, Executive Director, Global Projects Center at Stanford University, Christie Hamilton, Head of Investments, Children's Health System of Texas, and Kristina Koutrakos, CAIA, Director of Portfolio Strategies, The Virginia Retirement System.

Panelists: John Bowman, CFA, Senior Managing Director, CAIA Association, Ashby Monk, PhD, Executive Director, Global Projects Center at Stanford University, Christie Hamilton, Head of Investments, Children's Health System of Texas, and Kristina Koutrakos, CAIA, Director of Portfolio Strategies, The Virginia Retirement System

Sustainable Investing: Fast Forwarding Its Evolution
Apr 2 2020 - 9:00am Time zone: EST

Description: Bill Kelly, Tom Kehoe, CAIA, Tony Cowell, Ben Blair, and Rebecca Palmer, KPMG discuss some of the takeaways of “Sustainable Investing: Fast-Forwarding Its Evolution," a report among KPMG International, CREATE-Research, AIMA and CAIA. The report details sustainable investing and its impact on the alternative investment industry. Focusing on hedge funds and institutional investors, together with best practice from the asset management sector, the report investigates how sustainable investing is gathering momentum across the investment universe in this recording. Listen now!

Host: Bill Kelly, CEO, CAIA Association, Tom Kehoe, CAIA, Managing Director and Global Head of Research and Communications, AIMA, Tony Cowell, Partner, Head of Asset Management, KPMG, Ben Blair, and Rebecca Palmer, KPMG

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What about Beta?
Mar 24 2020 - 12:00pm Time zone: EST

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 CAIA's Aaron Filbeck for a discussion on some of his recent blog posts from 'What About Beta?' on AllAboutAlpha. Our discussion will last approximately 25 minutes with the remaining 5 minutes for Q&A.

Panelists: Bill Kelly, CEO, CAIA Association and Aaron Filbeck, CAIA, CFA, Associate Director, Content Development, CAIA Association

What About Beta?
Jan 14 2020 - 12:00pm Time zone: EST

Description: CAIA's CEO, Bill Kelly, has been keeping an eye on a few topics that could have significant impacts to our industry. Listen in as Bill Kelly, John Bowman, and Aaron Filbeck discuss some of Bill's recent blog posts from 'What About Beta?' on AllAboutAlpha. The discussion is approximately 40 minutes including Q&A.

Panelists: Bill Kelly, CEO, CAIA Association, John Bowman, CFA, Senior Managing Director, CAIA Association, and Aaron Filbeck, CAIA, CFA, Associate Director of Financial Research, CAIA Association

CAIA Charter Information Series
Dec 10 2019 - 12:00pm Time zone: EST

Description: Millissa Allen, Managing Director and Global Head, FAI discusses and reviews information about the CAIA Association and our flagship program, the CAIA Charter Designation program.

Host: Millissa Allen, Managing Director and Global Head, FAI, CAIA Association 

CAIA Information Session
Sep 30 2019 - 12:00pm Time zone: EDT

Description: Listen in as CAIA’s own CEO, William Kelly, and Millissa Allen, CAIA, Managing Director of Business Development, Americas, discuss CAIA Association and our flagship program, the CAIA Charterholder Designation, as well as the release of our fourth edition of the CAIA textbook.

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

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

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

CAIA Hong Kong Webinar: eSports/Video-Gaming Investment in the Public Market
May 20 2020 - 12:30pm Time zone: HKT

Description: Join Brian Oh, Managing Partner, Portfolio Manager, Saiga Capital Management LLC, and Rebekah Pang, CAIA, CAIA Hong Kong Chapter Executive as they take a look at eSports as an investment, examining the pluses and pitfalls of the sector from both the listed and unlisted perspective and discuss the opportunities that lie within the growing public market. This webcast lasts approximately 1 hour.  

Panelists: Brian Oh, Managing Partner, Portfolio Manager, Saiga Capital Management LLC, and Rebekah Pang, CAIA, CAIA Hong Kong Chapter Executive

CAIA Hong Kong Webcast : eSports/Video-gaming - Opportunities in Alternative Alternatives
May 6 2020 - 12:30pm Time zone: HKT

Description: This recording takes an in depth look at eSports as an investment, examining the pluses and pitfalls of the sector from both the listed and unlisted perspective and discuss the opportunities that lie within this growing market. This webcast lasts approximately 1 hour.

Panelists: William Hsu, Managing Partner, Head of Strategy & Innovation, Sustainergy Capital Limited, and Rebekah Pang, CAIA, CAIA Hong Kong Chapter Executive

CAIA APAC Education Webinar - Leveraging Defensive Strategies in the Face of Market Volatility
Apr 14 2020 - 1:00pm Time zone: HKT

Description: Market volatility can be a powerful enemy of long-term performance. During times of heightened volatility, there is greater demand for broad market exposure with built-in control over market volatility. Listen in as Tianyin Cheng, Director of Strategy and Volatility Indices at S&P Dow Jones Indices discusses how passive defensive strategies could help position portfolios to withstand market volatility, potentially help smoothing out equity market drawdowns and improve risk-adjusted returns. Recent market volatility puts these defensive strategies to the test.
This webcast session covers:

  • Design and characteristics of passive defensive indices that are broadly places into three categories: defensive equity, multi-asset, and volatility
  • Long-term and recent performance of passive defensive indices
  • How index-based risk management strategies can help align to client risk tolerance
  • Indexed annuity solutions evolving to multi-asset income generators and risk mitigators

Panelists: Jo Murphy, Managing Director, Industry Relations, APAC, CAIA Association and Tianyin Cheng, Director of Strategy and Volatility Indices, S&P Dow Jones Indices

CAIA APAC on ESG Investing - 25 Years of Success and Failure
Mar 19 2020 - 1:00pm Time zone: HKT

Description: This webcast features Robert Rubinstein, TBLI GROUP, Chairman & Founding Partner and Jo Murphy, Managing Director, APAC Industry Relations discussing the following themes regarding the ESG sector:

• ESG : Definitions, Background and Myths

• Where are we and where do we want to be?

• 25 years : What has been Achieved?

• Forces Pushing ESG and Impact

• Sustainable Investment – An Overview

• Consequences

• APAC : Opportunities

Panelists: Robert Rubinstein, TBLI GROUP, Chairman & Founding Partner and Jo Murphy, Managing Director, APAC Industry Relations, 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. Tom shared his legendary story on felony securities fraud - and how he came to be known as "Tipper X". 

"The Inside Story of Tipper X"

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

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

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

CAIA Information Session - APAC
Sep 25 2019 - 12:00pm Time zone: HKT

Description: Listen in on the experts, CAIA CEO William Kelly alongside Managing Director of Asia Pacific, Jo Murphy, as they discuss CAIA Association and our flagship program, the CAIA Charterholder Designation in this quick 30-minute recording.

Host: Jo Murphy, Managing Director, APAC 

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

What's new at CAIA? Association News & Industry Insights
Jun 24 2019 - 12:00pm Time zone: HKT

Description: Listen in to CAIA CEO, William Kelly and Associate Director of CAIA’s Liaison Office in India, Shreekant Daga, as they discussed all things CAIA! This session provides news and developments about the CAIA Curriculum, the upcoming events, as well as market and industry updates and perspectives from June 2019.

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

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: Listen in as CAIA’s own CEO, William Kelly, and Millissa Allen, CAIA, Managing Director of Business Development, Americas, discuss CAIA Association and our flagship program, the CAIA Charterholder Designation, as well as the release of our fourth edition of the CAIA textbook.

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

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

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.

There are no upcoming infoseries at this time.

FDP Information Session
May 12 2020 - 2:00pm Time zone: EDT

Description: FDPI Executive Director Mehrzad Mahdavi and Sr. Curriculum Advisor Hossein Kazemi will share how you can obtain your Financial Data Professional credential. Hossein will discuss the updated curriculum.

Panelists: Mehrzad Mahdavi, Ph.D., Executive Director, FDP Institute, and Hossein Kazemi, Senior Advisor, FDP Curriculum

A Conversation with Woody Sherman about Computational Drug Discovery
May 6 2020 - 2:00pm Time zone: EDT

Description: Join Mehrzad Mahdavi for a conversation with Woody Sherman as they discuss the role of AI/ML and high performance computing in drug discovery. Covid-19 use cases

Panelists: Mehrzad Mahdavi, Ph.D., Executive Director, FDP Institute, and Woody Sherman, Ph.D., CSO, Silicon Therapeutics and Associate Professor at Umass Amherst

A Conversation with Imir Arifi and Keith Black on Machine Learning Models in Credit Risk Analysis
Apr 29 2020 - 1:00pm Time zone: EDT

Description: This webcast features discussions from FDP Charterholder Keith Black and Imir Arifi, Trusted AI Evangelist at DataRobot on Machine Learning Models in Credit Risk Analysis. Mr. Arifi demos ensemble models in DataRobot and shows why FDP is important. That is, knowing the models and model parameters are more important than knowing how to program in python. This conversation lasts approximately 1 hour including Q&A.

Panelists: Keith Black, Ph.D.,CAIA, CFA, FDP, Managing Director of Content Strategy, CAIA Association and Imir Arifi, Trusted AI Evangelist, DataRobot

A Conversation with Rick Roche, CAIA on "The Evolution of Machine Learning in Investment Management"
Apr 22 2020 - 1:00pm Time zone: EDT

Description: In this recording Kathy Wilkens and Mehrzad Mahdavi sat down with Rick Roche, CAIA to discuss "The Evolution of Machine Learning in Investment Management." Our conversation is approximately 1 hour long.

Panelists: Mehrzad Mahdavi, Ph.D., Executive Director, FDP Institute, Kathy Wilkens, Senior Advisor of Curriculum, FDP Institute and Rick Roche, CAIA, Managing Director, Little Harbors Investors

A Conversation with Ganesh Mani on Data Supply Chain Management
Apr 7 2020 - 1:00pm Time zone: EST

Description: This recording features Kathy Wilkens, Mehrzad Mahdavi, and Ganesh Mani discussing the following topics: types of data, financial data sources, the buzz around alternative data, and more. Our conversation lasts approximately 1 hour including Q&A.

Panelists: Mehrzad Mahdavi, Ph.D., Executive Director, FDP Institute, Kathy Wilkens, Senior Advisor of Curriculum, FDP Institute and Ganesh Mani, Adjunct Faculty, Carnegie Melon University 

A Conversation with Mike Chen & George Mussalli on "An Integrated Approach to Quantitative ESG Investing"
Apr 1 2020 - 12:00pm Time zone: EST

Description: Listen in on this enlightening conversation FDP's Executive Director, Mehrzad Mahdavi had with Mike Chen and George Mussalli on their recent publication "An Integrative Approach to Quantitative ESG Investing." The conversation lasted about 1 hour.

Panelists: Mehrzad Mahdavi, Ph.D., Executive Director, FDP Institute, Mike Chen, Ph.D., Director, Equity Investments, PanAgora and George Mussalli, Managing Director & Chief Investment Officer, Equity Investments, PanAgora

A Conversation with Michael Weinberg and Peter Strikwerda about "Autonomous Learning Investment Strategies"
Mar 25 2020 - 4:00pm Time zone: EST

Description: This webcast features Mehrzad Mahdavi and Aaron Filbeck discussing "Autonomous Learning Investment Strategies" and how it is rapidly transforming the investment management business with Michael Weinberg and Peter Strikwerda. This recording lasts approximately 1 hour.

Panelists: Mehrzad Mahdavi, Ph.D., Executive Director, FDP Institute, Aaron Filbeck, CFA, CAIA, CIPM, Association Director of Content Development, CAIA Association, Michael Weinberg, Managing Director, Head of Hedge Funds and Alternative Alpha, and Peter Strikwerda, Global Head of Digital & Innovation, APG

A Conversation with Tony Guida, Executive Director, Senior Quant Research, RAM Active Investments
Mar 5 2020 - 10:00am Time zone: EST

Description: Listen in as Kathy Wilkens and Mehrzad Mahdavi sit with Tony Guida, Executive Director, Senior Quant Research, RAM Active Investments. Tony work's primarily on extracting market inefficiencies from different sources from traditional fundamentals, market signals, alternative data, and machine learning. He also co-wrote and edited "Big Data and Machine Learning in Quantitative Investment," a FDP required reading! Our conversation lasts approximately an hour including Q&A.

Panelists: Mehrzad Mahdavi, Ph.D., Executive Director, FDP Institute, Kathy Wilkens, Senior Advisor of Curriculum, FDP Institute and Tony Guida, Executive Director, Senior Quant Research, RAM Active Investments

A Conversation with Joe Simonian, Co-Editor of the Journal of Financial Data Science
Feb 27 2020 - 1:00pm Time zone: EST

Description: Listen in as Kathy Wilkens and Mehrzad Mahdavi speak with Joe Simonian, Co-editor of the Journal of Financial Data Science on cases of ML/Data Science for financial applications and their outcomes. Our conversation lasts approximately 1 hour including Q&A.

Panelists: Mehrzad Mahdavi, Ph.D., Executive Director, FDP Institute, Kathy Wilkens, Senior Advisor of Curriculum, FDP Institute and Joe Simonian, Co-editor, Journal of Financial Data Science

A Conversation with Dr. Seoyoung Kim, Co-author of "Zero-Revelation RegTech"
Feb 19 2020 - 1:00pm Time zone: EST

Description: Listen in as Kathy Wilkens and Mehrzad Mahdavi sit with Dr. Seoyoung Kim, Associate Professor of Finance - Business Analytics, Leavey School of Business at Santa Clara University. Dr. Kim is a Co-Author of "Zero-Revelation RegTech: Detecting Risk through Linguistic Analysis of Corporate Emails and News." This webinar lasts approximately 1 hour.

Panelists: Mehrzad Mahdavi, Ph.D., Executive Director, FDP Institute, Kathy Wilkens, Senior Advisor of Curriculum, FDP Institute and Dr. Seoyoung Kim, Associate Professor of Finance - Business Analytics, Leavey School of Business at Santa Clara University.