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.

The History and Evolution of Valuation
Sep 23 2020 - 12:00pm Time zone: EDT

Description: In their 2020 edition of Valuation: Measuring and Managing the Value of Companies, McKinsey & Co. provides new insights on corporate valuation such as the impact of digital valuation techniques, ESG issues, and long-term investing. In this one-hour discussion, we will not only discuss the history and evolution of corporate valuation, but also place particular emphasis these topics and the impact on private markets investing today.

Panelists: Tim Koller, Partner, McKinsey & Company, and Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association

Data Science for Jobs of the Future with Metis Kaplan
Sep 24 2020 - 1:00pm Time zone: EDT

Description: Discussion about what is essential for people at various job-levels to know about data science.

- Introduction by Mehrzad Mahdavi (Executive Director FDPI)
- About FDP/CAIA with Keith Black & Mehrzad Mahdavi
- Future of Data Science Jobs in Finance
- About the FDP Charter
- About the FDP Exam
- Javed Ahmed Explores the FDP Exam Review Course
-Q&A

Panelists: Javed Ahmed, Senior Data Scientist, Metis Kaplan, Hossein Kazemi, Senior Advisor of Curriculum, CAIA Association & FDP Institute, Mehrzad Mahdavi, Executive Director, FDP Institute

The History and Evolution of Valuation - APAC
Sep 25 2020 - 12:00pm Time zone: HKT

Description: In their 2020 edition of Valuation: Measuring and Managing the Value of Companies, McKinsey & Co. provides new insights on corporate valuation such as the impact of digital valuation techniques, ESG issues, and long-term investing. In this one-hour discussion, we will not only discuss the history and evolution of corporate valuation, but also place particular emphasis these topics and the impact on private markets investing today.

Panelists: Tim Koller, Partner, McKinsey & Company, and Jo Murphy, Managing Director, APAC Industry Relations, CAIA Association

Emerging Manager Series: What Drives Emerging Manager Performance in Private Assets?
Sep 29 2020 - 12:00pm Time zone: CEST

Description: Emerging Managers have shown to be a high source of alpha in private assets. Are the descriptive and indicative factor(s) driving such performance individualistic or circumstantial and do emerging managers have staying power? What are the key differentiating traits that allows for their performance and  how are LPs allocating to Emerging Managers. 

Panelists: Lydia Ofori, CFA, CAIA, Tim Jenkinson, Professor of Finance and Director, Private Equity Institute, Oxford University, Dushy Sivanithy Senior Principal, Private Equity Markets CPPIB, and Jack Wu, CFA, Content Director, CAIA APAC 

Learn More About the FDP Institute Remote Proctored Exam Experience
Sep 30 2020 - 4:00pm Time zone: EDT

Description: Join us for a webinar with Blayne Fox, Client Success Manager at Prometric. Blayne will share best practices for the Remote Proctored Exam Day on December 1. Please share your questions questions prior to the webinar prior to the webinar upon registration. Presentation will last approximately 30 minutes followed by Q&A.

Panelists: Blayne Fox, Client Success Manager, Prometric, and Mirjam Dekker, Project Manager, FDP Institute

Daniel Liebau & Michael Weinberg Discuss the Ethical Use of Machine Learning in Financial Markets - Myth or Miracle?
Oct 2 2020 - 11:00am Time zone: EDT

Description: Industry experts have divergent views on our topic: Some say that machines will never behave ethically - even human experts fail to do so. Others suggest the only chance for financial markets to become more ethical are intelligent machines. Our discussion will focus on the ethical use of AI released by financial services regulators can be operationalized to help industry professionals and executive teams alike think about opportunities, risks as well as required actions to strive ethically in our data-driven world.

Panelists: Michael Oliver Weinberg Managing Director, Head of Hedge Funds and Alternative Alpha, APG Asset Management, Daniel Liebau, Founding Director, Lightbulb Capital, and Bill Kelly, CEO, CAIA Association

CAIA Charter Information Session
Oct 5 2020 - 12:00pm Time zone: EDT

Description: William Kelly, CEO, CAIA Association and Aaron Filbeck, Associate Director, Content Development, CAIA, will explore and review information about the CAIA Association and our flagship program, the CAIA Charter Designation program.

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

Real Estate Around the World: Size, Geography, and Long-Term Trends
Oct 20 2020 - 10:00am Time zone: EDT

Description: Please join CAIA Association and MSCI Real Estate for a discussion around MSCI Real Estate’s recent update to their annual report, “Real Estate Market Size.” The discussion will begin with an overview of the current real estate market, as detailed in the report, with Bert Teuben, Executive Director of Real Estate Research at MSCI, followed by a Q&A session moderated by Aaron Filbeck, CAIA, CFA, CIPM, Associate Director of Content Development at CAIA Association.

Panelists: Bert Teuben, Executive Director of Real Estate Research, MSCI, and Aaron Filbeck, CAIA, CFA, CIPM, Associate Director, Content Development, CAIA Association

Real Estate Around the World: Size, Geography, and Long-Term Trends - APAC
Oct 22 2020 - 1:00pm Time zone: SGT

Description: Please join CAIA Association and MSCI Real Estate for a discussion around MSCI Real Estate’s recent update to their annual report, “Real Estate Market Size.” The discussion will begin with an overview of the current real estate market, as detailed in the report, with Bert Teuben, Executive Director of Real Estate Research at MSCI, followed by some discussion on the impact of COVID-19 on the real estate sectors. It will end with a Q&A session moderated by Jack Wu, CFA, Director of Content Development at CAIA Association.

Panelists: Bert Teuben, Executive Director of Real Estate Research, MSCI, and Jack Wu, CFA, Director of Content Development, CAIA APAC

Fundamentals of Alternative Investments: Due Diligence
Oct 29 2020 - 12:00pm Time zone: EDT

Description: Due diligence is defined as a set of processes directed toward making informed decisions about investment managers. In this lesson, we explore performance reviews, including investment objectives and the generation of alpha. We cover both structural and strategic reviews and provide an example of the due diligence process for a convertible arbitrage trading strategy. The lesson comments on best practices as put forth by the President’s Working Group on Financial Markets, which identified key areas where due diligence efforts could result in a reduction of systemic risk and increase investor protection.

Panelists: Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association

The History and Evolution of Valuation
Sep 23 2020 - 12:00pm Time zone: EDT

Description: In their 2020 edition of Valuation: Measuring and Managing the Value of Companies, McKinsey & Co. provides new insights on corporate valuation such as the impact of digital valuation techniques, ESG issues, and long-term investing. In this one-hour discussion, we will not only discuss the history and evolution of corporate valuation, but also place particular emphasis these topics and the impact on private markets investing today.

Panelists: Tim Koller, Partner, McKinsey & Company, and Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association

CAIA Association and State Street Associates Present: Decarbonization Factors
Sep 17 2020 - 1:00pm Time zone: EDT

Description: Investors navigating an era of climate change are demanding more data to measure the upstream and downstream climate risk and opportunities. But, how can investors use different approaches to climate data in portfolio construction to improve outcomes? We test three types of climate data to understand the circumstances in which they are a value-add to portfolio construction. Building on "decarbonization factors" research, Prof. Serafeim shares insights on how playing to the strengths of climate data can help investors design strategies to manage climate risk while increasing risk-adjusted returns.

Read the background paper that will inform our discussion here.

Panelists: George Serafeim, Charles M. Williams Professor of Business Administration,Harvard Business School, Bridget Realmuto LaPerla, Head of ESG Research ,State Street Associates, and Bill Kelly, CEO, CAIA Association

FDP Institute - Candidate Orientation Session: Learn everything about the upcoming exam
Sep 16 2020 - 1:00pm Time zone: EDT

Description: To support our Candidates and those considering the pursuit of the FDP designation, we offer a brief, live webinar with our Candidate Relations and Curriculum team. Hossein Kazemi, Senior Director of Curriculum, and Keith Black offer guidance on how to prepare for the upcoming FDP exam and how to best prepare for your exam appointment. A typical Orientation Session will include the following:
• Review sample exam questions.
• Learn exam-taking tips.
• Have your questions answered by our exam experts.

Panelists: Hossein Kazemi, Ph.D., CFA, Senior Director of Curriculum, FDP Institute, and Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association

CAIA and FDP Webinar: FinTech, Crypto and Alternative Data: Impact on the Future of Financial Services
Sep 16 2020 - 12:00pm Time zone: HKT

Description: Join us to hear key insights, presented by leading industry voices, as they share their take on current trends for this sector, as well as a dive into what’s ahead. In this fast-paced session you’ll equip yourself with an up-to-date view on important topics, gain familiarity with mega trends, as well as a more regional dive into what’s happening in the Asia Pacific.

Panelists: Henri Arslanian, Global Crypto Leader, PwC, Jame DiBiasio, Founder & Editor, DigFin Group, Joanne Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association, Dr. Mehrzad Mahdavi, CEO, Executive Director, Financial Data Professional Institute, and Will Wang, CAIA, CFA, CMT, Managing Director and Partner, Inheliance Asset Management Ltd, CAIA Hong Kong Chapter Head

Catherine Wood discusses Integrating Disruptive Innovation Into an Organization's DNA
Sep 9 2020 - 4:00pm Time zone: EDT

Description: A conversation with Cathie Wood, Founder and CEO of ARK Investment Management, about investing at the pace of innovation, identifying long term growth, and bringing together a talented, agile, diverse team. This presentation lasts approximately 1 hour.

Panelists: Catherine Wood, Founder and CEO, ARK Investment Management, and Bill Kelly, CEO, CAIA Association

Eagle Alpha discusses Alternative Data for Investment Strategies
Sep 2 2020 - 1:00pm Time zone: EDT

Description: Ronan Crosson (data strategy) and Thomas Combes (data science) of Eagle Alpha will review what is Alt Data and share market trends and adoption. They will discuss ROI on alt data and show use cases for the most popular datasets for both discretionary funds and quants funds. While highlighting the importance of getting the processes right they will touch upon the end-to-end process: Discovery, Prioritization, Evaluation, Procurement & Integration. The session will also include a deep dive on quality testing for alternative datasets.

Panelists: Ronan Crosson, Director, Data Strategy & Analytics, Eagle Alpha, Thomas Combes, Head of Data Science, Eagle Alpha, and Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association

10 Lessons in Finance - Educational Series by CAIA Association
Aug 24 2020 - 6:00pm Time zone: IST

Kicking off on Monday, 24 August, and culminating on Friday, 4 September, we are offering 10 educational webcasts in 10 days. Each day at 6pm IST you will hear relevant educational perspectives from faculty from India’s leading business schools alongside senior industry voices. Every session will host unique speakers discussing trending industry topics, so register for one or all of the sessions and be sure to bring your questions.

Session 1 - 24 August: Introduction to Alternative Investments

View Recording

Session 2 - 25 August: Importance of Shareholder Agreement for Startups

View Recording

Session 3 - 26 August: NPA Crisis in India - Is The Worst Behind Us?

View Recording

Session 4 – 27 August: Rethinking Monetary Theory of Fiscal Policy

View Recording

Session 5 – 28 August: Money, Banking, and Economics

View Recording

Session 6 – 31 August: Corporate and Capital Market Scams

View Recording

Session 7 – 1 September: Impact of Covid-19 on Indian Economy

View Recording

Session 8 – 2 September: Impact of Covid-19 on Indian Markets

View Recording

Session 9 – 3 September: Success Mantras by Navneet Munot

View Recording

Session 10 – 4 September: In Conversation with William Kelly

View Recording

CAIA Association and State Street Associates Present: Making Sense of Machine Learning
Aug 19 2020 - 1:00pm Time zone: EDT

Description: Machine learning (ML) enables powerful algorithms to analyze financial data in new and exciting ways. But this excitement is often tempered by fear that investors don’t really understand why a model behaves the way it does. We need to move beyond this “black box” stigma. We propose a framework that demystifies the predictions from any ML algorithm. Our approach computes what we call a “fingerprint” for a given model’s linear, nonlinear, and interaction effects that drive its predictions — and ultimately its investment performance. In a real-world case study applied to currency return predictions, we find that popular ML models like neural network and random forest think in ways that do indeed make sense, and which we can begin to understand. These fingerprints empower investors to describe and probe the similarities and differences across ML models, and to extract genuine insight from machine-learned rules.

Read the paper from which we'll draw our discussion points here

Panelists: David Turkington, Senior Managing Director, Head of Portfolio and Risk Management, State Street Associates, Yimou (Andrew) Li, Quantitative Research Analyst, State Street Associates, and Keith Black, Ph.D.,CAIA, CFA, FDP, Managing Director of Content Strategy, CAIA Association

What About Beta?
Aug 10 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. Listen in to this recording asBill Kelly and CAIA's Aaron Filbeck discuss some of his recent blog posts from 'What About Beta?' on AllAboutAlpha. The recording lasts approximately 40 minutes.

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

Nigel Noyes discusses Data Science in Production
Aug 6 2020 - 1:00pm Time zone: EDT

Description: Listen in as FDP Institute has a discussion with Nigel Noyes as he references architectures for using Data Science in production. The presentation lasts approximately 1 hour including Q&A.

Panelists: Nigel Noyes, Principal Data Scientist, Quicken Loans

The History and Evolution of Valuation
Sep 23 2020 - 12:00pm Time zone: EDT

Description: In their 2020 edition of Valuation: Measuring and Managing the Value of Companies, McKinsey & Co. provides new insights on corporate valuation such as the impact of digital valuation techniques, ESG issues, and long-term investing. In this one-hour discussion, we will not only discuss the history and evolution of corporate valuation, but also place particular emphasis these topics and the impact on private markets investing today.

Panelists: Tim Koller, Partner, McKinsey & Company, and Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association

CAIA Charter Information Session
Oct 5 2020 - 12:00pm Time zone: EDT

Description: William Kelly, CEO, CAIA Association and Aaron Filbeck, Associate Director, Content Development, CAIA, will explore and review information about the CAIA Association and our flagship program, the CAIA Charter Designation program.

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

Real Estate Around the World: Size, Geography, and Long-Term Trends
Oct 20 2020 - 10:00am Time zone: EDT

Description: Please join CAIA Association and MSCI Real Estate for a discussion around MSCI Real Estate’s recent update to their annual report, “Real Estate Market Size.” The discussion will begin with an overview of the current real estate market, as detailed in the report, with Bert Teuben, Executive Director of Real Estate Research at MSCI, followed by a Q&A session moderated by Aaron Filbeck, CAIA, CFA, CIPM, Associate Director of Content Development at CAIA Association.

Panelists: Bert Teuben, Executive Director of Real Estate Research, MSCI, and Aaron Filbeck, CAIA, CFA, CIPM, Associate Director, Content Development, CAIA Association

Fundamentals of Alternative Investments: Due Diligence
Oct 29 2020 - 12:00pm Time zone: EDT

Description: Due diligence is defined as a set of processes directed toward making informed decisions about investment managers. In this lesson, we explore performance reviews, including investment objectives and the generation of alpha. We cover both structural and strategic reviews and provide an example of the due diligence process for a convertible arbitrage trading strategy. The lesson comments on best practices as put forth by the President’s Working Group on Financial Markets, which identified key areas where due diligence efforts could result in a reduction of systemic risk and increase investor protection.

Panelists: Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association

The History and Evolution of Valuation
Sep 23 2020 - 12:00pm Time zone: EDT

Description: In their 2020 edition of Valuation: Measuring and Managing the Value of Companies, McKinsey & Co. provides new insights on corporate valuation such as the impact of digital valuation techniques, ESG issues, and long-term investing. In this one-hour discussion, we will not only discuss the history and evolution of corporate valuation, but also place particular emphasis these topics and the impact on private markets investing today.

Panelists: Tim Koller, Partner, McKinsey & Company, and Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association

CAIA Association and State Street Associates Present: Decarbonization Factors
Sep 17 2020 - 1:00pm Time zone: EDT

Description: Investors navigating an era of climate change are demanding more data to measure the upstream and downstream climate risk and opportunities. But, how can investors use different approaches to climate data in portfolio construction to improve outcomes? We test three types of climate data to understand the circumstances in which they are a value-add to portfolio construction. Building on "decarbonization factors" research, Prof. Serafeim shares insights on how playing to the strengths of climate data can help investors design strategies to manage climate risk while increasing risk-adjusted returns.

Read the background paper that will inform our discussion here.

Panelists: George Serafeim, Charles M. Williams Professor of Business Administration,Harvard Business School, Bridget Realmuto LaPerla, Head of ESG Research ,State Street Associates, and Bill Kelly, CEO, CAIA Association

CAIA Association and State Street Associates Present: Making Sense of Machine Learning
Aug 19 2020 - 1:00pm Time zone: EDT

Description: Machine learning (ML) enables powerful algorithms to analyze financial data in new and exciting ways. But this excitement is often tempered by fear that investors don’t really understand why a model behaves the way it does. We need to move beyond this “black box” stigma. We propose a framework that demystifies the predictions from any ML algorithm. Our approach computes what we call a “fingerprint” for a given model’s linear, nonlinear, and interaction effects that drive its predictions — and ultimately its investment performance. In a real-world case study applied to currency return predictions, we find that popular ML models like neural network and random forest think in ways that do indeed make sense, and which we can begin to understand. These fingerprints empower investors to describe and probe the similarities and differences across ML models, and to extract genuine insight from machine-learned rules.

Read the paper from which we'll draw our discussion points here

Panelists: David Turkington, Senior Managing Director, Head of Portfolio and Risk Management, State Street Associates, Yimou (Andrew) Li, Quantitative Research Analyst, State Street Associates, and Keith Black, Ph.D.,CAIA, CFA, FDP, Managing Director of Content Strategy, CAIA Association

What About Beta?
Aug 10 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. Listen in to this recording asBill Kelly and CAIA's Aaron Filbeck discuss some of his recent blog posts from 'What About Beta?' on AllAboutAlpha. The recording lasts approximately 40 minutes.

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

Is the allure of Private Equity a mirage? (Co-hosted by Institute for Private Capital at the UNC Kenan-Flagler Business School)
Jul 22 2020 - 2:00pm Time zone: EDT

Description: Does the illiquidity premium really exist after fees? Can the efficient frontier really be expanded through private capital or can the same behavior be captured through highly indebted publicly traded small cap equities? Join a panel of experts that have wrestled and opined on this complex set of questions.

Panelists: Gregory Brown, Executive Director and Professor of Finance at Institute of Private Enterprise, University of North Carolina, Dan Rasmussen, Founder and Partner, Verdad Advisors, Christine Kelleher, CIO, National Gallery of Art, Chris Schelling, Managing Director, Windmuehle Company, and John Bowman, Senior Managing Director, CAIA Association

CAIA and AIMA Alternative Investment Boot Camp
Jul 15 2020 - 12:00pm Time zone: EDT

Listen to our “Boot Camp” series, co-hosted by AIMA. Each day for three days, we discuss need-to-know alts industry trends. This boot camp is designed for any students, interns, or early-career professionals who might benefit from these discussions.

Session 1: The State of Alternative Investments

View Recording

Session 2: ESG Investing: History, Approaches, and Integration

View Recording

Session 3: Financial Service Industry

View Recording

ESG Investing: History, Approaches, and Integration
Jul 14 2020 - 1:00pm Time zone: EDT

Description: In this presentation, Aaron Filbeck, Associate Director of Curriculum will present the latest hour of education from the CAIA Fundamentals of Alternative Investment. The presentation will start with a discussion on the history of ESG investing, including its evolution from values-based investment philosophy to a data-centric investment process. Next, we compare the three primary approaches to ESG investing: socially responsible investing (SRI), impact investing, and ESG integration. Finally, with a focus on ESG integration, we discuss the three pillars of ESG: environmental, social, and governance, and how an investor may consider each when making investment decisions.

Panelists: Aaron Filbeck, CAIA, CFA, Associate Director, Content Development, CAIA Association, and Millissa Allen, Managing Director/Global Head, Fundamentals of Alternative Investments, CAIA Association

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

Description: Bill Kelly, CEO, CAIA Association, Jack Inglis, CEO AIMA, John Bowman, Senior Managing Director, CAIA Association, and Michelle Noyes, Managing Director, AIMA - AMRS discuss CAIA's recent industry report, The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship in this recording. Both CAIA and AIMA discussed 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, John Bowman, Senior Managing Director, CAIA Association, and Michelle Noyes, Managing Director, AIMA - AMRS

Gender Parity in the Age of COVID-19: Minor shift or breakthrough?
Jun 17 2020 - 9:30am Time zone: EDT

Description: In this one-hour discussion, Debbie Mclean talks with three heads of organizations each taking the lead on closing the gap in both interest and success in the financial fields for women and girls. Has the current pandemic changed the dynamics enabling women to be more effective workers, leaders, and mentors? How can we capitalize on remote work – increasing exposure of young women and girls to finance and providing leadership training that may play to women’s strengths?

Listen to CAIA Managing Director Deborah McLean's conversation with Amanda Pullinger, CEO, 100 Women in Finance, Janet Cowell, CEO, Girls Who Invest, and Lindsay Burton, Founder & President, Kayo Conference Series

Panelists: Amanda Pullinger, CEO, 100 Women in Finance, Janet Cowell, CEO, Girls Who Invest, and Lindsay Burton, Founder & President, Kayo Conference Series

Moderator: Deborah McLean, Managing Director, CAIA Association

CAIA Charter Information Session
Jun 15 2020 - 2:00pm Time zone: EDT

Description: In this recording 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 review information about the CAIA Charter designation

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

The History and Evolution of Valuation - APAC
Sep 25 2020 - 12:00pm Time zone: HKT

Description: In their 2020 edition of Valuation: Measuring and Managing the Value of Companies, McKinsey & Co. provides new insights on corporate valuation such as the impact of digital valuation techniques, ESG issues, and long-term investing. In this one-hour discussion, we will not only discuss the history and evolution of corporate valuation, but also place particular emphasis these topics and the impact on private markets investing today.

Panelists: Tim Koller, Partner, McKinsey & Company, and Jo Murphy, Managing Director, APAC Industry Relations, CAIA Association

Real Estate Around the World: Size, Geography, and Long-Term Trends - APAC
Oct 22 2020 - 1:00pm Time zone: SGT

Description: Please join CAIA Association and MSCI Real Estate for a discussion around MSCI Real Estate’s recent update to their annual report, “Real Estate Market Size.” The discussion will begin with an overview of the current real estate market, as detailed in the report, with Bert Teuben, Executive Director of Real Estate Research at MSCI, followed by some discussion on the impact of COVID-19 on the real estate sectors. It will end with a Q&A session moderated by Jack Wu, CFA, Director of Content Development at CAIA Association.

Panelists: Bert Teuben, Executive Director of Real Estate Research, MSCI, and Jack Wu, CFA, Director of Content Development, CAIA APAC

CAIA and FDP Webinar: FinTech, Crypto and Alternative Data: Impact on the Future of Financial Services
Sep 16 2020 - 12:00pm Time zone: HKT

Description: Join us to hear key insights, presented by leading industry voices, as they share their take on current trends for this sector, as well as a dive into what’s ahead. In this fast-paced session you’ll equip yourself with an up-to-date view on important topics, gain familiarity with mega trends, as well as a more regional dive into what’s happening in the Asia Pacific.

Panelists: Henri Arslanian, Global Crypto Leader, PwC, Jame DiBiasio, Founder & Editor, DigFin Group, Joanne Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association, Dr. Mehrzad Mahdavi, CEO, Executive Director, Financial Data Professional Institute, and Will Wang, CAIA, CFA, CMT, Managing Director and Partner, Inheliance Asset Management Ltd, CAIA Hong Kong Chapter Head

10 Lessons in Finance - Educational Series by CAIA Association
Aug 24 2020 - 6:00pm Time zone: IST

Kicking off on Monday, 24 August, and culminating on Friday, 4 September, we are offering 10 educational webcasts in 10 days. Each day at 6pm IST you will hear relevant educational perspectives from faculty from India’s leading business schools alongside senior industry voices. Every session will host unique speakers discussing trending industry topics, so register for one or all of the sessions and be sure to bring your questions.

Session 1 - 24 August: Introduction to Alternative Investments

View Recording

Session 2 - 25 August: Importance of Shareholder Agreement for Startups

View Recording

Session 3 - 26 August: NPA Crisis in India - Is The Worst Behind Us?

View Recording

Session 4 – 27 August: Rethinking Monetary Theory of Fiscal Policy

View Recording

Session 5 – 28 August: Money, Banking, and Economics

View Recording

Session 6 – 31 August: Corporate and Capital Market Scams

View Recording

Session 7 – 1 September: Impact of Covid-19 on Indian Economy

View Recording

Session 8 – 2 September: Impact of Covid-19 on Indian Markets

View Recording

Session 9 – 3 September: Success Mantras by Navneet Munot

View Recording

Session 10 – 4 September: In Conversation with William Kelly

View Recording

CAIA APAC -The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship
Jul 22 2020 - 12:00pm Time zone: HKT

Description: Join a star-studded panel of asset allocators and thought leaders to reflect on the meteoric rise of alternative assets in the past twenty years and what this new decade holds for diversified portfolios. The session will also explore CAIA Association’s new four point call to action coinciding with a recently released thought leadership study on the profession

Panelists: David George, Deputy Chief Investment Officer, Public Markets, of Australia’s Sovereign Wealth Fund, the Future Fund, Jayne Bok, Willis Towers Watson and Minjun Kim, Co-Founder and Managing Partner, Strategic Asset Partners (SAP)

CAIA Association and Duff & Phelps - Alternative Asset Valuation in the Best of Times, in the Worst of Times
Jun 23 2020 - 12:00pm Time zone: HKT

Description: A key challenge in the alternative investment industry is to provide investors with relevant and reliable valuation information on a regular basis. Many have asked, What is Fair Value? Do investors (LPs) WANT Fair Value? Why do we NEED Fair value. Listen to the recording of this webcast, where these questions were answered and there was a discussion on the practical steps fund managers and investors in non-traded or infrequently traded debt and equity investments take as they exercise their fiduciary duty to report independent and credible fair value information to investors and stakeholders.

Panelists: David Larsen, Managing Director, Portfolio Valuation, U.S. Duff & Phelps, Rishi Aswani, Managing Director, Portfolio Valuation, India Duff & Phelps, Bennett Cupit, Director, Portfolio Valuation, Hong Kong Duff & Phelps

Moderator: Jo Murphy, Managing Director, Industry Relations, Asia Pacific

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

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

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

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

Emerging Manager Series: What Drives Emerging Manager Performance in Private Assets?
Sep 29 2020 - 12:00pm Time zone: CEST

Description: Emerging Managers have shown to be a high source of alpha in private assets. Are the descriptive and indicative factor(s) driving such performance individualistic or circumstantial and do emerging managers have staying power? What are the key differentiating traits that allows for their performance and  how are LPs allocating to Emerging Managers. 

Panelists: Lydia Ofori, CFA, CAIA, Tim Jenkinson, Professor of Finance and Director, Private Equity Institute, Oxford University, Dushy Sivanithy Senior Principal, Private Equity Markets CPPIB, and Jack Wu, CFA, Content Director, CAIA APAC 

CAIA Information Session - EMEA
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.

-------------------------------------------------------------------------

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.

Data Science for Jobs of the Future with Metis Kaplan
Sep 24 2020 - 1:00pm Time zone: EDT

Description: Discussion about what is essential for people at various job-levels to know about data science.

- Introduction by Mehrzad Mahdavi (Executive Director FDPI)
- About FDP/CAIA with Keith Black & Mehrzad Mahdavi
- Future of Data Science Jobs in Finance
- About the FDP Charter
- About the FDP Exam
- Javed Ahmed Explores the FDP Exam Review Course
-Q&A

Panelists: Javed Ahmed, Senior Data Scientist, Metis Kaplan, Hossein Kazemi, Senior Advisor of Curriculum, CAIA Association & FDP Institute, Mehrzad Mahdavi, Executive Director, FDP Institute

Learn More About the FDP Institute Remote Proctored Exam Experience
Sep 30 2020 - 4:00pm Time zone: EDT

Description: Join us for a webinar with Blayne Fox, Client Success Manager at Prometric. Blayne will share best practices for the Remote Proctored Exam Day on December 1. Please share your questions questions prior to the webinar prior to the webinar upon registration. Presentation will last approximately 30 minutes followed by Q&A.

Panelists: Blayne Fox, Client Success Manager, Prometric, and Mirjam Dekker, Project Manager, FDP Institute

Daniel Liebau & Michael Weinberg Discuss the Ethical Use of Machine Learning in Financial Markets - Myth or Miracle?
Oct 2 2020 - 11:00am Time zone: EDT

Description: Industry experts have divergent views on our topic: Some say that machines will never behave ethically - even human experts fail to do so. Others suggest the only chance for financial markets to become more ethical are intelligent machines. Our discussion will focus on the ethical use of AI released by financial services regulators can be operationalized to help industry professionals and executive teams alike think about opportunities, risks as well as required actions to strive ethically in our data-driven world.

Panelists: Michael Oliver Weinberg Managing Director, Head of Hedge Funds and Alternative Alpha, APG Asset Management, Daniel Liebau, Founding Director, Lightbulb Capital, and Bill Kelly, CEO, CAIA Association

FDP Institute - Candidate Orientation Session: Learn everything about the upcoming exam
Sep 16 2020 - 1:00pm Time zone: EDT

Description: To support our Candidates and those considering the pursuit of the FDP designation, we offer a brief, live webinar with our Candidate Relations and Curriculum team. Hossein Kazemi, Senior Director of Curriculum, and Keith Black offer guidance on how to prepare for the upcoming FDP exam and how to best prepare for your exam appointment. A typical Orientation Session will include the following:
• Review sample exam questions.
• Learn exam-taking tips.
• Have your questions answered by our exam experts.

Panelists: Hossein Kazemi, Ph.D., CFA, Senior Director of Curriculum, FDP Institute, and Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association

CAIA and FDP Webinar: FinTech, Crypto and Alternative Data: Impact on the Future of Financial Services
Sep 16 2020 - 12:00pm Time zone: HKT

Description: Join us to hear key insights, presented by leading industry voices, as they share their take on current trends for this sector, as well as a dive into what’s ahead. In this fast-paced session you’ll equip yourself with an up-to-date view on important topics, gain familiarity with mega trends, as well as a more regional dive into what’s happening in the Asia Pacific.

Panelists: Henri Arslanian, Global Crypto Leader, PwC, Jame DiBiasio, Founder & Editor, DigFin Group, Joanne Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association, Dr. Mehrzad Mahdavi, CEO, Executive Director, Financial Data Professional Institute, and Will Wang, CAIA, CFA, CMT, Managing Director and Partner, Inheliance Asset Management Ltd, CAIA Hong Kong Chapter Head

Catherine Wood discusses Integrating Disruptive Innovation Into an Organization's DNA
Sep 9 2020 - 4:00pm Time zone: EDT

Description: A conversation with Cathie Wood, Founder and CEO of ARK Investment Management, about investing at the pace of innovation, identifying long term growth, and bringing together a talented, agile, diverse team. This presentation lasts approximately 1 hour.

Panelists: Catherine Wood, Founder and CEO, ARK Investment Management, and Bill Kelly, CEO, CAIA Association

Eagle Alpha discusses Alternative Data for Investment Strategies
Sep 2 2020 - 1:00pm Time zone: EDT

Description: Ronan Crosson (data strategy) and Thomas Combes (data science) of Eagle Alpha will review what is Alt Data and share market trends and adoption. They will discuss ROI on alt data and show use cases for the most popular datasets for both discretionary funds and quants funds. While highlighting the importance of getting the processes right they will touch upon the end-to-end process: Discovery, Prioritization, Evaluation, Procurement & Integration. The session will also include a deep dive on quality testing for alternative datasets.

Panelists: Ronan Crosson, Director, Data Strategy & Analytics, Eagle Alpha, Thomas Combes, Head of Data Science, Eagle Alpha, and Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association

Nigel Noyes discusses Data Science in Production
Aug 6 2020 - 1:00pm Time zone: EDT

Description: Listen in as FDP Institute has a discussion with Nigel Noyes as he references architectures for using Data Science in production. The presentation lasts approximately 1 hour including Q&A.

Panelists: Nigel Noyes, Principal Data Scientist, Quicken Loans

Michelle Seng Ah Lee discusses Challenges of Algorithmic Fairness in Financial Services
Jul 29 2020 - 1:00pm Time zone: EDT

Description: As the financial services sector increasingly adopts advanced algorithms, including machine learning and AI, there has been greater regulatory and public scrutiny on the potential for algorithms to replicate unfair bias and discrimination against disadvantaged groups, exacerbating existing inequalities. This webinar will walk through use cases in mortgage lending and in peer-to-peer lending to discuss the complex challenges of trying to make the algorithms "fair" in evaluating credit risk of minority groups.

The presentation will last approximately 40 minutes followed by 15-20 minutes for Q&A.

Panelists: Michelle Seng Ah Lee, PhD Researcher, Compliant & Accountable Systems Research Group, University of Cambridge

Dr. Gueorgui Konstantinov discusses Factor and Asset Allocation: The Role of Networks and LASSO
Jul 16 2020 - 11:00am Time zone: EDT

Description: Dr. Gueorgui Konstantinov will be speaking about the financial Industry needs for new Methods to model and explain the complex market behavior. The industry is in a state of transition. The Asset Management Industry must avoid over-fitting, and adjust findings for false discoveries. Using machine learning and predictive models, investors can find asset and factor allocation solutions. Implementing LASSO regressions help to derive asset and factor allocation. Network theory and predictive models help to derive portfolio allocation in a new way, which successfully captures economic relationships. However, it is inevitable to evaluate the new strategies in a manner consistent with the requirements in the brave new financial world. Adjusting the Sharpe Ratios and t-Statistics become inevitable in the new set up. The focus in the webinar is in the application of new tools in Investment Management.

The presentation will last approximately 40 minutes followed by 15-20 minutes for Q&A.

Panelists: Dr. Gueorgui Konstantinov, CAIA, FDP, Senior Portfolio Manager Fixed-Income and Currencies, LBBW Asset Management, and Keith Black, Ph.D.,CAIA, CFA, FDP, Managing Director of Content Strategy, CAIA Association

Alireza Yazdani discusses Machine Learning Prediction of Recessions: An Imbalanced Classification Approach
Jul 8 2020 - 1:00pm Time zone: EDT

Description: We examine the problem of predicting recessions from a machine learning perspective. We employ a number of machine learning algorithms to predict the likelihood of recession in a given month using historical data from a set of macroeconomic time series predictors. We argue that, due to the low frequency of historical recessions, this problem is better dealt with an imbalanced classification approach. We apply measures to compensate for class imbalance and use various performance metrics to evaluate and compare models. With these measures in place, ensemble machine learning models predict recessions with high accuracy and great reliability. In particular, a Random Forest model achieves a near perfect True Positive Rate within the historical training sample, generalizes extremely well to a test period containing 2008-2009 financial crisis, and shows elevated recession probabilities during the last few months of 2019, associated with the tightened macroeconomic environment and worsened by global pandemic.

The presentation will last approximately 40 minutes followed by 15-20 minutes for Q&A.

Panelists: Alireza Yazdani, Chief Data Scientist & Founder, Calcolo Analytics LLC

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