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.

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. Join Tianyin Cheng, Director of Strategy and Volatility Indices at S&P Dow Jones Indices as she 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 webinar session will cover:

  • 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

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

Description: Please join Kathy Wilkens and Mehrzad Mahdavi for A Conversation with Rick Roche, CAIA on "The Evolution of Machine Learning in Investment Management." Our conversation will last approximately 35 minutes with the remaining time for Q&A.

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

Description: Join recent FDP Charterholder Keith Black for a conversation with Imir Arifi, Trusted AI Evangelist at DataRobot on Machine Learning Models in Credit Risk Analysis. Mr. Arifi will demo ensemble models in DataRobot and show why FDP is important. That is, knowing the models and model parameters are more important than knowing how to program in python. Our conversation will last approximately 35 minutes with the remaining time for Q&A.

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

What About Beta?
May 19 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

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

Description: Please join Kathy Wilkens and Mehrzad Mahdavi for A Conversation with Ganesh Mani on the following topics: types of data, financial data sources, the buzz around alternative data, and more. Our conversation will last approximately 35 minutes with the remaining time for 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 

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

Download Slides

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

CAIA Charter Information Session
Mar 31 2020 - 12:00pm Time zone: EST

Description: CAIA CEO Bill Kelly and Millissa Allen, CAIA, Managing Director discuss the current market challenges and education's place in this complex environment as well as they explored and reviewed information about the CAIA Charter designation program in this recording.

Host: Millissa Allen, CAIA, Managing Director and Bill Kelly, CEO CAIA Association

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

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

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

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.

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

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

Download Slides

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

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. This exclusive recording features a discussion on the key concepts of the 2020 GIPS standards and topics that impact managers of hedge funds and other alternative investments. Listen in to industry experts, Karyn D. Vincent, CFA, CIPM, Head of Global Industry Standards at the CFA Institute and Keitth Black Ph.D., CAIA, CFA, Managing Director of Curriculum and Exams at CAIA Association, who covered the important details to know.

Host: Millissa Allen, CAIA, 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

FDP Institute - CAIA Announces A New Designation Program
Jul 17 2019 - 12:00pm Time zone: EDT

Description: Are you wondering what the FDP designation is all about? Listen in as The Financial Data Professional Institute (FDPI) founders William Kelly, Hossein Kazemi, Mehrzad Mahdavi, and Mirjam Dekker go into detail on the background behind the creation of FDPI, who the program is designed for, and where the industry is headed. 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.

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: In this quick 30-minute recording, CAIA CEO, William Kelly, and our Assistant Director of Business Development, Cody Durant, provided an update on all things CAIA! This session provides news and developments about the CAIA Curriculum, upcoming events, as well as market and industry updates and perspectives from June 2019.

Panelists: William "Bill" Kelly, CEO, CAIA Association and Cody Durant, Assistant Director of Business Development, 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.

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

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. Join Tianyin Cheng, Director of Strategy and Volatility Indices at S&P Dow Jones Indices as she 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 webinar session will cover:

  • 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.

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

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.

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

Description: Please join Kathy Wilkens and Mehrzad Mahdavi for A Conversation with Rick Roche, CAIA on "The Evolution of Machine Learning in Investment Management." Our conversation will last approximately 35 minutes with the remaining time for Q&A.

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

Description: Join recent FDP Charterholder Keith Black for a conversation with Imir Arifi, Trusted AI Evangelist at DataRobot on Machine Learning Models in Credit Risk Analysis. Mr. Arifi will demo ensemble models in DataRobot and show why FDP is important. That is, knowing the models and model parameters are more important than knowing how to program in python. Our conversation will last approximately 35 minutes with the remaining time for 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 Ganesh Mani on Data Supply Chain Management
Apr 7 2020 - 1:00pm Time zone: EST

Description: Please join Kathy Wilkens and Mehrzad Mahdavi for A Conversation with Ganesh Mani on the following topics: types of data, financial data sources, the buzz around alternative data, and more. Our conversation will last approximately 35 minutes with the remaining time for 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.

A Conversation with Gene Getman Co-author of "Big Data is a Big Deal"
Jan 29 2020 - 2:00pm Time zone: EST

Description: Listen in as Kathy Wilkens and Mehrzad Mahdavi sit with Gene Getman Co-author of "Big Data is a Big Deal: An investor’s guide to the applications and challenges of alternative data" (one of the readings for the upcoming FDP Exam). This webcast lasted approximately 60 minutes including Q&A.

Panelists: Mehrzad Mahdavi, Ph.D., Executive Director, FDP Institute, Kathy Wilkens, Senior Advisor of Curriculum, FDP Institute and Gene Getman, Co-author of "Big Data is a Big Deal: An investor’s guide to the applications and challenges of alternative data" 

A Conversation with Guen Dondè, Head of Research at Institute of Business Ethics
Jan 22 2020 - 11:00am Time zone: EST

Description: Listen in as Kathy Wilkens and Mehrzad Mahdavi sit with Guen Dondè Head of Research at the Institute of Business Ethics (IBE). Some of the topics that were covered:

  • What is the impact of the GDPR from an ethical standpoint?
  • Can codes of ethics help?
  • How involved should regulators be?

This webinar is approximately 60 minutes with Q&A.

Panelists: Mehrzad Mahdavi, Ph.D., Executive Director, FDP Institute, Kathy Wilkens, Senior Advisor of Curriculum, FDP Institute and Guen Dondè Head of Research at the Institute of Business Ethics (IBE).

FDP Candidate Orientation
Jan 15 2020 - 12:00pm Time zone: EST

Description: Are you interested in becoming an FDP charterholder? This webinar features members of the FDP Curriculum Team as well as Candidate Relations. The topics discussed:

  • Curriculum Materials
  • Exam Format
  • Review of Exam Topics
  • Available Resources

Panelists: Hossein Kazemi, Senior Advisor, FDP Curriculum, and Keith Black, Ph.D., CAIA, CFA, FDP, Managing Director of Curriculum and Exams, CAIA Association

FDP Institute - Learn everything about the upcoming exam
Dec 19 2019 - 2:00pm Time zone: EST

Description: Are you wondering what the FDP designation is all about? Listen in as The Financial Data Professional Institute (FDPI) founders William Kelly and Hossein Kazemi, Executive Director Mehrzad Mahdavi, and Project Manager Mirjam Dekker go into detail on the background behind the creation of FDPI, who the program is designed for, and where the industry is headed. 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. The formal remarks of the presentation will last approximately 45 minutes with 15 minutes for Q&A.

Panelists: 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