CAIA InfoSeries

Our live InfoSeries webinars 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.

What About Beta?
Aug 26 2019 - 12:00pm Time zone: EDT

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

Host: Stephanie Zwade, Business Development, CAIA Association 

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

FDP Institute - CAIA Announces A New Designation Program (EMEA)
Aug 29 2019 - 11:00am Time zone: BST

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

Guest Speakers:

  • Bill Kelly – CEO, CAIA Association
  • Hossein Kazemi, Ph.D., CFA – Senior Advisors, CAIA Association
  • Mehrzad Mahdavi, Ph.D. – Executive Director, FDP Institute
  • Mirjam Dekker – Project Manager, FDP Institute
FDP Institute - CAIA Announces A New Designation Program (APAC)
Sep 4 2019 - 12:00pm Time zone: SGT

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

Guest Speakers:

  • Bill Kelly – CEO, CAIA Association
  • Hossein Kazemi, Ph.D., CFA – Senior Advisors, CAIA Association
  • Mehrzad Mahdavi, Ph.D. – Executive Director, FDP Institute
  • Mirjam Dekker – Project Manager, FDP Institute
Real Estate Investments and Your Portfolio
Sep 5 2019 - 12:00pm Time zone: EDT

Description:
Please join Keith Black, Ph.D., CAIA, CFA, Managing Director of Curriculum and Exams, as he discusses the advantages and disadvantages in making real estate part of an investment portfolio. We characterize real estate investment based on type, including real estate investment trusts, commingled funds, syndications, and exchange-traded funds, and examine the risks that are
specific to these asset classes. Finally, we assess the market for mortgage backed securities and the use of collateralized mortgage obligations and other debt-related securities in an investment portfolio.

This session will last approximately 45-50 minutes with 10 minutes for Q & A at the end.

Host: Stephanie Zwade, Global Business Development, AMRS

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

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

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

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

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

What About Beta?
Oct 23 2019 - 12:00pm Time zone: EDT

Description: CAIA's CEO, Bill Kelly, has been keeping an eye on a few topics that could have significant impacts to our industry. Please join Bill Kelly 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.

Host: Stephanie Zwade, Business Development, CAIA Association 

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

CAIA Charter Information Series
Nov 12 2019 - 12:00pm Time zone: EDT

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

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

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

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

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

Highlights from the 2020 edition of the GIPS Standards
Aug 15 2019 - 12:00pm Time zone: EDT

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

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

Guest Speaker:

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

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

CAIA Charter Information Session
Jul 24 2019 - 12:00pm Time zone: EDT

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

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

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

Host: Cody Durant, Assistant Director of Business Development

Guest Speakers:

  • Bill Kelly – CEO, CAIA Association
  • Hossein Kazemi, Ph.D., CFA – Senior Advisors, CAIA Association
  • Mehrzad Mahdavi, Ph.D. – Executive Director, FDP Institute
  • Mirjam Dekker – Project Manager, FDP Institute
What's new at CAIA? Association News & Industry Insights
Jun 24 2019 - 12:00pm Time zone: HKT

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

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

What's new at CAIA? Association News & Industry Insights
Jun 18 2019 - 10:00am Time zone: EST

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

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

The Myths, The Reality, and The Opportunities in Machine Learning
May 23 2019 - 12:00pm Time zone: EDT

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

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

Thinking about the CAIA Exams? Join a session designed for your busy schedule. In a quick, 30-minute live* session, you’ll find out more about
Apr 9 2019 - 12:00pm Time zone: EDT
  • The CAIA Association mission
  • What the CAIA curriculum covers, including new additions to both the Level I and Level II text books
  • How the exams are formatted and what you can expect on test day
  • What tools and resources are available to support you and how best to prepare
  • The final 10 minutes of each session allow for questions.*

Panelist: Cody Durant, Assistant Director of Business Development

CAIA 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.

CAIA Updates with Bill & Cody
Mar 21 2019 - 12:00pm Time zone: EDT

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

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

What About Beta? - Opportunity Zones, Retirement Crisis, and CAIA Member Survey Results
Mar 6 2019 - 12:00pm Time zone: EDT

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

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

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

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

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

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

Highlights from the 2020 edition of the GIPS Standards
Aug 15 2019 - 12:00pm Time zone: EDT

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

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

Guest Speaker:

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

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

CAIA Charter Information Session
Jul 24 2019 - 12:00pm Time zone: EDT

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

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

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

Host: Cody Durant, Assistant Director of Business Development

Guest Speakers:

  • Bill Kelly – CEO, CAIA Association
  • Hossein Kazemi, Ph.D., CFA – Senior Advisors, CAIA Association
  • Mehrzad Mahdavi, Ph.D. – Executive Director, FDP Institute
  • Mirjam Dekker – Project Manager, FDP Institute
What's new at CAIA? Association News & Industry Insights
Jun 18 2019 - 10:00am Time zone: EST

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

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

The Myths, The Reality, and The Opportunities in Machine Learning
May 23 2019 - 12:00pm Time zone: EDT

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

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

Thinking about the CAIA Exams? Join a session designed for your busy schedule. In a quick, 30-minute live* session, you’ll find out more about
Apr 9 2019 - 12:00pm Time zone: EDT
  • The CAIA Association mission
  • What the CAIA curriculum covers, including new additions to both the Level I and Level II text books
  • How the exams are formatted and what you can expect on test day
  • What tools and resources are available to support you and how best to prepare
  • The final 10 minutes of each session allow for questions.*

Panelist: Cody Durant, Assistant Director of Business Development

CAIA Updates with Bill & Cody
Mar 21 2019 - 12:00pm Time zone: EDT

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

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

What About Beta? - Opportunity Zones, Retirement Crisis, and CAIA Member Survey Results
Mar 6 2019 - 12:00pm Time zone: EDT

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

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

A View of 2019 with CAIA CEO Bill Kelly
Jan 16 2019 - 12:00pm Time zone: EDT

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

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

Real Estate in Institutional and Individual Portfolios with Brad Case
Dec 18 2018 - 12:00pm Time zone: EDT

Description: Real estate is one of four fundamental asset classes that should be in literally every investment portfolio. Dr. Case will delve into the long-term investment attributes of public and private real estate investments including correlations, volatilities, and returns, and then use those attributes to discuss the role of real estate in mixed-asset portfolios. He will conclude with a discussion of the current real estate market situation including where we stand in the real estate market cycle, macro demand conditions, supply/construction, interest rate sensitivity, the inflation outlook, and current real estate valuations. This webinar with Brad Case Ph.D., CAIA, CFA, Senior Vice President of Nareit (National Association of Real Estate Investment Trusts) is a discussion on the importance of Real Estate as an investment vehicle, why it is important for all investors to consider including this asset class, and a review of the current state of the real estate market. This discussion will be moderated by Keith Black Ph.D., CAIA, CFA, Managing Director of Curriculum & Exams here at the CAIA Association.

Panelist: Brad Case Ph.D., CAIA, CFA, Senior Vice President, Research & Industry Information at Nareit, Keith Black, Managing Director of Curriculum & Exams and Cody Durant, Assistant Director of Business Development

FDP Institute - CAIA Announces A New Designation Program (APAC)
Sep 4 2019 - 12:00pm Time zone: SGT

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

Guest Speakers:

  • Bill Kelly – CEO, CAIA Association
  • Hossein Kazemi, Ph.D., CFA – Senior Advisors, CAIA Association
  • Mehrzad Mahdavi, Ph.D. – Executive Director, FDP Institute
  • Mirjam Dekker – Project Manager, FDP Institute
What's new at CAIA? Association News & Industry Insights
Jun 24 2019 - 12:00pm Time zone: HKT

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

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

CAIA Charter Information Session
Apr 9 2019 - 12:00pm Time zone: HKT

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

FDP Institute - CAIA Announces A New Designation Program (EMEA)
Aug 29 2019 - 11:00am Time zone: BST

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

Guest Speakers:

  • Bill Kelly – CEO, CAIA Association
  • Hossein Kazemi, Ph.D., CFA – Senior Advisors, CAIA Association
  • Mehrzad Mahdavi, Ph.D. – Executive Director, FDP Institute
  • Mirjam Dekker – Project Manager, FDP Institute
Spanish-speaker exclusive! Learn more about the CAIA exams - join a CAIA information session in Spanish
Dec 13 2018 - 12:00pm Time zone: EDT

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

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

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.