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 Online Remote Proctoring Orientation (OnVUE)
Dec 8 2020 - 9:15am Time zone: EST

Description: Please join us for a 45 minute Orientation Session regarding the OnVUE experience. The following topics will be discussed:
- Preparing for you OnVUE exam
- What to expect on exam day
- Tip & Techniques for success
- Available Resources
- Q&A
This web seminar is open to anyone interested in learning more about the OnVUE exam experience.

Panelists: Nelson Lacey, Director of Exams, CAIA Association and Sarah Auerbach, Director of Candidate & Member Relations, CAIA Association

The Art of Due Diligence: Exploring the Qualitative Aspects of Manager Research
Dec 9 2020 - 11:00am Time zone: EST

Description: Often, investment professionals tend to focus on the quantitative aspects of selecting external managers. However, a very important part of the manager research process heavily relies on qualitative factors, such as personnel and team, firm culture, and alignment of incentives. Join Mark Rzepczynski, Keith Black, PhD, CFA, CAIA, FDP, and Aaron Filbeck, CFA, CAIA, CIPM as they discuss the results of a recent survey conducted by CAIA Association to better understand the qualitative factors of importance to LPs and GPs during the manager research process.

Panelists: Mark Rzepczynski, CEO, AMPHI Research and Trading, Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association and Aaron Filbeck, CFA, CAIA, CIPM, Associate Director, Content Development, CAIA Association

The Art of Due Diligence: Exploring the Qualitative Aspects of Manager Research (Asia Pacific)
Dec 11 2020 - 11:30am Time zone: HKT

Description: Often, investment professionals tend to focus on the quantitative aspects of selecting external managers. However, a very important part of the manager research process heavily relies on qualitative factors, such as personnel and team, firm culture, and alignment of incentives. Join Keith Black, PhD, CFA, CAIA, FDP, Joanne Murphy and Jack Wu, CFA as they discuss the results of a recent survey conducted by CAIA Association to better understand the qualitative factors of importance to LPs and GPs during the manager research process.

Panelists: Keith Black, PhD, CFA, CAIA, FDP, Joanne Murphy, Managing Director, APAC Industry Relations, and Jack Wu, CFA, Director of Content Development, CAIA APAC 

Is Cryptocurrency Ready for Institutional Investors?: CAIA Webcast hosted with CAIA San Francisco
Dec 14 2020 - 11:00am Time zone: PST

Description: Since the creation of Bitcoin over 11 years ago, cryptocurrencies have become one of the fastest growing asset classes. Bitcoin alone has outperformed every major asset class for the past decade which has helped drive cryptocurrency market capitalization to over $400 billion. The challenge for institutional investors is how best to get exposure to this emerging asset class while mitigating the idiosyncratic risk associated with cryptocurrency investments.

Panelists: Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association, Catherine Coley, CEO, Binance US, Tyrone Ross CEO of Onramp Invest, Daniel Eyre CEO Blockchange, Inc. and Josh Kernan CAIA, Partner, Permian Capital Management.

Alternative Investments in Africa: An Actual Overview and Future Perspectives
Dec 1 2020 - 1:00pm Time zone: CEST

Description: Africa’s financial industry is continuing to move towards a path of major growth, impacting economies, savings, and investments. This webcast will highlight key trends and future industry issues while bringing together institutional investors, private equity players, and stakeholders to identify challenges and opportunities across the Continent. The agenda has been designed to provide local asset owners, foreign asset owners, and asset managers a clear and comprehensive view of the African alternative investment market. Our panel of experts will share their views on the current investment climate, the strategies to overcome existing challenges and the opportunities available to educated and savvy investors.

Panelists: William J. Kelly, CEO, CAIA Association, Dave Uduanu, CFA, CEO, Sigma Pension Limited, Michelle Kathryn Essome, Managing Director, EJE Ltd., Ngaa Gumbo, Head of Alternative Investments, First Mutual Wealth, Soukeyna Kane Wade, CAIA, Global Coverage Banker, Europe Ecobank Transnational Incorporated, John L. Bowman, CFA, Senior Managing Director, CAIA Association, Hubert Danso, Chairman, Africa PLC, and Laura Merlini, CAIA, Managing Director, EMEA, Industry Relations, CAIA Association.

Modeling Expected Returns Across the Beta Spectrum
Nov 18 2020 - 12:00pm Time zone: EST

Description: In this recording, Aaron Filbeck, CFA, CAIA, CIPM, Associate Director of Content Development at CAIA Association is joined by Paisley Nardini, CFA, CAIA, Strategist at Invesco, and Vanessa Wieliczko, CFA, CAIA, CFP®, Director of Investments at HoyleCohen where they discuss forward-looking capital market assumptions (CMAs) that might alter desired future portfolio positioning. 

As forecasted return expectations have declined in traditional investments and correlations have converged, investors are actively seeking exposure to private markets and alternative investments. While the use of CMAs for traditional assets has been widely adopted, their applications in private markets and alternative investments introduce additional challenges and required considerations. This discussion will provide guidance to investors as they seek to thoughtfully construct portfolios and properly communicate expectations.

Panelists: Aaron Filbeck, CFA, CAIA, CIPM, Associate Director of Content Development, CAIA Association, Paisley Nardini, CFA, CAIA, Strategist, Invesco, and Vanessa Wieliczko, CFA, CAIA, CFP®, Director of Investments, HoyleCohen
 
View Slide Presentation

View 2021 Long-Term Capital Market Assumptions

CAIA Charter Information Session
Nov 16 2020 - 12:00pm Time zone: EST

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

What About Beta: U.S. Election Edition
Nov 10 2020 - 2:00pm Time zone: EST

Description: As a special guest on this edition of What About Beta, Anthony Scaramucci of Skybridge Capital, sits down with Aaron Filbeck, CFA, CAIA, CIPM and Bill Kelly of CAIA Association in a rapid-fire discussion on monetary policy, access to private markets, ESG, and current opportunities such as opportunity zones and infrastructure.

Panelists: Anthony Scaramucci, Founder and Co-Managing Partner of Skybridge, Bill Kelly, CEO, CAIA Association, and Aaron Filbeck, CFA, CAIA, CIPM, Associate Director of Content Development, CAIA Association

In Conversation with Weijian Shan - Private Equity Deals in History
Oct 29 2020 - 12:00pm Time zone: HKT

Description: Please join us for a conversation with Weijian Shan, CEO & Chairman of PAG as he shares a case study relating to his new book : MONEY GAMES: The Inside Story of How American Dealmakers Saved Korea’s Most Iconic Bank. Shan will reveal lessons learnt from one of the most successful and dramatic PE deals in history. Post Shan’s presentation, Jo Murphy, Managing Director, Asia Pacific, Industry Relations CAIA Association will moderate a conversation with Weijian Shan touching upon :

• The role private equity can play in saving national economies and companies and creating value
• Lessons from the Asian financial crisis of 1998 that we can apply to today’s global financial crisis
• What’s behind the curtain of the secret world of private equity
• What lies ahead for the Asian economy

Panelists: Weijian Shan, Chairman and CEO, PAG, and Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association

Transforming the Workplace: Recruiting and Cultivating for Inclusivity
Oct 29 2020 - 10:00am Time zone: EDT

Description: Organizations face any number of challenges over their lifecycle, but 2020 has presented some of the most unique and demanding – while also, perhaps, being the most stimulating and inspiring. Tackling the issues of diversity and inclusion while also shifting to a totally-remote workforce requires skillsets and thinking that may never have been considered before. How do hiring practices change? What are the implications for the existing teams? How do you “bring everyone along”? CAIA Association’s Head of HR, Emma Hood, brings together three of the industry’s leading thinkers on topics like these and more for a conversation on best practices and making cultural shifts that stick.

Panelists: Angel Stewart, Director of Talent Management at the TOIGO Foundation, Allison Nolan, Founder, Athena International Management, Kyle Samuels, Founder, Creative Talent Endeavors(CTE), and Emma Hood, Head of HR, CAIA Association

CAIA India Information Session: Your Questions Answered
Oct 23 2020 - 5:00pm Time zone: IST

Description: Listen in to our CAIA Charter Information Session and connect with our expert panel of speakers as they explore and review information about the CAIA Association, our flagship CAIA Charter Designation program, as well as take time to answer all your questions on the program and how it can benefit you and your career.

Panelists: Manan Vaishnav, CAIA, CAIA India Chapter Executive and Vice President, Listed Derivatives Sales, Deutsche Equities India, Shreekant Daga, CAIA, CFA, FRM, Associate Director, Liaison Office India, CAIA Association and Jainendra Shandilya, CAIA, CAIA India Chapter Head

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

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

Top Industry Leaders Discuss Scaling AI Deployments – Opportunities and Challenges
Oct 16 2020 - 12:00pm Time zone: EDT

Description: Please join us for an informative and interactive session with top industry leaders. Nicolaus Henke, Sr. Partner, McKinsey & Co; Jane Buchan, CEO of Martlet Asset Management; and Bill Kelly, CEO of CAIA speak with Dr. Mehrzad Mahdavi about the explosive growth of AI and its impact on the financial services. According to a McKinsey report, AI creates $10-15 trillion per year of value add across industries. However, while some companies have made much progress, most companies find it hard to scale AI and machine learning into their working practices beyond pilots. The challenges are less technical VS other areas such as data, talent and culture change. The discussion will focus on best practices to scale AI deployments. Jane Buchan and Bill Kelly discuss the value add created by AI in asset management industry.

Panelists: Nicolaus Henke, Sr. Partner, McKinsey & Co, Jane Buchan, CEO, Martlet Asset Management, Bill Kelly, CEO, CAIA Association and Dr. Mehrzad Mahdavi, Executive Director, FDP Institute

CAIA Online Remote Proctoring Orientation (OnVUE)
Dec 8 2020 - 9:15am Time zone: EST

Description: Please join us for a 45 minute Orientation Session regarding the OnVUE experience. The following topics will be discussed:
- Preparing for you OnVUE exam
- What to expect on exam day
- Tip & Techniques for success
- Available Resources
- Q&A
This web seminar is open to anyone interested in learning more about the OnVUE exam experience.

Panelists: Nelson Lacey, Director of Exams, CAIA Association and Sarah Auerbach, Director of Candidate & Member Relations, CAIA Association

The Art of Due Diligence: Exploring the Qualitative Aspects of Manager Research
Dec 9 2020 - 11:00am Time zone: EST

Description: Often, investment professionals tend to focus on the quantitative aspects of selecting external managers. However, a very important part of the manager research process heavily relies on qualitative factors, such as personnel and team, firm culture, and alignment of incentives. Join Mark Rzepczynski, Keith Black, PhD, CFA, CAIA, FDP, and Aaron Filbeck, CFA, CAIA, CIPM as they discuss the results of a recent survey conducted by CAIA Association to better understand the qualitative factors of importance to LPs and GPs during the manager research process.

Panelists: Mark Rzepczynski, CEO, AMPHI Research and Trading, Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association and Aaron Filbeck, CFA, CAIA, CIPM, Associate Director, Content Development, CAIA Association

Is Cryptocurrency Ready for Institutional Investors?: CAIA Webcast hosted with CAIA San Francisco
Dec 14 2020 - 11:00am Time zone: PST

Description: Since the creation of Bitcoin over 11 years ago, cryptocurrencies have become one of the fastest growing asset classes. Bitcoin alone has outperformed every major asset class for the past decade which has helped drive cryptocurrency market capitalization to over $400 billion. The challenge for institutional investors is how best to get exposure to this emerging asset class while mitigating the idiosyncratic risk associated with cryptocurrency investments.

Panelists: Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association, Catherine Coley, CEO, Binance US, Tyrone Ross CEO of Onramp Invest, Daniel Eyre CEO Blockchange, Inc. and Josh Kernan CAIA, Partner, Permian Capital Management.

Modeling Expected Returns Across the Beta Spectrum
Nov 18 2020 - 12:00pm Time zone: EST

Description: In this recording, Aaron Filbeck, CFA, CAIA, CIPM, Associate Director of Content Development at CAIA Association is joined by Paisley Nardini, CFA, CAIA, Strategist at Invesco, and Vanessa Wieliczko, CFA, CAIA, CFP®, Director of Investments at HoyleCohen where they discuss forward-looking capital market assumptions (CMAs) that might alter desired future portfolio positioning. 

As forecasted return expectations have declined in traditional investments and correlations have converged, investors are actively seeking exposure to private markets and alternative investments. While the use of CMAs for traditional assets has been widely adopted, their applications in private markets and alternative investments introduce additional challenges and required considerations. This discussion will provide guidance to investors as they seek to thoughtfully construct portfolios and properly communicate expectations.

Panelists: Aaron Filbeck, CFA, CAIA, CIPM, Associate Director of Content Development, CAIA Association, Paisley Nardini, CFA, CAIA, Strategist, Invesco, and Vanessa Wieliczko, CFA, CAIA, CFP®, Director of Investments, HoyleCohen
 
View Slide Presentation

View 2021 Long-Term Capital Market Assumptions

CAIA Charter Information Session
Nov 16 2020 - 12:00pm Time zone: EST

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

What About Beta: U.S. Election Edition
Nov 10 2020 - 2:00pm Time zone: EST

Description: As a special guest on this edition of What About Beta, Anthony Scaramucci of Skybridge Capital, sits down with Aaron Filbeck, CFA, CAIA, CIPM and Bill Kelly of CAIA Association in a rapid-fire discussion on monetary policy, access to private markets, ESG, and current opportunities such as opportunity zones and infrastructure.

Panelists: Anthony Scaramucci, Founder and Co-Managing Partner of Skybridge, Bill Kelly, CEO, CAIA Association, and Aaron Filbeck, CFA, CAIA, CIPM, Associate Director of Content Development, CAIA Association

Transforming the Workplace: Recruiting and Cultivating for Inclusivity
Oct 29 2020 - 10:00am Time zone: EDT

Description: Organizations face any number of challenges over their lifecycle, but 2020 has presented some of the most unique and demanding – while also, perhaps, being the most stimulating and inspiring. Tackling the issues of diversity and inclusion while also shifting to a totally-remote workforce requires skillsets and thinking that may never have been considered before. How do hiring practices change? What are the implications for the existing teams? How do you “bring everyone along”? CAIA Association’s Head of HR, Emma Hood, brings together three of the industry’s leading thinkers on topics like these and more for a conversation on best practices and making cultural shifts that stick.

Panelists: Angel Stewart, Director of Talent Management at the TOIGO Foundation, Allison Nolan, Founder, Athena International Management, Kyle Samuels, Founder, Creative Talent Endeavors(CTE), and Emma Hood, Head of HR, 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

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

Description: In this recording William Kelly, CEO, CAIA Association and Aaron Filbeck, Associate Director, Content Development, CAIA, 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

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

View Slide Deck

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

The Art of Due Diligence: Exploring the Qualitative Aspects of Manager Research (Asia Pacific)
Dec 11 2020 - 11:30am Time zone: HKT

Description: Often, investment professionals tend to focus on the quantitative aspects of selecting external managers. However, a very important part of the manager research process heavily relies on qualitative factors, such as personnel and team, firm culture, and alignment of incentives. Join Keith Black, PhD, CFA, CAIA, FDP, Joanne Murphy and Jack Wu, CFA as they discuss the results of a recent survey conducted by CAIA Association to better understand the qualitative factors of importance to LPs and GPs during the manager research process.

Panelists: Keith Black, PhD, CFA, CAIA, FDP, Joanne Murphy, Managing Director, APAC Industry Relations, and Jack Wu, CFA, Director of Content Development, CAIA APAC 

In Conversation with Weijian Shan - Private Equity Deals in History
Oct 29 2020 - 12:00pm Time zone: HKT

Description: Please join us for a conversation with Weijian Shan, CEO & Chairman of PAG as he shares a case study relating to his new book : MONEY GAMES: The Inside Story of How American Dealmakers Saved Korea’s Most Iconic Bank. Shan will reveal lessons learnt from one of the most successful and dramatic PE deals in history. Post Shan’s presentation, Jo Murphy, Managing Director, Asia Pacific, Industry Relations CAIA Association will moderate a conversation with Weijian Shan touching upon :

• The role private equity can play in saving national economies and companies and creating value
• Lessons from the Asian financial crisis of 1998 that we can apply to today’s global financial crisis
• What’s behind the curtain of the secret world of private equity
• What lies ahead for the Asian economy

Panelists: Weijian Shan, Chairman and CEO, PAG, and Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association

CAIA India Information Session: Your Questions Answered
Oct 23 2020 - 5:00pm Time zone: IST

Description: Listen in to our CAIA Charter Information Session and connect with our expert panel of speakers as they explore and review information about the CAIA Association, our flagship CAIA Charter Designation program, as well as take time to answer all your questions on the program and how it can benefit you and your career.

Panelists: Manan Vaishnav, CAIA, CAIA India Chapter Executive and Vice President, Listed Derivatives Sales, Deutsche Equities India, Shreekant Daga, CAIA, CFA, FRM, Associate Director, Liaison Office India, CAIA Association and Jainendra Shandilya, CAIA, CAIA India Chapter Head

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

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

 

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: In this webcast, you will listen to key insights, presented by leading industry voices on current trends for this sector, as well as a dive into what’s ahead. This fast-paced session will equip you 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

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

Alternative Investments in Africa: An Actual Overview and Future Perspectives
Dec 1 2020 - 1:00pm Time zone: CEST

Description: Africa’s financial industry is continuing to move towards a path of major growth, impacting economies, savings, and investments. This webcast will highlight key trends and future industry issues while bringing together institutional investors, private equity players, and stakeholders to identify challenges and opportunities across the Continent. The agenda has been designed to provide local asset owners, foreign asset owners, and asset managers a clear and comprehensive view of the African alternative investment market. Our panel of experts will share their views on the current investment climate, the strategies to overcome existing challenges and the opportunities available to educated and savvy investors.

Panelists: William J. Kelly, CEO, CAIA Association, Dave Uduanu, CFA, CEO, Sigma Pension Limited, Michelle Kathryn Essome, Managing Director, EJE Ltd., Ngaa Gumbo, Head of Alternative Investments, First Mutual Wealth, Soukeyna Kane Wade, CAIA, Global Coverage Banker, Europe Ecobank Transnational Incorporated, John L. Bowman, CFA, Senior Managing Director, CAIA Association, Hubert Danso, Chairman, Africa PLC, and Laura Merlini, CAIA, Managing Director, EMEA, 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 

CAIA Information Session - EMEA
Sep 30 2019 - 11:00am Time zone: BST

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

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

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

Spanish-speaker exclusive! Learn more about the CAIA exams - join a CAIA information session in Spanish
Dec 13 2018 - 12:00pm Time zone: EDT

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

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

There are no upcoming infoseries at this time.

Top Industry Leaders Discuss Scaling AI Deployments – Opportunities and Challenges
Oct 16 2020 - 12:00pm Time zone: EDT

Description: Please join us for an informative and interactive session with top industry leaders. Nicolaus Henke, Sr. Partner, McKinsey & Co; Jane Buchan, CEO of Martlet Asset Management; and Bill Kelly, CEO of CAIA speak with Dr. Mehrzad Mahdavi about the explosive growth of AI and its impact on the financial services. According to a McKinsey report, AI creates $10-15 trillion per year of value add across industries. However, while some companies have made much progress, most companies find it hard to scale AI and machine learning into their working practices beyond pilots. The challenges are less technical VS other areas such as data, talent and culture change. The discussion will focus on best practices to scale AI deployments. Jane Buchan and Bill Kelly discuss the value add created by AI in asset management industry.

Panelists: Nicolaus Henke, Sr. Partner, McKinsey & Co, Jane Buchan, CEO, Martlet Asset Management, Bill Kelly, CEO, CAIA Association and Dr. Mehrzad Mahdavi, Executive Director, 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

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

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

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: In this webcast, you will listen to key insights, presented by leading industry voices on current trends for this sector, as well as a dive into what’s ahead. This fast-paced session will equip you 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 review what is Alt Data and share market trends and adoption. They 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 and they touched upon the end-to-end process: Discovery, Prioritization, Evaluation, Procurement & Integration. The session also includes 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