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.

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

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

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.

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

CAIA Stackable Credential Pilot Program Update
Aug 21 2018 - 12:00pm Time zone: EDT

Description: In April 2018, CAIA Association announced a new and exciting opportunity for a select group of investment and financial professionals. The Stackable Credential Pilot Program was announced and allows for CFA Charterholders who meet the eligibility requirements, to forego the CAIA Level 1 exams and move directly to the Level 2 exams. Over the past 4 months we have had an opportunity to evaluate the responses to this announcement and want to provide an update on how this pilot program is progressing, some feedback, and what the future holds. CAIA’s CEO, Bill Kelly, and Cody Durant dove into some of the feedback CAIA has been receiving, discussed how this pilot program came to be, and talked about some of the common misconceptions behind the pilot program.

Panelists: CAIA CEO Bill Kelly and Director of Exams Nelson Lacey, CFA, joined Cody Durant, Assistant Director of Business Development

Big Data Ethics & CADA Updates
Jul 18 2018 - 12:00pm Time zone: EDT

Description: As we look to the future of the financial services industry, it is hard to ignore the fact that big data will continue to play a key role in all aspects of this industry. While exciting times lay ahead, we need to be mindful of how we are using this data, what should be allowed, what shouldn’t, and what is deemed ethical use of data. CAIA CEO Bill Kelly discussed these topics as well as some developments on the up and coming new CAIA designation, CADA (Chartered Alternative Data Analyst). The formal discussion lasted approximately 20 minutes with the remaining 10 minutes for Q&A.

Panelists: William J. Kelly, Chief Executive Officer

The Impact of Digital Technology on the Alternative Investment Industry
Jun 1 2018 - 12:00pm Time zone: EDT

Description: Digital technologies are radically reshaping the alternative investment industry, but a large majority of hedge funds firms appear to be too slow to respond. This is the key finding of a new report based on a global survey of hedge funds firms conducted by KPMG International and CREATE-Research. Moderated by CAIA's CEO William J. Kelly, this webinar took a deep dive into the impact digitization will have on the alternative investment industry, the likely disruption managers will face, and how business transformation requires the emergence of digital leaders. Listen to the panelists discuss the stark reality the alternative investment industry is facing: digitize or jeopardize.

Panelists: KPMG'S Anthony Cowell, Partner, Head of Asset Management, Andrew Schofield, Partner, Head of Banking, and Claire Griffin, Director, Asset Management. To learn more about the panelists, click here.

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

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.

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

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.