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In this first session of the internship boot camp with AIMA & CAIA Association, we covered an overview of alternative investments and addressed current trends across the industry and asset classes.
There's never been a more crucial time to stand out. The transformative effect of data science on the finance industry requires today's finance professionals to understand the application of big data, data mining, workflow automation and machine learning in investment decisions. The Financial Data Professional (FDP) is a global designation for investment professionals with data science skills. The Financial Data Professional Institute (FDPI), established by CAIA Association, has designed a self-study program to provide financial professionals with an efficient path to learn the essential aspects of financial data science. Senior Advisor, Hossein Kazemi and Managing Director, Keith Black shared how you can obtain your Financial Data Professional credential.
The democratization of alternative investments beyond the institutional allocator salutes a new investor – the individual. Clients are finding their desired financial outcomes to be ever more elusive, resulting in a wave of new and innovative investment products coming to market. While this sparks investor interest, it also highlights a critical education gap across the entire value chain of the private wealth management industry. This panel discussion explored the evolution of the private wealth management industry, whose investment toolkit is increasingly being augmented by the ongoing democratization of alternative investment strategies, and further introduced CAIA Association’s recently announced learning platform, UniFi by CAIA™.
Efficient Data Analysis provides solid predictive power for Investment Management. Data can also be cumbersome and generate Chaos if not handled properly. Learn how to make sure to get the utmost of it for your business! Presentation lasted approximately 45 minutes followed by 15 minutes of Q&A.
Innovations in technology have revolutionized financial services to an extent that large financial institutions are behaving like technology companies! It is no secret that technological innovations like Data Science and AI are fundamentally changing how financial products are created, tested and delivered. While it is exciting to learn about technologies themselves, there is very little guidance available to companies and financial professionals about how they should retool and gear themselves towards the upcoming revolution. In this master class, we discussed key innovations in Data Science and AI and connected applications of these novel fields in forecasting and optimization. Through case studies and examples, we demonstrated why now is the time you should invest to learn about the topics that will reshape the financial services industry of the future!
CAIA CEO Bill Kelly and Jane Abitanta, CEO of Perceval Associates, speak with members of the Private Markets Club at the University of Delaware, who recently released a special edition newsletter, titled “Analyzing The Private Investment Boom in India.” They also discussed a forthcoming newsletter, which will focus on sports and private equity.
The Portfolio for the Future simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward. Rising inflation, tightening monetary policy, low and volatile interest rates, and high valuations mean that the Portfolio for the Future will be defined by five distinct “marks”: Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged, and Dependent on Operational Alpha.
The Portfolio for the Future™ simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward. Rising inflation, tightening monetary policy, low and volatile interest rates, and high valuations mean that the Portfolio for the Future will be defined by five distinct “marks”: Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged, and Dependent on Operational Alpha.
Learn how to obtain the CAIA Charter with CAIA EVP John Bowman, EMEA Managing Director, Laura Merlini, and guest speakers David Ryan, CFA, CAIA, FRM, Head of Multi Asset Funds, Setanta Asset Management, and Lizette Landeras, CAIA, VP Credit Risk & Analysis, Kandeo Asset Management.
This presentation focused on the value of professionalism, and how earning the CAIA Charter equips practitioners with a more holistic, multi-dimensional outlook as they construct modern portfolios.
CAIA CEO Bill Kelly speaks with Managing Director Aaron Filbeck, CAIA, CFA, CIPM, FDP to discuss some of the findings from our recently released report, Portfolio for the Future™. Filbeck focused on the state of the total investible market, of which $18 trillion, or 12%, are currently invested in alternatives.