Steven Novakovic, CAIA, CFA, Chapter Head

Steve Novakovic, CAIA, CFA is the Managing Director, CAIA Curriculum for CAIA Association. In this role, he is responsible for managing the CAIA Charter curriculum, ensuring the content remains relevant and reflects current trends in the institutional asset allocator space. He joined CAIA Association in 2022 and has been a Charterholder since 2011. Prior to CAIA Association, Steve was a faculty member at Ithaca College in Ithaca, NY, where he taught a variety of finance courses including: Cryptocurrencies, Alternative Asset Management, and Wealth Management, among others.

Dan Bienvenue, CFA, CAIA

Dan Bienvenue is a Managing Director at General Atlantic on the Capital Solutions team and focuses on the firm's solutions for pensions. Before joining General Atlantic in 2025, Dan served in several leadership roles at the California Public Employees Retirement System (CalPERS), including interim CIO on two occasions and Deputy CIO on a permanent basis. He was at CalPERS for nearly 21 years. Prior to that, his experience includes being a Principal and Senior Portfolio Manager for Barclays Global Investors (BGI) and being in the analyst program at JPMorgan out of undergrad.

Recent Advancement of Financial Machine Learning with an Emphasis on Large Language Models

Description: The recent advancement of deep learning and large language models has had a profound influence on many fields, including finance. Speakers Nino Antulov-Fantulin and Petter Kolm will provide an overview of recent ML advancements like large language models, transformers, physics-informed neural networks, graph neural networks, and their impact on decision-making, data-driven analysis, and time series forecasting in finance. The presentation will pay special attention to large language models for finance.

AI for Startups

Description: In this fast-paced, ever-evolving tech landscape, AI is not just an option; it's a necessity. As a startup, understanding AI can become your game-changing strategy. This insightful webinar is specially designed to address the pressing questions startups often have about AI:

FDP Exam - Prometric Test Center & ProProctor Remote Testing Information Session Q2-2024

Description: Map out your learning journey to obtain the FDP Charter. The FDP team will answer questions about the FDP program, where to obtain your curriculum, prep providers, preparation for exam day and focused attention on our testing options.

Panelists: Hossein Kazemi, PhD, CFA, Senior Advisor, FDP Institute, and Kim Durand, Project & General Operations Manager, FDP Institute

Governance of AI & ML in Financial Services

Description: Artificial intelligence and machine learning (AI/ML), including generative techniques, are revolutionizing the financial services sector. While they present incredible opportunities, they also come with inherent risks. Aaron Johnson, Federal Housing Finance Agency Senior Examiner will guide financial professionals through essential risk management principles tailored for AI/ML applications. We'll also touch upon pertinent regulatory guidelines from both the US and Europe.

FDP Charter Information Session Q2-2024

Description: This session will provide an outline of the FDP Charter, curriculum, background requirements, reading materials and study tools to help you prepare. FDPI Senior Advisor, Hossein Kazemi, and Project & General Operations Manager, Kim Durand will share how you can obtain your Financial Data Professional credential. Formal remarks of the presentation lasted approximately 45 minutes, with 15 minutes of Q&A.

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