Machine Learning-Based Systematic Investing in Agency Mortgage-Backed Securities

Description: With a total outstanding balance of more than $8 trillion, agency mortgage-backed securities (MBS) represent the second largest segment of the US bond market and the second most liquid fixed-income market after US Treasuries. Institutional investors have long participated in this market to take advantage of its attractive spread over US Treasuries, low credit risk, low transaction cost, and the ability to transact large quantities with ease. MBS are made of individual mortgages extended to US homeowners.

Reframing Digital Assets: Balancing Innovation, Regulation, and Uncertainty

Description: A lot has happened in digital assets over the past few months. While broader prices have rebounded after 2022's drawdown, regulatory bodies still maintain disparate attitudes on how this technology should be regulated. Similarly, the ways in which clients can access digital assets continues to evolve, yet differ, around the world. How do these challenges impact the future of the technology, and what are the implications for portfolios?

CAIA LatAm and CFA Society Colombia Joint Webcast Elevate your Career in Finance: Unleashing the Power of Professional Designations

CAIA LatAm & CFA Society Colombia Present: Elevate your Career in Finance - Unleashing the Power of Professional Designations

Listen in on this lively conversation about the importance and added value of pursuing professional designations. The panelists discussed employer's hiring preferences, trends, personal experiences, and career advice.

Bridgette Lococo, CAIA, Chapter Executive

Bridgette Lococo is the Real Estate Product Specialist at Ares Wealth Management Solutions, where she focuses on the strategy and positioning of the firm’s real estate offerings distributed through the wealth management channel. Prior to joining the product management team in 2022, Bridgette was a Sales Associate at Ares (formerly known as Black Creek Group), responsible for sales of Black Creek’s suite of real estate offerings. Bridgette graduated from the University of Colorado with a B.S. in Business Administration (emphasis in Finance) and a Real Estate Certificate.

Leveraging Large Language Models (LLMs) on Domain Specific Knowledge

Description: Large language models such as Bard and ChatGPT are rooted in natural language processing models developed decades earlier. How did we get here? This presentation took us through this fascinating journey. Dr. Hossein Kazemi moderated this presentation with Avi Patel and Raul Salles de Padua who took us on a brief journey through the evolution in NLU and NLP, from word embeddings to the current state of LLMs. We shared how to leverage adoption of LLMs, Generative AI capabilities and better understand the LLM-Ops lifecycle.

Revolutionizing the Financial Industry Through Python and Open Source

Description: Didier Rodrigues Lopes, Founder & CEO of OpenBB discussed his journey from the pain points of doing investment research and how this led him to start building his own investment research platform in Python and raising $8.8M to democratize investment research through open source. He introduced the OpenBB Terminal - the open source investment research platform, and some of its capabilities.

Unleashing the Power of Neural Networks: A Personal Journey into Creating and Harnessing a Neural Network for Trading Stocks

In a world where artificial intelligence is becoming complex and gaining influence, creating and using a machine learning model is not only a technical endeavor but also a personal journey of exploration, challenges, and growth. Tom Pickel shared his journey of building a neural network from the ground up. Tom shared his experience in creating a neural network using Python’s basic data science packages (Numpy and Pandas) for trying to predict movements in the stock market.

Large Language Models in Finance: Advances and Impact

Alik Sokolov and Kathryn Wilkens discussed the revolution of natural language processing in recent years, and how it applies to various areas of investment management. Our ability to work with unstructured text data, which is abundant in investment management, has undergone several evolutions from the late 2010's: from sequence-to-sequence models for machine translation, to the advent of transformers and transfer learning, to the recent breakthroughs achieved by Large Language Models popularized by Chat GPT.

Ryan Sandor, CAIA

Although I earned the CAIA designation over a year ago, my career trajectory has become more clear to me. I have identified what I want the next few years of my career to look like. I feel even more confident taking the steps to see out my goals by having the CAIA designation under my belt.

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