Marc deBree, CAIA, Chapter Executive

Mark deBree, Managing Director and Head of Real Estate and Alternatives for the TIAA General Account, is responsible for developing and directing investment strategy and overseeing investment activity within the General Account’s global, multi-asset class alternatives portfolio totaling over $60 billion. This diversified portfolio includes strategies allocated across real estate equity and commercial mortgages, private equity, agriculture, timber, energy, and infrastructure. Previously, Mr.

Doug Ashburn, CAIA, Chapter Executive

Doug Ashburn, CAIA, spent more than 20 years as a derivatives market maker and asset manager before “reincarnating” as a financial media professional a decade ago. Before joining Britannica Money, Doug spent nearly six years managing content marketing projects for a dozen clients, including The Ticker Tape, TD Ameritrade’s market news and financial education site for retail investors. He has been a CAIA charter holder since 2006, and also held a Series 3 license during his years as a derivatives specialist.

Michael Going, CAIA, Chapter Co-Head

Michael Going is a partner at Ahakista Capital, drawing on over twenty years of financial services experience in investor relations and capital raising. He has held senior roles at Merrill Lynch, Efficient Capital Management, and Subtext Investment Management, focusing on alternative investments, client relations, and business development. Michael has led nationwide initiatives in both private and public markets, developing processes for private funds and liquid quant funds, and working extensively with global institutional investors.

Leveraging Large Language Models (LLMs) on Domain Specific Knowledge

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

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. In addition, he presented the OpenBB SDK which allows programmatic access to the data from the OpenBB Terminal, allowing quants, analysts and developers to build custom tools and dashboards. Dr.

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?