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CloseTo support FDP Candidates and those considering the pursuit of the FDP Charter, we offered a brief, live webinar with our Curriculum & Candidate Relations team to help prepare you for your exam experience. A typical Orientation Session includes:
Description: In this fireside chat and live demonstration, Cordell Tanny shared with Dr. Hossein Kazemi his journey through his financial services career and how it led him to the FDP designation. He described his experiences with the program and how the material learned in the curriculum helped him not just advance his knowledge of how machine learning and AI can be used in finance, but also how to apply many of the concepts to his daily workflow.
The CAIA Boston Chapter presented a virtual panel discussion of global leaders who have led significant financial service organizations through periods of change and innovation over the last couple of decades. Learn how they have taken, adapted, and augmented those skills in this new era of digital disruption and innovation 2.0, under the broad heading of DeFi. How do they assess the new opportunities within a sea of disruption, and learn why the underpinnings of risk management, process, and procedure remain so critically important for a sustainable business model.
Description: Nowadays, the availability of alternative data and their adoption in the asset management industry to improve investment decision processes is a widespread alternative approach. It comes with the help of Machine Learning and Artificial Intelligence techniques that allow the processing of these data, reducing their noise, and converging Big Data into Smart Data.
Today, ESG is no longer just an acronym but a reality, expected to reach a third of assets under management by 2025. It is spreading across all asset classes, including the less liquid ones. ESG now defines the new frontier of alternative investments. Our speakers had a lively discussion on the recent trends in alternative investments, how ESG impacts the alternative investment business and the important role of data.
Being a CAIA member signals to the investment community my dedication to being educated. It demonstrates my expertise in alternative investments and that I am a respected professional.
Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
At this point, the “demise of the 60/40” and “return of the 60/40” headlines are boring, not to mention that it’s an ineffective debate for our clients. When we manage money on behalf of clients, allocations and investment products are the results of the goals and objectives established by the client, not the driving force. Claiming one allocation strategy is better or worse than another fails to put the client’s needs at the center.
Description: In Q4 2022, Coinbase surveyed 140 institutional investors to gauge the sentiment of digital assets. 72% of respondents had a positive view and indicated that digital assets are here to stay. While many institutions may not have made a direct investment into digital assets (i.e. buying bitcoin), exposures to digital assets and blockchain technology are very likely in the vast majority of institutional portfolios whether it be through a venture capital fund, hedge fund, or publicly traded company.
Description: This session covered the fundamentals of private debt strategies, followed by a short, moderated panel discussion on some current events and other considerations when looking at this $1 trillion+ industry.
Description: The world of alternative investments and interest in them has never been greater. Stimulated by investors keen to seek alternative forms of investment products, delivering differentiating return sources, and diversifying away from a more traditional equity / fixed income and cash portfolio, understanding this sector is key. Watch Jo and Will as they shared their views, provided key take-aways and answered your questions to ensure you’re ready to take advantage of what future career opportunities might hold.
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