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CloseDescription: Map out your learning journey to obtain the FDP Charter. The FDP team answered 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
Description: 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. Learn more about the FDP Community along with the Charter curriculum and a roadmap to prepare for the upcoming FDP exam. This session provided an outline of the curriculum, background requirements, reading materials and study tools to help you prepare.
In this webinar, we introduced you to Riskfolio-Lib, a powerful open-source library for portfolio optimization in Python created by Dany Cajas. Riskfolio-Lib provides a range of portfolio optimization techniques, risk management tools, and performance analytics to help investors design and manage their portfolios effectively. Dany Cajas demonstrated some popular use cases and discussed with FDP Charterholder, Cordell Tanny how this library has evolved. It includes not only traditional methods of optimization, but also contains some of the most modern techniques available.
I entered the financial services industry in 1999 when I founded my company Free Enterprise Advisors. In the beginning, it was an insurance brokerage firm. As time passed, clients began requesting solutions that demanded increasingly sophisticated skills, approaches, tools, and investment advisory.
Many cutting-edge and AI/ML technologies have matured from R&D into robust tools in the past few years. Successful applications tend to be correctly scoped to provide immediate impact (3-6 months) to resolve existing bottlenecks, and by re-imagining a fresh approach on ‘how things are done’, through re-working of critical but implicit/unquestioned assumptions. This talk between Dr. Hossein Kazemi, FDP Institute and Dr. Gary Wong, Artemis AG focused on applying Deep Neural Net (DNN) on 2 areas.
Research and data overwhelmingly demonstrate that diversity in people, backgrounds, and ideas deliver the best outcomes. CAIA Association is committed to building a more diverse, inclusive, and equitable industry for the future. With our Members working across all alternative investment sectors and many holding senior-level roles, CAIA Association has a unique opportunity to contribute its voice, amplify impact, and influence change.
Description: Private debt has been one of the fastest-growing private market strategies since the global financial crisis. What once was a niche strategy pursued by hedge funds and private equity GPs has grown into a diverse and standalone industry. This panel discussion covers the evolution of the industry, current themes, considerations, and approaches to implementation for clients seeking differentiated income and diversification.
Matt is a Managing Director at Nuveen where he manages a team of external salespeople covering the US Wealth channel in the Central part of the US. He has been in various roles at Nuveen for the past ten years with a particular focus on the RIA marketplace.
Prior to Nuveen , Matt worked in a sales role at Guggenheim Investments. His career in finance/financial services began at the Chicago Board of Trade/Chicago Mercantile Exchange, working in US Treasury options.
Private debt is an enormously popular alternative investment asset. Given its volume history and upward trajectory, there is no wonder why private wealth management teams find it compelling.
Master this in-demand industry knowledge with the UniFi by CAIA™ Private Debt Microcredential.
In this session, we shared why this microcredential is designed specifically to meet the private debt educational needs of the broader private wealth management industry, including asset management/GP distribution, intermediaries, and independent financial advisors.
AIMA and CAIA Release Fourth Edition of Risk Rating Guidelines for Hedge Funds,
Alternative Mutual Funds and Private Credit Funds in Canada
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