Cordell Tanny Discusses Developing an Improved Investment Style Analysis Algorithm and His Journey to the FDP Designation

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.

CAIA Association & ComplianceAsia - APAC’s Compliance and Regulatory Landscape: Key Themes and Trends to Keep You Updated and Informed

Description: APAC’s Compliance and Regulatory Landscape continues to evolve. With impacts from western regulatory leaders increasingly being adopted, alongside homegrown developments, fast-paced integration and change is certainly seen throughout the APAC. This too is presenting a more unified field and robust framework across the industry.

CAIA Atlanta Conscious Wealth Webinar: How Much Money is Enough? Finding Balance and Purpose in Our Relationship with Money

Description: Though our jobs revolve around money, how often do we stop and examine our personal and societal relationship to it? CAIA Atlanta hosted a panel discussion exploring more philosophical thinking about the role of money in our lives. We delved into:

CAIA Atlanta Conscious Wealth Webinar: How Much Money is Enough? Finding Balance and Purpose in Our Relationship with Money

Though our jobs revolve around money, how often do we stop and examine our personal and societal relationship to it? CAIA Atlanta hosted a panel discussion exploring more philosophical thinking about the role of money in our lives. We delved into:

- The benefits of cultivating an abundance mindset vs. a scarcity mindset in ourselves and others.
- The power of generosity and how it can improve our well-being.
- Practical tips to help us earn, spend, invest, and give with purpose.

March 2023: The Asset Classes We Swim In: The Impending Transition to Total Portfolio Approach (TPA)

March 2023 Chronicles FI

Authored by John L. Bowman, CFA

In 1806, American Frederic Tudor famously sailed to the French Antilles to sell ice to the Martinique islanders. Having experienced refreshing cold drinks and ice cream during New England summers, he thought, why not bring Long Island Ice Teas and Cookies & Cream decadence to the much more sweltering Caribbean climate?

Martin Gendron, CAIA, M. Sc., FCSI®, CIM®, Chapter Executive in Montreal

Mr. Gendron is a Portfolio Manager. He holds a Bachelor's degree in Business Administration and a Master of Science in Administration degree (MSc.), specializing in Finance, from HEC Montréal. His research thesis deals with market risk management. His expertise and extensive knowledge in integrated financial management make him a valuable resource for business families. Over the course of his career, he has specialized in discretionary portfolio management, financial analysis, development of comprehensive investment strategies, and monitoring of external managers.

FDP Candidate Orientation - Q2-2023

To 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:

  • Review of sample exam questions.
  • Learn exam-taking tips.
  • Have your questions answered by our exam experts.

Cordell Tanny Discusses Developing an Improved Investment Style Analysis Algorithm and His Journey to the FDP Designation

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.

From TradFi to DeFi Through the Lens of Experience

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.

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