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CloseWhat other discounts may be available?
What other discounts may be available?
Please visit the Association Partner Discount page.
Note: CAIA Association does not grant retroactive discounts. Eligible Candidates must apply for the appropriate discount prior to registration or forfeit said discount.
CAIA Rocky Mountain Chapter Launch
The Rocky Mountain Chapter seeks to build a diverse and inclusive community of CAIA Members, Candidates, and industry professionals across seven western US states including Colorado, Utah, Nevada, New Mexico, Wyoming, Idaho, and Montana. The Chapter will provide opportunities to network, share ideas, educate and promote the use of alternative investments to improve long-term outcomes for investors and society.
Women & Wealth Management: The Impact of the Great Wealth Transfer
Description: Much has been written about the great wealth transfer expected this decade. It is estimated that women will assume control of nearly thirty trillion dollars within the next ten years. Additionally, they will continue to earn more, as business founders with women-owned companies reaching “unicorn status” grew from 18 to 83 between 2020 to 2021 alone! How does this wealth transfer and growth for women impact the private wealth management industry, and, more broadly, the asset management industry?
FDP Candidate Orientation - Q4-2022 Exam
To support FDP Candidates and those considering the pursuit of the FDP Charter, we offered a brief, live webinar with our Curriculum team. A typical Orientation Session includes the following:
• Review sample exam questions.
• Learn exam-taking tips.
• Have your questions answered by our exam experts.
Formal remarks of the presentation lasted approximately 45 minutes, with 15 minutes for Q&A.
September 2022: Death to ESG, Long live E, S, and G
What a difference a year makes. Late last year, the industry couldn’t get enough “ESG.” It was a feeding frenzy across LPs, GPs, academics, consultants, and even professional bodies. Large endowments swore off fossil fuels entirely, signatories of various standards proliferated, and leaders of energy companies were castigated. A goldrush of greenwashing and a devastating war in Ukraine have exposed the implications of our cavalier impatience in chasing energy transition.
Know Faster and Invest Better by Nowcasting Macroeconomic Indicators All Over the World
Description: First Friday of each month, at 8:30 am ET, the US Bureau of Labor Statistics (BLS) releases one of the most important macroeconomic indicators - the jobs report or non-farm payrolls (NFP) that makes headlines and moves financial markets worldwide. What is the value of knowing NFP 2 to 3 weeks in advance and 10% more accurately than the Bureau of Labor Statistics (BLS) and Wall Street analysts?
Reimagining the Science of Prediction
Today's investors face daunting prediction challenges, and it is more critical than ever to blend intuition with data-driven rigor. Dr. Hossein Kazemi of the FDP Institute hosted a discussion with co-authors of the new book “Prediction Revisited”, David Turkington and Megan Czasonis.
Aaron Jamieson, CAIA, Chapter Executive
Aaron Jamieson is a Managing Director at Pacific Current Group (“PAC”) which is a private equity firm that invests growth capital in investment managers. At PAC Aaron manages a team responsible for raising new capital from institutional investors and assisting portfolio companies with their strategic growth plans.
Understanding the Landscape of Quantitative Investing
What types of managers and strategies use quantitative techniques such as artificial intelligence, machine learning, regression, and backtesting? What do investors need to understand before making allocations to these strategies? What due diligence considerations are specifically helpful when evaluating quantitative managers? Albourne Partners, AIMA, and FDP Institute hosted a discussion on quantitative investing. Dr. Keith Black, FDP Institute discussed the landscape of quantitative investing with Michelle Noyes, AIMA and Michael Ide, Albourne Partners.