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CloseDescription: 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.
The Portfolio for the Future simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward.
Language is one of the great untapped resources of information. Today’s NLP field covers the full cycle of recognizing and understanding speech, processing natural language and generating text including automatic coding. NLP is everywhere – when you dictate a text message to Siri, ask Alexa for the weather, search on Google, use email services that filter out spam, check out spelling and grammar, and even autocomplete an entire message.
Anthony Monraz is an Associate on the investor relations and business development team at ArrowMark Partners, where he focuses predominantly on the firm’s alternative strategies. Prior to joining ArrowMark in 2019, he spent 4 years at J.P. Morgan where he was an Associate within the Corporate and Investment Bank, based in New York, NY. In his role there, Anthony covered hedge fund clients for derivatives clearing and intermediation activity, including Futures and Options, Credit Default Swaps, Interest Rate Swaps, and Foreign Exchange derivatives.
Language is one of the great untapped resources of information. Today’s NLP field covers the full cycle of recognizing and understanding speech, processing natural language and generating text including automatic coding. NLP is everywhere – when you dictate a text message to Siri, ask Alexa for the weather, search on Google, use email services that filter out spam, check out spelling and grammar, and even autocomplete an entire message.
Jon Queen, CAIA, CFA is a highly trained, results-driven real estate professional continuing a family tradition of real estate brokerage that dates back to 1977. Jon is a Realtor with Coldwell Banker, where he specializes in home purchases and sales in the Greater Denver and surrounding areas. He possesses a keen analytical understanding of the Denver real estate market and is a member of the South Metro Denver Realtors Association Board of Directors. Jon brings deeply specialized experience and credentials to residential real estate brokerage.
Description: 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.
Panelists: Hossein Kazemi, PhD, CFA, Senior Advisor, FDP Institute
Description: 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.
For the August installment of Chronicles, CAIA explores the growing demand for access to alternative assets within the world of wealth management. This month, Aaron Filbeck, Head of UniFi by CAIA™, speaks with Scott Reeder, Managing Director, US Wealth Advisory, Blackrock (and a UniFi by CAIA™ advisory council member). The two discuss major trends to watch, how to effectively promote education and transparency and, as products become more widely available, what the industry can do to ensure the best possible outcome for clients.
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