Steve Novakovic, CAIA, CFA

Steve Novakovic is the Managing Director, Educational Programs at CAIA Association. In this role he leads the creation, development, implementation, and execution of the charter, certificate and other professional development programs offered by CAIA Association. Steve joined CAIA Association in 2022 and has been a Charterholder since 2011. Prior to CAIA Association, he was a faculty member at Ithaca College in Ithaca, NY, where he taught a variety of finance courses, including alternative investments.

Mark Robillard, CFA, CAIA, FRM

Mark Robillard is vice president - research analyst, alternatives within Fidelity Institutional Wealth Adviser (FIWA), the registered investment advisor at Fidelity Institutional® (FI). Fidelity Institutional is a division of Fidelity Investments that offers investment insights, strategies, and solutions, as well as trading services to a wide range of wealth management firms and institutional investors.

Natural Language Processing (NLP) for Financial Services - APAC

Description: 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.

Lisa Zard, CAIA

One advantage of professional consulting is having a seat at many different tables. I find the most interesting aspect of this career is that I am constantly learning and evolving to face the ever-changing dynamic of the market. Immersing myself into various projects and solving for diverse mandates has afforded me a deliberate and well-rounded perspective on challenges investors/allocators face every day.

Throughout my CAIA journey, the CAIA curriculum bolstered my understanding of alternative investments and becoming a Member of this high-achieving group has been incredible.

Robert Michaels, CFA, CAIA, Chapter Executive, Dallas

Robert Michaels, CFA, CAIA is a Managing Director at Fortress Investment Group. Prior to joining Fortress in 2023, Robert was a Senior Vice President at CAIS. His experience also includes roles in the Multi-Asset Strategies Portfolio Management and RIA Coverage groups at BlackRock. He received his BS in Business Administration from the University of Arizona and an MBA from Cornell University.

Natural Language Processing (NLP) for Financial Services

Description: 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.

July 2022: Rooted in a Fiduciary Mindset

July 2022 Chronicles FI

As public and private companies alike wrestle with how to create a strong corporate culture, key issues include promoting equality, diversity and inclusion as well as safety issues such as an effective return to the office versus the merits of a remote workforce.

Roger Urwin, who serves as global head of investment content at Willis Towers Watson, believes that organizations can put their clients first by building trust through “asset gathering, soliciting clear client feedback, and aligning purpose to client needs.”

Subscribe to