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?

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.

Natural Language Processing (NLP) for Financial Services - APAC

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, CAIA, Chapter Executive

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.