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CloseThe democratization of alternative investments beyond the institutional allocator salutes a new investor – the individual. Clients are finding their desired financial outcomes to be ever more elusive, resulting in a wave of new and innovative investment products coming to market. While this sparks investor interest, it also highlights a critical education gap across the entire value chain of the private wealth management industry.
Description: Due to the transparent nature of public blockchains, substantial data is available to traders. In this webcast, we discussed algorithmic trading powered by machine learning, as well as delved into some interesting and unexpected findings. Algorithmic trading using non-deterministic methods was also discussed.
Panelists: Alan Waldman, Co-Founder & CEO, Pareto Frontier Capital, and Keith Black, PhD, CAIA, CFA, FDP, Senior Advisor, FDP Institute
Dear Investment Profession Leadership,
The strongest approach for asset selection and allocation remains a fierce topic of debate among CIOs and managers within pension funds, hedge funds and endowment systems.
With that, Ashby Monk, who serves as executive director for Stanford’s Research Initiative on Long Term Investing, is adamant that meaningful performance will revolve around an effective operating model.
Description: The last 18 months has seen the market sentiment for SPACs change materially - from enthusiasm and exuberance to one of the apathy and confusion. This shift was predominantly driven by the poor share price performance post listing as well as a number of market misconceptions around the SPAC product. Based on a CNBC report in September 2021, 97% of SPACs are trading below their key offer price.
Description: This webinar demonstrated the application of reinforcement learning to create a financial model-free solution to the asset allocation problem, learning to solve the problem using time series and deep neural networks. Using a deep reinforcement model on US stocks and different deep learning architectures, including Long Short-Term Memory networks, Convolutional Neural Networks, and Recurrent Neural Networks.
Efficient Data Analysis provides solid predictive power for Investment Management. Data can also be cumbersome and generate Chaos if not handled properly. Learn how to make sure to get the utmost of it for your business! Presentation lasted approximately 45 minutes followed by 15 minutes of Q&A.
Session 1: The State of Alternative Investments
Description: In this first session of the internship boot camp with AIMA & CAIA Association, we covered an overview of alternative investments and addressed current trends across the industry and asset classes.
Panelists: Claire Sawyer; Relationship Manager, UniFi by CAIA™, CAIA Association, Michelle Noyes, CAIA; Managing Director, Americas, AIMA, and Aaron Filbeck, CAIA, CFA, CIPM, FDP; Managing Director and Head of UniFi by CAIA™, CAIA Association
Description: With the intersection of product democratization and the evolution of advice in the wealth management space many questions arise:
- What is the role of governance?
- How important is product knowledge?
- What is the true meaning of funded contentment beyond the four corners of your financial balance sheet?
Alexander Lee is an Investment Officer for the Los Angeles Water and Power Employees’ Retirement Plan (WPERP) where he is responsible for the Plan’s private equity mandate. Prior to joining WPERP, Mr. Lee was a Portfolio Manager for Private Equity and Real Assets at Christus Health, a Catholic, not-for-profit health system based in Irving, Texas.
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