William J. Kelly, CAIA
“Knowledge of alternative investments must accrue over time but evidenced all the time with a professional designation that says you care.”
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CloseFDP Institute - In-depth Review of ProProctor (Remote Testing) with Prometric
Description: In this webinar, FDP Institute discussed the options for Candidates to take the FDP Exam
Option 1: At a Prometric Test Center (October 17-30, 2022)
Option 2: Via ProProctor (remote proctoring) from your home or office (October 30 & 31, 2022)
Panelists: Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Program Director, FDP Institute
FDP Charter Information Session (Q4-2022 exam)
Description: There's never been a more crucial time to stand out. The transformative effect of data science on the finance industry requires today's finance professionals to understand the application of big data, data mining, workflow automation and machine learning in investment decisions. The Financial Data Professional (FDP) is a global designation for investment professionals with data science skills.
Stephanie Sorg, MSF, CAIA, Chapter Executive
Stephanie Sorg is Managing Principal, Investment Consultant at Meketa’s San Diego office. Previously she was Senior Vice President, Consultant, focusing majority of her time advising public pension, endowment, foundation and defined contribution clients regarding strategic asset allocation, portfolio construction and implementation, performance monitoring, investment policy development, manager research and Board education.
Rebekah Pang, CAIA, Chapter Co-Head
Ms. Pang is the Chapter Head of CAIA Singapore and a seasoned leader in the alternative investment industry. She was the Head of Marketing and Investor Relations at Astignes Capital, an Asian macro hedge fund launched in 2007. Before that, she served as Director of Investor Relations at Turmeric Capital, a private equity startup based in Singapore.
Ms. Pang is the CAIA Singapore Chapter Head. Previously she was the Head of Marketing and Investor Relations for Astignes Capital – an Asian macro fund that launched in 2007.
May 2022: Less Liquid
Amid today's extreme volatility, one Wall Street veteran wants to help you maneuver the private equity space with the goal of yielding big returns for your portfolio.
Andrea Auerbach, who serves as the head of global private investments for Cambridge Associates, offers a unique perspective on an evolution that's underway as activity across private and public markets increasingly overlaps.
Olus Kayacan Discusses How to Make Data Resonate for Your Business
Description: 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.
Panelists: Olus Kayacan, CFA, CAIA, Strategic Advisory-Data Analyst, IOKE, and Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Program Director, FDP Institute
UniFi by CAIA™ – The Future of Wealth Management
Description: The 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.
Andrea Brooklier, CAIA, CSRIC, Chapter Executive
Andrea Brooklier is Divisional Director, Wealth Advisor Consultants, US Wealth Advisory Services, at Nuveen. Previously, she was a Managing Regional Director in the Advisory Development Unit at Natixis Investment Managers. In this role, she partnered with financial advisors at wirehouses, independent broker/dealers and RIAs in the Los Angeles area advising them on asset allocation, investment selection, and portfolio construction decisions.
AI and Machine Learning for Investment Professionals
Innovations in technology have revolutionized financial services to an extent that large financial institutions are behaving like technology companies! It is no secret that technological innovations like Data Science and AI are fundamentally changing how financial products are created, tested and delivered. While it is exciting to learn about technologies themselves, there is very little guidance available to companies and financial professionals about how they should retool and gear themselves towards the upcoming revolution.