Top Industry Leaders Discuss Scaling AI Deployments – Opportunities and Challenges

Description: Nicolaus Henke, Sr. Partner, McKinsey & Co; Jane Buchan, CEO of Martlet Asset Management; and Bill Kelly, CEO of CAIA speak with Dr. Mehrzad Mahdavi about the explosive growth of AI and its impact on the financial services. According to a McKinsey report, AI creates $10-15 trillion per year of value add across industries. However, while some companies have made much progress, most companies find it hard to scale AI and machine learning into their working practices beyond pilots.

Jean-Patrick Mousset, CAIA, CFA, Chapter Executive

Jean-Patrick is Head of Asset Allocation at Banque Transatlantique (BT), the wealth management unit of Credit Mutuel, one of the leading bank in France. He advises private clients on their long-term asset allocation. He also develops the hedge funds advisory practice. Before joining BT, Jean-Patrick spent more than a decade at French bank BNP Paribas, first in Equity Capital Markets, then as Private Equity Senior Advisor and Asset Allocation Advisor in the Wealth Management unit. He began his career as sell-side equity analyst for Abn-Amro Securities and Société Générale CIB.

The History and Evolution of Valuation

In their 2020 edition of Valuation: Measuring and Managing the Value of Companies, McKinsey & Co. provided new insights on corporate valuation such as the impact of digital valuation techniques, ESG issues, and long-term investing. In this one-hour discussion, they covered the history and evolution of corporate valuation, placed particular emphasis on these topics and the impact on private markets investing today.

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CAIA Association and State Street Associates Present: Decarbonization Factors

Investors navigating an era of climate change are demanding more data to measure the upstream and downstream climate risk and opportunities. But, how can investors use different approaches to climate data in portfolio construction to improve outcomes? We test three types of climate data to understand the circumstances in which they are a value-add to portfolio construction. Building on "decarbonization factors" research, Prof.

Modeling Expected Returns Across the Beta Spectrum

Description: In this recording, Aaron Filbeck, CFA, CAIA, CIPM, Associate Director of Content Development at CAIA Association is joined by Paisley Nardini, CFA, CAIA, Strategist at Invesco, and Vanessa Wieliczko, CFA, CAIA, CFP®, Director of Investments at HoyleCohen where they discuss forward-looking capital market assumptions (CMAs) that might alter desired future portfolio positioning. 

The Art of Due Diligence: Exploring the Qualitative Aspects of Manager Research

Description: Often, investment professionals tend to focus on the quantitative aspects of selecting external managers. However, a very important part of the manager research process heavily relies on qualitative factors, such as personnel and team, firm culture, and alignment of incentives. Mark Rzepczynski, Keith Black, PhD, CFA, CAIA, FDP, and Aaron Filbeck, CFA, CAIA, CIPM discuss the results of a recent survey conducted by CAIA Association to better understand the qualitative factors of importance to LPs and GPs during the manager research process.

Emerging Manager Series: What Drives Emerging Manager Performance in Private Assets?

Description: Emerging Managers have shown to be a high source of alpha in private assets. Are the descriptive and indicative factor(s) driving such performance individualistic or circumstantial and do emerging managers have staying power? What are the key differentiating traits that allows for their performance and  how are LPs allocating to Emerging Managers. 

Eagle Alpha Discusses Alternative Data for Investment Strategies

Description: Ronan Crosson (data strategy) and Thomas Combes (data science) of Eagle Alpha review what is Alt Data and share market trends and adoption. They discuss ROI on alt data and show use cases for the most popular datasets for both discretionary funds and quants funds. While highlighting the importance of getting the processes right and they touched upon the end-to-end process: Discovery, Prioritization, Evaluation, Procurement & Integration. The session also includes a deep dive on quality testing for alternative datasets.

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