Americas

Description: The 2020 edition of the GIPS Standards were released on 28 June 2019, with an effective date of 1 January 2020. This exclusive recording features a discussion on the key concepts of the 2020 GIPS standards and topics that impact managers of hedge funds and other alternative investments. Listen in to industry experts, Karyn D. Vincent, CFA, CIPM, Head of Global Industry Standards at the CFA Institute and Keitth Black Ph.D., CAIA, CFA, Managing Director of Curriculum and Exams at CAIA Association, who covered the important details to know.

Description: Are you wondering what the FDP designation is all about? Listen in as The Financial Data Professional Institute (FDPI) founders William Kelly, Hossein Kazemi, Mehrzad Mahdavi, and Mirjam Dekker go into detail on the background behind the creation of FDPI, who the program is designed for, and where the industry is headed.

Description: In this quick 30-minute recording, CAIA CEO, William Kelly, and our Assistant Director of Business Development, Cody Durant, provided an update on all things CAIA! This session provides news and developments about the CAIA Curriculum, upcoming events, as well as market and industry updates and perspectives from June 2019.

Panelists: William "Bill" Kelly, CEO, CAIA Association and Cody Durant, Assistant Director of Business Development, CAIA Association

Description: Digital technologies are radically reshaping the alternative investment industry, but a large majority of hedge funds firms appear to be too slow to respond. This is the key finding of a new report based on a global survey of hedge funds firms conducted by KPMG International and CREATE-Research. Moderated by CAIA's CEO William J.

Description: As we look to the future of the financial services industry, it is hard to ignore the fact that big data will continue to play a key role in all aspects of this industry. While exciting times lay ahead, we need to be mindful of how we are using this data, what should be allowed, what shouldn’t, and what is deemed ethical use of data. CAIA CEO Bill Kelly discussed these topics as well as some developments on the up and coming new CAIA designation, CADA (Chartered Alternative Data Analyst).

Description: In April 2018, CAIA Association announced a new and exciting opportunity for a select group of investment and financial professionals. The Stackable Credential Pilot Program was announced and allows for CFA Charterholders who meet the eligibility requirements, to forego the CAIA Level 1 exams and move directly to the Level 2 exams. Over the past 4 months we have had an opportunity to evaluate the responses to this announcement and want to provide an update on how this pilot program is progressing, some feedback, and what the future holds.

Description: Real estate is one of four fundamental asset classes that should be in literally every investment portfolio. Dr. Case delved into the long-term investment attributes of public and private real estate investments including correlations, volatilities, and returns, and then use those attributes to discuss the role of real estate in mixed-asset portfolios.

Description: Well on our way into 2019, CAIA's CEO, Bill Kelly, has been keeping an eye on a few topics that could have significant impacts to our industry. Join us for a discussion on some of Bill's recent blog posts from 'What About Beta?' on AllAboutAlpha. We will be reviewing topics on Opportunity Zones and what this potentially means for the US markets, the looming Retirement Crisis that could impact an entire generation heading into retirement, as well as results from our most recent member survey.

Description: Join CAIA's CEO, William Kelly, and Assistant Director of Business Development, Cody Durant, as they provide an update on all things CAIA! These sessions can provide news and developments about the CAIA Curriculum and upcoming Events, as well as market and industry updates and perspectives. 

Panelist: Cody Durant, Assistant Director of Business Development and guest speaker William "Bill" Kelly - CEO, CAIA Association

Description: There has been a lot of discussion about the invasion of machine learning and artificial intelligence into the investment process, the ultimate generation of alpha and a more targeted model around the distribution of investment products and services. While the amount of data (structured and unstructured) has grown exponentially recently, the effective use of it is still nascent in many organizations.