Worldwide (all)

A Conversation with Mike Chen & George Mussalli on "An Integrated Approach to Quantitative ESG Investing"

Description: Listen in on this enlightening conversation FDP's Executive Director, Mehrzad Mahdavi had with Mike Chen and George Mussalli on their recent publication "An Integrative Approach to Quantitative ESG Investing." The conversation lasted about 1 hour.

Panelists: Mehrzad Mahdavi, Ph.D., Executive Director, FDP Institute, Mike Chen, Ph.D., Director, Equity Investments, PanAgora and George Mussalli, Managing Director & Chief Investment Officer, Equity Investments, PanAgora

A Conversation with Michael Weinberg and Peter Strikwerda about "Autonomous Learning Investment Strategies"

Description: This webcast features Mehrzad Mahdavi and Aaron Filbeck discussing "Autonomous Learning Investment Strategies" and how it is rapidly transforming the investment management business with Michael Weinberg and Peter Strikwerda. This recording lasts approximately 1 hour.

A Conversation with Tony Guida, Executive Director, Senior Quant Research, RAM Active Investments

Description: Listen in as Kathy Wilkens and Mehrzad Mahdavi sit with Tony Guida, Executive Director, Senior Quant Research, RAM Active Investments. Tony work's primarily on extracting market inefficiencies from different sources from traditional fundamentals, market signals, alternative data, and machine learning. He also co-wrote and edited "Big Data and Machine Learning in Quantitative Investment," a FDP required reading! Our conversation lasts approximately an hour including Q&A.

CAIA Charter Information Session

Description: CAIA CEO Bill Kelly and Millissa Allen, CAIA, Managing Director discuss the current market challenges and education's place in this complex environment as well as they explored and reviewed information about the CAIA Charter designation program in this recording.

Host: Millissa Allen, CAIA, Managing Director and Bill Kelly, CEO CAIA Association

A Conversation with Joe Simonian, Co-Editor of the Journal of Financial Data Science

Description: Listen in as Kathy Wilkens and Mehrzad Mahdavi speak with Joe Simonian, Co-editor of the Journal of Financial Data Science on cases of ML/Data Science for financial applications and their outcomes. Our conversation lasts approximately 1 hour including Q&A.

Panelists: Mehrzad Mahdavi, Ph.D., Executive Director, FDP Institute, Kathy Wilkens, Senior Advisor of Curriculum, FDP Institute and Joe Simonian, Co-editor, Journal of Financial Data Science

FDP Candidate Orientation

Description: Are you interested in becoming an FDP charterholder? This webinar features members of the FDP Curriculum Team as well as Candidate Relations. The topics discussed:

  • Curriculum Materials
  • Exam Format
  • Review of Exam Topics
  • Available Resources

Panelists: Hossein Kazemi, Senior Advisor, FDP Curriculum, and Keith Black, Ph.D., CAIA, CFA, FDP, Managing Director of Curriculum and Exams, CAIA Association

A Conversation with Dr. Seoyoung Kim, Co-author of "Zero-Revelation RegTech"

Description: Listen in as Kathy Wilkens and Mehrzad Mahdavi sit with Dr. Seoyoung Kim, Associate Professor of Finance - Business Analytics, Leavey School of Business at Santa Clara University. Dr. Kim is a Co-Author of "Zero-Revelation RegTech: Detecting Risk through Linguistic Analysis of Corporate Emails and News." This webinar lasts approximately 1 hour.

A Conversation with Guen Dondè, Head of Research at Institute of Business Ethics

Description: Listen in as Kathy Wilkens and Mehrzad Mahdavi sit with Guen Dondè Head of Research at the Institute of Business Ethics (IBE). Some of the topics that were covered:

  • What is the impact of the GDPR from an ethical standpoint?
  • Can codes of ethics help?
  • How involved should regulators be?

This webinar is approximately 60 minutes with Q&A.

Brian Kwan, CFA, CAIA, Chapter Executive

At Verus, Brian works with a broad range of institutional investors on optimizing their portfolios through developing and implementing investment strategies, navigating capital markets, managing risk, and improving governance policies. He leads client engagements as both a strategic advisor and an OCIO, which include public pensions, endowments & foundations, corporate retirement plans, and multi-employer trust funds.