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FDP Institute - Learn everything about the upcoming exam

Description: Are you wondering what the FDP designation is all about? Listen in as The Financial Data Professional Institute (FDPI) founders William Kelly and Hossein Kazemi, Executive Director Mehrzad Mahdavi, and Project Manager 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.

Christina Wu, CAIA, Chapter Executive, Dallas

Christina Wu is Investment Officer at the Fort Worth Employees’ Retirement Fund. She joined Fort Worth from Toyota North America where she was Senior Investment Strategist. Prior to Toyota she served as Investment Manager at the Dallas Police and Fire Pension System. Her institutional investment experience include all asset classes with a focus on private markets investments.  Christina holds a MBA from Southern Methodist University, a MS from Texas A & M University, and a MS from Kansas State University.

Brian Heimowitz, CAIA, Chapter Executive

Brian Heimowitz is the Founder and Portfolio Manager of Birchwood Capital Management LLC, an investment management and consulting firm focused on alternative investments. The firm is focused on bringing alternative investment solutions to a handful of Registered Investment Advisors, Family Offices & Asset Management firms. Birchwood offers Outsourced-CIO services in the alternative investment space and works with asset managers to source, underwrite and raise capital for investment opportunities.

David Slegh, CFA, FDP, CAIA, Chapter Executive

David Slegh is Director of Research and Portfolio Manager at Quantitative Advantage, LLC (QA). As Director of Research, David is responsible for combining internal and external research to improve decision-making for the firm’s investment strategies. In this role, David functions as a data translator – identifying the market narrative based on trends in data. As a Portfolio Manager, David is responsible for co-managing the firm’s various investment strategies, which include a variety of tactical and strategic offerings.

Andrew Brodbeck, CAIA, Chapter Executive

Andrew Brodbeck is the Managing Director and Head of Alternative Investments, Business Development for US Retail at Alliance Bernstein. Prior to joining AB, he was a Director of Capital Formation at subsidiary AB CarVal, a $16 billion alternative credit firm. He was responsible for global fundraising of opportunistic credit, specialty finance, aviation, and renewable energy strategies. Prior to AB CarVal, he was a Senior Director at Cargill, responsible for marketing real assets and commodity derivatives across the agriculture, energy, and metal sectors.

What About Beta?

Description: CAIA's CEO, Bill Kelly, has been keeping an eye on a few topics that could have significant impacts to our industry. Bill and Aaron Filbeck, Associate Director of Financial Research had a thought-provoking discussion on some of Bill's recent blog posts from 'What About Beta?' on AllAboutAlpha. The discussion lasted approximately 25 minutes with the remaining 5 minutes for Q&A. Listen in!

Host: Stephanie Zwade, Business Development, CAIA Association 

What About Beta?

Description: CAIA CEO, Bill Kelly, has been keeping an eye on a few topics that could have significant impacts to our industry. Bill and Aaron Filbeck, Associate Director of Financial Research, shared thought-provoking discussion on some of Bill's recent blog posts from 'What About Beta?' on AllAboutAlpha. The discussion lasted 25 minutes with the remaining 5 minutes for Q&A. Listen in!

Host: Stephanie Zwade, Business Development, CAIA Association