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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)

In this third web seminar, Rom Beneche, Director, AIMA, as he hosted a panel of industry professionals talking about their career paths and how they made it from their university days to the roles they hold today. Panelists covered a range of investment and non-investment roles in the alternatives industry.

If you have further questions, please reach out to the panelists from the session below:

Rom Beneche: rbeneche@aima.org

Zachary Bird: Zachary.Bird@marcumllp.com

Victoria Hart: victoria@versorinvest.com

Jess Henry: Jessica.Henry@man.com

In this second session of the internship boot camp with AIMA & CAIA Association, we covered the differences between traditional and alternative data, applications of both, and how it relates to ESG investing.

Diversity, engagement and belonging remain at the core of CAIA's values and mission. In honor of Juneteenth, our US based office will be closed. This moment marks a day in American history in 1865, two years after the Emancipation Proclamation was signed, when the last group of Black Americans in Texas were freed from slavery. While we officially celebrate Juneteenth as a company holiday once a year, our broader aim is to work tirelessly all year long to build and nurture a more inclusive, diversified and client-centered culture in the investment profession. This year, Bradley Ambani, CAIA’s director of finance, discusses how this American holiday can be a catalyst for promoting meaningful societal change as well as helping companies better understand issues of race, culture, class, and gender around the world.

This webinar demonstrated the application of reinforcement learning to create a financial model-free solution to the asset allocation problem, learning to solve the problem using time series and deep neural networks. Using a deep reinforcement model on US stocks and different deep learning architectures, including Long Short-Term Memory networks, Convolutional Neural Networks, and Recurrent Neural Networks. These architectures are compared with more traditional portfolio management approaches like mean-variance, minimum variance, risk parity, and equally weighted. The Deep Reinforcement Learning approach shows better results than traditional approaches using a simple reward function. In Finance, no training to test error generalization results come guaranteed.

In this first session of the internship boot camp with AIMA & CAIA Association, we covered an overview of alternative investments and addressed current trends across the industry and asset classes. 

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. The Financial Data Professional Institute (FDPI), established by CAIA Association, has designed a self-study program to provide financial professionals with an efficient path to learn the essential aspects of financial data science. Senior Advisor, Hossein Kazemi and Managing Director, Keith Black shared how you can obtain your Financial Data Professional credential.

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. This panel discussion explored the evolution of the private wealth management industry, whose investment toolkit is increasingly being augmented by the ongoing democratization of alternative investment strategies, and further introduced CAIA Association’s recently announced learning platform, UniFi by CAIA™.

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.

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. In this master class, we discussed key innovations in Data Science and AI and connected applications of these novel fields in forecasting and optimization. Through case studies and examples, we demonstrated why now is the time you should invest to learn about the topics that will reshape the financial services industry of the future!