Multimedia Library

Today's investors face daunting prediction challenges, and it is more critical than ever to blend intuition with data-driven rigor. Dr. Hossein Kazemi of the FDP Institute hosted a discussion with co-authors of the new book “Prediction Revisited”, David Turkington and Megan Czasonis. The focus of the discussion was on the building blocks of data-driven prediction from a fresh perspective whereby data represents “experiences” rather than variables, revealing the link between linear regression and information theory and how the concept of relevance leads to more intuitive and effective predictions.

What types of managers and strategies use quantitative techniques such as artificial intelligence, machine learning, regression, and backtesting? What do investors need to understand before making allocations to these strategies? What due diligence considerations are specifically helpful when evaluating quantitative managers? Albourne Partners, AIMA, and FDP Institute hosted a discussion on quantitative investing. Dr. Keith Black, FDP Institute discussed the landscape of quantitative investing with Michelle Noyes, AIMA and Michael Ide, Albourne Partners.

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.

The Portfolio for the Future simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward. Rising inflation, tightening monetary policy, low and volatile interest rates, and high valuations mean that the Portfolio for the Future will be defined by five distinct “marks”: Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged, and Dependent on Operational Alpha.

Listen in as CAIA's CEO Bill Kelly, CAIA, EVP John Bowman, CFA, and a world class panel of senior investment professionals explore this new initiative.

Language is one of the great untapped resources of information. Today’s NLP field covers the full cycle of recognizing and understanding speech, processing natural language and generating text including automatic coding. NLP is everywhere – when you dictate a text message to Siri, ask Alexa for the weather, search on Google, use email services that filter out spam, check out spelling and grammar, and even autocomplete an entire message.

Adoption in financial services is wide and high impact with applications such as – sentiment analysis, tracking relationships, legal and compliance, speech recognition and advanced chatbots, information retrieval, and ESG.

Language is one of the great untapped resources of information. Today’s NLP field covers the full cycle of recognizing and understanding speech, processing natural language and generating text including automatic coding. NLP is everywhere – when you dictate a text message to Siri, ask Alexa for the weather, search on Google, use email services that filter out spam, check out spelling and grammar, and even autocomplete an entire message.

Adoption in financial services is wide and high impact with applications such as – sentiment analysis, tracking relationships, legal and compliance, speech recognition and advanced chatbots, information retrieval, and ESG. We discussed the current state of NLP and implications for financial services.

With the intersection of product democratization and the evolution of advice in the wealth management space many questions arise: 

- What is the role of governance? 

- How important is product knowledge? 

- What is the true meaning of funded contentment beyond the four corners of your financial balance sheet? 

Panelists Brian Portnoy, CFA and Founder of Shaping Wealth; Martina Kelly, Director of Funds, IOB Ireland; Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™, CAIA Association, and moderated by Laura Merlini, CAIA, Managing Director, EMEA, Industry Relations, CAIA Association held a lively discussion exploring the evolution of the wealth management space. 

Due to the transparent nature of public blockchains, substantial data is available to traders. Listen in as we discuss algorithmic trading powered by machine learning, as well as delving into some interesting and unexpected findings. Algorithmic trading using non-deterministic methods are also discussed.

Due to the transparent nature of public blockchains, substantial data is available to traders. In this webcast, we discussed algorithmic trading powered by machine learning, as well as delved into some interesting and unexpected findings. Algorithmic trading using non-deterministic methods was also discussed.

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.

Master the Financial Data Professional® curriculum and take the risk out of exam day with Kaplan Schweser’s FDP Review Package. This package features an OnDemand review course, which is delivered 100% online and led by Dr. Greg Filbeck. FDPI Senior Advisor, Hossein Kazemi joined Dr. Greg Filbeck, a professor of finance with more than 20 years of teaching experience and Eric Smith, Director, Product Development from Kaplan. Together they shared how Kaplan Schweser's OnDemand Review Package can help you obtain your Financial Data Professional credential.

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, Joanne Murphy, Asia Pacific Industry Relations, CAIA Association shared how you can obtain your Financial Data Professional credential.