Videos

Leadership in Redefining Professional Best Practices: Join CAIA in Shaping a Modernized Set of Ethics Principles

As the landscape of investments undergoes a remarkable shift with 'alternatives' taking center stage, the CAIA Association is taking a leadership role in the development of a modernized and relevant set of fiduciary practices for investment professionals and capital allocators to embrace.

Innovative Modeling and Analytics for Private Markets with Bella Private Markets

In partnership with Bella Partners, CAIA Boston, CAIA Carolinas, and CAIA Bay Area joined together for this webcast on Innovative modeling and predictive analytics tools for private markets. In this talk, Alex Billias, CFA and Sam Holt, CFA discussed their simulation-based approach, recently published in the Journal of Portfolio Management, for liquidity and performance modeling in private markets.

Semi-Liquid Funds: Growth, Fundraising Trends, and Adoption

The proliferation of semi-liquid fund structures has grown substantially over the past decade, as GPs have sought new ways to offer private markets to the wealth management channel.

Adoption has simultaneously increased from investors seeking exposure to private markets while maintaining operational and tax efficiency.

Where is the interest? Where are funds being raised and in which asset classes? Is there more innovation on the horizon?

FDP Candidate Orientation Q2-2024

This webinar featured members of the FDP Curriculum, Candidate & Member Relations and Operations Teams. The following topics were discussed: Curriculum materials, Learning Objectives and Practice Question review. We went over the exam structure and format, and available resources. Preparation for exam day and items permitted during the exam were covered.

Recent Advancement of Financial Machine Learning with an Emphasis on Large Language Models

The recent advancement of deep learning and large language models has had a profound influence on many fields, including finance. Speakers Nino Antulov-Fantulin and Petter Kolm provided an overview of recent ML advancements like large language models, transformers, physics-informed neural networks, graph neural networks, and their impact on decision-making, data-driven analysis, and time series forecasting in finance.

AI for Startups

In this fast-paced, ever-evolving tech landscape, AI is not just an option; it's a necessity. As a startup, understanding AI can become your game-changing strategy. This insightful webinar is specially designed to address the pressing questions startups often have about AI:

• What exactly is AI?
• How can it be leveraged within a budding business?
• What are its potential pitfalls, and how can they be avoided?

FDP Exam - Prometric Test Center & ProProctor Remote Testing Information Session Q2-2024

Map out your learning journey to obtain the FDP Charter. The FDP team answered questions about the FDP program, where to obtain your curriculum, prep providers, preparation for exam day and focused attention on our testing options.

This is a great opportunity to clearly see the steps required to have a successful exam experience.

Governance of AI & ML in Financial Services

Artificial intelligence and machine learning (AI/ML), including generative techniques, are revolutionizing the financial services sector. While they present incredible opportunities, they also come with inherent risks. Aaron Johnson, Federal Housing Finance Agency Senior Examiner guided financial professionals through essential risk management principles tailored for AI/ML applications. Dr. Kathryn Wilkens moderated as we touched upon pertinent regulatory guidelines from both the US and Europe.

FDP Charter Information Session Q2-2024

Learn more about the FDP Community along with the Charter curriculum and a roadmap to prepare for the upcoming FDP exam. This session provided an outline of the curriculum, background requirements, reading materials and study tools to help you prepare.

The Financial Data Professional Institute (FDPI) has designed a self-study program to provide financial professionals with an efficient path to learn the essential aspects of financial data science. The Financial Data Professional (FDP) is a global designation for investment professionals with data science skills.