Videos

We covered reading materials, study tools, preparation for exam day, the demo exam and a review of the testing options. FDP Candidates have two options for taking the FDP Exam:

Option 1: Prometric Test Center (April 10-23, 2023)
Option 2: Remote Proctor Testing: (April 23 & 24, 2023)

FDPI Senior Advisor, Hossein Kazemi and Project & General Operations Manager, Kim Durand shared how you can obtain your Financial Data Professional credential.

Learn more about the Financial Data Professional Charter. 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. Founder of Pearl Quest LLC, Kathryn Wilkens, PhD, CAIA, and Project & General Operations Manager, Kim Durand shared how you can obtain your Financial Data Professional credential.

Leadership is the most important driver of company performance and, therefore, a fundamental component of Operational Alpha. Yet, despite leadership’s contribution to investment returns and the significant effort by private equity firms to articulate their value creation credentials, evidence suggests that GPs’ efforts to measure and optimise portfolio leadership are often unstructured and deprioritised – a paradox for an industry that is supposedly obsessed with, and paid for, performance.

In this episode, hosts Bill Kelly, CAIA CEO and Steven Novakovic, Managing Director, CAIA Curriculum examines commitment strategies - the challenges and opportunities, and the fear of the unknown.

In this episode our hosts continue to examine commitment strategies, the challenges, and opportunities, as well as liquidity and the fear of the unknown. Listen in.

This episode is all about performance. Our hosts discuss “what have you done for me lately?” through the lens of alternative investment, in particular - private equity, the j-curve, capital calls, and capital returns. Listen in.

Developing reliable and intuitive interpretation is essential for the application of machine learning to investing. This presentation discussed a framework for decomposing any machine learning model into linear, nonlinear, and interaction effects that drive both prediction and performance. With a case study of predicting US large cap stock returns, this presentation showed how the "Model Fingerprint" tool enables practitioners to summarize key characteristics, similarities and differences among different models, thereby enhancing their understanding of the market.

In this revealing episode, hosts Bill Kelly, CAIA CEO and Steven Novakovic, Managing Director, CAIA Curriculum discuss the evolution of allocating alternative investments as a science or art — or both?! Listen in!

Asset managers have struggled to apply machine learning to generate trading signals successfully. Instead, applying machine learning to determine the probability of profit of existing trading signals is very fruitful - this is Corrective AI. Taking this one step further, we developed Conditional Portfolio Optimization, a portfolio optimization technique that adapts to market regimes via machine learning. Applications on portfolios in vastly different markets suggest that CPO can outperform traditional optimization methods under varying market regimes.

Hosts Bill Kelly, CAIA CEO and Steven Novakovic, Managing Director, CAIA Curriculum, discuss ways in which the CAIA curriculum relates to the real world of an industry practitioner. Listen in!