Videos

This webinar focused on commodities with an eye on risk management and financial gain. The coverage was as follows:

How can investment professionals meet their clients' needs under ever-changing economic and market conditions? We call future-proofed portfolios the Portfolio for the Future™. The five distinct marks of the Portfolio for the Future™ are the defining features of all-weather portfolios that meet the challenges of the global economy and capital markets. The 5 marks are – Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged and Dependent on Operational Alpha.

This web seminar featured members of the CAIA Curriculum Team as well as Candidate Relations. The following topics were discussed:

- Curriculum Materials
- Exam Format
- Review of Exam Topics
- Available Resources

First Friday of each month, at 8:30 am ET, the US Bureau of Labor Statistics (BLS) releases one of the most important macroeconomic indicators - the jobs report or non-farm payrolls (NFP) that makes headlines and moves financial markets worldwide. What is the value of knowing NFP 2 to 3 weeks in advance and 10% more accurately than the Bureau of Labor Statistics (BLS) and Wall Street analysts? Instead of waiting months to know key economic concepts like the GDP, sophisticated investors are leveraging the science of nowcasting to open a clearer window into the future.

Much has been written about the great wealth transfer expected this decade. It is estimated that women will assume control of nearly thirty trillion dollars within the next ten years. Additionally, they will continue to earn more, as business founders with women-owned companies reaching “unicorn status” grew from 18 to 83 between 2020 to 2021 alone! How does this wealth transfer and growth for women impact the private wealth management industry, and, more broadly, the asset management industry? How must the industry change to meet the needs of this growing body of wealthy women?

The Rocky Mountain Chapter seeks to build a diverse and inclusive community of CAIA Members, Candidates, and industry professionals across seven western US states including Colorado, Utah, Nevada, New Mexico, Wyoming, Idaho, and Montana. The Chapter will provide opportunities to network, share ideas, educate and promote the use of alternative investments to improve long-term outcomes for investors and society.

To support FDP Candidates and those considering the pursuit of the FDP Charter, we offered a brief, live webinar with our Curriculum team. A typical Orientation Session includes the following:

• Review sample exam questions.
• Learn exam-taking tips.
• Have your questions answered by our exam experts.

Formal remarks of the presentation lasted approximately 45 minutes, with 15 minutes for Q&A.

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.

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.