Videos

Reframing Digital Assets: Balancing Innovation, Regulation, and Uncertainty

A lot has happened in digital assets over the past few months. While broader prices have rebounded after 2022's drawdown, regulatory bodies still maintain disparate attitudes on how this technology should be regulated. Similarly, the ways in which clients can access digital assets continues to evolve, yet differ, around the world. How do these challenges impact the future of the technology, and what are the implications for portfolios?

Machine Learning-Based Systematic Investing in Agency Mortgage-Backed Securities

With a total outstanding balance of more than $8 trillion, agency mortgage-backed securities (MBS) represent the second largest segment of the US bond market and the second most liquid fixed-income market after US Treasuries. Institutional investors have long participated in this market to take advantage of its attractive spread over US Treasuries, low credit risk, low transaction cost, and the ability to transact large quantities with ease. MBS are made of individual mortgages extended to US homeowners.

FDP Candidate Orientation Session Q4-2023

To support FDP Candidates and those considering the pursuit of the FDP Charter, we offered a brief, live webinar with our Curriculum and Operations team members to help prepare you for your exam experience. We discussed curriculum materials, Learning Objectives and provided a Practice Question review. We went over the exam structure and format, and available resources. In addition, we shared tips to prepare for exam day and what items are permitted during the exam. Formal remarks of the presentation lasted approximately 45 minutes, with 15 minutes of Q&A.

Leveraging Large Language Models (LLMs) on Domain Specific Knowledge

Large language models such as Bard and ChatGPT are rooted in natural language processing models developed decades earlier. How did we get here? This presentation took us through this fascinating journey. Dr. Hossein Kazemi moderated this presentation with Avi Patel and Raul Salles de Padua who took us on a brief journey through the evolution in NLU and NLP, from word embeddings to the current state of LLMs. We shared how to leverage adoption of LLMs, Generative AI capabilities and better understand the LLM-Ops lifecycle.

Revolutionizing the Financial Industry Through Python and Open Source

Didier Rodrigues Lopes, Founder & CEO of OpenBB discussed his journey from the pain points of doing investment research and how this led him to start building his own investment research platform in Python and raising $8.8M to democratize investment research through open source. He introduced the OpenBB Terminal - the open source investment research platform, and some of its capabilities. In addition, he presented the OpenBB SDK which allows programmatic access to the data from the OpenBB Terminal, allowing quants, analysts and developers to build custom tools and dashboards. Dr.