The FDP Institute hosts, sponsors and supports a variety of events each year around the world. Join us to learn, network, and socialize with other industry professionals. Our events reach finance professionals at all career levels from around the world. Contact us at info@fdpinstitute.org with Speaker, Sponsor or Exhibition opportunities. 

Upcoming Events

Texas Investment Portfolio Symposium
Rice University/ Jesse H. Jones Graduate School of Business
Houston, Texas
February 21-22, 2020  

Now in its 17th year, the Texas Investment Portfolio Symposium (TIPS) continues to be the premier learning and networking forum for students and faculty from Texas and Southwestern universities. For the first time, TIPS has been expanded with events on 2-days, including professionals.

Prominent keynote speakers:

• Joel Greenblatt, Managing Principal & CIO, Gotham Funds
• Pearce Hammond, Jr., CFA, Managing Director, Simmons Energy
• Jerry O’Brien, Chief Executive Officer & Chief Investment Officer, O’Brien-Staley Partners
• Gabriela Santos, Global Market Strategist, JP Morgan Asset Management

Two student competitions:

• CFA Institute Research Challenge - Southwest US
• Portfolio Manager's Finalist Competition

Register for the event
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6th Annual Real Estate Outlook: PropTech Applications for Today and in the Future
CFA Society New York
Thursday, April 23 | 5:00 PM - 8:00 PM

Advanced technologies (e.g. AI, machine learning) are slowly permeating the real estate industry which is allowing owner/operators, investors, agents/brokers and other end-users of real estate to operate in a more efficient real estate marketplace. Consumers who are searching for their “dream-home” can use PropTech applications to review customized floor plans of home models, ideally in 3D. Owner/operators who seek to push NOI for their portfolio are now taking a data-first approach to manage operational workflows such as energy management, maintenance & repairs as well as CapEx forecasting. Other PropTech applications are leveraging big data to analyze locations and properties in a specific real estate market, while providing advanced information about specific properties. While there are many other PropTech start-ups that are pushing the real estate market to new heights, we are still in the early innings.

Register here 

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AI and Data Science in Trading
Metropolitan Pavilion 
New York City, NY
March 17-18, 2020

FDP discount: FDP10

Register today (exclusive 10% discount on tickets. Use discount code FDP10) 

Chair & opening remarks: William Kelly - CEO, CAIA:

AI & Data Science in Trading brings together experts in the use of AI and advanced data analytic techniques within asset management, primarily for finding alpha, managing risk and optimizing portfolios.  

New for NYC 2020, alongside the conference, a free-to-attend exhibition provides an opportunity for delegates and visitors to meet suppliers of relevant products to discuss and demonstrate cutting edge solutions.  In addition to the stands, the exhibition includes a free seminar program where leading speakers share case studies and latest developments. 

Speakers include: 

• Mehrzad Mahdavi, Executive Director FDPI 

FDP Advisory Board Members:

• Apurv Jain, Harvard Business School, 
• Ganesh Mani, Adjunct Faculty, Carnegie Mellon University
• Miquel Noquer i Alonso, co-founder AI Finance Institute 

FDP Curriculum Committee Member:

• Francesco Fabozzi, Managing Editor JFDS 
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