UPCOMING WEBINARS 

Cryptocurrencies and Digital Assets - Market Structure, Risks, and Opportunities

Date: November 2, 2021
12PM HKT | 9:30 AM IST | 1PM JST | 3PM AEST

In this presentation, Keith Black will discuss the digital asset and cryptocurrency markets and the innovative solution to build a global, decentralized, and secure network that facilitates payments and other transactions. Keith will explore how proof-of-work, such as Bitcoin mining, and proof-of-stake protocols, such as Binance, are used to secure networks and complete transactions. Behind many of these currencies are real businesses, such as projects built on top of Ethereum smart contracts that facilitate borrowing and lending as well as options and futures trading. Stable coins pegged to USD or EUR can earn yields of up to 7% with minimal volatility. Returns and volatility data will be presented, as well as evidence on how digital assets can add return to a diversified portfolio without adding to portfolio volatility. Risks of digital assets will also be discussed, including regulatory risks, technology risk, and valuation risk.

Panelists: Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Program Director, FDP Institute; Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association

Register here

Practical Machine Learning in Asset Management: Manager selection and valuing the secondary sale of private assets

Date: November 2, 2021
12PM EST

Join Lydia Ofori, CFA, CAIA, Adam Duncan, and Keith Black, PhD, CFA, CAIA, FDP as they discuss how machines are interfacing with humans to effect manager selection and private asset secondary sales.
The webinar will discuss key questions that sit across technology and finance:

• Can machines actually uncover hidden patterns that escape the human eye and emotions?
• How would the interface between technology applications enhance our ability to pick the best managers and companies?
• What are the limitations on artificial intelligence and other machine learning based models that are most likely to hinder or interrupt results?
• Can AI be used to expedite the secondary sale of private assets?

Panelists: Lydia Ofori, CFA, CAIA, Adam Duncan, and Keith Black, PhD, CFA, CAIA, FDP

Register here

Information Session Q2-2022 exam  

Date: January 12, 2022
12 noon EST | 5pm BST | 6pm CET| 9am PST

There has 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.

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.

Panelists: Aaron Filbeck, CAIA, CFA, CIPM, FDP, Director, Global Content Development, CAIA Association; Hossein Kazemi, Ph.D., CFA, Sr. Advisor CAIA Association, Sr. Advisor, FDP Institute and Mehrzad Mahdavi, Executive Director, FDP Institute

In-depth review of ProProctor®  (remote testing) with Prometric 
Date: May 25, 2021

Panelists: Blayne Fox, Client Success Manager, Prometric & Mirjam Dekker, PM, FDP Institute®.

Slidedeck

Introducing a New Hedge Fund Dataset

Date: May 6, 2021 

Description: How to use a hedge fund database, based on open-sourced hedge fund return and how to gain access to the data and a slew of interesting examples. How do you efficiently clean and manage semi-structured data? Alex and Linus will demonstrate with examples based on factor analysis, correlations, and dispersions and explain why they probably should have picked a different programming language.

Panelists: Linus Nilsson, Founder NilssonHedge; Alex Lostado, Quant Analyst, NilssonHedge; and Brandon Kremer CFA, CAIA, CIPM, FDP, Portfolio Manager Heximer Investment Management 

Slidedeck + Research Project
(available to anyone with an FDP Profile number)

Create your free FDP profile number here

Alternative Data and Collective Intelligence Investing: Risks of Adoption
Date: March 8, 2021

Description: Over the last five years, the volume of information available to all has skyrocketed, leading to increased investor interest in alternative data or crowdsourced investment strategies. While opportunities for added value may be present, adoption also comes with a number of risks, both for early and late adopters. Join this conversation as readings from the 2021 Financial Data Professional (FDP) curriculum are brought to life.

Slide Deck 

Q4-2021 FDP Exam Information Session
Date: May 5, 2021

Description: 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.
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.

Panelists: Aaron Filbeck, CAIA, CFA, CIPM, FDP, Director, Global Content Development, CAIA Association; Hossein Kazemi, Ph.D., CFA, Sr. Advisor CAIA Association, Sr. Advisor, FDP Institute and Mehrzad Mahdavi, Executive Director, FDP Institute

Slidedeck

Candidate Orientation Q2-2021 Exam  

Date: March 3, 2021

This webinar features members of the FDP Curriculum Team as well as Candidate Relations. The following topics are discussed: Curriculum materials, exam format, and available resources. For each topic we discussed the required readings, keywords, learning objectives and sample questions. 

Recording + Slide Deck

Evolution of ML in Investment Strategies 
Date: February 9, 2021

"The Evolution of Machine Learning (ML) in Investment Strategies" is an insider’s look into the opaque world of AI/ML-powered investing strategies. Learn how leading-edge asset managers are deploying machine learner algorithms and alternative investment data (Alt-Data) to monetize differentiated sources of potential alpha.

Slide deck 

Top Industry Leaders Discuss Scaling AI Deployments 

Nicolaus Henke, Sr. Partner, McKinsey & Co; Jane Buchan, CEO of Martlet Asset Management; and Bill Kelly, CEO of CAIA speak with Dr. Mehrzad Mahdavi about the explosive growth of AI and its impact on the financial services.