UPCOMING WEBINARS 

Crash Course with NVIDIA
Date: June 10, 2021

Description:  AI is transforming industries and reshaping how information is used and how decisions are made by integrating text, speech, and images on a nearly unfathomable scale. Join us for a discussion with John Ashely and Prabhu Ramamoorthy, experts in the future of FinTech at NVIDIA, a leader in data science and artificial intelligence. Discussion moderated by Don Hejna, Managing Partner at Stantum, LLC and FDP Charterholder.

Learn about the latest artificial intelligence technologies and their expanding use cases. This discussion will take participants from understanding simple regressions to concepts in state-of-the-art natural language processing and image recognition technologies in a rapid paced, high-level discussion.

This event is offered in partnership with NVIDIA and CFA Society San Francisco

Register here

Industry Leader Best Practices
Date: June 16, 2021

Description: Join us for a panel discussion with industry experts Jane Buchan, Nigel Noyes and Sam Shapiro, moderated by Mehrzad Mahdavi. Panelists will present use cases and discuss the increasing role of data science and artificial intelligence in garnering a competitive edge across investment industries. 

During this session, attendees will learn how leaders in the industry use data and artificial intelligence to improve their business and investment returns. Be sure to check out the precursor to this event, Data Science & AI Series (Part I): Crash Course with FDP on June 10th, for a crash course in the latest AI technologies.

This event is offered in partnership with CFA Society San Francisco.

Register here

Candidate Orientation Q4-2021 exam  
Date: September 22, 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. 

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

SBai "Data Science Innovations in the World of ESG Investing"

Date: May 28, 2021 SBAI 

Description: 

• Panel Discussion: Data Science Innovations in the World of ESG Investing
• Issues with ESG measures and sourcing from non-traditional data sets
• Techniques and pitfalls in modeling ESG behaviors
• Which ESG measures drive long-term outperformance

Learn more here 

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

Description: 

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

Recording + 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 

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

Create your free FDP profile number here

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

Recording + Slidedeck

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.

Recording + Slide Deck 

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.

Recording + Slide Deck

Slide deck           Recording 

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.

Recording