Our webinars will boost your expertise in the latest trends in the industry and share insight into the FDP charter.
Note: the article " A Machine Learning Approach to Risk Factors: A Case Study Using the Fama–French–Carhart Model." is one of the required readings for the upcoming exam
Note: Tony co-wrote and edited the book “Big Data and Machine Learning in Quantitative Investment”, a required reading for the upcoming exam
Rick Roche, CAIA
Discover the latest trends in quantitative model development. AI and Machine Learning in Investment Management is an insider’s look into the opaque world of quantitative investing and the emergence of Artificial Intelligence, Big and small Data.
Roche will separate fact from fiction and hype from reality. Learn how asset managers are deploying algorithms and advanced statistical modeling to classify and monetize varied and differentiated sources of potential alpha. Although quants have not taken over Wall Street (not yet, anyway), the audience will be surprised to hear just how widespread automated trading systems (ATS) and algorithmic investing are being deployed in today’s equity markets.
Roche reveals some of the largest practitioners of quantitative investment management and emerging players in the quant investing space. Increasingly, asset managers are combining human and machine intelligence in the investment decision-making process. There’s a virtual arms race fueled by 1,000+ alternative data set and tech vendors frantically hiring data scientists, computer engineers and math PhDs. No previous experience required!
In 2019, the CFA Institute addressed emerging FinTech applications by requiring exam takers to have a basic understanding of artificial intelligence, big data and robo-advisory algorithms.
“CFA Exam to Add Big Data, Artificial Intelligence as Topics”, Bloomberg, 5/9/17
Michael Oliver Weinberg, CFA
For 25 years Michael has invested directly at the security level and indirectly as an asset allocator in traditional and alternative asset classes. He is a Managing Director, Head of Hedge Funds and Alternative Alpha, at APG. Previously he was the Chief Investment Officer at MOV37 and Protege Partners. Michael is also an Adjunct Professor of Economics and Finance at Columbia Business School, where he teaches Institutional Investing, an advanced MBA course that he created. He is the Co-Founder of the Artificial Intelligence Finance Institute - AIFI. Michael also testifies as an expert witness in financial and technology litigation. He was a portfolio manager and global head of equities at FRM, a multi-strategy investment solutions provider. Prior to that, Michael was a portfolio manager at Soros, the macro fund and family office, and at Credit Suisse. Before that he was a Real Estate analyst at Dean Witter. Michael is a board member of AIMA and on its Research Committee. He is on the management advisory council for the Michael Price Student Investment Fund and a Special Advisor to The Tokyo University of Science’s Endowment. Michael is a founder and board member of Project Punch Card, a not-for-profit organization. He is a member of The Economic Club of New York. Michael is a former Chair at CFANY, where he has received multiple awards, including Volunteer of the Year. He is a research contributor to The World Economic Forum on the impact of AI on Finance. Michael is a published author, having written for The New York Times, Institutional Investor and investment books. He has been interviewed by the Wall Street Journal, Financial Times, CNBC, Bloomberg and Reuters. Michael is a frequent panelist, moderator and lecturer for investment banks, institutional and family office organizations and business schools, including SALT and Harvard. Michael has a BS from New York University and an MBA from Columbia Business School.
Mike Chen & George Mussalli
Webinar Recordings & Slide Decks
A Conversation with ... Seoyoung Kim
Date: February 19, 2020
Description: Dr. Seoyoung Kim is a Professor of Business Analytics at Santa Clara University and co-author of "Zero-Revelation RegTech: Detecting Risk through Linguistic Analysis of Corporate Emails and Newsl"
Natural language processing is a fast-growing area of data science for the finance industry. Recent advances in financial technology (FinTech) have dramatically transformed the financial landscape with respect to the way we access, invest, and transfer financial capital. In this article, the authors explore a promising avenue for the use of natural-language processing in an effective yet non-invasive method by which to monitor the health and integrity of financial institutions and corporations in general by analyzing corporate emails and news.
A Conversation with ... Gene Getman
Date: January 29, 2020
Description: Gene Getman is a Client Portfolio Manager for the 1798 Alternatives group, focused on Investor Relations for the Hedge Fund business. He is the Product Specialist for the 1798 Q Strategy and other innovative or capacity constrained alternative investment strategies based in New York. More importantly: Gene is the co-author of "Big Data is a Big Deal: An investor’s guide to the applications and challenges of alternative data" Note: The "Big Data" paper is a required reading for the March 2020 exam.
A Conversation With ... Guen Dondé
Description: Our conversation with Guen Dondé, head of Research at the Institute of Business Ethics. Co-researcher of "IBE Ethics at Work" and "Implications of AI on Business Ethics". Thought provoking, engaging, and great learning overall! Note: three readings on the March 2020 exam were discussed during this webinar.
Panelists: Guen Dondé, Kathryn Wilkens, Sr. Advisor FDP Institute, Mehrzad Mahdavi, Executive Director, FDP Institute,
FDPI Candidate Orientation for the March 2020 Exam
Description: 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: Mehrzad Mahdavi, Executive Director, FDP Institute, Hossein Kazemi, Sr. Advisor FDP Institute, Keith Black, Managing Director Content Strategy CAIA.