Multimedia Library

Hear our expert staff and Members speak on topics ranging from practical strategies in hedge fund investing to the importance of education in the alternatives space.

Private Equity Investing: Growth, Trends, and Expectations

Private equity is the largest asset class in the alternative investments universe and has seen sustained growth and evolution in recent years. From the continued trends of capital formation shifting toward private markets and companies staying private for longer, to the emergence of innovative fund vehicles and a growing secondary market that are democratizing access for individual investors, the asset class continues to mature and change. In this webcast, we discussed the current state of private equity, emerging trends, and what private equity investors can expect to see moving forward.

Natural Language Processing (NLP) for Financial Services - APAC

Language is one of the great untapped resources of information. Today’s NLP field covers the full cycle of recognizing and understanding speech, processing natural language and generating text including automatic coding. NLP is everywhere – when you dictate a text message to Siri, ask Alexa for the weather, search on Google, use email services that filter out spam, check out spelling and grammar, and even autocomplete an entire message.

Adoption in financial services is wide and high impact with applications such as – sentiment analysis, tracking relationships, legal and compliance, speech recognition and advanced chatbots, information retrieval, and ESG.

Natural Language Processing (NLP) for Financial Services

Language is one of the great untapped resources of information. Today’s NLP field covers the full cycle of recognizing and understanding speech, processing natural language and generating text including automatic coding. NLP is everywhere – when you dictate a text message to Siri, ask Alexa for the weather, search on Google, use email services that filter out spam, check out spelling and grammar, and even autocomplete an entire message.

Adoption in financial services is wide and high impact with applications such as – sentiment analysis, tracking relationships, legal and compliance, speech recognition and advanced chatbots, information retrieval, and ESG. We discussed the current state of NLP and implications for financial services.

Wealth Management – Establishing a Roadmap to an Improved Client Experience

With the intersection of product democratization and the evolution of advice in the wealth management space many questions arise: 

- What is the role of governance? 

- How important is product knowledge? 

- What is the true meaning of funded contentment beyond the four corners of your financial balance sheet? 

Panelists Brian Portnoy, CFA and Founder of Shaping Wealth; Martina Kelly, Director of Funds, IOB Ireland; Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™, CAIA Association, and moderated by Laura Merlini, CAIA, Managing Director, EMEA, Industry Relations, CAIA Association held a lively discussion exploring the evolution of the wealth management space. 

Alan Waldman Discusses Algorithmic Trading and Machine Learning for Cryptoassets (APAC)

Due to the transparent nature of public blockchains, substantial data is available to traders. Listen in as we discuss algorithmic trading powered by machine learning, as well as delving into some interesting and unexpected findings. Algorithmic trading using non-deterministic methods are also discussed.

Alan Waldman Discusses Algorithmic Trading and Machine Learning for Cryptoassets

Due to the transparent nature of public blockchains, substantial data is available to traders. In this webcast, we discussed algorithmic trading powered by machine learning, as well as delved into some interesting and unexpected findings. Algorithmic trading using non-deterministic methods was also discussed.

FDP & Kaplan Schweser Discuss the OnDemand Review Package

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 (FDP) is a global designation for investment professionals with data science skills.

Master the Financial Data Professional® curriculum and take the risk out of exam day with Kaplan Schweser’s FDP Review Package. This package features an OnDemand review course, which is delivered 100% online and led by Dr. Greg Filbeck. FDPI Senior Advisor, Hossein Kazemi joined Dr. Greg Filbeck, a professor of finance with more than 20 years of teaching experience and Eric Smith, Director, Product Development from Kaplan. Together they shared how Kaplan Schweser's OnDemand Review Package can help you obtain your Financial Data Professional credential.

FDP Charter Information Session (Q4-2022 exam) - APAC

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 (FDP) is a global designation for investment professionals with data science skills. The Financial Data Professional Institute (FDPI), established by CAIA Association, has designed a self-study program to provide financial professionals with an efficient path to learn the essential aspects of financial data science. Senior Advisor, Hossein Kazemi and Managing Director, Joanne Murphy, Asia Pacific Industry Relations, CAIA Association shared how you can obtain your Financial Data Professional credential.

FDP Institute - In-depth Review of ProProctor (Remote Testing) with Prometric

In this webinar, FDP Institute discussed the options for Candidates to take the FDP Exam

Option 1: At a Prometric Test Center (October 17-30, 2022)
Option 2: Via ProProctor (remote proctoring) from your home or office (October 30 & 31, 2022)

CAIA/AIMA Alternative Investment Boot Camp Session 3: Practitioner Career Panel

In this third web seminar, Rom Beneche, Director, AIMA, as he hosted a panel of industry professionals talking about their career paths and how they made it from their university days to the roles they hold today. Panelists covered a range of investment and non-investment roles in the alternatives industry.

If you have further questions, please reach out to the panelists from the session below:

Rom Beneche: rbeneche@aima.org

Zachary Bird: Zachary.Bird@marcumllp.com

Victoria Hart: victoria@versorinvest.com

Jess Henry: Jessica.Henry@man.com

CAIA/AIMA Alternative Investment Boot Camp Session 2: Alternative Data and ESG Investing

In this second session of the internship boot camp with AIMA & CAIA Association, we covered the differences between traditional and alternative data, applications of both, and how it relates to ESG investing.