Sign In


Watch webinars (recorded beginning in June 2021) presented by CFA Society Minnesota and our partners.

Looking for older webinars? Check out the archive. Or watch all our videos on YouTube.

 2022 Outlook with Nancy Lazar and Jake Oubina

Recorded December 1, 2021
Presented by CFA Society Minnesota

Nancy Lazar, Partner & Chief Economist
Jake Oubina, Senior US Economist
Cornerstone Macro

Hear Nancy Lazar and Jake Oubina from Cornerstone Macro share their thoughts on the US economy, on how 2022 could look fairly different from 2021, and on GDP, inflation, labor supply, commodities, and more. Where might we see surprises? What about disappointments? Catch this replay to learn more.

 Data Science in Asset Management

Recorded October 19, 2021

Opening remarks from William Kelly, President & CEO of CAIA

Session I
Practical Applications of Data Science in Asset Management – Demonstration of Tools and Use Cases

Learn how data science and machine learning are used in practice for asset management and forecasting from three practitioners in the field. We took an interactive deep dive into the inner workings of different bespoke financial applications with their creators.

Lucas Bunting, CFA, Quantitative Equity Analyst
Cordell Tanny, CFA, FRM, FDP, Vice-President, Systemized Solutions, Dynamic Funds
Moderator: Don Hejna, CFA, CAIA, FDP, Managing Partner, Founder, Stantum, LLC

Session II - Begins at 1:02:22
Leadership Panel – Opportunities and Challenges of Data Science Deployment in Asset Management

Learn best practices employed by industry leaders at the convergence of finance and cutting-edge technology. In this interactive conversation, you will learn the major trends and priorities in the deployment of data science in asset management front office, middle and back office.

Benjamin Blaisdell, Managing Director and Solutions Oversight & Data Analytics, Bank of America
Jane Buchan, PhD, CAIA, CEO, Martlet Asset Management
George Martin, Co-founder, Semnos Partners, LLC
Miquel Noguer, Founder, Artificial Intelligence Finance Institute and NYU Visiting Scholar
Moderator: Mehrzad Mahdavi, PhD, Executive Director, FDP Institute

 Exploring Opportunities in International Markets

September 16, 2021
Presented by CFA Society Minnesota

Grady Burkett, CFA, Portfolio Manager
Matt Lehner, CIMA, Director-Business Development
Diamond Hill Capital Management

Grady Burkett, Portfolio Manager of the Diamond Hill International Fund (DHIIX), discusses changes in international markets and explores long-term opportunities through the lens of an intrinsic value-based approach.

 Hungry for Yield? Opportunities in the Securitized Market ‭[1]‬

Recorded June 16, 2021
Presented by CFA Society Minnesota & Diamond Hill

In this lower, longer interest rate environment, many institutional investors are searching for yield in their fixed income programs. The Securitized Market, which has greatly evolved over the past decade as cell phone plans and property assessed clean energy bonds have become securitized, offers the opportunity to provide that additional yield. However, because of antiquated methodology, these opportunities are often excluded from the benchmarks - creating further dislocations and the ability to add yield for astute institutions. Join Doug as he expands on this very timely topic and explores opportunities for additional yield.

(You will need to enter your name & email to watch this replay.)

 Hungry for Yield? Opportunities in the Securitized Market ‭[2]‬

210616 Hungry for Yield.png