Thu, 08/09/2012
Alternative investing is the future. That was the takeaway from the Annual Financial Advisor/Private Wealth Innovative Alternative Investment Strategies Conference, which the CAIA team attended late last month in Denver. According to the predictions of several panels, which included CEOs of international alternative investment firms such as Morgan Creek Capital. Financial professionals at large will have to embrace alternative strategies...
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Fri, 03/30/2012
Do you have a colleague or peer who deserves a chance to compete for a full CAIA Scholarship? The CAIA Foundation is accepting applications through April 3 for ten 2012 scholarships for women preparing to take the Level I CAIA exam in September 2012. Winners receive waivers of enrollment and exam registration fees, free curriculum readings, preparatory program support, and upon successfully completing the program, a waiver of the first year of...
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Fri, 02/24/2012
The Board of Directors represents the diversity and professionalism of the CAIA Association. Its members work in several geographic regions, from Asia to North America, and a variety of sectors in the alternative investment industry. Founded in 2002, the first board members were Thomas Schneeweis and Florence Lombard, who has since left the Board to serve as CEO of the CAIA Association. The current board consists of six members: Andrew Baker;...
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Thu, 02/09/2012
Phuong Nguyen, CAIA, is the first recipient of the CAIA Academic Partnership Program Scholarship, entitling her to drastically reduced exam registration fees. Ms. Nguyen passed Level I in March 2011 and Level II in September of the same year. Having earned the CAIA Designation, she recently became a member. Andrew Tetreault, Program Assistant in the CAIA Curriculum Department, asked Phuong a few questions about her experience with the program....
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Thu, 01/19/2012
The world of alternative investments is constantly evolving and the CAIA Association is committed to helping its members stay abreast of new developments in the field. Our curriculum is updated regularly to reflect current issues in alternative investments. To ensure that members are informed about changes to our curriculum, we developed the Self-Evaluation Tool (SET). This web-based tool is intended to help members evaluate their knowledge of...
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Tue, 12/20/2011
This week's CAIA blog post brings together the predictions of four back-to-back presenters, all with a different take on events in the immediate future of the alternative investment industry. On the night of December 5, Canadian CAIA members and candidates met to hear pearls of wisdom from four grizzled veterans of the investment industry: Richard Rémillard, Executive Director of the CVCA; Tris Lett, CIO at Integra Capital Management; Anthony...
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Thu, 12/08/2011
The world of finance has turned much of its attention to the East, and so has the CAIA Association. As the investment landscapes of Singapore, Hong Kong, and Korea shift from more traditional investment vehicles to alternatives, so too will there be a growing demand for the type of specialized education that the CAIA program provides.
Just last month, Hossein Kazemi, Program Director, and I attended the launch of CAIA Korea, the latest addition...
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Thu, 11/17/2011
How does the CAIA Association determine what finance professionals need to know to bear the CAIA designation?
It meets this challenge by employing a full-time team of leading alternative investment academics and practitioners as well as expert volunteers and consultants, all of whom make up the CAIA Curriculum team. Its charge: teach candidates the core competencies required to create, manage, and monitor an institutional quality portfolio of...
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Thu, 11/10/2011
Last week, two of my fellow Global Business Development team members and I attended the Schwab Impact 2011 conference at the Moscone Center in beautiful San Francisco. Over 4000 delegates attended the four day event, which filled the conference hall with more than 300 exhibitors. The list of keynote speakers included such high profilers as Charles R. Schwab, Bill Gross, Liz Ann Sonders, and Tony Blair. Perhaps most noteworthy was the large...
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Thu, 11/03/2011
The World Agriculture Investment Conference, Europe, took place in London on October 4th and 5th. Global demographics are driving the farmland investor story, while owners of farmland are increasingly employing high technology to increase crop yields and bring previously fallow land into production. Despite the recent volatility in financial markets, farmland values continue to escalate in many areas of the world.
This week, the world...
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