Boston Chapter
Welcome to CAIA Boston. Long a renowned global hub of traditional asset management, Boston today has an impressive and growing footprint in the alternative investment industry—from the usual suspects of private equity, hedge funds, and real estate, to the more esoteric timber, volatility (as an asset class), and more. And we all know that even those "traditional" shops are building out their alternative product lines. It is an exciting time, indeed. read more
Boston Chapter
Peter Chiappinelli, CAIA, CFA, Chapter President
Portfolio Strategist, Grantham, Mayo, Van Otterloo & Company, LLC | Community Profile | Bio (members only)
Megan Green, CAIA, Vice President
Vice President, State Street Corporation | Community Profile | Bio (members only)
Bill Monaghan, CAIA, Vice President
Senior Consultant, Partner, CTC Consulting | Community Profile | Bio (members only)
The Boston chapter's mission is to be the link between individual practitioners, asset and wealth management firms, portfolio managers, product managers, and Boston's academic community. We take our role seriously to be a resource and voice in the ever-unfolding debate surrounding the role of alternatives in portfolio construction. Since our inception, we have hosted numerous interactive educational events with expert panels and speakers from all corners of the industry. We also form links through networking, outreach, and career management activities. We look forward to you joining our rapidly growing chapter, and welcome your enthusiasm and expertise.
CAIA members residing in MA, RI, ME, VT, and NH comprise the membership of the chapter. Other members are welcome to join the chapter by adjusting the settings on the CAIA profile.
Non-members are invited to join the chapter mailing list.
Members, log in to view all chapter resources.
Upcoming Boston Events
| Date | Description | Location |
|---|---|---|
| Feb 9 2012 - 5:30pm |
Come join CAIA Boston for a fascinating look at global capital flows. Sponsored by BNY Mellon, this event uses insight from BNY Mellon data that ... |
Boston, Massachusetts |
Past Boston Events
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| presentation | photos | blog post | article |
| Date | Resources | Location | |
|---|---|---|---|
| Oct 25 2011 - 5:30pm |
"The Good, The Bad, and The Ugly:
A wide-ranging discussion on the Battle of the Bens, Divvy-swaps, and the Ultimate Tail Risk Protection "
P ... |
Boston, Massachusetts | |
| Jun 6 2011 - 5:30pm |
"Rock, Paper, Scissors: The Role of Hard Assets in a Paper Asset World"
Expert panelists specializing in Timber, Energy and Precious Metals wil ... |
Boston, Massachusetts | |
| Mar 10 2011 - 12:15pm |
"Grabbing the Black Swan by its Tail: Tail Risk Management for the Next Unforeseeable Crisis "
Dr. David P. Simon, Professor of Finance, Bentl ... |
Boston, Massachusetts | |
| Feb 9 2011 - 5:30pm |
A Winter Evening of Macallan Scotch tasting
Special Guest: Mr. Graeme Russell, Brand Ambassador of The Macallan
Come join your alternative ... |
Boston, Massachusetts | |
| Nov 30 2010 - 5:30pm |
"How Will Dodd-Frank Legislation Impact Alternative Investing? What You Need to Know!"
The dust has hardly settled, but the new reality is upo ... |
Boston, Massachusetts |
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