Los Angeles Chapter

Welcome to CAIA Los Angeles. Formed in 2011, the chapter's mission is to be the leading platform for idea exchange, educational events, and networking in the alternative investment industry in Southern California. We have hosted speakers of international repute and will continue to actively promote the expertise of our members in all categories of alternatives, including private equity, real estate, hedge funds, and commodities. read more

Los Angeles Chapter

Founded in 2011
losangeles@caia.org
Chapter events | Chapter forum (members only)

Matt Balaker, CAIA, Chapter Executive
Investment Officer, Micro PIPE Capital Management | Community Profile | Bio (members only)

Erik Einertson, CAIA, Chapter Executive
Consultant Relations, Wilshire Associates | Community Profile | Bio (members only)

Tom Mahoney, CAIA, Chapter Executive
Private Wealth Advisor, UBS | Community Profile | Bio (members only)

Mick Swartz, CAIA, Chapter Executive
Associate Professor, University of Southern California | Community Profile | Bio (members only)

Jason ZumBerge, CAIA, Chapter Executive
Director, Strategic Relationships, Altegris Investments | Community Profile | Bio (members only)

Our members include portfolio managers, wealth management firms, family offices, academics, and product managers, all of whom have one thing in common: a desire to excel in the alternative investment space. We welcome all members and hope to see you at a future event!

CAIA members residing in Southern California 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 Los Angeles Events

Please stay tuned for future event announcements.

Past Los Angeles Events

Icons indicate the availability of the following resources:
presentationphotosblog postarticle
Date Resources Location
Mar 27 2012 - 5:00pm
CAIA Los Angeles Educational Event
CAIA Los Angeles and CFA LA cordially invite you to attend a joint Educational event. Endowments, Foundations and Alternative Investments: A P ...
 Los Angeles, California
Nov 8 2011 - 6:00pm
CAIA Los Angeles Social Event
Come join fellow CAIA members, candidates and other AI professionals working in your area. This is also an opportunity to celebrate (or commiserat ...
 West Hollywood, California
Jul 21 2011 - 5:00pm
CAIA Los Angeles Managed Futures Panel
Managed Futures Panel In their 3rd annual alternative investment survey, Morningstar and Barron's reported more than 70% of institutions expect ...
 Los Angeles, California
Mar 2 2011 - 5:30pm
CAIA Los Angeles Chapter Launch and Educational Event
"Alternative Thinking about Investments" Presented by Mark W. Yusko, CEO and CIO of Morgan Creek Capital Management, a $9.4B investment managemen ...
 Beverly Hills, California
Nov 1 2010 - 5:30pm
CAIA Southern California Educational Event with Marc Faber
"Economic Policy Makers Cannot Solve Problems by Using the Same Kind of Thinking They Used When They Created Them" Join us for an exceptional e ...
 Beverly Hills, California
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