New York Chapter
Welcome to CAIA New York, located in the center of the Alternative Investment industry. The New York chapter prides itself on being a thought leader in investment and industry practices. Our chapter encompasses the New York metropolitan area, and includes Connecticut, New Jersey, Long Island and Westchester County. We strive to be a relevant part of our members’ professional network, and readily use New York’s vast intellectual resources to our benefit. Our meetings feature a diverse set of speakers, including industry practitioners, professors of finance and career coaches. read more
New York Chapter
Robert O'Donnell, CAIA, Chapter Head
Director of Marketing, QFS Asset and Risk Management | Community Profile | Bio (members only)
Gregory Kaufmann, CAIA, Chapter Executive
Prime Brokerage/Capital Introduction Associate, BNP Paribas | Community Profile | Bio (members only)
Andrew Saunders, CAIA, Chapter Executive
Director, Direct Access Partners | Community Profile | Bio (members only)
The chapter also benefits from cooperation with other relevant organizations such as the New York Society of Security Analysts, the Connecticut Hedge Fund Association, the Market Technicians Association and the Center for Business and the Environment at Yale University. In addition to building professional relationships, the chapter seeks to create a sense of community among the members through social gatherings. The New York chapter looks forward to continuing to be an integral part of the expanding Alternative Investment community.
CAIA members residing in NY, CT and NJ 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 New York Events
| Date | Description | Location |
|---|---|---|
| May 29 2012 - 6:00pm |
CAIA New York and NYSSA cordially invites you to attend a Career Chat
Once we land a job we tend to breathe a sigh of relief and get down to th ... |
New York , New York |
| Jun 20 2012 - 5:00pm |
CAIA New York cordially invites you to attend an Educational Event
"Investing in Alternative alternatives: Wine, Diamonds & Art"
As market c ... |
New York City, New York |
Past New York Events
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| Date | Resources | Location | |
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| Mar 8 2012 - 5:30pm |
CAIA New York cordially invites you to attend a Chapter Seminar on
"State of the Real Estate Markets
Generating returns and managing risk with ... |
New York City, New York | |
| Dec 16 2011 - 5:30pm |
Join us at a “safe haven” for the CAIA Holiday Party as we toast the New Normal with the “risk on/risk off" Cocktail imported from Europe. It’s no ... |
New York City, New York | |
| Nov 1 2011 - 5:30pm |
Come join fellow CAIA members, candidates and other AI professionals working in your area as they celebrate (or commiserate!) with those who sat f ... |
New York City, New York | |
| Aug 17 2011 - 5:15pm |
"State of Credit Markets"
After the strong performance across all credit strategies in 2009 and 2010, returns in the fixed income markets are l ... |
Manhattan, New York | |
| May 16 2011 - 6:15pm |
The International Association of Financial Engineers presents
The 2011 IAFE Annual Conference
"Financial Facts, Fantasies and Fallacies?"
Spe ... |
New York City, New York |
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Member Spotlight
Fernando Walter Lolo, CAIA, has founded Directional Alpha®, LLC, a proprietary trading and alternative investment firm headquartered in Washington DC, focusing on global-macro and event-driven investment strategies.