Meet CAIA Charter Holders
Neel Patel, CAIA, Portfolio Management Associate, Morgan Stanley
"One of the primary reasons the current director that I work with within Morgan Stanley hired me was because of the CAIA designation." watch now
Sales Manager
Pictet & Cie. Europe SA
"I thought it was very important to have a deep knowledge of the alternative investment arena , which is something that has a real importance in the asset management side." watch now
Associate Partner
Aon Hewitt
"I felt like it was a great complement to what I'd done in my formal education." watch now
Director of Marketing
QFS Funds
“Employers are looking for people with the CAIA Designation, absolutely.” watch now
Director
UBS Wealth Management Singapore
"The time preparing for and passing the two levels has paid off. I have solidified my understanding of structured credit products, especially as they relate to a broader investment portfolio. The CAIA designation has allowed me to command greater credibility from clients. Even better, the CAIA member network helped me connect with like-minded professionals when I transitioned to Hong Kong."
President
New England Pension Consultants
“NEPC believes alternative investments are critical for institutional investment programs in the future. The CAIA program offers a broad-based approach to the alternatives area which is crucial for our clients. As the recognized alternative assets designation in the investment community, all Consultants and Analysts at NEPC are encouraged to work toward the CAIA designation.”
Vice President, Capital Introduction Group
BNP Paribas
"The CAIA has been extremely beneficial in my work with hedge funds and institutional investors. The curriculum material was extremely engaging and interesting, and I’ve developed a strong professional network from attending various events." watch now
Head of Asset Management
Banco Sabadell
"At Banco Sabadell - Asset Management Division we encourage our staff to take the exams and gain an insight into the Alternatives through the CAIA Program. We also give our support to educational initiatives that lead to the achievement of the CAIA Designation for our employees as we consider it to be a significant milestone for their professional development, as much as a clear advantage in the market for our firm. In fact the CAIA Designation is becoming gradually required to our investment management side, and getting highly recommended to our middle and back office functions' staff as well."
Founder
Ineichen Research and Management
"The CAIA program is a well structured course that allows financial professionals with a broad array of educational backgrounds to move up the learning curve quickly and in a structured fashion. The program is comprehensive and well balanced between academic and practitioner research. I am delighted to be part of the program."
Member Spotlight
Rufat Garalov, CAIA, CFA, has been promoted to Director of Research Operations and Analysis at Waypoint Advisors.