August Chronicles: The Intersection of Alts & Wealth Management
Geopolitical Risk and Long-Term Investing: Incorporating a geopolitical framework into a long-term investment process
Mark your calendars for Future Proof
Long-Term Private Equity Performance: 2000 to 2021
For the August installment of Chronicles, CAIA explores the growing demand for access to alternative assets within the world of wealth management.
Authors John Bowman, CFA, Executive Vice President, CAIA Association and Steven Novakovic, Managing Director, CAIA Curriculum provide valuable insights from a recent industry session with Marko Papic, Chief Strategist at Clockwater Group presenting to asset allocators on incorporating geopolitical analysis into their investment process.
Featuring bold, interactive content, CAIA leadership will be present at the Future Proof Festival with Aaron Filbeck, CAIA, CFA, CIPM, FDP, moderating an alts panel with an array of audience members from all fields such as creative arts, technology, investing, and pop culture.
Press coverage of private equity focuses almost exclusively on second order concerns over disclosure, fees, layoffs, debt, and an occasional scandal. Rarely is attention given to the first order benefit of high risk-adjusted returns. Steve Nesbitt, Chief Executive Officer, Chief Investment Officer of Cliffwater provides an updated study focused on the private equity performance achieved by large state pension systems from 2000-2021.
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