The era of the robo-advisor—put your retirement goals into the retirement calculator and get your “personalized” asset allocation—is over. The 60/40 equities/fixed-income prescription is a thing of the past. Alternative investments that are accessible to the general investing public have changed the way investment advisors and their clients think about investing.
News and Press Releases
Media Contact: Deborah McLean, Head of External Relations, CAIA Association
firstname.lastname@example.org or (413) 253-7373
Deutsche Asset & Wealth Management (DeAWM) is pleased to announce a global partnership with the Chartered Alternative Investment Analyst (CAIA) Association. In response to the global growth of alternative investment products, DeAWM is partnering with the CAIA Association to offer the Fundamentals of Alternative Investments Certificate Program to its client coverage and investment professionals globally. DeAWM is the first asset manager to require certification of its retail coverage in the Americas, affirming its commitment to the evolving alternative investment landscape.
FOR IMMEDIATE RELEASE
100 Women in Hedge Funds and CAIA Foundation Announce the
2014 CAIA Designation Scholarships
My First 100 Days…
As a result of destiny or maybe irony, my 100th day as the CEO of CAIA was not spent in Amherst, Boston, or anywhere else in the United States. In fact this milestone was reached almost 4,000 miles away in Zurich, which was my first stop on a nine-city European tour that spanned 11 days; brought me to five of our Chapters; and introduced me to hundreds of CAIA members for whom I work. The trip was excellent, and I have never felt more proud about our brand, our opportunities, our members, and my colleagues.
Tell us about your career and why you decided to take on the leadership of the CAIA Association.
April 8, 2014 • by News at Marshall
Leading Private Equity and Alternative Investment Organizations Combine Expertise to Support Member Experience and Drive Public Awareness of Benefits of Private Capital Investment
The Small Business Investor Alliance (SBIA), the leading association for lower middle market private equity funds and investors, and the Chartered Alternative Investment Analyst (CAIA) Association, the global authority in alternative investment education, today announced a partnership to further thought leadership and analysis within the private capital investment industry.
AMHERST, MA—The Chartered Alternative Investment Analyst (CAIA) Association®, the global leader in alternative investment education, and the University of Arizona today announced a strategic partnership between the CAIA Association and the University’s Eller College of Management. Under the partnership, the students in the Eller College of Management will have access to the CAIA Association's curriculum and events and be eligible to apply for scholarships to earn the CAIA Charter.
In keeping with its dedication to excellence in alternative investment education, the Chartered Alternative Investment Analyst (CAIA) Association, in partnership with the Investment Management Consultants Association (IMCA), this month launched the Fundamentals of Alternative Investment Certificate Program®.
100 Women in Hedge Funds (100WHF), a leading non-profit organization for professionals in the alternative investments industry, today announced it will honor Jane Buchan, Chief Executive Officer of Pacific Alternative Asset Management Company (PAAMCO) with the 2014 North American Industry Leadership Award. Ms. Buchan will receive the award at the annual 100WHF New York Gala, to be held at Cipriani 42nd Street in New York City on November 12, 2014. She will also be recognized as the award honoree at the inaugural 100WHF Cayman Gala at Tiki Beach on May 3, 2014.
Amherst, MA--In response to the global growth of alternative investment products now available in multiple wrappers, including liquid alternative mutual funds, the Chartered Alternative Investment Analyst (CAIA) Association and the Investment Management Consultants Association® (IMCA®), today launched the Fundamentals of Alternative Investment Certificate Program®.
By Barbara Mack, Research and Publications Manager, CAIA Association
BM: What is your background, how did you get into finance, and how did you discover CAIA?
LPC: In a nutshell, I have a Bachelor’s degree in economics and international business from Sam Houston State University in Texas and an MBA from the University of Miami. I have been doing private markets work since 1992.
Would you or a colleague like to be considered for a scholarship recognizing excellence in alternative investment practice? The CAIA Foundation is pleased to announce the fourth year of its 100 Women in Hedge Funds / CAIA Scholars program.
Registration begins on February 3rd and closes on March 14th The CAIA Foundation will award ten scholarships to extraordinary women intending to take the Level I CAIA exam in September 2014.
Apply at foundation.caia.org.
Amherst, MA—The Chartered Alternative Investment Analyst (CAIA) Association’s® Board of Directors has appointed William (Bill) J. Kelly, an asset management industry veteran, as CEO of the CAIA Association effective January 13, 2014. Mr. Kelly brings extensive managerial and boardroom experience gained through successive CFO, COO, CEO and independent board director roles.