By Claire Sawyer, Associate Director of Content Development, CAIA Association We know how it goes: you register for a webcast with the best of intentions, but when the day comes, your schedule’s full or you just can’t bring yourself to spend another second (let alone a full hour) on Zoom. We know the feeling […]
By Justin Arasin, Head of Capital Formation and Product Development, US Realty Advisors & David Grazioli, Managing Partner, US Realty Advisors Net lease real estate and private credit have gained prominence among investors seeking stable returns with reduced volatility. Amidst recent US commercial real estate challenges, the appeal of potentially less risky real estate strategies like […]
By Andreas Rothacher, CFA, CAIA, Head of Investment Research at Complementa AG Swiss pension fund landscape and regulation of alternative assets The Swiss pension system is based on three-pillars. Public pension provisions in the form of a pay-as-you-go scheme (old-age and survivors’ insurance) constitute the first pillar of this pension system. The second pillar is […]
By Matt Curtolo, CAIA The world is replete with relative comparison. Certainly, in our social lives, we are often ‘keeping score’ of our ‘performance’ when compared to others. In 1954, psychologist Leon Festinger developed the theory of social comparison, which is the idea that individuals determine their own social and personal worth based on how […]
By Claire Sawyer, Associate Director of Content Development, CAIA Association We know life can get busy, and sometimes you just can’t find the time to tune in to every episode of the Capital Decanted podcast. In this blog post, we’ve summarized our latest episode, giving you all the leading insights without the lengthy listen.Read on […]
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDPManaging Director, Head of UniFi by CAIA™ at CAIA Association In case you missed it, a flurry of ETF proposals have attempted to integrate private credit into their offerings, effectively providing private credit to the masses. It’s still early days, but these proposals are likely not over. As […]
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association. An apt title that has nothing to do with its homophonic avian, the pigeon. Pidgin, in this case as a qualifier for English, is a simplified way for two people to speak when neither one shares a common language. Think of it as an […]
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association. Editor’s Note: As a consequence of a kind invitation from George Barker, CAIA, I recently had the opportunity to meet several chief information officers within some of the largest PE shoppes. While Salesforce is primarily in the CRM business there was nothing salesy about this […]
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association. Alternative investments are somewhat analogous to Forrest Gump’s proverbial box of chocolates, mostly because “you never know what you’re gonna get” inside. Wrappers certainly matter but the analogy does not end there. It turns out that chocolate was once the province of the aristocrats […]
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™. In this blog post, I go behind the scenes with key contributor Shannon Saccocia, CFA, CIMA®, chief investment officer of NB Private Wealth for a final look at Crossing the Threshold: Mapping a Journey Towards Alternative Investments in Wealth Management. Shannon […]