By Aaron Vale, CAIA, CFA, MFin, Global Managing Director, Mexico Infrastructure Partners In recent years, owning a natural gas power plant in the U.S. felt tenuous. Today, it can be among the most coveted assets in private infrastructure portfolios. Investors who recognized this shift early have been rewarded. Understanding what changed, and what […]
By Stylianos Kampakis PhD, CEO, Tesseract Academy In this CAIA mini-course, we introduce the work of Stylianos Kampakis PhD, CEO of Tesseract Academy, and member of the Quantum Finance Boardroom. Each installment of this series will present a new chapter in Dr. Kampakis’ work on real estate tokenization. How It Works: Lifecycle and […]
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA Association What happens when all you do is win, win, win…no matter what? In 2013, legendary producer-turned-meme DJ Khaled released an album called Suffering from Success, a poetic dissertation of what happens when one becomes too successful. The […]
How should SWFs and Asset Owners rethink crypto assets in 2026? By Winston Ma, Partner of Dragon Global Family Office; Former MD, China Investment Corp (CIC) In 2025, Bitcoin showed how spectacularly wrong price forecasts can be, after the initial optimism driven by President Donald Trump. Within days of taking office for the […]
By Andreas Rothacher, CFA, CAIA Head of Investment Research at Complementa AG & Richard Sanders, CFA, Head of asset allocation and manager selection at Cöoperatie VGZ The allocation to alternative assets such as private debt and infrastructure has increased significantly over the past decade. This development is not limited to portfolios of institutional […]
By Andre Costa, CAIA and Oswaldo Zapata, PhD As interest in quantum technologies continues to grow among policymakers, institutional investors, and asset managers, it is increasingly important for professional bodies such as the CAIA Association to provide balanced and disciplined education on the subject. This article is the third installment in our series […]
By Koen van Mierlo, MSc, LLM, CFA, CAIA, Head of Analysis at Bluemetric Wealth Advisory. A thirst for liquidity In the current market, investors are recognizing that private equity can be truly illiquid. Challenges in the dealmaking environment have introduced meaningful frictions for the transaction-driven asset class. For example, between 2022 and 2024 […]
By John L. Bowman, CFA, Chief Executive Officer, CAIA Association If our entire pitch book is based on the beauty contest mentality of us vs. them, we will be speaking a foreign language, eventually an offensive one, to the TPA CIO. As CAIA Association continues to lead the conversation and thought leadership […]
By Stylianos Kampakis PhD, CEO, Tesseract Academy In this CAIA mini-course, we introduce the work of Stylianos Kampakis PhD, CEO of Tesseract Academy, and member of the Quantum Finance Boardroom. Each installment of this series will present a new chapter in Dr. Kampakis’ work on real estate tokenization. Introduction: What Is Tokenization? Asset […]
By Fernando Walter Lolo, CAIA Chart patterns are powerful tools in technical analysis, helping traders identify potential trend reversals, continuations, and breakout opportunities. Recognizing these formations allows traders to make informed decisions based on historical price action and market psychology. This article continues the discussion from Part One and focuses on advanced formations and multi-timeframe […]