By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC “Private equity employees used to aspire to own their own jets, but now they just want to afford their children’s private school tuition, he said”… Did “HE” just say the quiet part out loud, and is that what we truly have […]
By Fernando Walter Lolo, CAIA Chart patterns are powerful tools in technical analysis, helping traders identify potential trend reversals, continuations, and breakout opportunities. These formations reflect market psychology and historical price behavior, appearing consistently across timeframes and cryptocurrencies—especially in Bitcoin, given its liquidity and volatility. This two-part guide explores 20 essential chart […]
By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC I recently attended the Global Absolute Return Congress (Global ARC) and was so happy to see that there was at least one forum left in this world where Private Credit yielded some stage time to other interesting and perhaps more emerging topics. […]
By Nick Pollard, Managing Director, APAC at CAIA Association At a recent gathering of senior investment leaders in Singapore, one question set the tone: “What are the challenges that disproportionately occupy the minds of your firms at the moment?” The answers revealed a profession navigating what feels like a permanent state of regime change. […]
By Nick Pollard, Managing Director, APAC at CAIA Association In what has been an extraordinary year in so many ways, a recent meeting of APAC Global Investors considered what was occupying their minds as they position themselves for an era of uncertainty. Regime Change and Strategic Repositioning Geopolitical tensions and structural shifts in […]
By Geoffrey Rubin, PhD, Senior Managing Director, One Fund Strategist at CPP Investments When people talk about the total portfolio approach (TPA), they may have a perception of its complexity. Analytics matter, but I’ve learned over decades at CPP Investments that the real foundation is simpler, yet more difficult to achieve. […]
By Dan Bienvenue, CAIA, CFA, Managing Director at General Atlantic and Board Director at CAIA Association With a new role in private equity after more than 20 years at CALPERS, I’ve now seen our industry from both sides of the table. As an asset allocator, my team and I spent years evaluating external managers by […]
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy If you haven’t heard by now, I’m one of those rare people who enjoys both Star Wars and Star Trek. The latest reboot of Star Trek is what got me into the franchise, and Andor Season 1-2 is […]
By Charles Hyde, PhD, Head of Asset Allocation, New Zealand Superannuation Fund Fifteen years ago, we at New Zealand Superannuation Fund (NZ Super) set out to reshape how we think about building our portfolio, not as a collection of asset-class silos, but as a single, dynamic pool of capital. This journey […]
By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC I was recently asked by a global regulator to address their team on the implications of an Executive Order (“EO”) on Democratizing Access to Alternative Assets for 401(k) Investors. On the eve of my virtual visit, they were kind enough […]