Portfolio for the Future™

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Pidgin English
Educational Alpha: Pidgin English
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association. An apt title that has nothing to do with…
Educational Alpha
Cultivating Alpha
Educational Alpha: Curate Like Nobody's Watching!
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association. Editor’s Note: As a consequence of a kind…
Educational Alpha
Chocolate Covered Alternatives
Educational Alpha: Chocolate Covered Alternatives
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association. Alternative investments are somewhat…
Educational Alpha
Crossing the Threshold: Recognizing Opportunities and Finalizing Integrations
Crossing the Threshold: Recognizing Opportunities and Finalizing Integrations
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™. In this blog…
Access to Alternatives, State of the Industry
Crossing the Threshold: Navigating Challenges and Remembering What’s Most Important
Crossing the Threshold: Navigating Challenges and Remembering What’s Most Important
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™. In this blog…
Access to Alternatives, State of the Industry
Crossing the Threshold: Forging Alliances and Asking the Right Questions
Crossing the Threshold: Forging Alliances and Asking the Right Questions
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™. In this blog…
Access to Alternatives, State of the Industry
Crossing the Threshold Building World Order Sandy Blog 2024
Crossing the Threshold: World Building In a New Saga
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™.  I…
Access to Alternatives, State of the Industry
Crossing Blog
Crossing the Threshold: The Second Wave of Democratization in Wealth Management
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™. I love action…
Access to Alternatives, State of the Industry
Quarterly Mark Summer 2024
Estate of the Union: Trends in Alts and the Family Office
By John L. Bowman, CFA, President, CAIA Association The fragmented and secretive world of family offices…
Access to Alternatives, State of the Industry
Grant Thornton Sells Stake to Investor Group newspaper headline
Educational Alpha: A Going Concern … MY Opinion Letter.
By William (Bill) J. Kelly, CAIA, CEO, CAIA Association Paul Munter is the chief accountant at the SEC.…
Educational Alpha, Private Equity, Risk Management, State of the Industry
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Cryptocurrency Data Overview for Hedge Fund’s CIOs
 By Fernando Walter Lolo, CAIA  The objective of this article is to provide the reader an…
Emerging Asset Classes, Risk Management, State of the Industry
Shot on my iPhone 15
Educational Alpha: A Marathon for Professionalism
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association. It was Patriots' Day on April 15 in the…
Educational Alpha
Unqualified Investors in Qualified Plans
Educational Alpha: Unqualified Investors in Qualified Plans
By William (Bill) J. Kelly, CAIA, CEO of the CAIA Association.Retirement plans were once qualified in every…
Educational Alpha
QM cover March 2024
Adapting Horizons: Exploring the Dimensions of Total Portfolio Approach
By John L. Bowman, CFA, President of the CAIA Association.    Since the arrival of Modern…
State of the Industry
testing TPA
Next is Here: The Rise of Total Portfolio Approach
By John L. Bowman, CFA, President of the CAIA Association.    In 1806, American Frederic…
Access to Alternatives, State of the Industry