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CloseCAIA InfoSeries Webcasts
Our live InfoSeries webcasts will boost your expertise on the latest industry growth areas and share insights into the CAIA exams. Featuring CAIA and industry experts, these brief, interactive sessions will encourage and answer your questions. Find out more and join one today.
Check each region for those scheduled in your preferred time zone.
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- FDP Institute
Upcoming Infoseries
ESG in Private Markets - Session 1 of a Series: Public to Private Markets
Tuesday, September 28, 2021, 12:00 pm Time zone: BST
Description: ESG is no longer a mere add-on in a portfolio or investment strategy; for an increasing number of investors in alternatives, a thoughtful approach to ESG issues has become table stakes. As the industry continues to define the role of ESG and develop approaches to measure and analyze the effect of these issues on their portfolios, industry professionals must to continue to educate themselves about the key trends and developments related to ESG across alternative asset classes.
Join CAIA, in partnership with Nuveen, for a thought-provoking webinar series organized exclusively for the benefit of institutional investors across the world. In this first session, we will discuss the role of data and disclosure as investor interest moves to private capital. We seek to answer the overarching question: what are some of the lessons public market investors have learned that can be mitigated or avoided in private markets?
Panelists: Debarshi Basu, Director, Head of Quantitative Research, BlackRock Sustainable Investing, Jeff Cohen, CAIA, Director of Capital Markets Integration, Head of Private Investment Initiatives, Value Reporting Foundation, Thomas Hyldahl Filholm Kjærgaard, Head of ESG, Velliv, and moderated by Tulsi Byrne, Director of ESG Integration, Fixed Income, Nuveen
Past Infoseries
The Fundamentals of Venture Capital – Session 1 of a Series
Thursday, September 23, 2021, 12:00 pm Time zone: EDT
Description: In this presentation, Aaron Filbeck discussed private equity investments, focusing on venture capital. Aaron provided insight into the life cycle and performance of venture capital funds and presented a framework for the private equity investment process, from the development of portfolio objectives, through liquidity management, and manager selection. Aaron concluded with a look at the risks involved in venture capital investments. Aaron’s presentation was followed by Rebecca who provided a presentation on venture capital updates for 2021. This presentation covered industry AUM, dry powder, fundraising, deals, and investor appetite.
Panelists: Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association, Rebecca Lewis, AVP - Research & Data Operations, Preqin, and Millissa Allen, CAIA, Managing Director, Global Head, Fundamentals of Alternative Investments, CAIA Association
CAIA Association & State Street Associates: Biases in Private Equity Valuations and How to Adjust for Them
Tuesday, September 21, 2021, 11:00 am Time zone: EDT
Description: In this webcast, the CAIA Association and State Street Associates discussed biases in private equity valuations. Private equity funds and portfolio company valuation appraisals are often subject to certain biases, which can lead to a smoothed time series of returns and understated risks if adjustments are not made. This discussion examined some of the common biases and how practitioners can adjust for them.
Panelists: David Turkington, CFA, Senior Managing Director and Head of Portfolio and Risk Research, State Street Associates, Megan Czasonis, Managing Director for the Portfolio and Risk Research team, State Street Associates, and Dmitri Boreiko, PhD, CFA, CAIA, FDP, Assistant Professor of Corporate Finance, University of Bozen-Bolzano
Real Estate Market Size
Thursday, September 16, 2021, 4:30 pm Time zone: HKT
Description: Join CAIA Association and MSCI to discuss the key takeaway from MSCI's latest real estate market size report. Find out what were the drivers of the market size changes and which markets have shown the greatest growth, or decline. Gain an understanding of the factors impacting global real estate.
Panelists: Hariharan G G, Vice President, Index Management Research, MSCI, and moderated by Jack Wu, CFA, CAIA, Director, Content, Asia Pacific, CAIA Association
CAIA/AIMA Young Professional Boot Camp - APAC
Monday, August 30, 2021, 8:30 am Time zone: HKT
Session 1: The State of Alternative Investments
Description: The world of alternative investments continues to grow and change. Nearly US$10 trillion in assets have flowed into the alternative investment industry in the last fifteen years. Now alternative investments are starting to show up in mutual funds and ETFs. What might the future hold?
Panelists: Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association, Jack Wu, CFA, CAIA, Director, Content, Asia Pacific, CAIA Association, and Kher Sheng Lee, Managing Director, Co-Head of APAC and Deputy Global Head of Government Affairs, AIMA
Tuesday, August 31 – 8:30am Time zone: HKT
Session 2: Hedge Funds I: Structure, Categories and Biases followed by ESG History, Approaches and Integration
Description: Listen to this insightful discussion on the characteristics of hedge funds and an overview of funds by age, domicile, and concentrations across the hedge fund universe. An overview of environmental, social, and governance investing (ESG) will also be shared, along with the history of ESG investing, and much more.
Panelists: Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association, and Kher Sheng Lee, Managing Director, Co-Head of APAC and Deputy Global Head of Government Affairs, AIMA
Wednesday, September 1 – 8:30am Time zone: HKT
Session 3: Career Panel
Description: Listen as this group of experts aim to provide interns with a view to different paths a career in this industry can take. The panel discusses both investment and non investment roles in the hedge fund and private credit industry.
Panelists: Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association, Faith Toh, Head of Business Development, Institutional Sales, Avanda Investment Management, Elliott Shadforth, Partner, Asia-Pacific Wealth & Asset Management Sector Leader, EY, Philip Tye, Director, HFL Advisors, Jun Bei Liu, Portfolio Manager, Tribeca Investment Partners, and moderated by Michael Gallagher, Managing Director, Head of Australia, AIMA
Summer Inflation Series - Session 3: The Fundamentals of Real Assets and a Current Market Update
Wednesday, August 25, 2021, 12:00 pm Time zone: EDT
Description: Many investors are seeking to add assets to their portfolio that can be effective in hedging increasing rates of inflation. Assets that have been considered to hedge inflation risk include equities, real estate, commodity futures, farmland, timberland, inflation-linked bonds, infrastructure, and master limited partnerships. Each of these assets varies in its ability to hedge inflation risks, as well as in the liquidity provisions.
In this webcast, Keith Black, PhD, CAIA, CFA, FDP, Managing Director, Content Strategy at CAIA and Jeffrey Hall, CAIA, Head of International Product at Nuveen, discussed real assets and the current market update. This session was moderated by Millissa Allen, CAIA, Managing Director, Global Head, Fundamentals of Alternative Investments at CAIA.
Panelists: Jeffrey Hall, CAIA, Head of International Product, Nuveen, Keith Black, PhD., CAIA, CFA, FDP, Managing Director of Content Strategy, CAIA Association, and moderated by Millissa Allen, CAIA, Managing Director, Global Head, Fundamentals of Alternative Investments, CAIA Association
CAIA Association & AIBC: Developments in Private Markets Boot Camp
Tuesday, August 24, 2021, 4:00 pm Time zone: HKT
Session 1: Venture Capital and SPACs
Description: The SPAC wave in the U.S has captured the attention of global financial markets. Different exchanges are exploring ways to offer SPAC listing. What must investors consider when investing into a SPAC? How does SPAC compare against traditional IPO and Private Equity?
Panelists: Jack Wu, CFA, CAIA, Director, Content, Asia Pacific, CAIA Association, Bennett Lee, CFA, CAIA, Investment Director, Velocity Ventures, and moderated by Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association
Tuesday, August 31 – 4:00pm Time zone: HKT
Session 2: Evolution of Investing in Private Equity
Description: Many investors have moved from investing in Private Equity funds to directly investing in Private Equity. What is driving this trend? What is the investment performance for the investors who have moved into direct PE investing? What are the requisites before considering direct PE investing?
Panelists: Jack Wu, CFA, CAIA, Director, Content, Asia Pacific, CAIA Association, moderated by Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association, and hosted by Wendy Leung, Assistant Director, Asia Pacific, External Relations, CAIA Association
Recording coming soon!
Tuesday, September 14 – 4:00pm Time zone: HKT
Session 3: Overview of Tokenisation of Alternative Investments
Description: Appetite for investment into private markets, by a broadening range of investors, is fueling product innovation. Wider adoption of Tokenisation is increasing digital asset creation.
• What’s ahead for this burgeoning sector?
• What are the different types of digital assets?
• How does Crypto compare with Tokenisation?
What is the potential of the new development in Tokenisation? What are some of the success cases? Who are leading the charge in Tokenisation?
Panelists: Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association, Jack Wu, CFA, CAIA, Director, Content, Asia Pacific, CAIA Association, Emmanuelle Pecenicic, Head of Digital Strategy & Head of Digital Asia Pacific, BNP Paribas Asset Management, and hosted by Wendy Leung, Assistant Director, Asia Pacific, External Relations, CAIA Association
Alternative Data for PE – Post Acquisition Value Creation
Tuesday, August 24, 2021, 10:00 am Time zone: EDT
Description: This webcast focused on how alternative data can help private equity firms with post acquisition value creation. Expert speakers from data aggregator Eagle Alpha and data-driven PE fund Growth Curve Capital demonstrated practical examples of how alternative data can be applied to increase the value of portfolio companies.
Panelists: Ronan Crosson, CFA, Director, Data Strategy & Analytics, Tim Kiely, Lead Data Scientist, the Private Equity firm American Securities, and moderated by Monel Amin, Founder and CEO, DiligenceVault
The Evolution of Private Equity Fund Value - APAC
Thursday, August 19, 2021, 9:00 am Time zone: HKT
Description: On average, venture capital and buyout funds experience a performance falloff after seven to eight years, while the cross-sectional dispersion amongst them increases. Join the authors of “The Evolution of Private Equity Fund Value”, published in The Journal of Alternative Investments, as they discussed their research findings, which represents the first large-sample analysis of buyout and venture capital fund values over their lifetimes.
Panelists: Jian Zhang, PhD, CFA, Partner, Investment Strategy and Risk Management, Adams Street, Gregory Brown, PhD, Professor of Finance, Director of the Frank Hawkins Kenan Institute of Private Enterprise, University of North Carolina at Chapel Hill, and moderated by Jack Wu, CFA, CAIA, Director of Content APAC, CAIA Association
Tokenization: Investment Applications and Technological Considerations co-hosted with CAIA Boston and CAIA Miami
Tuesday, August 17, 2021, 5:00 pm Time zone: EDT
Description: Tokenization could help to democratize multiple asset classes by providing accessibility to more investors, while enabling asset managers to innovate by creating alternative assets tokens, thereby furthering the expansion of their potential product mix. Yet, the applications of the technology are still in the early stages. Chapter co-hosts CAIA Boston & CAIA Miami, along with CAIA CEO Bill Kelly, held a panel discussion on some of the investment applications and technological considerations of tokenized assets.
Panelists: Bill Kelly, CEO, CAIA Association, Frank Downing, Analyst, ARK Investment Management LLC, Hossein Kazemi, Senior Advisor, CAIA Association, Robert Materazzi, Co-CEO, Lukka Inc., and moderated by Jennifer Tribush, Senior Vice President & Global Head of Alternatives Product Solutions, State Street
Alternative Data for PE – Deal Origination & Due Diligence
Wednesday, August 11, 2021, 10:00 am Time zone: EDT
Description: This webcast focused on how alternative data can help private equity firms with deal origination and due diligence. Expert speakers from data aggregator Eagle Alpha and data consultancy OneFourZero demonstrated practical examples of how alternative data can be applied to solve common problems when sourcing new deals and due delicencing target companies.
Panelists: Fleur Hicks, CEO, OneFourZero, Darren Laheen, Head of Private Equity, Eagle Alpha, Ben Martin, Head of Insights and Behavioral Science, OneFourZero, and moderated by Monel Amin, Founder and CEO, DiligenceVault
Upcoming Infoseries
There are no upcoming infoseries in the region at this time.
Past Infoseries
The Fundamentals of Venture Capital – Session 1 of a Series
Thursday, September 23, 2021, 12:00 pm Time zone: EDT
Description: In this presentation, Aaron Filbeck discussed private equity investments, focusing on venture capital. Aaron provided insight into the life cycle and performance of venture capital funds and presented a framework for the private equity investment process, from the development of portfolio objectives, through liquidity management, and manager selection. Aaron concluded with a look at the risks involved in venture capital investments. Aaron’s presentation was followed by Rebecca who provided a presentation on venture capital updates for 2021. This presentation covered industry AUM, dry powder, fundraising, deals, and investor appetite.
Panelists: Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association, Rebecca Lewis, AVP - Research & Data Operations, Preqin, and Millissa Allen, CAIA, Managing Director, Global Head, Fundamentals of Alternative Investments, CAIA Association
CAIA Association & State Street Associates: Biases in Private Equity Valuations and How to Adjust for Them
Tuesday, September 21, 2021, 11:00 am Time zone: EDT
Description: In this webcast, the CAIA Association and State Street Associates discussed biases in private equity valuations. Private equity funds and portfolio company valuation appraisals are often subject to certain biases, which can lead to a smoothed time series of returns and understated risks if adjustments are not made. This discussion examined some of the common biases and how practitioners can adjust for them.
Panelists: David Turkington, CFA, Senior Managing Director and Head of Portfolio and Risk Research, State Street Associates, Megan Czasonis, Managing Director for the Portfolio and Risk Research team, State Street Associates, and Dmitri Boreiko, PhD, CFA, CAIA, FDP, Assistant Professor of Corporate Finance, University of Bozen-Bolzano
Summer Inflation Series - Session 3: The Fundamentals of Real Assets and a Current Market Update
Wednesday, August 25, 2021, 12:00 pm Time zone: EDT
Description: Many investors are seeking to add assets to their portfolio that can be effective in hedging increasing rates of inflation. Assets that have been considered to hedge inflation risk include equities, real estate, commodity futures, farmland, timberland, inflation-linked bonds, infrastructure, and master limited partnerships. Each of these assets varies in its ability to hedge inflation risks, as well as in the liquidity provisions.
In this webcast, Keith Black, PhD, CAIA, CFA, FDP, Managing Director, Content Strategy at CAIA and Jeffrey Hall, CAIA, Head of International Product at Nuveen, discussed real assets and the current market update. This session was moderated by Millissa Allen, CAIA, Managing Director, Global Head, Fundamentals of Alternative Investments at CAIA.
Panelists: Jeffrey Hall, CAIA, Head of International Product, Nuveen, Keith Black, PhD., CAIA, CFA, FDP, Managing Director of Content Strategy, CAIA Association, and moderated by Millissa Allen, CAIA, Managing Director, Global Head, Fundamentals of Alternative Investments, CAIA Association
Alternative Data for PE – Post Acquisition Value Creation
Tuesday, August 24, 2021, 10:00 am Time zone: EDT
Description: This webcast focused on how alternative data can help private equity firms with post acquisition value creation. Expert speakers from data aggregator Eagle Alpha and data-driven PE fund Growth Curve Capital demonstrated practical examples of how alternative data can be applied to increase the value of portfolio companies.
Panelists: Ronan Crosson, CFA, Director, Data Strategy & Analytics, Tim Kiely, Lead Data Scientist, the Private Equity firm American Securities, and moderated by Monel Amin, Founder and CEO, DiligenceVault
Tokenization: Investment Applications and Technological Considerations co-hosted with CAIA Boston and CAIA Miami
Tuesday, August 17, 2021, 5:00 pm Time zone: EDT
Description: Tokenization could help to democratize multiple asset classes by providing accessibility to more investors, while enabling asset managers to innovate by creating alternative assets tokens, thereby furthering the expansion of their potential product mix. Yet, the applications of the technology are still in the early stages. Chapter co-hosts CAIA Boston & CAIA Miami, along with CAIA CEO Bill Kelly, held a panel discussion on some of the investment applications and technological considerations of tokenized assets.
Panelists: Bill Kelly, CEO, CAIA Association, Frank Downing, Analyst, ARK Investment Management LLC, Hossein Kazemi, Senior Advisor, CAIA Association, Robert Materazzi, Co-CEO, Lukka Inc., and moderated by Jennifer Tribush, Senior Vice President & Global Head of Alternatives Product Solutions, State Street
Alternative Data for PE – Deal Origination & Due Diligence
Wednesday, August 11, 2021, 10:00 am Time zone: EDT
Description: This webcast focused on how alternative data can help private equity firms with deal origination and due diligence. Expert speakers from data aggregator Eagle Alpha and data consultancy OneFourZero demonstrated practical examples of how alternative data can be applied to solve common problems when sourcing new deals and due delicencing target companies.
Panelists: Fleur Hicks, CEO, OneFourZero, Darren Laheen, Head of Private Equity, Eagle Alpha, Ben Martin, Head of Insights and Behavioral Science, OneFourZero, and moderated by Monel Amin, Founder and CEO, DiligenceVault
Private Equity M&A – Understanding the Deal Process
Thursday, August 5, 2021, 12:00 pm Time zone: EDT
Description: Bobby Guy, Deal Attorney, Polsinelli and Lisa Phillips, Principal Analyst, Insider Intelligence, discussed the processes and considerations made during a typical private equity M&A deal. This discussion covered items such as the auction process, negotiations, and operational due diligence, brought to life through real-world examples and applications.
Panelists: Bobby Guy, Deal Attorney, Polsinelli, and Lisa Phillips, Principal Analyst, Insider Intelligence
What About Beta?: Portfolio for the Future
Tuesday, August 3, 2021, 12:00 pm Time zone: EDT
Description: Constructing a 'Portfolio for the Future' begins with broad and sophisticated diversification of beta. While alpha generation remains an important pursuit, so too are climate risk, operational excellence, and manager selection - now table stakes for the discerning asset owner. Bill Kelly, CEO, CAIA and Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director of Global Content Development, CAIA, discussed the re-brand of CAIA Association’s blog, along with the issues they’ve been tackling in the blog’s “What About Beta” column.
Panelists: Bill Kelly, CEO, CAIA Association, and Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director of Global Content Development, CAIA Association
Summer Inflation Series - Session 2: The Fundamentals of Infrastructure and a Current Market Update
Wednesday, July 21, 2021, 12:00 pm Time zone: EDT
Description: Infrastructure serves as an important element of an investment portfolio. In this presentation Aaron Filbeck provides an overview of infrastructure as an asset class, explores the historical performance of infrastructure, and comments on their role in asset allocation and inflation protection. The differences between infrastructure and financial assets are compared during this conversation, while various methods of obtaining exposure to infrastructure are evaluated, specifically looking at rising inflation and the possible implications.
Panelists: Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association, Andrew Killian, CAIA, Senior Vice President, Macquarie Infrastructure & Real Assets, Macquarie Group and moderated by Millissa Allen, CAIA, Managing Director, Global Head, Fundamentals of Alternative Investments, CAIA Association
The Evolution of Private Equity Fund Value
Thursday, July 15, 2021, 11:30 am Time zone: EDT
Description: On average, venture capital and buyout funds experience a performance fall off after seven to eight years, while the cross-sectional dispersion amongst them increases. Listen to the authors of “The Evolution of Private Equity Fund Value”, published in The Journal of Alternative Investments, as they discuss their research findings, which represents the first large-sample analysis of buyout and venture capital fund values over their lifetimes.
Panelists: Jian Zhang, PhD, CFA, Partner, Investment Strategy and Risk Management, Adams Street, Gregory Brown, PhD, Professor of Finance, Director of the Frank Hawkins Kenan Institute of Private Enterprise, University of North Carolina at Chapel Hill, and Wendy Hu, PhD, Senior Researcher, Institute for Private Capital, Burgiss
Upcoming Infoseries
There are no upcoming infoseries in the region at this time.
Past Infoseries
Real Estate Market Size
Thursday, September 16, 2021, 4:30 pm Time zone: HKT
Description: Join CAIA Association and MSCI to discuss the key takeaway from MSCI's latest real estate market size report. Find out what were the drivers of the market size changes and which markets have shown the greatest growth, or decline. Gain an understanding of the factors impacting global real estate.
Panelists: Hariharan G G, Vice President, Index Management Research, MSCI, and moderated by Jack Wu, CFA, CAIA, Director, Content, Asia Pacific, CAIA Association
CAIA/AIMA Young Professional Boot Camp - APAC
Monday, August 30, 2021, 8:30 am Time zone: HKT
Session 1: The State of Alternative Investments
Description: The world of alternative investments continues to grow and change. Nearly US$10 trillion in assets have flowed into the alternative investment industry in the last fifteen years. Now alternative investments are starting to show up in mutual funds and ETFs. What might the future hold?
Panelists: Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association, Jack Wu, CFA, CAIA, Director, Content, Asia Pacific, CAIA Association, and Kher Sheng Lee, Managing Director, Co-Head of APAC and Deputy Global Head of Government Affairs, AIMA
Tuesday, August 31 – 8:30am Time zone: HKT
Session 2: Hedge Funds I: Structure, Categories and Biases followed by ESG History, Approaches and Integration
Description: Listen to this insightful discussion on the characteristics of hedge funds and an overview of funds by age, domicile, and concentrations across the hedge fund universe. An overview of environmental, social, and governance investing (ESG) will also be shared, along with the history of ESG investing, and much more.
Panelists: Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association, and Kher Sheng Lee, Managing Director, Co-Head of APAC and Deputy Global Head of Government Affairs, AIMA
Wednesday, September 1 – 8:30am Time zone: HKT
Session 3: Career Panel
Description: Listen as this group of experts aim to provide interns with a view to different paths a career in this industry can take. The panel discusses both investment and non investment roles in the hedge fund and private credit industry.
Panelists: Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association, Faith Toh, Head of Business Development, Institutional Sales, Avanda Investment Management, Elliott Shadforth, Partner, Asia-Pacific Wealth & Asset Management Sector Leader, EY, Philip Tye, Director, HFL Advisors, Jun Bei Liu, Portfolio Manager, Tribeca Investment Partners, and moderated by Michael Gallagher, Managing Director, Head of Australia, AIMA
CAIA Association & AIBC: Developments in Private Markets Boot Camp
Tuesday, August 24, 2021, 4:00 pm Time zone: HKT
Session 1: Venture Capital and SPACs
Description: The SPAC wave in the U.S has captured the attention of global financial markets. Different exchanges are exploring ways to offer SPAC listing. What must investors consider when investing into a SPAC? How does SPAC compare against traditional IPO and Private Equity?
Panelists: Jack Wu, CFA, CAIA, Director, Content, Asia Pacific, CAIA Association, Bennett Lee, CFA, CAIA, Investment Director, Velocity Ventures, and moderated by Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association
Tuesday, August 31 – 4:00pm Time zone: HKT
Session 2: Evolution of Investing in Private Equity
Description: Many investors have moved from investing in Private Equity funds to directly investing in Private Equity. What is driving this trend? What is the investment performance for the investors who have moved into direct PE investing? What are the requisites before considering direct PE investing?
Panelists: Jack Wu, CFA, CAIA, Director, Content, Asia Pacific, CAIA Association, moderated by Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association, and hosted by Wendy Leung, Assistant Director, Asia Pacific, External Relations, CAIA Association
Recording coming soon!
Tuesday, September 14 – 4:00pm Time zone: HKT
Session 3: Overview of Tokenisation of Alternative Investments
Description: Appetite for investment into private markets, by a broadening range of investors, is fueling product innovation. Wider adoption of Tokenisation is increasing digital asset creation.
• What’s ahead for this burgeoning sector?
• What are the different types of digital assets?
• How does Crypto compare with Tokenisation?
What is the potential of the new development in Tokenisation? What are some of the success cases? Who are leading the charge in Tokenisation?
Panelists: Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association, Jack Wu, CFA, CAIA, Director, Content, Asia Pacific, CAIA Association, Emmanuelle Pecenicic, Head of Digital Strategy & Head of Digital Asia Pacific, BNP Paribas Asset Management, and hosted by Wendy Leung, Assistant Director, Asia Pacific, External Relations, CAIA Association
The Evolution of Private Equity Fund Value - APAC
Thursday, August 19, 2021, 9:00 am Time zone: HKT
Description: On average, venture capital and buyout funds experience a performance falloff after seven to eight years, while the cross-sectional dispersion amongst them increases. Join the authors of “The Evolution of Private Equity Fund Value”, published in The Journal of Alternative Investments, as they discussed their research findings, which represents the first large-sample analysis of buyout and venture capital fund values over their lifetimes.
Panelists: Jian Zhang, PhD, CFA, Partner, Investment Strategy and Risk Management, Adams Street, Gregory Brown, PhD, Professor of Finance, Director of the Frank Hawkins Kenan Institute of Private Enterprise, University of North Carolina at Chapel Hill, and moderated by Jack Wu, CFA, CAIA, Director of Content APAC, CAIA Association
CAIA Association: The Future of Tokenisation in Alternative Investments Part II
Friday, August 6, 2021, 12:00 pm Time zone: HKT
Description: In this second webinar of our Tokenisation focus series, we explored some of the recent developments on Tokenisation and where the opportunities lie. We also discussed some of the applications of Tokenisation and what promise it holds for alternative assets.
Panelists: Choo Oi Yee, Chief Commercial Officer, ADDX, Laurence Van Der Loo, Executive Director, Technology and Operations, Asia Securities Industry & Financial Markets Association (ASIFMA), and moderated by Jack Wu, CFA, CAIA, Director of Content APAC, CAIA Association
APAC Market Opportunities Overview & Info Session
Friday, May 14, 2021, 12:00 pm Time zone: SST
Description: Listen in on a conversation with CAIA's Managing Director, APAC, Jo Murphy and Director of Content, APAC, Jack Wu on the current market and education's place in this complex environment, whilst keeping you informed of the current market growth alongside where career prospects are within the sector.
Further, as an “Accredited Provider” under the Institute of Banking & Finance (IBF) Standards, CAIA Participants - meeting eligibility criteria – have the option to pursue reimbursable funding for the CAIA Charter. Time was spent touching on this during the discussion too.
Jo and Jack also provided an introduction to the CAIA Qualification in anticipation of the September 2021 exam early bird registration closing on May 17.
Panelists: Jo Murphy, Managing Director, APAC Industry Relations, CAIA Association, and Jack Wu, CFA, Director of Content, APAC, CAIA Association
Structured Finance – India Lens
Monday, March 15, 2021, 5:00 pm Time zone: IST
Description: Finance has several theoretical traditional and modern frameworks in practice. Needless to say, often the frameworks have conflicting assumptions. Structured finance is often a route to challenge the status quo in finance and explores opportunity in the face of constraints while simply using first-order products. Structured finance transactions often rely on providing tailor made covenants to facilitate deal making. In very simple terms, structured finance is a form of negotiation to create a customized product to better serve the participants of the transaction. In the webinar, we would go through the concept of structured finance with a case study about Jio fund raising. The webinar will also host a conversation with two industry leaders alongside moderation as we discuss structured credit and the ABS market in India from a fund’s perspective.
Panelists: Ravi Vukkadala, CFA, FRM, Chief Executive Officer, Northern Arc Investment Manager, Sandeep Thapliyal, Ex-Managing Director, CEO, Avendus Finance, Vinod Korthari, Director, Vinod Kothari Consultants, and Shreekant Daga, CAIA, CFA, FRM, Associate Director, Liaison Office India, CAIA Association
The Future of Tokenisation in Alternative Investments
Tuesday, February 9, 2021, 12:00 pm Time zone: HKT
Description: Tokenisation is the process of creating a digital representation of a non-digital asset, with the potential to democratize access to alternative investments. Joanne Murphy, Jack Wu, CFA, Emmanuelle Pecenicic and Adrian Lai take a focused look at Tokenisation and discuss the recently published research on The Future of Tokenisation in Alternative Investments by CAIA Association, BNP Paribas Asset Management and Liquefy to better understand the broad spectrum of Tokenisation across all of the categories broadly defined as being “alternative”.
Panelists: Joanne Murphy, Managing Director, APAC Industry Relations, CAIA Association, Jack Wu, CFA, Director, Content, Asia Pacific, CAIA Association, Emmanuelle Pecenicic, Digital Transformation Manager, BNP Paribas Asset Management, and Adrian Lai, CEO, Liquefy
The Rise of Private Markets – Abundant Opportunities Ahead, Particularly for Asia Pacific
Thursday, January 21, 2021, 12:00 pm Time zone: HKT
Description: Interest in Private Markets investment continues to abound around the world, and no more so than from the Asia Pacific. Widely held belief sees a strong and sustained demand ahead. The asset classes making up Private Markets are both likely to demand a disproportionate share of the growth in investment allocations, as well as a likely increased disproportionate allocation of capital flowing to the larger player funds. How will this impact the sector? What does it mean for both Investors and Investments in the Asia Pacific? Where will opportunities abound?
Join us to learn more as we take a focused look at Private Markets and share more.
Panelists: Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association, Jack Wu, CFA, Director, Content, Asia Pacific, CAIA Association, and Wendy Leung, Assistant Director, Asia Pacific, External Relations, CAIA Association
The Art of Due Diligence: Exploring the Qualitative Aspects of Manager Research (Asia Pacific)
Friday, December 11, 2020, 11:30 am Time zone: HKT
Description: Often, investment professionals tend to focus on the quantitative aspects of selecting external managers. However, a very important part of the manager research process heavily relies on qualitative factors, such as personnel and team, firm culture, and alignment of incentives. Keith Black, PhD, CFA, CAIA, FDP, Joanne Murphy, Managing Director, APAC Industry Relations, and Jack Wu, CFA, Director of Content Development, CAIA APAC, discuss the results of a recent survey conducted by CAIA Association to better understand the qualitative factors of importance to LPs and GPs during the manager research process.
Panelists: Keith Black, PhD, CFA, CAIA, FDP, Joanne Murphy, Managing Director, APAC Industry Relations, and Jack Wu, CFA, Director of Content Development, CAIA APAC
Upcoming Infoseries
ESG in Private Markets - Session 1 of a Series: Public to Private Markets
Tuesday, September 28, 2021, 12:00 pm Time zone: BST
Description: ESG is no longer a mere add-on in a portfolio or investment strategy; for an increasing number of investors in alternatives, a thoughtful approach to ESG issues has become table stakes. As the industry continues to define the role of ESG and develop approaches to measure and analyze the effect of these issues on their portfolios, industry professionals must to continue to educate themselves about the key trends and developments related to ESG across alternative asset classes.
Join CAIA, in partnership with Nuveen, for a thought-provoking webinar series organized exclusively for the benefit of institutional investors across the world. In this first session, we will discuss the role of data and disclosure as investor interest moves to private capital. We seek to answer the overarching question: what are some of the lessons public market investors have learned that can be mitigated or avoided in private markets?
Panelists: Debarshi Basu, Director, Head of Quantitative Research, BlackRock Sustainable Investing, Jeff Cohen, CAIA, Director of Capital Markets Integration, Head of Private Investment Initiatives, Value Reporting Foundation, Thomas Hyldahl Filholm Kjærgaard, Head of ESG, Velliv, and moderated by Tulsi Byrne, Director of ESG Integration, Fixed Income, Nuveen
Past Infoseries
Analyzing Cryptocurrency Fund Performance
Tuesday, June 29, 2021, 12:00 pm Time zone: BST
Description: This session on analyzing cryptocurrency fund performance opens with a keynote presentation by Dr. Daniele Bianchi, during which he shares his findings from his latest paper. His presentation is followed by a panel discussion with Sui Chung, CEO of CF Benchmarks, Bastien Buchwalter, Associate Professor of Finance at SKEMA Business School, and Ken Odeluga, Head of Research and Content at CF Benchmarks. The panel shares insights on performance measurement, benchmarking, and portfolio considerations within the crypto asset space.
Panelists: Daniele Bianchi, PhD, Senior Lecturer, Queen Mary University of London, Sui Chung, CEO, CF Benchmarks, Bastien Buchwalter, Assistant Professor of Finance, SKEMA Business School, and Ken Odeluga, Head of Research and Content at CF Benchmarks
Focus on Africa: Alternative Investment Due Diligence & Manager Selection - Session 5 of a Series
Tuesday, June 15, 2021, 12:00 pm Time zone: UTC
Description: During this webcast we address the story beyond the numbers of the manager selection process both globally and within the African continent. The Africa Rising narrative has been phenomenal for Africa and has led to several transformational developments. Africa continues to attract foreign institutional investors as well as a burgeoning set of local asset owners to the continent. These institutional investors utilize a broad array of alternative investment strategies in order to meet their investment and developmental objectives. We discuss asset allocation trends, evolving alternative investment strategies, and how to assess proper due diligence. In addition, learn the risks an asset owner should take into consideration, and why qualitative factors are as important or more important than quantitative factors in alternative manager due diligence.
Panelists: Keith Black, PhD, CAIA, CFA, FDP, Managing Director, Content Strategy, CAIA Association, and Hemal Naran, CAIA, Partner, Makalani Management Company
Preqin Impact Report on Women in Alternatives: A discussion with CAIA Association
Wednesday, May 26, 2021, 5:00 pm Time zone: GMT
Description: In a follow-up to Preqin’s 2020 study on Women in Alternative Assets, findings show where the biggest advances in female representation are being made, and where there is room for more proactive effort. The data in this report has been sourced from Preqin’s database of more than 200,000 industry professionals to highlight the trends in the workforces of active fund managers and investors. Listen in for a discussion on the highlights from this report and Preqin’s overview of the alternative investments landscape.
Panelists: Shifra Ansonoff, Global Head of Research & Data Operation, Preqin, Paola Bissoli, Co-Head Chapter, Zurich, Director of Business Development, Aberdeen Standard Investments, Puy Carazo, Chapter Executive, Iberia, Head of Wealth Investment Advisory, WM Spain, Elena Koycheva, CAIA, CFA, CIPM, Chapter Head, London, Bluebay Asset Management, and Silvia Writzel, Co-Head Chapter, Germany, Relationship Management, Institutional Clients, Asset Allocation AG. Moderated by Kristina Koutrakos, Chapter Head, Washington DC, Director of Portfolio Strategy, Virginia Retirement System. Opening and closing remarks by Laura Merlini, CAIA, CIFD, Managing Director, EMEA Industry Relations, CAIA Association, and Debbie McLean, Managing Director, Global Relations, CAIA Association.
Africa's Opportunities: Making Money and Delivering Impact - Session 4 of a Series
Tuesday, April 27, 2021, 11:00 am Time zone: UTC
Description: African private markets probably present the premier opportunity for investing to contribute to the UN's SDGs while also creating attractive financial returns. The potential for bringing solutions for the bottom billion, leveraging Africa's mobile infrastructure, is vast and being used by a lively and creative venture community with increasing numbers of later stage opportunities and the emergence of unicorns such as Zipline and Flutterwave. At the same time, larger buyout and growth equity opportunities in sectors such as agribusiness and related logistics, distribution, and financial services companies are creating the potential for delivering impact at scale. Impact potential includes improvements in ESG, job creation, waste reduction, and the benefits of their products, such as fertilizers and other agricultural inputs.
Panelists: Michiel Timmerman, Managing Director, Mbuyu Capital, Rotimi Oyekanmi, Partner, Apis Partners, Tom Mason, Managing Director, Dudutech, Tracey Turner, Founder, Copia Global, and Borja Pujalrás Ortuño, CAIA, MFIA, Eurocapital Wealth Management
Real Estate in Africa: The Next Boom? - Session 3 of a Series
Wednesday, March 24, 2021, 1:00 pm Time zone: GMT
Description: Real estate in Africa has been one of the most important investments and stores of value for local investors for decades. There are many historical and cultural significances to land on the continent and we are going to explore African real estate as an investable asset class for international investors and asset managers. In this webcast focused on African Real Estate moderated by Adam Camenzuli, CFA, CAIA, Dr. Laila Macharia, Caroline Armstrong-Ogwapit, and Nimeet Dodhia share insights from their combined experience highlighting African real estate as an investable asset class.
Panelists: Adam Camenzuli, CAIA, CFA, Founder, Nyum.ba, Dr. Laila Macharia, Non-Executive Director, Centum Investment Company , Nimeet Dodhia, Founder and CEO, Butterfly Properties Limited, and Caroline Armstrong-Ogwapit, Non-Executive Director, National Housing Corporation (Kenya)
Focus on Africa: Investing in African Art - Session 2 of a Series
Wednesday, February 24, 2021, 12:00 pm Time zone: GMT
Description: African Art has been one of the developing segments at auctions over the past 15 years. From a historic focus on traditional African art, the interest over the past few years has shifted to modern and contemporary. With all the recent interest in African art, is now the time to invest? If so, where should interested collectors start? What is the best way to gain an understanding of the African art market? Where do collectors buy and sell? What are the upside and risks of investing in African art? In this webcast Serge Tiroche, interviewed by Christine Bourron, shares insights from his experience building a private collection, focused on contemporary art from across Africa and the diaspora.
Panelists: Christine Bourron, CEO, Pi-eX, and Serge Tiroche, Founder, Africa First
European Green Deal & Implications for the Real Estate Sector
Thursday, February 4, 2021, 6:00 pm Time zone: CET
Description: The European Green Deal (EGD) is paving the way for stricter regulations and targeted measures towards a zero-carbon economy. The real estate sector is an integral part of the EGD by prioritizing on existing buildings, which generate circa 40% of total energy consumption and 36% of total greenhouse gas emissions in the EU. The goal is to kick-start a major Renovation Wave across Europe focusing on improving the sustainability levels of buildings in line with the principles of circular economy. Despite the overall excitement about the potential benefits of EGD, the implications for the real estate sector are still unclear.
This webcast focuses on ESG and real estate investing. Senior professionals share their views on the potential impact of EGD on different real estate stakeholders such as local governments, real estate owners / investors with special focus on REITs, tenants, developers and lenders.
Panelists: Christos Angelis, CAIA, Director, Masterdam and Chapter Head of CAIA Netherlands, and Jana Bour, EU Policy Manager, EPRA, and Laura Merlini, CAIA, CIFD, Managing Director, EMEA Industry Relations, CAIA Association
The African Infrastructure Paradox: Opportunities and Challenges - Session 1 of a Series
Thursday, January 21, 2021, 1:00 pm Time zone: GMT
Description: Economic development in Africa is limited by the availability and quality of key infrastructure, including road and rail transportation, energy and water. Closing this infrastructure gap is paramount to a bright future for the African economy and making it more attractive to investment capital in diverse industries. Our expert panelists took a look at what lies ahead for the savvy investor in Africa, the role of private players and how they, together with the public sector, are shaping the future of the continent.
Panelists: Soraya Mellali, Senior Strategic Advisor, former Executive Director of the African Development Bank Board, Guillaume Arditti, Founding Partner, Belvedere Africa Partners, Tariye Gbadegesin, Managing Director and Chief Investment Officer, ARM Harith Infrastructure Fund Managers, Marie-Therese Laguerre-Ndiaye, Head of Operational Support - Business Driven Innovation Strategy and Innovation Department, Veolia, and Kawtar Raji-Briand, Of Counsel, ASAFO & CO. Bill Kelly, CEO, CAIA Association, Amanda Pullinger, CEO, 100 Women in Finance, offered introductory remarks.
Alternative Investments in Africa: An Actual Overview and Future Perspectives
Tuesday, December 1, 2020, 1:00 pm Time zone: CEST
Description: Africa’s financial industry is continuing to move towards a path of major growth, impacting economies, savings, and investments. This webcast will highlight key trends and future industry issues while bringing together institutional investors, private equity players and stakeholders to identify challenges and opportunities across the Continent. The agenda has been designed to provide local and foreign asset owners and managers a clear and comprehensive view of the African alternative investment market. Our panel of experts share their views on the current investment climate, the strategies to overcome existing challenges and the opportunities available to educated and savvy investors.
Panelists: William J. Kelly, CEO, CAIA Association, Dave Uduanu, CFA, CEO, Sigma Pension Limited, Michelle Kathryn Essome, Managing Director, EJE Ltd., Ngaa Gumbo, Head of Alternative Investments, First Mutual Wealth, Soukeyna Kane Wade, CAIA, Global Coverage Banker, Europe Ecobank Transnational Incorporated, John L. Bowman, CFA, Senior Managing Director, CAIA Association, Hubert Danso, Chairman, Africa PLC, and Laura Merlini, CAIA, Managing Director, EMEA, Industry Relations, CAIA Association.
CAIA Association & Saudi VCPE Association Virtual Partnership Launch
Tuesday, November 10, 2020, 4:00 pm Time zone: CEST
Description: The CAIA Association and the Saudi VCPE Association leadership celebrated their partnership with this inaugural event followed by a panel discussion with senior investments professionals.
Panelists: CAIA Association and Saudi Venture Capital and Private Equity Association
Upcoming Infoseries
There are no upcoming infoseries in the region at this time.
Past Infoseries
Introducing a New Hedge Fund Dataset
Thursday, May 6, 2021, 10:00 am Time zone: EDT
Description: How to use a hedge fund database, based on open-sourced hedge fund return and how to gain access to the data and a slew of interesting examples. How do you efficiently clean and manage semi-structured data? Alex and Linus will demonstrate with examples based on factor analysis, correlations, and dispersions and explain why they probably should have picked a different programming language.
Panelists: Linus Nilsson, Founder, NilssonHedge, Alex Lostado, Quant Analyst, NilssonHedge and Brandon Kremer, Portfolio Manager, Heximer Investment Management
FDP Institute Information Session October 2021 Exam
Wednesday, May 5, 2021, 10:00 am Time zone: EDT
Description: There's never been a more crucial time to stand out. The transformative effect of data science on the finance industry requires today's finance professionals to understand the application of big data, data mining, workflow automation and machine learning in investment decisions. The Financial Data Professional Institute (FDPI), has designed a self-study program to provide financial professionals with an efficient path to learn the essential aspects of financial data science. The Financial Data Professional (FDP) is a global designation for investment professionals with data science skills.
Panelists: Mehrzad Mahdavi, Executive Director, FDP Institute, Hossein Kazemi, Ph.D., CFA, Senior Curriculum Advisor, FDP Institute, and Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association
Alternative Data and Collective Intelligence Investing: Risks of Adoption
Monday, March 8, 2021, 11:00 am Time zone: EST
Description: Over the last five years, the volume of information available to all has skyrocketed, leading to increased investor interest in alternative data or crowdsourced investment strategies. While opportunities for added value may be present, adoption also comes with a number of risks, both for early and late adopters. This webcast highlights readings from the 2021 Financial Data Professional (FDP) curriculum.
Panelists: Doug Dannemiller, Research Leader, Deloitte, Sean Collins, Research Manager, Deloitte, and Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association
FDP Institute - Candidate Orientation
Wednesday, March 3, 2021, 1:00 pm Time zone: EST
Description: Please join us for the FDP Candidate Orientation Session. This webinar will feature members of the FDP Curriculum Team as well as Candidate Relations. The following topics will be discussed:
- Curriculum Materials
- Exam Format
- Review of Exam Topics
- Available Resources
Panelists: Mehrzad Mahdavi, Executive Director, FDP Institute, Hossein Kazemi, Ph.D., CFA, Senior Director of Curriculum, FDP Institute, and Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association
Data Science for Jobs of the Future
Thursday, February 11, 2021, 10:00 am Time zone: EST
Description: Panelists explain what is essential for people at various job-levels to know about data science
- Opening by Mehrzad Mahdavi (executive Director FDPI)
- Panelists explain what is essential for people at various job-levels to know about data science
- Javed Ahmed profiles the Review Course
- Kaplan profiles executive training seminars in Data Science
- Opportunities to engage with FDP and CAIA communities
- Q&A
Panelists: Javed Ahmed, Senior Data Scientist, Metis Kaplan, and Mehrzad Mahdavi, Executive Director, FDP Institute
Rick Roche Discusses the Evolution of Machine Learning in Investment Strategies
Tuesday, February 9, 2021, 11:00 am Time zone: EST
Description: "The Evolution of Machine Learning (ML) in Investment Strategies" is an insider’s look into the opaque world of AI/ML-powered investing strategies. The presenter will separate fact from fiction and hype from reality. After a cursory Overview of AI/ML origins and widespread adoption, you'll hear how leading-edge asset managers are deploying machine learner algorithms and alternative investment data (Alt-Data) to monetize differentiated sources of potential alpha. Although machines have not taken over Wall Street (not yet, anyway), the audience will be surprised to learn just how advanced algorithmic investing is being deployed and its potential disruptive effects on the asset management industry.
The presenter reveals some of the largest practitioners/pioneers of AI/ML-powered investing and emerging players. Increasingly, asset managers combine human and machine intelligence in AI/ML-driven strategies fueling a virtual arms-race for scarce talent. Finally, the presenter will speak about the danger of complacency and the need to commit to lifelong learning and development.
Panelists: Rick Roche, CAIA, Managing Director, Little Harbor Advisors LLC, and Aaron Filbeck, CAIA, CFA, CIPM, FDP, Director, Global Content Development, CAIA Association
FDP Institute - Remote Proctor Testing with Prometric
Thursday, January 14, 2021, 8:00 am Time zone: EST
Description: Join us for a webinar with Blayne Fox, Client Success Manager at Prometric. Blayne will share best practices for the Remote Proctored Exam Day on April 18 or 19, 2021. To ensure we meet your expectations: Please share your questions upon registration.
Panelists: Blayne Fox, Client Success Manager, Prometric, and Mirjam Dekker, Project Manager, FDP Institute
FDP Institute Information Session
Wednesday, January 6, 2021, 11:00 am Time zone: EST
Description: The Financial Data Professional Institute (FDPI), founded by CAIA Association, was created to address the growing need in finance for a workforce with the skills to perform in a digitized world where an increasing number of decisions will be data and analytics-driven. FDPI Executive Director Mehrzad Mahdavi, Sr. Curriculum Advisor Hossein Kazemi, and FDP Charterholder Keith Black share how you can obtain your Financial Data Professional credential. Hossein discusses the updated curriculum and Keith Black shares strategies and tools like the sample questions on how to best prepare for your exam.
Panelists: Mehrzad Mahdavi, Executive Director, FDP Institute, Hossein Kazemi, Ph.D., CFA, Senior Director of Curriculum, FDP Institute, and Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association
Top Industry Leaders Discuss Scaling AI Deployments – Opportunities and Challenges
Friday, October 16, 2020, 12:00 pm Time zone: EDT
Description: Nicolaus Henke, Sr. Partner, McKinsey & Co; Jane Buchan, CEO of Martlet Asset Management; and Bill Kelly, CEO of CAIA speak with Dr. Mehrzad Mahdavi about the explosive growth of AI and its impact on the financial services. According to a McKinsey report, AI creates $10-15 trillion per year of value add across industries. However, while some companies have made much progress, most companies find it hard to scale AI and machine learning into their working practices beyond pilots. The challenges are less technical VS other areas such as data, talent and culture change. The discussion focuses on best practices to scale AI deployments. Jane Buchan and Bill Kelly discuss the value add created by AI in asset management industry.
Panelists: Nicolaus Henke, Sr. Partner, McKinsey & Co, Jane Buchan, CEO, Martlet Asset Management, Bill Kelly, CEO, CAIA Association and Dr. Mehrzad Mahdavi, Executive Director, FDP Institute
Daniel Liebau & Michael Weinberg Discuss the Ethical Use of Machine Learning in Financial Markets - Myth or Miracle?
Friday, October 2, 2020, 2:00 pm Time zone: EDT
Description: Industry experts have divergent views on our topic: Some say that machines will never behave ethically - even human experts fail to do so. Others suggest the only chance for financial markets to become more ethical are intelligent machines. Our discussion will focus on the ethical use of AI released by financial services regulators can be operationalized to help industry professionals and executive teams alike think about opportunities, risks as well as required actions to strive ethically in our data-driven world.
Panelists: Michael Oliver Weinberg Managing Director, Head of Hedge Funds and Alternative Alpha, APG Asset Management, Daniel Liebau, Founding Director, Lightbulb Capital, and Bill Kelly, CEO, CAIA Association