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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.
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Upcoming Infoseries
Fundamentals of Alternative Investments: Private Credit
Tuesday, May 18, 2021, 12:00 pm Time zone: EDT
Description: Please join Dr. Keith Black, PhD., CAIA, CFA, FDP, Managing Director of Content Strategy at CAIA and guest speaker, Sonali Wilson, CAIA, Executive Vice President, Alternative Strategies, at PIMCO as they discuss private credit.
Investing Since 2008, credit has been harder to come by for many borrowers, as banks have backed away from many types of lending due to the stress tests and capital adequacy requirements imposed after the bank bailouts. As a result, the private credit market has exploded from $200 billion in AUM in 2008 to over $600 billion today as borrowers turn to non-bank lenders to meet their credit needs. The yield potential and risk factors of direct lending, mezzanine and distressed investments are discussed.
Panelists: Keith Black, PhD., CAIA, CFA, FDP, Managing Director of Content Strategy, CAIA Association, Sonali Wilson, CAIA, Executive Vice President, Account Manager, PIMCO, and Millissa Allen, CAIA, Managing Director, Global Head, Fundamentals of Alternative Investments, CAIA Association
FDP Institute: In-depth review of ProProctor© with Prometric
Tuesday, May 25, 2021, 10:00 am Time zone: EDT
Description: Learn all about the do's and dont's of remote testing and the free DEMO exam available to all registered exam participants. This webinar is open to anyone interested in learning more about FDP exam preparation and the candidate experience. Formal remarks of the presentation will last approximately 45 minutes, with 15 minutes for Q&A.
Panelists: Blayne Fox, Customer Success Manager, Prometric and Mirjam Dekker, Project Manager, FDP Institute
Tokenization: Investment Applications and Technological Considerations co-hosted with CAIA Houston, San Francisco, and Rocky Mountain pre-Chapter
Tuesday, May 25, 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. Join Chapter co-hosts CAIA Houston, San Francisco, and our Rocky Mountain pre-Chapter, for a panel discussion on some of the investment applications and technological considerations of tokenized assets.
Panelists: John Bowman, Senior Managing Director, CAIA Association, Alexandra Damsker, Attorney, Richard Johnson, CEO & Founder, Texture Capital Holdings, Dejun “DJ” Qian, Visionary & Principal, Fusion Foundation, and Lee Partridge, CFA, CAIA
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. Join us 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.
Pension Evolution and the Impact on Pension Investment Strategies with CAIA SoCal - Session 3 of a Series
Tuesday, June 1, 2021, 12:00 pm Time zone: EDT
Description: Join CAIA SoCal for their third session of a deep-dive series on pensions: Pension Evolution and the Impact on Pension Investment Strategies on Tuesday, June 1st at 12 PM EST/9 AM PST. Leading pension investment experts will have a candid discussion on the investment repercussions of the recently passed Butch Lewis Emergency Pension Plan Relief Act of 2021 and the American Rescue Plan Act of 2021 (ARPA). The panelists will discuss the financial impact of the Acts on multi-employer pension plans as well as provide investment solutions to help all pensions more effectively achieve their investment targets and reduce funding deficits.
Panelists: Russell Kamp, Managing Director, Ryan ALM, Brian Kwan, CFA, CAIA, Senior Consultant, Verus Investments, Kate Pizzi, CFA, ASA, Senior Investment Consultant, Fiducient Advisors, Andrew Spence, CEO, Spence Strategic Consulting Group and moderated by Zack Ellison, CFA, CAIA, Managing General Partner & CIO, Applied Real Intelligence (“A.R.I.”)
The Fundamentals of Commodities and a Current Market Update - Session 1 of a Series
Wednesday, June 2, 2021, 12:00 pm Time zone: EDT
Description: Commodities may serve as an important element of an investment portfolio. In this presentation Dr. Keith Black will provide an overview of commodities as an asset class, explore the historical performance of commodities, and comment on their role in asset allocation and inflation protection. We compare the differences between commodities and financial assets. Various methods of obtaining exposure to commodities are evaluated, and we conclude with a discussion of futures based commodities investments. The second half of our program will feature an interview with Kathryn Kaminski where we will explore current topics in commodities investment and look specifically at rising inflation and the possible implications.
Panelists: Keith Black, PhD, CAIA, CFA, FDP, Managing Director, Content Strategy, CAIA Association, Kathryn Kaminski, PhD, CAIA, Chief Research Strategist and Portfolio Manager, AlphaSimplex Group, and moderated by Mateja Bizjak, Portfolio Manager, Fideuram Asset Management
CAIA/AIMA Alternative Investment Boot Camp (June 16 - June 18)
Wednesday, June 16, 2021, 12:00 pm Time zone: EDT
Session 1: The State of Alternative Investments
Description: The world of alternative investments continues to grow and change. Nearly $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: Keith Black, PhD., CAIA, CFA, FDP, Managing Director of Content Strategy, CAIA Association
Thursday, June 17 – 12:00pm Time zone: EDT
Session 2: Hedge Funds I: Structure, Categories and Biases followed by ESG History, Approaches and Integration
Description: Aaron Filbeck will discuss the characteristics of hedge funds, including recent statistics on the growth of the industry and an overview of funds by age, domicile, and concentrations across the hedge fund universe. Aaron will then present an overview of environmental, social, and governance investing (ESG), then discuss the history of ESG investing, compare the three primary approaches to ESG investing: socially responsible investing (SRI), impact investing and ESG integration, and discuss the three pillars of ESG: environmental, social, and governance.
Panelists: Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association
Friday, June 18 – 12:00pm Time zone: EDT
Session 3: Career Panel
Description: Please join Michelle Noyes, Managing Director, AIMA, as she hosts a panel of experts that aim to provide interns with a view to different paths a career in this industry can take. The first career panel will discuss investment roles in the hedge fund and private credit industry to be followed by the second panel on non-investment roles in the hedge fund and private credit industry.
Panelists: Michelle Noyes, CAIA, Managing Director, AIMA
The Fundamentals of Infrastructure and a Current Market Update - Session 2 of a Series
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 will provide an overview infrastructure as an asset class, explore the historical performance of infrastructure, and comment on their role in asset allocation and inflation protection. We compare the differences between infrastructure and financial assets. Various methods of obtaining exposure to infrastructure are evaluated and we conclude look specifically 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
Past Infoseries
The Future of Alternative Investments
Friday, May 14, 2021, 12:00 pm Time zone: SST
Description: The level of knowledge needed to pass your CAIA exam isn’t gained overnight, but with some additional commitment, you can still gain it by the end of this year, by registering or retaking the CAIA exam. Join our Managing Director, APAC, Jo Murphy for a conversation with Jack Wu, Director of Content, APAC, as they discuss 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 Candidates - meeting eligibility criteria – have the option to pursue reimbursable funding for the CAIA Charter. Full information may be found here and time will be spent touching on this during the discussion too.
Panelists: Jo Murphy, Managing Director, APAC Industry Relations, CAIA Association, and Jack Wu, CFA, Director of Content, APAC, CAIA Association
APAC’s Alternative Investments Industry is Set to Grow >15%
Thursday, May 13, 2021, 12:00 pm Time zone: SST
Description: Join our Managing Director, APAC, Jo Murphy for a conversation with Jack Wu, Director of Content, APAC, as they discuss 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 will be spent touching on this during the discussion too. Jo and Jack will also provide 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
The Next Decade of Alternative Investments
Wednesday, May 12, 2021, 12:00 pm Time zone: SST
Description: Join our Managing Director, APAC, Jo Murphy for a conversation with Jack Wu, Director of Content, APAC, as they discuss 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. Jo and Jack will also share 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
The Future of Portfolio Construction: If Not 60/40, Then What? with CAIA New York
Tuesday, May 11, 2021, 12:00 pm Time zone: EDT
Description: The investment industry speaks about the “60/40” portfolio so much that it is largely assumed to be the “correct” portfolio for a large number of investors. However, it describes modern asset allocation about as well as Happy Days did the 1950s or Friends the 1990s. (Great shows both – but a bit detached from the real world.) To be fair, the 60/40 portfolio can be a useful starting point to illustrate the pros and cons of additional asset classes and/or alternate portfolio construction approaches. Furthermore, it demonstrates some of the critical foundations of modern asset allocation: stocks provide a high long-term return expectation, while bonds provide diversification through negative correlation and lower volatility. Today, the asset and wealth management industry largely agrees that the 60/40 portfolio will not deliver the same outcome as it has in the past. This is forcing investors of all kinds to consider new and/or larger allocations to alternative asset classes and strategies, but that leads to a key question: if not 60/40, then what?
Panelists: Emily Sumner, Senior Investment Manager and Chair of the Investment Committee, Gilder Office for Growth LLC, Jared Gross, Head of Institutional Portfolio Strategy, JP Morgan Chase, Christopher Schelling, Director of Alternative Investments, Venturi Private Wealth, and Frank Burke, Chief Investment Officer, PPB Capital Partners
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
Demystifying Private Capital Due Diligence with CAIA Seattle & CAIA Minnesota
Wednesday, May 5, 2021, 6:00 pm Time zone: EDT
Description: New research from CAIA Association suggests that investors place higher emphasis on qualitative factors when performing due diligence on private capital managers, a stark contrast to the quantitative factors typically emphasized with hedge funds and traditional investment managers. This panel answers the following questions: What are the most important questions to ask during the manager research process? What are the most important qualitative factors to consider? What are some of the biggest differences between performing investment and operational due diligence on liquid strategies vs. illiquid strategies?
Panelists: Christine Ritchie, Investment Risk and Operations Manager, Carleton College Endowment, Cedric Fan, Senior Director, Head of Hedge Funds, Russell Investments, Rebecca Kamsin, Senior Analyst, Global Manager Research, RBC Wealth Management, Chris Carsley, CIO, Arch River Capital, and Aaron Filbeck, CAIA, CFA, CIPM, FDP, Director of Global Content, CAIA Association
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
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
The Future of Sustainability in Investment Management: From Ideas to Action
Thursday, April 22, 2021, 12:00 pm Time zone: EDT
Description: The future of sustainable investing is in the balance. It involves balancing financial and extra-financial considerations, balancing short-term and long-term goals, and balancing interests among stakeholders and over time, while seeking fair outcomes for all. How do investment professionals take the next step to apply these practices in their daily activities? How can investment organizations better align their culture and incentives around solving sustainability issues? This conversation between Rebecca Fender, CFA of CFA Institute and Carol Jeppesen, CAIA of the PRI discusses the influencers, drivers, enablers, and action steps of building a robust sustainable investment program.
Panelists: Carol Jeppesen, CAIA, Head of US, UN Principles for Responsible Investment (PRI), and Rebecca Fender, CFA, Senior Director, Future of Finance, CFA Institute
The Fundamentals of Private Equity and a Current Market Update
Thursday, April 15, 2021, 12:00 pm Time zone: EDT
Description: Private Equity is the largest alternative asset class with $4.42tn in AUM worldwide. The expectation is that Private Equity could more than double over the next five years. In this presentation, Aaron Filbeck, CAIA, CFA, CIPM, FDP, Director, Global Content Development, CAIA Association, covers a range of topics related to private equity investment, including the structure and life cycle of private equity funds and analyze the cash flows and fees that are characteristic of such funds. We examine various performance measures and walk through calculations related to the measurement of returns. Aaron's presentation is followed by Joseph Borda, Senior Vice President, Research & Data Operations, Preqin, who presents on private equity updates for 2021. This presentation also covers industry AUM, dry powder, fundraising, deals, and investor appetite. This presentation is moderated by Millissa Allen, CAIA, Managing Director, Global Head of Fundamentals of Alternative Investments.
Panelists: Joseph Borda, CAIA, Senior Vice President, Research & Data Operations, Preqin, Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association, and Millissa Allen, CAIA, Managing Director, Global Head of Fundamentals of Alternative Investments, CAIA Association
Upcoming Infoseries
Fundamentals of Alternative Investments: Private Credit
Tuesday, May 18, 2021, 12:00 pm Time zone: EDT
Description: Please join Dr. Keith Black, PhD., CAIA, CFA, FDP, Managing Director of Content Strategy at CAIA and guest speaker, Sonali Wilson, CAIA, Executive Vice President, Alternative Strategies, at PIMCO as they discuss private credit.
Investing Since 2008, credit has been harder to come by for many borrowers, as banks have backed away from many types of lending due to the stress tests and capital adequacy requirements imposed after the bank bailouts. As a result, the private credit market has exploded from $200 billion in AUM in 2008 to over $600 billion today as borrowers turn to non-bank lenders to meet their credit needs. The yield potential and risk factors of direct lending, mezzanine and distressed investments are discussed.
Panelists: Keith Black, PhD., CAIA, CFA, FDP, Managing Director of Content Strategy, CAIA Association, Sonali Wilson, CAIA, Executive Vice President, Account Manager, PIMCO, and Millissa Allen, CAIA, Managing Director, Global Head, Fundamentals of Alternative Investments, CAIA Association
Tokenization: Investment Applications and Technological Considerations co-hosted with CAIA Houston, San Francisco, and Rocky Mountain pre-Chapter
Tuesday, May 25, 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. Join Chapter co-hosts CAIA Houston, San Francisco, and our Rocky Mountain pre-Chapter, for a panel discussion on some of the investment applications and technological considerations of tokenized assets.
Panelists: John Bowman, Senior Managing Director, CAIA Association, Alexandra Damsker, Attorney, Richard Johnson, CEO & Founder, Texture Capital Holdings, Dejun “DJ” Qian, Visionary & Principal, Fusion Foundation, and Lee Partridge, CFA, CAIA
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. Join us 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.
Pension Evolution and the Impact on Pension Investment Strategies with CAIA SoCal - Session 3 of a Series
Tuesday, June 1, 2021, 12:00 pm Time zone: EDT
Description: Join CAIA SoCal for their third session of a deep-dive series on pensions: Pension Evolution and the Impact on Pension Investment Strategies on Tuesday, June 1st at 12 PM EST/9 AM PST. Leading pension investment experts will have a candid discussion on the investment repercussions of the recently passed Butch Lewis Emergency Pension Plan Relief Act of 2021 and the American Rescue Plan Act of 2021 (ARPA). The panelists will discuss the financial impact of the Acts on multi-employer pension plans as well as provide investment solutions to help all pensions more effectively achieve their investment targets and reduce funding deficits.
Panelists: Russell Kamp, Managing Director, Ryan ALM, Brian Kwan, CFA, CAIA, Senior Consultant, Verus Investments, Kate Pizzi, CFA, ASA, Senior Investment Consultant, Fiducient Advisors, Andrew Spence, CEO, Spence Strategic Consulting Group and moderated by Zack Ellison, CFA, CAIA, Managing General Partner & CIO, Applied Real Intelligence (“A.R.I.”)
The Fundamentals of Commodities and a Current Market Update - Session 1 of a Series
Wednesday, June 2, 2021, 12:00 pm Time zone: EDT
Description: Commodities may serve as an important element of an investment portfolio. In this presentation Dr. Keith Black will provide an overview of commodities as an asset class, explore the historical performance of commodities, and comment on their role in asset allocation and inflation protection. We compare the differences between commodities and financial assets. Various methods of obtaining exposure to commodities are evaluated, and we conclude with a discussion of futures based commodities investments. The second half of our program will feature an interview with Kathryn Kaminski where we will explore current topics in commodities investment and look specifically at rising inflation and the possible implications.
Panelists: Keith Black, PhD, CAIA, CFA, FDP, Managing Director, Content Strategy, CAIA Association, Kathryn Kaminski, PhD, CAIA, Chief Research Strategist and Portfolio Manager, AlphaSimplex Group, and moderated by Mateja Bizjak, Portfolio Manager, Fideuram Asset Management
CAIA/AIMA Alternative Investment Boot Camp (June 16 - June 18)
Wednesday, June 16, 2021, 12:00 pm Time zone: EDT
Session 1: The State of Alternative Investments
Description: The world of alternative investments continues to grow and change. Nearly $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: Keith Black, PhD., CAIA, CFA, FDP, Managing Director of Content Strategy, CAIA Association
Thursday, June 17 – 12:00pm Time zone: EDT
Session 2: Hedge Funds I: Structure, Categories and Biases followed by ESG History, Approaches and Integration
Description: Aaron Filbeck will discuss the characteristics of hedge funds, including recent statistics on the growth of the industry and an overview of funds by age, domicile, and concentrations across the hedge fund universe. Aaron will then present an overview of environmental, social, and governance investing (ESG), then discuss the history of ESG investing, compare the three primary approaches to ESG investing: socially responsible investing (SRI), impact investing and ESG integration, and discuss the three pillars of ESG: environmental, social, and governance.
Panelists: Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association
Friday, June 18 – 12:00pm Time zone: EDT
Session 3: Career Panel
Description: Please join Michelle Noyes, Managing Director, AIMA, as she hosts a panel of experts that aim to provide interns with a view to different paths a career in this industry can take. The first career panel will discuss investment roles in the hedge fund and private credit industry to be followed by the second panel on non-investment roles in the hedge fund and private credit industry.
Panelists: Michelle Noyes, CAIA, Managing Director, AIMA
The Fundamentals of Infrastructure and a Current Market Update - Session 2 of a Series
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 will provide an overview infrastructure as an asset class, explore the historical performance of infrastructure, and comment on their role in asset allocation and inflation protection. We compare the differences between infrastructure and financial assets. Various methods of obtaining exposure to infrastructure are evaluated and we conclude look specifically 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
Past Infoseries
The Future of Portfolio Construction: If Not 60/40, Then What? with CAIA New York
Tuesday, May 11, 2021, 12:00 pm Time zone: EDT
Description: The investment industry speaks about the “60/40” portfolio so much that it is largely assumed to be the “correct” portfolio for a large number of investors. However, it describes modern asset allocation about as well as Happy Days did the 1950s or Friends the 1990s. (Great shows both – but a bit detached from the real world.) To be fair, the 60/40 portfolio can be a useful starting point to illustrate the pros and cons of additional asset classes and/or alternate portfolio construction approaches. Furthermore, it demonstrates some of the critical foundations of modern asset allocation: stocks provide a high long-term return expectation, while bonds provide diversification through negative correlation and lower volatility. Today, the asset and wealth management industry largely agrees that the 60/40 portfolio will not deliver the same outcome as it has in the past. This is forcing investors of all kinds to consider new and/or larger allocations to alternative asset classes and strategies, but that leads to a key question: if not 60/40, then what?
Panelists: Emily Sumner, Senior Investment Manager and Chair of the Investment Committee, Gilder Office for Growth LLC, Jared Gross, Head of Institutional Portfolio Strategy, JP Morgan Chase, Christopher Schelling, Director of Alternative Investments, Venturi Private Wealth, and Frank Burke, Chief Investment Officer, PPB Capital Partners
Demystifying Private Capital Due Diligence with CAIA Seattle & CAIA Minnesota
Wednesday, May 5, 2021, 6:00 pm Time zone: EDT
Description: New research from CAIA Association suggests that investors place higher emphasis on qualitative factors when performing due diligence on private capital managers, a stark contrast to the quantitative factors typically emphasized with hedge funds and traditional investment managers. This panel answers the following questions: What are the most important questions to ask during the manager research process? What are the most important qualitative factors to consider? What are some of the biggest differences between performing investment and operational due diligence on liquid strategies vs. illiquid strategies?
Panelists: Christine Ritchie, Investment Risk and Operations Manager, Carleton College Endowment, Cedric Fan, Senior Director, Head of Hedge Funds, Russell Investments, Rebecca Kamsin, Senior Analyst, Global Manager Research, RBC Wealth Management, Chris Carsley, CIO, Arch River Capital, and Aaron Filbeck, CAIA, CFA, CIPM, FDP, Director of Global Content, CAIA Association
The Future of Sustainability in Investment Management: From Ideas to Action
Thursday, April 22, 2021, 12:00 pm Time zone: EDT
Description: The future of sustainable investing is in the balance. It involves balancing financial and extra-financial considerations, balancing short-term and long-term goals, and balancing interests among stakeholders and over time, while seeking fair outcomes for all. How do investment professionals take the next step to apply these practices in their daily activities? How can investment organizations better align their culture and incentives around solving sustainability issues? This conversation between Rebecca Fender, CFA of CFA Institute and Carol Jeppesen, CAIA of the PRI discusses the influencers, drivers, enablers, and action steps of building a robust sustainable investment program.
Panelists: Carol Jeppesen, CAIA, Head of US, UN Principles for Responsible Investment (PRI), and Rebecca Fender, CFA, Senior Director, Future of Finance, CFA Institute
The Fundamentals of Private Equity and a Current Market Update
Thursday, April 15, 2021, 12:00 pm Time zone: EDT
Description: Private Equity is the largest alternative asset class with $4.42tn in AUM worldwide. The expectation is that Private Equity could more than double over the next five years. In this presentation, Aaron Filbeck, CAIA, CFA, CIPM, FDP, Director, Global Content Development, CAIA Association, covers a range of topics related to private equity investment, including the structure and life cycle of private equity funds and analyze the cash flows and fees that are characteristic of such funds. We examine various performance measures and walk through calculations related to the measurement of returns. Aaron's presentation is followed by Joseph Borda, Senior Vice President, Research & Data Operations, Preqin, who presents on private equity updates for 2021. This presentation also covers industry AUM, dry powder, fundraising, deals, and investor appetite. This presentation is moderated by Millissa Allen, CAIA, Managing Director, Global Head of Fundamentals of Alternative Investments.
Panelists: Joseph Borda, CAIA, Senior Vice President, Research & Data Operations, Preqin, Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association, and Millissa Allen, CAIA, Managing Director, Global Head of Fundamentals of Alternative Investments, CAIA Association
CAIA Charter Information Session
Wednesday, April 7, 2021, 12:00 pm Time zone: EDT
Description: Aaron Filbeck, Director, Global Content Development, CAIA Association will explore and review information about the CAIA Association and our flagship program, the CAIA Charter Designation program.
Panelists: Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association
CAIA Association & State Street Associates: Private Equity and the Leverage Myth
Tuesday, March 30, 2021, 11:00 am Time zone: EDT
Description: What’s the best way to measure volatility of private equity? Perhaps simply assigning a leverage multiple isn’t enough. Moderated by Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association, William Kinlaw, CFA, and Megan Czasonis of State Street Associates discuss some of the main takeaways of “Private Equity and the Leverage Myth.” This paper was published in the Winter 2021 edition of The Journal of Alternative Investments.
Panelists: William Kinlaw, CFA, Senior Managing Director, State Street Associates, Megan Czasonis, Managing Director for the Portfolio and Risk Research Team, State Street Associates, and Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association
Alternatives: From Optional to Essential
Tuesday, March 23, 2021, 12:30 pm Time zone: EDT
Description: Moderated by CAIA's CEO, Bill Kelly, this event features guest speaker Pulkit Sharma, Managing Director, Head of Alternatives Investment Strategy and Solutions at J.P. Morgan. Bill and Pulkit discuss the recent J.P. Morgan Long Term Capital Market Assumptions Report with a focus on the evolution and expansion of alternative investments over the next 10 – 15 years. Topics discussed include: the objectives that alternative investments meet, the framework in which to allocate, and the challenges that are intrinsic to alternative investments.
Panelists: Pulkit Sharma, CFA, CAIA, Managing Director, Head of Alternatives Investment Strategy and Solutions, J.P. Morgan Asset Management, and Bill Kelly, CEO, CAIA Association
The Growth of Alternative Investments in Latin America and How You Can Be Involved
Friday, March 19, 2021, 11:00 am Time zone: EDT
Description: Join Keith Black, Ph.D, CAIA, CFA, FDP, Managing Director, Content Strategy, CAIA Association as he explores CAIA Association and our flagship program, the CAIA Charter Designation program. Joining Dr. Black are guest panelists Patricia Alejo, CAIA, Portfolio Manager, Pontificia Universidad Javeriana, Fernando Manrique, CAIA, CFA, Head of Investments, AFP Integra, Daniel Mueller, CAIA, Head of Latin America, Alpine Capital Advisors, and Juan Eduardo Fantini, CAIA, Founding Partner, CIO | Colunquén Investment Office, who give real life perspectives of how the program has benefitted their professional careers. They also discuss the growth from Latin American investors in Alternative Investments.
Panelists: Patricia Alejo, CAIA, Portfolio Manager, Pontificia Universidad Javeriana, Fernando Manrique, CAIA, CFA, Head of Investments, AFP Integra, Daniel Mueller, CAIA, Head of Latin America, Alpine Capital Advisors, Juan Eduardo Fantini, CAIA, Founding Partner, CIO, Colunquén Investment Office, and Keith Black, Ph.D, CAIA, CFA, FDP, Managing Director, Content Strategy, CAIA Association
Portfolio Management and Asset Allocation
Tuesday, March 16, 2021, 12:00 pm Time zone: EDT
Description: In this webcast, Keith Black reviews the definition and characteristics of asset allocation models, including model portfolios, the capital asset pricing model, the endowment model, mean-variance optimization, risk budgeting, multi-factor models, liability-driven investments, risk parity, scenario-based models, and core vs. non-core portfolio models.
Panelists: Keith Black, PhD, CAIA, CFA, FDP, Managing Director, Content Strategy, CAIA Association, and Kweku Obed, CFA, CAIA, Managing Director, Marquette Associates
Private Credit Strategies to Enhance Pension Returns with CAIA SoCal - Session 2 of a Series
Tuesday, March 2, 2021, 9:00 am Time zone: PST
Description: This webcast is the second installment of CAIA SoCal's series on pensions, and features panelists Zack Ellison of Applied Real Intelligence LLC, Blair Smith of Promethean AB Strategies, LLC, Cheryl Alston of Dallas Employees' Retirement Fund, Jasmine Richards of Cambridge Associates, and Guy Pinkman, also of Applied Real Intelligence LLC.
Panelists: Zack Ellison, Applied Real Intelligence LLC, Blair Smith, Promethean AB Strategies, LLC, Cheryl Alston, Dallas Employees' Retirement Fund, Jasmine Richards, Cambridge Associates, and Guy Pinkman, Applied Real Intelligence LLC.
Upcoming Infoseries
There are no upcoming infoseries in the region at this time.
Past Infoseries
The Future of Alternative Investments
Friday, May 14, 2021, 12:00 pm Time zone: SST
Description: The level of knowledge needed to pass your CAIA exam isn’t gained overnight, but with some additional commitment, you can still gain it by the end of this year, by registering or retaking the CAIA exam. Join our Managing Director, APAC, Jo Murphy for a conversation with Jack Wu, Director of Content, APAC, as they discuss 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 Candidates - meeting eligibility criteria – have the option to pursue reimbursable funding for the CAIA Charter. Full information may be found here and time will be spent touching on this during the discussion too.
Panelists: Jo Murphy, Managing Director, APAC Industry Relations, CAIA Association, and Jack Wu, CFA, Director of Content, APAC, CAIA Association
APAC’s Alternative Investments Industry is Set to Grow >15%
Thursday, May 13, 2021, 12:00 pm Time zone: SST
Description: Join our Managing Director, APAC, Jo Murphy for a conversation with Jack Wu, Director of Content, APAC, as they discuss 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 will be spent touching on this during the discussion too. Jo and Jack will also provide 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
The Next Decade of Alternative Investments
Wednesday, May 12, 2021, 12:00 pm Time zone: SST
Description: Join our Managing Director, APAC, Jo Murphy for a conversation with Jack Wu, Director of Content, APAC, as they discuss 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. Jo and Jack will also share 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
In Conversation with Weijian Shan - Private Equity Deals in History
Thursday, October 29, 2020, 12:00 pm Time zone: HKT
Description: Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association joined Weijian Shan, CEO & Chairman of PAG as he shared a case study relating to his new book : MONEY GAMES: The Inside Story of How American Dealmakers Saved Korea’s Most Iconic Bank. Shan revealed lessons learnt from one of the most successful and dramatic PE deals in history.
Panelists: Weijian Shan, Chairman and CEO, PAG, and Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association
CAIA India Information Session: Your Questions Answered
Friday, October 23, 2020, 5:00 pm Time zone: IST
Description: Listen in to our CAIA Charter Information Session and connect with our expert panel of speakers as they explore and review information about the CAIA Association, our flagship CAIA Charter Designation program, as well as take time to answer all your questions on the program and how it can benefit you and your career.
Panelists: Manan Vaishnav, CAIA, CAIA India Chapter Executive and Vice President, Listed Derivatives Sales, Deutsche Equities India, Shreekant Daga, CAIA, CFA, FRM, Associate Director, Liaison Office India, CAIA Association and Jainendra Shandilya, CAIA, CAIA India Chapter Head
Real Estate Around the World: Size, Geography, and Long-Term Trends - APAC
Thursday, October 22, 2020, 4:00 pm Time zone: SGT
Description: Jack Wu, CFA, Director of Content Development, CAIA APAC joined Bert Teuben, Executive Director of Real Estate Research, MSCI, to discuss the current and long-term trends of the industry, key takeaways from the latest real estate market size report, and the impact of COVID-19 on the real estate sectors.
Panelists: Bert Teuben, Executive Director of Real Estate Research, MSCI, and Jack Wu, CFA, Director of Content Development, CAIA APAC
Upcoming Infoseries
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. Join us 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.
Past Infoseries
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
Emerging Manager Series: What Drives Emerging Manager Performance in Private Assets?
Tuesday, September 29, 2020, 12:00 pm Time zone: CEST
Description: Emerging Managers have shown to be a high source of alpha in private assets. Are the descriptive and indicative factor(s) driving such performance individualistic or circumstantial and do emerging managers have staying power? What are the key differentiating traits that allows for their performance and how are LPs allocating to Emerging Managers.
Panelists: Lydia Ofori, CFA, CAIA, Tim Jenkinson, Professor of Finance and Director, Private Equity Institute, Oxford University, Dushy Sivanithy Senior Principal, Private Equity Markets CPPIB, and Jack Wu, CFA, Content Director, CAIA APAC
CAIA Information Session - EMEA
Monday, September 30, 2019, 2:00 pm Time zone: BST
Description: Listen in as CAIA’s own CEO, William Kelly, and Millissa Allen, CAIA, Managing Director of Business Development, Americas, discuss CAIA Association and our flagship program, the CAIA Charterholder Designation, as well as the release of our fourth edition of the CAIA textbook.
Host: Millissa Allen, CAIA, Managing Director of Business Development, AMRS, CAIA Association
Guest Speaker: William "Bill" Kelly, CEO, CAIA Association
Upcoming Infoseries
FDP Institute: In-depth review of ProProctor© with Prometric
Tuesday, May 25, 2021, 10:00 am Time zone: EDT
Description: Learn all about the do's and dont's of remote testing and the free DEMO exam available to all registered exam participants. This webinar is open to anyone interested in learning more about FDP exam preparation and the candidate experience. Formal remarks of the presentation will last approximately 45 minutes, with 15 minutes for Q&A.
Panelists: Blayne Fox, Customer Success Manager, Prometric and Mirjam Dekker, Project Manager, FDP Institute
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