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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
10 Lessons in Finance 2023
Wednesday, October 4, 2023, 4:00 pm Time zone: IST
Session 1: Total Portfolio Approach: A Paradigm Shift in Portfolio Construction
Description: Join us in exploring the transformative Total Portfolio Approach, which challenges the limitations of the traditional Mean-Variance Optimization (MVO) asset allocation process. While MVO has long been the go-to method for constructing portfolios, a rising number of institutional investors have recognized the power of Total Portfolio Management. Discover the key differentiators between these approaches and gain insights into whether adopting the Total Portfolio Approach is right for your institution.
Panelists: John L. Bowman, CFA, Executive Vice President, CAIA Association, Jessica Melville, Head of Mid Risk Portfolio Strategy & Research, Australian Super, and Lakshmi lyer, Chief Executive Officer, Investment & Strategy, Kotak Alternate Asset Managers Limited (KAAML)
October 11, 2023
Session 2: How to Adapt to Macro Shocks with Relative Strength?
Description: Technical analysis allows us to separate our investment decisions from the emotional reactions to headline news. But investors must still keep portfolios positioned in response to macroeconomic events, rotating into consistent performance results. Relative Strength is a concept that allows us to compare asset classes, styles, sectors and even individual securities to allocate capital to the strongest outperformers of any given benchmark. This session will explore the concept and detail specific applications to today’s markets.
Panelists: Michael Nauss, CMT, CAIA, CDMS, Data Science Specialist, TradeIdeas, Tyler Wood, CMT, Managing Director, CMT Association, Takuya Shinkado, CFA, CAIA, Vice President, Corporate Development, Athene Life Re, CAIA Japan Chapter Executive, and Joel Pannikot, Head of the Asia-Pacific & MD, CMT Association
October 18, 2023
Session 3: Real Asset Investing in India - Emerging Scenario
Description: From residential real estate to fractional ownership, gain insights into diverse asset classes and their yields in the Indian market. Discover the future of investment at our 3rd webinar of the series: "Real Asset Investing in India - Emerging Scenario." Dive into the evolving landscape of investment opportunities in the Indian market. Renowned experts will unveil insights and strategies that will shape the way you approach real asset investments. Join us to gain a competitive edge in this dynamic sector and explore the untapped potential that India offers. Don't miss this opportunity to navigate the emerging scenario of real asset investing in one of the world's fastest-growing economies.
Panelists: Piyush Gupta, Managing Director, Capital Markets and Investment Services India, Colliers, Devi Shankar, President, Industrial & Logistics, Data Center, ANAROCK Capital, and Nikhil Shah, Director, Hospitality, Capital Markets, Colliers
October 25, 2023
Session 4: Coming Soon!
November 1, 2023
Session 5: Global Economic Power: Intel from Inside the Pentagon
Description: VC's unmatched role in building economies and steering global power. The nuanced macroeconomic trends poised to reshape international power dynamics. The impact of geopolitical events in Russia, Ukraine, and China on market outcomes. But the insights don’t stop there. Engage in a riveting panel discussion with Prof. Litman and leading industry experts. This session isn't merely another seminar—it’s your gateway into the forces sculpting global power dynamics and the vast potential of alternative investments.
Panelists: Joel Litman, President & CEO, Chief Investment Strategist, Valens Research, and Elliot Clarke, Westpac's Head, International Economics
November 8, 2023
Session 6: An Overview and Current State of Private Debt
Description: Private debt has been one of the fastest growing alternative investment strategies since the early 2010s. In this discussion, we’ll provide a brief overview of how the strategy works and discuss some current trends happening across the Asia-Pacific region.
Panelists: Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director and Head of UniFi by CAIA, CAIA Association, Ravi Vukkadala, Chief Executive Officer, Northern Arc Investments, and Sean Low
November 22, 2023
Session 7: The Impact of Investing in Diversity
Description: There is growing social and regulatory pressure for investors to invest sustainably. The overwhelming majority of ESG products on the market address climate related issues (the E), and governance of companies can be addressed by investing in companies with good governance frameworks. But what about the S. Until recently the social element of ESG investments has been limited to capacity constrained impact investments in the private markets. But there is a smarter way for institutional investors to invest in the S by investing in diversity, and with Diverse fund managers. Join us for discussion on the alpha opportunity by investing with managers from diverse backgrounds and how the trickle down effect might just create a more sustainable world for us all.
Panelists: Alexandra McGuigan, CEO and Founder, Inclusive Asset Management, Steven Novakovic, CFA, CAIA, Managing Director, Curriculum, CAIA Association, and Doreen Saik
November 28, 2023
Session 8: Asset Allocations in Asia Pacific
Description: We are thrilled to invite you to a captivating webinar presentation titled "Asset Allocation for Asia Pacific in the Time of Geopolitical Tension," featuring esteemed investment expert and speaker Professor Jason Hsu, Ph.D. This insightful session will explore key topics shaping Asset Allocation strategies in the Asia Pacific region.
Panelists: Jason Hsu, Chairmand and CIO, Rayliant Global Advisors, Yingwen Chin, Partner, Albourne Partners, Theresa Han, Managing Director, Absolute Return Strategies, GCM Investments Hong Kong Limited, and Theodore Shou, CIO, Sky Bound Capital
December 6, 2023
Session 9: Trends in ESG Investing
Description: Conventionally, investors select a range of investments with the goal of maximising total returns within their risk tolerance levels. With environmental, social and governance (ESG) investing, environmental and social considerations also apply. In this webinar we will discuss the trends in ESG investing, Strategies and Techniques, why ESG investing Matters.
Panelists: Jasneet Singh Bindra, Country Head, CISI, Ravi Raman, Delivery Head, State Street HCL Services, Sriram Kannan, and Kuan Yu OH, Senior Director, COO Office, Value Partners Group
December 13, 2023
Session 10: Investing in Asset Backed Securities using Data Science
Description: One of the limitations while understanding ABS is that there is a lot of structured and unstructured data across various parameters, across time which also bears some resemblance with macroeconomic parameters. To invest in ABS, one must not only evaluate the largest risk – credit to the first order but also evaluate the correlation of various parameters. In this webinar learn about the use of data science while investing in ABS.
Panelists: Nikhil Aggarwal, Founder and CEO, Grip Invest, Bill Kelly, CAIA, CEO and President, CAIA Association, and Nikhil Jagannathan, Senior Research Analyst, Franklin Templeton Fixed Income
Upcoming Infoseries
There are no upcoming infoseries in the region at this time.
Upcoming Infoseries
10 Lessons in Finance 2023
Wednesday, October 4, 2023, 4:00 pm Time zone: IST
Session 1: Total Portfolio Approach: A Paradigm Shift in Portfolio Construction
Description: Join us in exploring the transformative Total Portfolio Approach, which challenges the limitations of the traditional Mean-Variance Optimization (MVO) asset allocation process. While MVO has long been the go-to method for constructing portfolios, a rising number of institutional investors have recognized the power of Total Portfolio Management. Discover the key differentiators between these approaches and gain insights into whether adopting the Total Portfolio Approach is right for your institution.
Panelists: John L. Bowman, CFA, Executive Vice President, CAIA Association, Jessica Melville, Head of Mid Risk Portfolio Strategy & Research, Australian Super, and Lakshmi lyer, Chief Executive Officer, Investment & Strategy, Kotak Alternate Asset Managers Limited (KAAML)
October 11, 2023
Session 2: How to Adapt to Macro Shocks with Relative Strength?
Description: Technical analysis allows us to separate our investment decisions from the emotional reactions to headline news. But investors must still keep portfolios positioned in response to macroeconomic events, rotating into consistent performance results. Relative Strength is a concept that allows us to compare asset classes, styles, sectors and even individual securities to allocate capital to the strongest outperformers of any given benchmark. This session will explore the concept and detail specific applications to today’s markets.
Panelists: Michael Nauss, CMT, CAIA, CDMS, Data Science Specialist, TradeIdeas, Tyler Wood, CMT, Managing Director, CMT Association, Takuya Shinkado, CFA, CAIA, Vice President, Corporate Development, Athene Life Re, CAIA Japan Chapter Executive, and Joel Pannikot, Head of the Asia-Pacific & MD, CMT Association
October 18, 2023
Session 3: Real Asset Investing in India - Emerging Scenario
Description: From residential real estate to fractional ownership, gain insights into diverse asset classes and their yields in the Indian market. Discover the future of investment at our 3rd webinar of the series: "Real Asset Investing in India - Emerging Scenario." Dive into the evolving landscape of investment opportunities in the Indian market. Renowned experts will unveil insights and strategies that will shape the way you approach real asset investments. Join us to gain a competitive edge in this dynamic sector and explore the untapped potential that India offers. Don't miss this opportunity to navigate the emerging scenario of real asset investing in one of the world's fastest-growing economies.
Panelists: Piyush Gupta, Managing Director, Capital Markets and Investment Services India, Colliers, Devi Shankar, President, Industrial & Logistics, Data Center, ANAROCK Capital, and Nikhil Shah, Director, Hospitality, Capital Markets, Colliers
October 25, 2023
Session 4: Coming Soon!
November 1, 2023
Session 5: Global Economic Power: Intel from Inside the Pentagon
Description: VC's unmatched role in building economies and steering global power. The nuanced macroeconomic trends poised to reshape international power dynamics. The impact of geopolitical events in Russia, Ukraine, and China on market outcomes. But the insights don’t stop there. Engage in a riveting panel discussion with Prof. Litman and leading industry experts. This session isn't merely another seminar—it’s your gateway into the forces sculpting global power dynamics and the vast potential of alternative investments.
Panelists: Joel Litman, President & CEO, Chief Investment Strategist, Valens Research, and Elliot Clarke, Westpac's Head, International Economics
November 8, 2023
Session 6: An Overview and Current State of Private Debt
Description: Private debt has been one of the fastest growing alternative investment strategies since the early 2010s. In this discussion, we’ll provide a brief overview of how the strategy works and discuss some current trends happening across the Asia-Pacific region.
Panelists: Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director and Head of UniFi by CAIA, CAIA Association, Ravi Vukkadala, Chief Executive Officer, Northern Arc Investments, and Sean Low
November 22, 2023
Session 7: The Impact of Investing in Diversity
Description: There is growing social and regulatory pressure for investors to invest sustainably. The overwhelming majority of ESG products on the market address climate related issues (the E), and governance of companies can be addressed by investing in companies with good governance frameworks. But what about the S. Until recently the social element of ESG investments has been limited to capacity constrained impact investments in the private markets. But there is a smarter way for institutional investors to invest in the S by investing in diversity, and with Diverse fund managers. Join us for discussion on the alpha opportunity by investing with managers from diverse backgrounds and how the trickle down effect might just create a more sustainable world for us all.
Panelists: Alexandra McGuigan, CEO and Founder, Inclusive Asset Management, Steven Novakovic, CFA, CAIA, Managing Director, Curriculum, CAIA Association, and Doreen Saik
November 28, 2023
Session 8: Asset Allocations in Asia Pacific
Description: We are thrilled to invite you to a captivating webinar presentation titled "Asset Allocation for Asia Pacific in the Time of Geopolitical Tension," featuring esteemed investment expert and speaker Professor Jason Hsu, Ph.D. This insightful session will explore key topics shaping Asset Allocation strategies in the Asia Pacific region.
Panelists: Jason Hsu, Chairmand and CIO, Rayliant Global Advisors, Yingwen Chin, Partner, Albourne Partners, Theresa Han, Managing Director, Absolute Return Strategies, GCM Investments Hong Kong Limited, and Theodore Shou, CIO, Sky Bound Capital
December 6, 2023
Session 9: Trends in ESG Investing
Description: Conventionally, investors select a range of investments with the goal of maximising total returns within their risk tolerance levels. With environmental, social and governance (ESG) investing, environmental and social considerations also apply. In this webinar we will discuss the trends in ESG investing, Strategies and Techniques, why ESG investing Matters.
Panelists: Jasneet Singh Bindra, Country Head, CISI, Ravi Raman, Delivery Head, State Street HCL Services, Sriram Kannan, and Kuan Yu OH, Senior Director, COO Office, Value Partners Group
December 13, 2023
Session 10: Investing in Asset Backed Securities using Data Science
Description: One of the limitations while understanding ABS is that there is a lot of structured and unstructured data across various parameters, across time which also bears some resemblance with macroeconomic parameters. To invest in ABS, one must not only evaluate the largest risk – credit to the first order but also evaluate the correlation of various parameters. In this webinar learn about the use of data science while investing in ABS.
Panelists: Nikhil Aggarwal, Founder and CEO, Grip Invest, Bill Kelly, CAIA, CEO and President, CAIA Association, and Nikhil Jagannathan, Senior Research Analyst, Franklin Templeton Fixed Income
Upcoming Infoseries
There are no upcoming infoseries in the region at this time.
Upcoming Infoseries
There are no upcoming infoseries in the region at this time.
Upcoming Infoseries
There are no upcoming infoseries in the region at this time.