Welcome to CAIA Boston Chapter
The Boston Chapter’s mission is to link individual practitioners, asset and wealth management firms, portfolio managers, product managers and Boston’s academic community. We are a resource and voice in the ever-unfolding debate surrounding the role of alternatives in portfolio construction.
Since our inception, we have hosted numerous interactive educational events with expert panels and speakers from all corners of the industry. We also form links through networking, outreach and career management activities. We look forward to you joining our rapidly growing Chapter and welcome your enthusiasm and expertise. CAIA Members residing in MA, RI, ME, VT, and NH comprise the Membership of the Chapter.
Founded in 2009.
Chapter Executive Team
- York Lo, CAIA, CIMA, Chapter Head Head of Global Alternative Product Management, Manulife John Hancock Investments
- Gordon Barnes, Chapter Executive COO, East Wave Partners
- Carter Horwitz, CAIA, Chapter Executive Director, Private Client Practice, Cambridge Associates
- Manal Karam, CAIA, Chapter Executive Vice President and Client Service Manager, Wellington Management
- Sam Warner, CAIA, Chapter Executive Senior Manager, Institutional Business Management, AGF Investments LLC.
- Dr. Leon Zeng, CAIA, CFA, Chapter Executive Senior Director of Investment Decision Analytics, Morningstar