Welcome to CAIA New York Chapter
CAIA New York is located in the center of the alternative investment industry. The New York Chapter prides itself on thought leadership in investment and industry practices. Our chapter encompasses the New York metropolitan area, and includes Connecticut, New Jersey, Long Island and Westchester County. We strive to be a relevant part of our Members’ professional network, and readily use New York’s vast intellectual resources to our benefit. Our meetings feature a diverse set of speakers, including industry practitioners, professors of finance and career coaches. The Chapter also benefits from cooperation with other relevant organizations such as the New York Society of Security Analysts, the Connecticut Hedge Fund Association, the Market Technicians Association and the Center for Business and the Environment at Yale University. In addition to building professional relationships, the Chapter seeks to create a sense of community among the Members through social gatherings. The New York Chapter looks forward to continuing to be an integral part of the expanding Alternative Investment community. CAIA Members residing in NY, CT and NJ comprise the Membership of the Chapter.
Founded in 2005.




Chapter Executive Team
- John Dunnigan, CAIA, CFA, Chapter Head Managing Director, Golub Capital
- Victoria Zhu, CAIA, Chapter Executive Private Markets Specialist, Mirae Asset Global Investments (USA)
- Syra Brelvi, CAIA, Chapter Executive Vice President, Alternative Investment Specialist, T. Rowe Price
- Brian Holzer, CAIA, Chapter Executive Managing Director, Head of Sales – Alternative Investments Group, Morgan Stanley
- Michael Iosebashvili, CAIA, Chapter Executive Senior Vice President, Jefferies Credit Partners
- Robert Nelson, CAIA, Chapter Executive Principal, Private Markets, Mercer
- Balaj Singh, CAIA, CFA, Chapter Executive Senior Analyst, Private Markets Group, Meketa
- Austin Stephan, CAIA, Chapter Executive Vice President, Blackstone Credit & Insurance
