Welcome to CAIA Southwest Chapter
CAIA Southwest opens its doors to folks from all across the Southwestern US. Our priority is to build a community that generates value to our members.
The CAIA Southwest Chapter focuses on three primary objectives:
- Share knowledge. Working with world-class practitioners, facilitate events and learning opportunities that advance our members’ expertise in alternative investments.
- Create a diverse ecosystem. Different backgrounds, industries, and experiences that uphold CAIA’s mission of promoting alternative investments.
- Build an active community. Strive to connect the membership so that everyone has opportunities to expand their network.
Founded in 2011.
Chapter Executive Team
- Mario Valverde, CAIA, CFA, Chapter Co-Head Senior Principal, Cerity Partners
- Martin Wing, CAIA, Chapter Co-Head Senior Vice President, Consultant Relations, Pathway Capital Management
- Andrea Brooklier, CAIA, CSRIC, Chapter Executive Divisional Director, Wealth Advisor Consultants, US Wealth Advisory Services, Nuveen
- Andrew H. Chan, CAIA, Chapter Executive Managing Director of Portfolio Strategy, First Foundation Advisors
- George Hakimeh, CAIA, CFA, Chapter Executive Investment Manager, City of Hope National Medical Center
- Aaron Jamieson, CAIA, Chapter Executive Managing Director, Pacific Current Group
- Brian Kwan, CAIA, CFA, Chapter Executive Managing Director, Verus Investments
- Alexander Lee, CAIA, Chapter Executive Investment Officer, Los Angeles Water and Power Employees’ Retirement Plan (WPERP)
- Stephanie Sorg, MSF, CAIA, Chapter Executive Managing Principal, Investment Consultant, Meketa Investment Group, Inc.
- Amit Thanki, CAIA, Chapter Executive Senior Investment Officer, San Bernardino County Employees’ Retirement Association (SBCERA)
- Lisa Zard, CAIA, Chapter Executive Private Wealth Advisor Consultant, Nuveen