CAIA Boston

Long a renowned global hub of traditional asset management, Boston has an impressive and growing footprint in the alternative investment industry. Founded in 2009.

Welcome to CAIA Boston.

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.

We recently hosted a panel moderated by CAIA CEO Bill Kelly on ESG and Responsible Investing. Click to read the transcript Q&A and hear from our panel of experts.

Many Chapter events are open to all financial professionals. Learn more about the CAIA exams.

Head of Global Product Solutions, Fidelity Investments
Head of Portfolio Group, Bain Capital Partnership Strategies
Vice President and Client Service Manager, Wellington Management
Head of Alternative Product and LLCs, John Hancock Investment Management