Welcome to CAIA Bay Area Chapter
The Bay Area Chapter offers quarterly events focused on networking and professional development. The goal of the Chapter is to bring members of the alternative investment industry together to share ideas, create a community of industry leaders, and enhance the educational spotlight on various topics in the alternative investment space. Our educational events focus on everything from hedge funds and private equity to carbon trading credits and clean technology. We try to attract well known experts in their respective fields who can share their knowledge with our group. More than 40 Bay Area-based CAIA Members typically attend our social/networking events, which are not only fun and engaging, but have led to several collaborative success stories. We welcome all interested Members to get involved and hope to see you at a future event! CAIA Members residing in northern California comprise the Membership of the Chapter.
Founded in 2008.
Chapter Executive Team
- Eugene Hsieh, CAIA, Chapter Head Director of Client Relations and Capital Raising, EQT Group
- Alexey Bulankov, CAIA, CFP®, ChFC, CLU, CDFA®, Chapter Executive Vice President, Financial Planning Director, Morgan Stanley Private Wealth Management
- Richard Hsu, CAIA, CFA, Chapter Executive Senior Vice President—Portfolio Manager/Senior Research Analyst, Franklin Templeton*
- Ryan Jusko, CAIA, CFA, FRM, Chapter Executive Senior Client Director, Schroders
- Josh Kernan, CAIA, Chapter Executive Partner, Permian Capital Management
- Sam Kirkland, CAIA, CFA, Chapter Executive Research Director, Global Manager Research Wells Fargo Investment Institute, Wells Fargo & Company
- Jason Miles, CAIA, Chapter Executive Managing Director, Amenti Capital Group
- Thet Myothwe, CAIA, Chapter Executive Vice President, Risk Management, Morgan Stanley Wealth Management
- Margaret Park, CAIA, CFA, Chapter Executive Director, BlackRock
- Isela Rosales, CAIA, Chapter Executive Managing Director, Global Head of Sustainability & Responsibility, Bridge Investment Group