CAIA Southwest

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.

Founded in 2011.

Welcome to CAIA Southwest.

The CAIA Southwest Chapter focuses on three primary objectives:

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.
Share knowledge. Working with world-class practitioners, facilitate events and learning opportunities that advance our members’ expertise in alternative investments.

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

Mario Valverde, CFA, CAIA, Chapter Co-Head

Director, BlackRock

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

JP Garofalo, CAIA, Chapter Executive

Wealth Advisor, Morgan Stanley

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, CFA, CAIA, 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