Live sessions are held every other week, alternating between an industry topic of interest and the opportunity to learn more about the Association.
CAIA Stackable Credential Pilot Program Update
Description: In April 2018, The CAIA Association announced a new and exciting opportunity for a select group of investment and financial professionals. The Stackable Credential Pilot Program was announced and allows for CFA Charterholders who meet the eligibility requirements, to forego the CAIA Level 1 exams and move directly to the Level 2 exams. Over the past 4 months we have had an opportunity to evaluate the responses to this announcement and want to provide an update on how this pilot program is progressing, some feedback, and what the future holds. Please join CAIA’s CEO, Bill Kelly, and Cody Durant as they dive into some of the feedback CAIA has been receiving, discuss how this pilot program came to be, and discuss some of the common misconceptions behind the pilot program.
Panelists: CAIA CEO Bill Kelly will join Cody Durant, Assistant Director of Business Development
Date and time: Tuesday, August 21 at 12 p.m. EDT, duration 30 minutes (including 10 minutes for Q&A)
Navigating the CAIA Fundamentals Certificate Program
Description: By now you may have heard about the CAIA Fundamentals of Alternative Investments Certificate Program, but perhaps you are curious about the content covered, how the program is structured, and how this program has helped over 5,000 industry professionals get up to speed on alternative investments. Join Cody Durant, Assistant Director of Business Development, as he provides a thorough review of the content covered in this online program, a demonstration of how these materials are presented, a review of some of the institutions CAIA has already worked with, continuing education, and answer any questions you have about the program for individuals or for institutions.
Panelist: Cody Durant, Assistant Director of Business Development
Date and time: Wednesday, September 5 at 12 p.m. EDT, duration 30 minutes (including 10 minutes for Q&A)
RECORDINGS OF PREVIOUS EVENTS:
The Fundamentals of Liquid Alternative Investments
Description: Historically, alternative investments were only available to institutional and high net worth investors. In this private placement world, managers had significant investment discretion with regards to disclosure, fees, liquidity, leverage, and derivatives positions. In recent years, a growing number of investment managers have made products available in a "liquid alternative" format. Join a discussion on the significant regulatory differences of liquid alternatives from private placement products, despite their wide availability to retail investors. Panelists will also discuss the differences in performance, due diligence requirements, and finally the differences between products offered in the United States, EU, and soon to launch Canada.
Panelists: Keith Black, Managing Director of Curriculum & Exams, will join Cody Durant, Assistant Director of Business Development
Date and time: Wednesday, August 8 at 12 p.m. EDT, duration 60 minutes (including 10 minutes for Q&A)
Big Data Ethics & CADA Updates
Description: As we look to the future of the financial services industry, it is hard to ignore the fact that big data will continue to play a key role in all aspects of this industry. While exciting times lay ahead, we need to be mindful of how we are using this data, what should be allowed, what shouldn’t, and what is deemed ethical use of data. CAIA CEO Bill Kelly discussed these topics as well as some developments on the up and coming new CAIA designation, CADA (Chartered Alternative Data Analyst). The formal discussion lasted approximately 20 minutes with the remaining 10 minutes for Q&A.
Panelists: William J. Kelly, Chief Executive Officer
The Impact of Digital Technology on the Alternative Investment Industry
Description: Digital technologies are radically reshaping the alternative investment industry, but a large majority of hedge funds firms appear to be too slow to respond. This is the key finding of a new report based on a global survey of hedge funds firms conducted by KPMG International and CREATE-Research. Moderated by CAIA's CEO William J. Kelly, this webinar took a deep dive into the impact digitization will have on the alternative investment industry, the likely disruption managers will face, and how business transformation requires the emergence of digital leaders. Listen to the panelists discuss the stark reality the alternative investment industry is facing: digitize or jeopardize.
Panelists: KPMG'S Anthony Cowell, Partner, Head of Asset Management, Andrew Schofield, Partner, Head of Banking, and Claire Griffin, Director, Asset Management. To learn more about the panelists, click here.
What About Beta? A View from CAIA
Description: Well on our way into 2018, the markets have presented a few up’s and down’s, but perhaps have left more questions than answers. CAIA’s CEO, William J. Kelly and Assistant Director of Business Development, Cody Durant discussed some of these trends, events, and a general overview on CAIA’s perspectives of what is happening in the markets.
Panelist: William J. Kelly, Chief Executive Officer
The Case for Alternatives: No Time Like the Present
Description: As equity and bond markets continue their march to all-time highs, and both inflation and volatility begin to make an appearance, the risk of a traditional portfolio experiencing a drawdown has increased significantly. Although hedge funds have appeared to underperform equities the past few years, and correlations have been relatively high across and within asset classes, we would argue diversification has never been more paramount. Charles Alvarez, CAIA, Associate Director of Financial Research, and Cody Durant, Assistant Director of Business Development, discussed the benefits of diversification and reviewed various alternative indices to see how they’ve performed across various market cycles.
Panelist: Charles Alvarez, CAIA, Associate Director of Financial Research
Thinking about the CAIA Designation? Join a quick info session
Description: Assistant Director of Business Development Cody Durant provided a brief information session about the CAIA Charter program and what the designation can do for you.
Panelist: Cody Durant, Business Development Manager, Americas
Distributed Ledger Technology: A Review of Applications and Future States
Description: Kristaps Licis, Senior Associate Director of Exams and Cody Durant, Assistant Director of Business Development, discussed Distributed Ledger Technology, diving into the white paper featured in CAIA’s Current and Integrated Topics titled, “Distributed Ledger Technology for the Financial Industry” by Jeroen van Oerle and Patrick Iemmens of Robeco. The discussion reviewed applications of distributed ledger technology, how blockchain is a form of distributed ledger and not the underlying technology, and what the future holds. The formal remarks lasted approximately 20 minutes with 10 minutes for Q&A.
Panelist: Kristaps Licis, Senior Associate Director of Exams