CAIA InfoSeries

Our live InfoSeries webinars offer brief sessions designed to boost your expertise on the latest industry growth areas and share insights into the CAIA exams. Featuring our own curriculum and exams experts, these sessions will encourage and answer your questions. Find out more about what's top of mind in the alternatives industry in quick, interactive sessions.

Live sessions are held every other week, alternating between an industry topic of interest and the opportunity to learn more about the Association.


The Risks and Rewards of Alternative Investments:

Description: Direct from the CAIA Fundamentals of Alternative Investments Certificate program, please join Keith Black Ph.D, CAIA, CFA and Cody Durant for a review of The Risks and Rewards of Alternative Investments. As part of this discussion we will cover the following topics: 
- Diversification across Idiosyncratic Risks
- Diversification across Risk Factors
- Return Enhancement through Liquidity Premiums
- Return Enhancement through Alternative Beta Opportunities
- The Challenges of Alternative Investment Management
- And several other topics...

This session will last approximately 50 minutes with a 10 minute Q&A session following the formal remarks of the presentation. Please note that this session will be recorded and the recording will be available following the session for a limited time of 14 days from the day of distribution. 

Panelist: Cody Durant, Assistant Director of Business Development and guest speaker Keith Black, Ph.D., CAIA, CFA - Managing Director of Curriculum & Exams

February 20, 2019 at 12:00 pm EST I Register here


What About Beta? - Opportunity Zones, Retirement Crisis, and CAIA Member Survey Results:

Description: Well on our way into 2019, CAIA's CEO, Bill Kelly, has been keeping an eye on a few topics that could have significant impacts to our industry. Join us for a discussion on some of Bill's recent blog posts from 'What About Beta?' on AllAboutAlpha. We will be reviewing topics on Opportunity Zones and what this potentially means for the US markets, the looming Retirement Crisis that could impact an entire generation heading into retirement, as well as results from our most recent member survey. Our discussion will last approximately 25 minutes with the remaining 5 minutes for Q&A.

Panelist: Cody Durant, Assistant Director of Business Development and guest speaker William "Bill" Kelly - CEO, CAIA Association

March 6, 2019 at 12:00 pm EST I Register here


CAIA Charter Information Session:

Description: Please join Cody Durant, Assistant Director of Business Development, as he discusses the in's and out's of the CAIA Charter designation program.   This session will last approximately 30 minutes and we will be taking questions throughout the duration of the discussion.

Panelist: Cody Durant, Assistant Director of Business Development

April 3, 2019 at 12:00 pm EST I Register here


A View of 2019 with CAIA CEO Bill Kelly:

Description: Over the course of 2018 we experienced several ups and downs in the financial markets with volatility ensuring we did not forget that bull markets cannot last forever. As we look forward to 2019 with anticipation and eagerness, there are a few things here at the CAIA Association that we are very excited about. Please join CAIA's CEO, Bill Kelly as he provides a CAIA review from 2018 as well as some thoughts and insights into what 2019 has to offer. We are excited to kick off the year with this inaugural Info Series and hope you are able to join us!

Panelist: Cody Durant, Assistant Director of Business Development and guest speaker Bill Kelly, CEO of CAIA Association

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Real Estate in Institutional and Individual Portfolios with Brad Case:

Description: Real estate is one of four fundamental asset classes that should be in literally every investment portfolio. Dr. Case will delve into the long-term investment attributes of public and private real estate investments including correlations, volatilities, and returns, and then use those attributes to discuss the role of real estate in mixed-asset portfolios. He will conclude with a discussion of the current real estate market situation including where we stand in the real estate market cycle, macro demand conditions, supply/construction, interest rate sensitivity, the inflation outlook, and current real estate valuations. This webinar with Brad Case Ph.D., CAIA, CFA, Senior Vice President of Nareit (National Association of Real Estate Investment Trusts) is a discussion on the importance of Real Estate as an investment vehicle, why it is important for all investors to consider including this asset class, and a review of the current state of the real estate market. This discussion will be moderated by Keith Black Ph.D., CAIA, CFA, Managing Director of Curriculum & Exams here at the CAIA Association.

Panelist: Brad Case Ph.D., CAIA, CFA, Senior Vice President, Research & Industry Information at Nareit, Keith Black, Managing Director of Curriculum & Exams and Cody Durant, Assistant Director of Business Development

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Spanish-speaker exclusive! Learn more about the CAIA exams - join a CAIA information session in Spanish: 

Description: Por favor únete a Charles Alvarez, Associate Director of Financial Research y a Cody Durant, Assistant Director of Business Development para discutir en una breve sesión sobre el programa Charter de CAIA, y lo que la designación puede hacer para ti. La presentación formal durará aproximadamente 20 minutos con 10 minutos para preguntas y respuestas.


Please join Charles Alvarez, CAIA, Associate Director of Financial Research & Cody Durant, Assistant Director of Business Development, as they provide a brief information session about the CAIA Charter program and what the designation can do for you. The formal presentation will last approximately 20 minutes with 10 minutes for Q&A.

Listen here | This webinar is exclusively in Spanish.

Thinking about the CAIA Exams? Join a session designed for your busy schedule. In a quick, 30-minute live* session, you’ll find out more about:

  • The CAIA Association mission
  • What the CAIA curriculum covers, including new additions to both the Level I and Level II text books
  • How the exams are formatted and what you can expect on test day
  • What tools and resources are available to support you and how best to prepare
  • The final 10 minutes of each session allow for questions.*

Panelist: Cody Durant, Assistant Director of Business Development 

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CAIA Stackable Credential Pilot Program Update

Description: In April 2018, 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. CAIA’s CEO, Bill Kelly, and Cody Durant dove into some of the feedback CAIA has been receiving, discussed how this pilot program came to be, and talked about some of the common misconceptions behind the pilot program.

Panelists: CAIA CEO Bill Kelly and Director of Exams Nelson Lacey, CFA, joined Cody Durant, Assistant Director of Business Development

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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

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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.

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