A brief overview of CAIA Association's Fundamentals of Alternative Investments certificate program.
In this webcast, Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association, explores the differences between traditional and alternative investments and the typical structures of alternative investments. He demonstrates how alternative investments may fit into an investment portfolio from an asset allocation standpoint and highlight the diversification potential of such investments. Keith Black also discusses the means of access to the markets for alternative investments, from private placements.
Due Diligence is a set of processes directed toward making informed investment decisions when hiring and firing external managers. In this web seminar, Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director of Global Content Development at CAIA Association reviews due diligence as it is discussed in the CAIA curriculum. Joining Aaron is special guest Anna Snider, CAIA, Head of CIO Due Diligence for Global Wealth & Investment Management (GWIM), a division of Bank of America Corporation. Anna shares real world applications and current issues of this important concept within alternative investments.
In this webcast, Keith Black reviews the definition and characteristics of asset allocation models, including model portfolios, the capital asset pricing model, the endowment model, mean-variance optimization, risk budgeting, multi-factor models, liability-driven investments, risk parity, scenario-based models, and core vs. non-core portfolio models.
Private Equity is the largest alternative asset class with $4.42tn in AUM worldwide. The expectation is that Private Equity could more than double over the next five years. In this presentation, Aaron Filbeck, CAIA, CFA, CIPM, FDP, Director, Global Content Development, CAIA Association, covers a range of topics related to private equity investment, including the structure and life cycle of private equity funds and analyze the cash flows and fees that are characteristic of such funds. We examine various performance measures and walk through calculations related to the measurement of returns. Aaron's presentation is followed by Joseph Borda, Senior Vice President, Research & Data Operations, Preqin, who presents on private equity updates for 2021. This presentation also covers industry AUM, dry powder, fundraising, deals, and investor appetite. This presentation is moderated by Millissa Allen, CAIA, Managing Director, Global Head of Fundamentals of Alternative Investments.