CAIA SoCal 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 SoCal.

CAIA Southern California (“SoCal”)

The CAIA SoCal Chapter focuses on three primary objectives:

  1. Create a diverse ecosystem. Different backgrounds, industries, and experiences that uphold CAIA’s mission of promoting alternative investments.
  2. Build an active community. Strive to connect the membership so that everyone has opportunities to expand their network. 
  3. 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.

Senior Vice President, Senior Portfolio Manager, U.S. Trust, Bank of America Private Wealth Management
Managing Director of Portfolio Strategy, First Foundation Advisors
Board Director, Astana International Exchange
Managing General Partner, Applied Real Intelligence LLC
Senior Consultant, Verus Investments
Managing Director, Wilshire Associates