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.

Managing Regional Director, Natixis Investment Managers
Managing Director of Portfolio Strategy, First Foundation Advisors
Deputy Chair, CAIA Southern California
Managing General Partner, Applied Real Intelligence LLC
Wealth Advisor, Morgan Stanley
Senior Consultant, Verus Investments
Investment Officer, Los Angeles Water and Power Employees’ Retirement Plan (WPERP)
Senior Vice President, Consultant at Meketa Investment Group, Inc.
Senior Investment Officer, San Bernardino County Employees’ Retirement Association (SBCERA)
Director, Client Relations for Family Office , Artisan Partners
Senior Vice President, Consultant Relations, Pathway Capital Management
Private Wealth Advisor Consultant, Nuveen