CAIA Texas

CAIA Texas fosters a deeper understanding and knowledge of the alternatives strategies through informative educational events that appeals to all Members and Candidates and to reinforce the value of the CAIA designation in the growing Texas alternative investment industry.

Founded in 2014.

Welcome to CAIA Texas.

CAIA Texas was launched to serve Members and Candidates in two primary locations – Dallas and Houston. The Chapter will broaden its reach to Members and Candidates in the Austin and San Antonio areas as well. The mission of CAIA Texas will be both to foster a deeper understanding and knowledge of the alternatives strategies through informative educational events that will appeal to all Members and Candidates and to reinforce the value of the CAIA designation in the growing Texas alternative investment industry. The CAIA Texas Chapter will also be used as a platform to work collaboratively with industry professionals and CAIA Members to create relevant networking programs that will deliver clear value for the designation. It is the Chapter’s goal to advocate for the CAIA program and identify investment management, service providers and others who could benefit from the CAIA designation.
Many Chapter events are open to all financial professionals. Learn more about the CAIA exams.

Portfolio Manager, Hedge Funds, ERS
Chief Operating Officer, Greenwave Capital Management
Portfolio Manager II – Hedge Funds, Employees Retirement System of Texas
Director of Private Equity, Texas Municipal Retirement System
Senior Research Director, LT&A
Senior Vice President, Regional Institutional Sales Lazard Asset Management
Children’s Health, Investment Office
Investment Officer, Forth Worth Employees' Retirement Fund
Senior Investment Officer, HighGround Advisors
Head of US Client Relations, CFFA Group
Partner, SilverOak Financial Group Ltd.
Executive Director, Paloma Partners Management Company
Vice President - Private Investments, Sentinel Trust Company
Investment Manager, Cane Island Alternative Advisors