Stay Ahead of the Curve
Product innovation isn’t new, but its impact is compounding and accelerating into new areas. From tokenization to revamping retirement offerings, CAIA will trace the arc of innovation: what’s accelerating, what’s enduring, and how investors can stay ahead of the curve without losing sight of first principles.
Articles
Students Push Business Schools to Beef Up Private Markets Teaching
Financial Times | June 14, 2026
Emerging Markets, Tokenization Loom as New Frontiers for Private Capital Wealth Management | March 25, 2026
We Built Discretion into These Funds. Then We Gave It Away
Institutional Investor | March 6, 2026
What the Push for Alts in Retail Channels Means for Institutional Investors Chief Investment Officer | March 2, 2026
Blogs
OCTOBER 2026
Evergreen Postcards From the Edge
By John L. Bowman, CFA, Chief Executive Officer, CAIA Association
OCTOBER 2026
Catastrophe Models and Capital Markets in the Insurance Industry
By Dom Dusseau and Brendan Ng, Woodwell Climate Research Center
OCTOBER 2026
The Expanding LP Toolkit: Evergreens
By Steven Novakovic, Managing Director of Educational Programs, CAIA Association
SEPTEMBER 2026
The Promise Between the Prospectus and the Portfolio
By Georgina Tzanetos, Director of Content, CAIA Association
SEPTEMBER 2026
The End of the Family Office as We Know It
By Frederic J Methlow
AUGUST 2026
Why Superintelligence Will Remain Elusive
By Gopal Gupta, Professor of Computer Science and Director of the Center for Applied AI and Machine Learning, University of Texas at Dallas
MAY 2026
Evergreen Funds: We Have Questions
By Hilary Wiek, CAIA CFA, Principal Analyst, Fund Strategies, PitchBook
MAY 2026
A CAIA Mini Course: A Real Estate Focus on the Crypto Tokenization of Real Assets – Part Three
By Stylianos Kampakis PhD, CEO, Tesseract Academy
MAY 2026
A CAIA Mini Course: A Real Estate Focus on the Crypto Tokenization of Real Assets – Part Four
By Stylianos Kampakis PhD, CEO, Tesseract Academy
APRIL 2026
A Liquidity Reckoning: When Access Outpaces Infrastructure
By Adele Kohler, CFA, Managing Director, Americas, CAIA Association
APRIL 2026
Building an AI Moat: What Professional Education Can Offer That Algorithms Can’t
By Steve Novakovic, CAIA, CFA, Managing Director of Educational Programs, CAIA Association
DECEMBER 2025
Unlocking Liquidity: The Case for Securitized Private Credit Markets
By Shreyash Shrivastava, FRM and Shubham (Sam) Goyat, CAIA
DECEMBER 2025
The Institutional Custody Dilemma: Balancing Centralization and Self-Custody in Digital Asset Portfolios
By Kate Zogaj
OCTOBER 2025
Quantum Computing: Algorithms for Investors
By Andre Costa, CAIA, MCSI, CFP®, ERP®, SCR, FDP & Oswaldo Zapata, PhD
OCTOBER 2025
Quantum Computing: An Introduction
By Andre Costa, CAIA, MCSI, CFP®, ERP®, SCR, FDP & Oswaldo Zapata, PhD
Newsletters
OCTOBER 2026
Evergreens: The Story Is Just Beginning
Authored by Steve Novakovic, CAIA, CFA, Managing Director, Educational Programs
JUNE 2026
Investing in Artificial Intelligence: A Three-Body Problem
Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy
MAY 2026
SaaS and AI Concentration in Private Credit: Underwriting Deterioration and the Coming Maturity Test
Authored by Georgina Tzanetos, Director of Content
APRIL 2026
Private Market Access is Facing a Hail Mary Moment
Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy
Podcasts
Capital Decanted
Season 3 Episode 4: Private Markets Are Coming For Your 401(k) with Dan Cahill and Drew Carrington
Uncommon Capital
The Educator’s View on Alternative Investments
Capital Decanted
Season 2 Episode 4: The Urgent Rebuild – Distributing Private Capital to Wealth Clients with Shane Clifford and Doug Krupa with Shane Clifford and Doug Krupa
Reports
The Window Narrows: Evergreen Funds and the Choice Before the Industry
CAIA Association | September 2026
The Complex Case of Integrating Private Markets in Retirement Plans
Investments & Wealth | December 2024
The Tokenisation of Alternative Assets | CAIA Association | February 2021
