One advantage of professional consulting is having a seat at many different tables. I find the most interesting aspect of this career is that I am constantly learning and evolving to face the ever-changing dynamic of the market. Immersing myself into various projects and solving for diverse mandates has afforded me a deliberate and well-rounded perspective on challenges investors/allocators face every day.
Throughout my CAIA journey, the CAIA curriculum bolstered my understanding of alternative investments and becoming a Member of this high-achieving group has been incredible.
Earning the CAIA designation can underscore your commitment to higher education and professional development within the industry and can set you apart from your peers. For firms looking to deepen their expertise in non-traditional investment strategies, CAIA charter holders are a natural fit. I have experienced growth opportunities tied directly to alts and see the expansion as only just the beginning.
Belonging to a focused network of like-minded professionals is an asset alone. Becoming a connector amongst your colleagues and peers is powerful, and the membership continues to grow!
About Lisa Zard
Lisa Zard, CAIA, is a Private Wealth Advisor Consultant for Nuveen with over a decade’s experience in the field. Lisa partners with elite wealth advisors and institutions to build high impact portfolios designed to meet tailored investor objectives. Lisa brings deep expertise in traditional and alternative investments including public, private and ESG focused solutions. Portfolio construction, risk analysis, and strategy implementation are core to Lisa’s skill set. Lisa’s background and longstanding partnerships provide a strong foundation for delivering truly diversified and durable portfolios. Prior to joining Nuveen, Lisa served in similar consulting roles at JOHCM, Vivaldi Asset Management, Altegris, and more. She also worked in investor relations and business development at GrizzlyRock, a hedge fund based in Chicago. Lisa graduated with a B.S. in Biology with a Minor in Art from San Diego State University and is a Chapter Executive for CAIA Southwest.