"Pursuing and earning the CAIA Charter was the most relevant professional training that I have undertaken for my career. I often say it feels like alternative investments are “part of my DNA.” Having worked as a trader for a major CTA very early in my career, I was able to witness firsthand the significant impact that low- to non-correlated investment strategies can have in a diversified portfolio. The CAIA Charter Program delivers candidates in-depth exposure to the full range of alternative strategies, which might be more accurately termed “essential strategies” for long-term investor success. The solid body of knowledge and skills that I gained from earning my CAIA Charter are routinely put to use in my role as a placement agent.
I’m thrilled that The University of Arizona asked me to teach a graduate-level financial modeling class for the Eller Online MBA program this fall. I attended the U of A as an undergraduate, and it is a CAIA academic partner school. It is intrinsically rewarding to be able to give back to the university by sharing my industry experience with students, and to actively promote CAIA to the next generation of alternative investment practitioners."
Scott Nance is the head of the CAIA San Francisco Chapter and is responsible for managing four Chapter Executives to organize and produce substantive alternative investment educational and social networking events. In 2009 he established an independent marketing and consulting firm to raise assets for best-in-class alternative investment managers. He merged his firm (West-NW Capital) into ARK Global in January 2014. ARK Global provides strategic outsourced marketing and sales support to a limited number of investment management firms seeking to grow institutional market share. ARK Global’s primary investor network consists of Institutions, Registered Investment Advisors and Family Offices ranging between $100MM and $9 billion in AUM nationwide. His prior experience includes institutional business development roles at Equinox Fund Management, Robeco and Bank of America. Along with the CAIA Designation he also holds his Series 7 and 63 Securities Licenses.