Chartered Alternative Investment Analyst Association®

Member Spotlights

Member Spotlights

Do you have a new job promotion, speaking engagement, award, published article, or any other notable accomplishment?

Please share your achievement with CAIA, and you may be published in the Smart Moves sections of the Member Update and the CAIA Association Newsletter, and here on this webpage.

Tim O'Brien

Tim O'Brien, CFA, CAIA

"The CAIA program was the perfect complement to my CFA studies. In addition, CAIA is a well recognized professional association and membership as a CAIA Charter Holder demonstrates that I have a well-rounded theoretical and practical background across the investment spectrum."

Tim O'Brien is a Frontier Markets Portfolio Manager/Investment Analyst, focusing on public equity investments in Sub-Saharan Africa, Asia, Eastern Europe, Middle East, and Latin America, with $150mn AUM.  He is a sector generalist, with experience in public/private equity and fixed income, in developed, emerging, and frontier markets.

Tim has a Masters of Development Economics from the University of Sussex, UK and an Honours Bachelor of Arts in Economics and Mathematics from the University of Waterloo, Canada.  He is a CFA Charterholder and holds the Chartered Alternative Investment Analyst (CAIA) desgnation.

Ruwan Madurapperuma

Ruwan Madurapperuma, ASIP, CFA, CAIA

"I am working in a multi-asset environment, which includes allocations to alternatives and the CAIA program provided me with increased knowledge of the various alternative asset classes. The practical benefit from completing the CAIA program is based on gaining a detailed understanding of portfolio construction and risk measurement techniques.  We work in a changing environment and the CAIA designation provides members with a highly regarded professional qualification and the continuing education to remain ahead in the industry."

Ruwan Madurapperuma is a Senior Analyst/ Portfolio Manager covering Fixed Income on the Wealth team at HSBC Global Asset Management (UK) Limited.  He is responsible for third party fund recommendations, model portfolio construction, and the management of multimanager portfolios. His additional responsibilities include providing objective oversight focused
on promoting global consistency of the investment process in fixed income asset management.

Prior to his current role at HBSC, which began in 2011, Ruwan spent eleven years at Russell Investments as a Senior Analyst, Fixed income. He worked on rank ownership for all UK Fixed income, Euro Fixed Income, UK Corporate Bonds, Euro Corporate Bonds, Euro Loans, Liability Driven Investment and Emerging Market Debt money managers. He also provided research coverage for many other fixed income asset classes and products such as global bonds, high yield, and Socially Responsible Investment. Ruwan acted as an investment expert for Russell's client service, funds management, media relations, and consulting efforts. He started his career at Bacon & Woodrow (now Hewitt) in 1994, advising pension schemes on investment strategy, including asset allocation, risk reduction, and hedging.

Ruwan holds a BSc Hons in Biological Sciences from the University of Warwick.  He holds the CFA Charter, is a qualified member of ASIP, and became a CAIA Charter Holder in October 2013.

Olga Kokareva

Olga Kokareva, CAIA

“The CAIA designation is the first choice for financial professionals focusing on alternative investment strategies. CAIA offers the most relevant curriculum in alternative investments and provides outstanding networking opportunities as well. Pursuing the CAIA designation helped me get on the same wavelength with international investors and become a part of the global industry community”

Olga has recently joined Blackfield Capital as Head of Investor Relations.  Blackfield Capital is an expert in algorithmic trading and investment strategies based on research-driven insight and interdisciplinary knowledge, including economics, physics, and computer science.

Prior to joining Blackfield Capital, Olga was Investor Relations Director for the multi-strategy hedge fund. She previously worked for Da Vinci Capital, an alternative investment firm that she joined from Renaissance Capital, one of the leading investment banks in Russia.

Olga has a bachelor degree in finance. She has been a CAIA Charter Holder since September 2011.

Joe Morrison

Joe Morrison, CAIA

"Participation in the CAIA program has enriched my professional life and enabled me to be more effective in my daily work. In particular, I have gained insights relevant to the analysis of corporations involved in property development, real estate operations, and commodity processing and merchandising,  I now have better perspective on how private equity firms, hedge funds, and pension funds view their investments in these companies and allocate capital to alternative asset classes.  Participation in the program and membership in the CAIA Association is a great way to get and stay current on evolving trends in investment analysis and asset management."

Joe Morrison CFA CAIA is a Vice President and Senior Analyst with Moody’s Investors Service in Hong Kong.  He has over 20 years of credit analysis experience with corporations, a commercial bank, a broker dealer, a consulting firm, and the rating agency.  He holds an MBA in Finance and International Business from the New York University - Leonard N. Stern School of Business and an MA in East Asian Languages and Cultures from the University of Kansas.  He has earned the CFA and the CAIA designations and is a member of the CFA Institute, the New York Society of Security Analysts, the Hong Kong Society of Financial Analysts, and the CAIA Association.