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.
“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.
"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.
"The Chartered Alternative Investment Analyst (CAIA) program has been greatly beneficial in expanding my knowledge set and providing continued learning opportunities. It is an invaluable mark of distinction within the investment community and gives professional credibility to those working in the alternative investment space. Our focus at Spouting Rock Financial is on distinction in alternatives and the CAIA designation is a clear asset."
Jackson M. Andrews, CAIA has joined Spouting Rock Financial as a Partner and Managing Director. Jackson writes, "Headquartered outside Philadelphia, we are excited about opportunities throughout the midwest and that is why we are expanding to Louisville, KY as our launchpad. Spouting Rock Financial is a merchant bank, institutional asset manager (notably in liquid alternatives), and family advisory firm. Our expertise in alternative investments and solutions helps to distinguish our overarching investment process and, most importantly to achieve our clients' goals."
Prior to pursuing the opportunity with Spouting Rock Financial, Jackson began his career with J.J.B. Hillard, W.L. Lyons Co. where he was a Mutual Fund Trader and completed the Chartered Wealth Advisor (CWA) program. He then joined Atlas Brown, a multi-family office and registered investment advisor, as a Senior Analyst. He was subsequently recruited to Barlow Associates, Merrill Lynch, where he served as a Financial Advisor and Portfolio Manager for the team. Jackson is a graduate of Centre College and has been a CAIA Charter Holder since September 2013.
"I have worked for many years in structured derivatives across various asset classes and passing the CAIA curriculum has given me detailed and technical knowledge about how alternative investments are viewed and understood within a portfolio. I have also gained insights on the benefits for investors. By helping me to understand this asset class better and add to my practical professional experience, the CAIA curriculum has given me a very useful base from which to widen and improve my overall effectiveness as a derivative salesman, covering many clients who are working in portfolio management or investment director roles. The course is very interesting for any financial professional interested in learning more about portfolio theory, risk management, and pricing of alternative investments, including derivatives, and the program as a whole provides a strong theoretical basis and starting point for further study."
Francisco Pizarro has over 13 years of experience in structured equity derivatives and has worked for JP Morgan, Barclays Capital, and HSBC in various roles covering Private Banking and Institutional clients. He notes, "We recently connected with various new clients outside of our typical remit rolling out a new research and pricing solutions. We are leveraging a set of IT pricing solutions to get faster pricing and a more efficient use of resources for our flow structured offering, allowing us to focus more on the bespoke and solutions part of the market."
Francisco graduated from the University of Manchester with a 2:1 in European Economics and speaks English, French, and Spanish. He has been a CAIA Charter Holder since September 2013.