100 Women in Hedge Funds and the CAIA Foundation Announce 2016 CAIA Designation Scholarship Recipients

Press Releases

AMHERST, MASS. (June 30, 2016) – 100 Women in Hedge Funds (100WHF), Pacific Alternative Asset Management Company, LLC (PAAMCO), and the Chartered Alternative Investment Analyst (CAIA) Foundation today announced the recipients of the 2016 100WHF/CAIA Scholarships.

This scholarship program is designed to provide qualified and talented women in the alternative investment space with access to the CAIA Charter, a highly sought after mark of achievement in the field and a designation that can only be earned by passing a rigorous two-part exam. The scholarship program was established in 2011 by 100WHF and is underwritten by PAAMCO. The scholarship program is open exclusively to women with an interest in pursuing a career in alternative investment management, with a specific focus on portfolio management.

Each scholarship recipient is a woman who has achieved advanced levels of success in various financial fields and expressed strong interest in furthering their careers by obtaining the CAIA Charter. The CAIA Association, which oversees the CAIA Foundation, offers the only educational program uniquely designed for individuals specializing in alternative investments.

“As CAIA has continued to expand its presence around the globe, so too has the global nature of our scholarship recipients,” said Jane Buchan, Ph.D., CAIA, Chief Executive Officer with PAAMCO and Chairman of the Board of CAIA. “Ambitious professionals from not only the U.S. but also Switzerland, Mexico, Hong Kong and the United Kingdom are all part of this year’s group of very worthy recipients. We’re very happy to congratulate each of them on his honor and look forward to all that they will accomplish in the future.”

Combined with relevant professional experience and association membership, the CAIA charter is the global benchmark for alternative investment education. In order to obtain the CAIA Charter, candidates must complete a rigorous, self-directed education program that develops and promotes deep knowledge and expertise in alternative investing. Candidates who participate in the program are granted the CAIA Charter upon successful completion of two levels of qualifying exams.

The scholarship covers enrollment and registration fees for CAIA Level I and Level II exams, associated CAIA textbooks and the CAIA Association membership fee for the first year. Additionally, all scholarship recipients receive complimentary test preparation materials, courtesy of Kaplan and UpperMark, whose CEO Pady Jalali is a member of both CAIA and 100WHF.

The 2016 100WHF/CAIA Scholarship recipients are as follows:

• Christine Egan, Director of Marketing and Investor Relations, Maritime Capital

• Marcia Rothschild, Director, Business Development, SS&C Technologies

• Halley Caldwell, 100WHF Hong Kong Next Gen Chair

• Janeane Barot-Spencer, Associate – Asset Management, Lowe Enterprises Investors

• Kimberly Daly, Senior Principal Consultant, ACA Compliance Group

• Dominique Wyss, PM/Analyst, 100WHF Geneva Gala Chair

• Anakaren Sanchez Lopez, Financial Risk Analyst, Afore XXI BANORTE

• Marina Hoyle, HR & Operations Manager, Matthew Hoyle Financial Markets

• Ambrice Miller, Securities Lending Business Strategist/Associate, BlackRock Advisors Limited

• Annie Zhang, Controller/Compliance Officer, University Ventures

“This program has been a tremendous success and 100 Women in Hedge Funds and PAAMCO deserve a great deal of credit for their vision and dedication to identifying and developing the next generation of alternative investment industry leaders,” said William J. Kelly, Chief Executive Officer of CAIA. “We look forward to welcoming this year’s group of scholarship recipients to the ranks of our Members, and having them as global ambassadors for our mission of education.”

In order to be considered for the 100WHF/CAIA Scholarship, applicants must be full members of 100WHF and have one year of professional experience in the alternative investment industry, and cannot be eligible for program reimbursement by their employers.



About 100 Women in Hedge Funds (www.100womeninhedgefunds.org)

100 Women in Hedge Funds is a global, practitioner-driven non-profit organization serving over 13,000 alternative investment management investors and professionals through educational, professional leverage and philanthropic initiatives. Formed in 2001, 100 Women in Hedge Funds has hosted close to 500 industry education events globally, connected more than 250 senior women through Peer Advisory Groups and raised over $36 million for philanthropic causes in the areas of women's health, education and mentoring.

About the CAIA Association

The CAIA Association is the world leader in alternative investment education, offering the only education pro-gram uniquely designed for individuals specializing in institutional-quality alternative investments. The Association is best known for the CAIA Charter, an internationally-recognized credential granted upon successful completion of a rigorous two-level exam series, combined with relevant work experience. Earning

the CAIA Charter is the gateway to becoming a Member of the CAIA Association, a global network of more than 8,400 alternative investment professionals located in more than 80 countries. CAIA also offers the Fundamentals of Alternative Investments Certificate Program (”Fundamentals”), an introductory-level online course, designed to provide a foundation in the core concepts in alternative investing. This program represents a natural extension of CAIA’s mission to provide solutions to specific market needs for alternative investment education. The CAIA Foundation partners with leading industry organizations to increase knowledge and talent in the field of alternative investing. Please visit http://foundation.caia.org for more information.

About PAAMCO

PAAMCO is a leading, privately held investment firm dedicated to offering strategic alternative investment solutions to sophisticated investors worldwide. Since its founding in 2000, PAAMCO has focused on investing on behalf of its clients while striving to raise the standard for industry-wide best practices. The firm is well known for its completeAlpha™ approach, which focuses on delivering performance from early stage opportunities, controlling costs and protecting client assets.