“Daniel has assembled a powerhouse team to lead the charge as we make CAIA LatAm a reality. It is a leadership group that reflects the disparate cultures that make up South and Central America, and a group that is tremendously well positioned to support CAIA’s overarching mission of creating greater alignment between alternative asset managers and allocators,” added Mr. Kelly. “Latin America has been one of the fastest-growing regions for CAIA in terms of new Members and Candidates in recent years, and this is an exciting time to bring this new Chapter to the forefront to continue to support and accelerate growth and engagement going forward.”
First-of-its kind chapter structure will facilitate knowledge-sharing and foster community for alts practitioners, asset allocators, and service providers across Latin America
AMHERST, MASSACHUSETTS (November 30, 2021) – The Chartered Alternative Investment Analyst (CAIA) Association, the professional body for the global alternative investment industry, today announced the launch of a Latin America Chapter, CAIA LatAm, that will bring together CAIA Members and Candidates from across Mexico, the Caribbean, and Central and South America.
Led by Chapter Head Daniel Mueller, CAIA, Partner, Head of Latin America with Alpine Capital Advisors, the new LatAm Chapter will focus on providing opportunities for CAIA Members across Latin America to network, share ideas and insights, discuss best practices, and engage in an environment that will foster the continued growth of the local alternative investment industry and further CAIA’s education-focused mission. Additionally, Chapter leaders will focus on deepening relationships with local regulators and other key stakeholders in the region.
To mark the launch of CAIA LatAm, a kickoff event will take place on November 30th at 4:30pm ET, with attendees gathering live in Santiago, Chile and virtually elsewhere to hear from the LatAm Chapter Committee as well as CAIA CEO William J. Kelly and CAIA Executive Vice President John Bowman on the plans and mission for the new Chapter.
“We decided to launch the LatAm Chapter due to the strong interest from CAIA Charterholders in the region around establishing a community that serves the needs of the local alternatives investment industry,” said Mr. Mueller. “Among those needs are to better the education on alternative assets, bring global best practices to the local alternatives industry, and foster networking and career opportunities for local Charterholders. In recent years CAIA has seen tremendous growth from Latin American applicants and the CAIA LatAm Chapter will drive future growth and professionalization of alternatives in the region.”
This new Chapter, which CAIA is referring to as a “Super Chapter,” has a unique structure, and Mr. Mueller is joined on the CAIA LatAm Chapter Committee by Country Chapter Heads who will oversee efforts in specific LatAm countries, including:
Brazil
Gustavo Herkenhoff Moreira, CAIA, CFA
Program Director, Ibmec Business School
Chile
Juan Eduardo Fantini, CAIA
Partner, CIO, Colunquen Investment Office
Colombia
Patricia Alejo, CAIA, CFA
Investment Officer, Inter American Development Bank
Mexico
Juan Carlos Martin, CAIA
Portfolio Manager Alternative Investments, Afore XXI Banorte
Peru
Fernando Manrique, CAIA, CFA
Deputy CIO – Head Bottom Up Investments, AFP Integra
“Daniel has assembled a powerhouse team to lead the charge as we make CAIA LatAm a reality. It is a leadership group that reflects the disparate cultures that make up South and Central America, and a group that is tremendously well positioned to support CAIA’s overarching mission of creating greater alignment between alternative asset managers and allocators,” added Mr. Kelly. “Latin America has been one of the fastest-growing regions for CAIA in terms of new Members and Candidates in recent years, and this is an exciting time to bring this new Chapter to the forefront to continue to support and accelerate growth and engagement going forward.”
CAIA has seen a significant increase in the number of CAIA Charterholders in Latin America over the past several years, particularly in Brazil, Mexico, Peru and Chile, which have seen their Membership rolls increase exponentially since 2014. In total, CAIA currently has Charterholders in 13 Latin American nations, has seen Membership in the region increase more than ten-fold over the last seven years, and this Super Chapter will have among its areas of focus efforts to increase Membership in these markets and in other countries still awaiting their first CAIA Charterholder.
“The size of the local alternative investment industries across a number of LatAm countries has been on the rise for the past several years, and the focus on the space among professionals has perhaps never been stronger,” added Mr. Mueller. “At the same time, interest among LatAm allocators in both local and overseas alternative investment solutions has also been increasing, making this a timely moment to launch CAIA LatAm, so we can bring all of these various groups together to learn from one another, support one another, and standardize the types of best practices that will help our region continue on its growth path.”
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About the CAIA Association
CAIA Association is a global professional credentialing body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. A Member-driven organization representing more than 12,000 professionals in more than 100 countries, CAIA Association advocates for the highest ethical standards. The organization provides unbiased insight on a broad range of investment strategies and industry issues, key among them being efforts to bring greater diversification to portfolio construction decisions to achieve better long-term investor outcomes. To learn more about the CAIA Association and how to become part of the organization’s mission, please visit https://caia.org/.
