Chartered Alternative Investment Analyst (CAIA) Association Launches New Chapter in Minnesota

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Global leader in alternative investment education’s newest chapter will bring together Minnesota’s vibrant community of asset managers, asset owners, consultants and more. Chapter kicks off with launch event featuring Deval Patrick, Managing Director, Bain Capital Double Impact and Former Governor of Massachusetts



AMHERST, MASS. (October 2, 2019) –
The Chartered Alternative Investment Analyst (CAIA) Association, a global leader in alternative investment education, is today announcing the launch of its newest global Chapter: CAIA Minnesota.  

“Minnesota has had a strong history of economic growth and is the chosen headquarters for some of the largest Fortune 500 companies,” said William J. Kelly, CEO of CAIA. “Financial sophistication could not be more aligned with the fit and purpose of CAIA, and we are delighted to see this latest coalescence of our Member base in the North Star State. Bringing together asset managers and asset owners in the name of education and community is something we’re very proud of in key markets, and we welcome Minnesota to our growing family of Chapters.”

CAIA Minnesota will provide the region’s fast-growing alternative investment community with unparalleled educational and networking opportunities, bringing together CAIA Members, Candidates for the prestigious CAIA Charter, educational institutions, regulators, and others in the alternative investment industry. With the launch event, being held today at Mystic Lake’s Club Purple at U.S. Bank Stadium, CAIA Minnesota explores a discussion on Responsible Capitalism featuring luminaries from the community and global thought leaders in the alternative investment space, including:

  • Deval Patrick, Managing Director, Bain Capital Double Impact and Former Governor of Massachusetts;
  • Eric Dayton, Entrepreneur & Founder of Askov Finlayson;
  • Peter Frosch, CEO, Greater MSP;
  • William J. Kelly, CEO, CAIA Association.

“The emergence and rise of mission-driven companies continues to accelerate and it’s critical that we take steps to support these great entrepreneurs and businesses, given their potential to change the world for the better,” said Governor Patrick.  “Organizations like CAIA are important to fostering this important dialogue, and I’m pleased to be part of this discussion to mark their launch in Minnesota.”

The Chapter is led by Andrew Brodbeck, CAIA, Chapter Head and Director, Carval Investors, and Chapter Executives: Thomas Crandall, CAIA, Senior Director, Asset Allocation, Ameriprise Financial; Kyle Drake, CAIA,  Associate Investment Analyst, Envoi LLC; Michael Graf, CAIA, Director-Banking Sales Consulting, Ameriprise Financial;  Derrick Griffin, CAIA, Director, Alternative Investments, Macalester College; Leif Gunderson, CAIA, Product Manager, Alternative Investments Global Wealth Services, RBC Wealth Management; Patrick Magnusson, Managing Director, Intera Capital Partners; Chase Nystedt, CAIA, Senior Investment Analyst, CliftonLarsonAllen Wealth Advisors; David Slegh, CAIA, Portfolio Manager, Quantitative Advantage, LLC; and Jun Zhu, CAIA, Senior Research Analyst & Co-Portfolio Manager, The Leuthold Group.   

“This Chapter will bring the local investment community together around vibrant educational events that promote open discussion and debate on many of the most relevant and timely topics in alternative investment today,” said Brodbeck. “The Chapter will also help investment professionals build networks and will create a deepened sense of community among industry leaders in Minnesota.”

CAIA Association is the global benchmark for alternative investment education and offers the only credential focused on the alternative investment space. The CAIA Charter, an educational designation uniquely designed for individuals specializing in institutional-quality alternative investments, is granted upon successful completion of two levels of qualifying exams combined with relevant professional experience and joining the Association membership.

The CAIA Association’s global Chapters are located across 31 financial centers in Europe, Asia-Pacific and North America, as well as a Virtual Chapter that brings together members from far-flung locations in more than 60 countries. CAIA sponsors hundreds of educational and networking events each year and has dozens of academic partnerships with leading universities in the Americas, EMEA, and the Asia Pacific region. 

The CAIA Minnesota launch event was generously sponsored by Dynamo Software, RBC Wealth Management, Minneapolis Saint Paul Regional Economic Development Partnership, CliftonLarsonAllen Wealth Advisors and the Naughtin Group.

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About the CAIA Association

The CAIA Association is the world leader in alternative investment education, offering the only education pro­gram 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 11,000 alternative investment professionals located in more than 97 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.

To learn more about the CAIA Association, contact Deborah McLean (413) 253-7373 or dmclean@caia.org. For more information on the CAIA Charter, please visit caia.org.

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“Minnesota has had a strong history of economic growth and is the chosen headquarters for some of the largest Fortune 500 companies,” said William J. Kelly, CEO of CAIA.