CAIA Association and CFA Society of Dallas/Fort Worth Joint Educational Event
Date: March 4, 2013
5:00 pm - 8:00 pm
Protecting your Portfolio from Inflation: The Case for Real Assets
with
Keith Black, Director of Curriculum, CAIA Association
Co-Sponsored with:
CFA Society Dallas/Ft Worth
Many investors are seeking to add assets to their portfolio that can be effective in hedging increasing rates of inflation. Assets that have been considered to hedge inflation risk include equities, real estate, commodity futures, farmland, timberland, inflation-linked bonds, infrastructure and master limited partnerships. Each of these assets varies in its ability to hedge inflation risks, as well as in the liquidity provisions.
The program will also include an introduction to the CAIA Association, which offers a two exam certification in alternative investments. The CAIA Charter is the most powerful distinction in alternative investing education. Learn how to stay current with the changing landscape in alternatives; how CAIA rebalanced curriculum to stay ahead of the curve; and what it takes to become a CAIA charter holder.
Cost: $25 CFA/DFW Member and CAIA Members $35 Guest
For questions regarding this event, please contact: events@caia.org
On March 14th Learn Why the Four Letters in CAIA Add Terrific Value to Your Brand
Date: March 14, 2013
The CAIA Charter is the most powerful designation in alternative investment education. Join us and learn how to get the greatest return on investment in your career. CAIA Chicago Educational & Networking Event
Generously Hosted by McGladrey, LLP
One S. Wacker Drive, Suite 600
Chicago, IL
Beer, wine and hors d'oeuvres will be provided.
Featured Speaker:
Keith Black, Ph.D., CFA, CAIA
Director of Curriculum at the CAIA Association
Harvard, Yale, and Alternative Investments: A Post-Crisis View
Dr. Black will provide an introduction to the CAIA program by exploring one of the newest topics covered in CAIA's Level 2 curriculum: the endowment model. Managers of the world's largest endowment and foundation portfolios have long made substantial allocations to alternative investments. With stellar returns and alternatives allocations as large as 60%of assets, the endowment model has attracted admirers and imitators. What is the source of the returns earned by these successful endowments? Can emulating the alternative investment exposure of large endowments lead to similarly high returns? How has the perception and practice of the endowment model changed after the large drawdowns experienced in 2008?
Why attend? With more than 6,000 members in more than 80 countries, CAIA has become the most trusted voice in alternative investing education; and the CAIA curriculum represents the best thinking and education in the alternatives industry today. Learn:
- How to stay current with the changing landscape in alternatives
- How CAIA rebalanced the curriculum to stay ahead of the curve with investors
- How CAIA is covering new areas
- What it takes to become a CAIA Charter holder, and updates on the benefits of being a part of CAIA's global community
This event is open to CAIA members, candidates, your curious colleagues, as well as industry professionals interested in learning what the CAIA Charter will do for you. For questions regarding this event, please contact: events@caia.org
Get to the next level! CAIA curriculum author Keith Black on: Adjusting Asset Allocation Models for Alternative Investments
Date: March 19, 2013
The CAIA Charter is the most powerful designation in alternative investment education. Join us and learn how to get the greatest return on investment in your career.
CAIA Los Angeles Educational & Networking Lunch
Featured Speaker:
Keith Black, Ph.D., CFA, CAIA
Director of Curriculum at the CAIA Association
Mean-Variance Optimization: Smoothing and Higher Moments Exposures
Dr. Black will provide an introduction to the CAIA program and discuss how to stay current with the changing landscape in alternatives. He also will explore one of the newest topics covered in CAIA's Level 2 curriculum.
Why attend? With more than 6,000 members in more than 80 countries, CAIA has become the most trusted voice in alternative investing education; and the CAIA curriculum represents the best thinking and education in the alternatives industry today. Learn:
- How to stay current with the changing landscape in alternatives
- How CAIA rebalanced the curriculum to stay ahead of the curve with investors
- How CAIA is covering new areas
- What it takes to become a CAIA Charter holder, and updates on the benefits of being a part of CAIA's global community
This event is open to CAIA members, candidates, your curious colleagues, as well as industry professionals interested in learning what the CAIA Charter will do for you. For questions regarding this event, please contact: events@caia.org
