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CloseMy journey to joining the CAIA Association proves you’re able to do it while balancing a busy career and a full life. The process wasn’t fast, but it was worth it. I bought the Level 1 text book and occasionally reviewed it in my moments of down time, but ultimately didn’t end up taking the exam until two years later, studying while juggling caring for a newborn on my maternity leave.
Authored by Steven Novakovic, CFA, CAIA, Managing Director, CAIA Curriculum
One thing alternatives investors can count on is market cycles. Whether driven by macroeconomic factors, political factors, investor sentiment, supply and demand shifts, adjusting capital market expectations, or any other of a variety of factors, alternative investment strategies will have ups and downs and booms and busts.
Description: The proliferation of semi-liquid fund structures has grown substantially over the past decade, as GPs have sought new ways to offer private markets to the wealth management channel. Adoption has simultaneously increased from investors seeking exposure to private markets while maintaining operational and tax efficiency. Where is the interest? Where are funds being raised and in which asset classes? Is there more innovation on the horizon?
Map out your learning journey to obtain the FDP Charter. The FDP team answered questions about the FDP program, where to obtain your curriculum, prep providers, preparation for exam day and focused attention on our testing options.
This is a great opportunity to clearly see the steps required to have a successful exam experience.
At the heart of Net Equity Capital's inception and its strategic vision lies Mitch Flax’s invaluable Chartered Alternative Investment Analyst (CAIA) designation. Far more than a mere credential, it represents a commitment towards a deep-rooted understanding of alternative investments, professionalism, and ethical practice. The CAIA charter has been instrumental in shaping both the ethos and the strategic direction of Net Equity. It embodies Mitch’s comprehensive approach to investment analysis and decision-making.
Pedram is the co-founder and co-CEO of Beurzbyte. Beurzbyte is a London-based fintech company focused on financial literacy and investment intelligence for retail investors. Previously, Pedram worked at Clermont Group, a multi-billion-dollar private fund, where he managed portfolios across special situations, distressed, quant strategies, and private equity. His expertise also spans into investment banking where he previously worked for Financial Technology Partners, advising fintech companies and banks on M&A transactions, capital raising, and IPOs.
Artificial intelligence and machine learning (AI/ML), including generative techniques, are revolutionizing the financial services sector. While they present incredible opportunities, they also come with inherent risks. Aaron Johnson, Federal Housing Finance Agency Senior Examiner guided financial professionals through essential risk management principles tailored for AI/ML applications. Dr. Kathryn Wilkens moderated as we touched upon pertinent regulatory guidelines from both the US and Europe.
Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
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