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Loring A. Brown, CAIA, Chapter Executive

Loring has spent over 32 years in the financial services industry advising clients. As a Portfolio Manager, Loring’s primary responsibility is to help design asset allocation strategies, engage in manager search and selection, monitor performance, and manage risk.

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Ryan Manthey, CAIA, Chapter Executive

Ryan is a Vice President of Consultant Relations at Leucadia Asset Management, supporting the business development and investor relations efforts with existing & prospective investment consulting firms. He's also involved with marketing and product developed initiatives with all of Leucadia's 21 independent alternative investment managers. Prior to Leucadia, Ryan spent two years on the investor relations team at Two Sigma, supporting the firms business development efforts with institutional investors and consultants.

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When do I need to renew my Membership?

Regardless of when you passed your Level II exam, your Membership expires on May 31. You may renew at any time prior to May 31.

When you log in to your account, you will have access to the renewal link in the gray box at the top of your user profile.

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I lost my job and can no longer afford to pay the full Membership fee. Do you offer any options that would allow me to continue my CAIA Membership?

We offer Retired Membership status at a reduced cost to renewing Members who are unemployed, retired, returning to school, leaving the industry, or experiencing other extenuating financial or personal circumstances and are unable to pay the full Membership fee. Please see Retired Membership status for details.

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What happens if I don’t renew my Membership on time?

Please keep in mind that only CAIA Members in good standing have the exclusive right to use the CAIA designation.

To enjoy a full year of benefits, we encourage you to renew your Membership on time. Please also keep in mind that we do not prorate Membership dues. Regardless of when you first apply for or renew your Membership, your Membership always expires on May 31.

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How do I renew my Membership?

Log in to your account at CAIA.org. After logging into the CAIA website, click on My Account in the top right corner. From there you will see Renew Membership in orange within the gray box at the top of your profile.

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If I select Pay by Check or Wire, is my Membership registration/renewal process complete?

Your Membership registration or renewal will not be considered complete until CAIA has received your dues payment and applied it to your account.

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I need a receipt for payment. What should I do?

Receipts can be printed directly from your account at caia.org. Log in to your CAIA account with your email and password and click on My Account in the top right corner of your screen to access your profile. All past invoices will be stored on your profile under the “My Invoices” tab.