Harry O'Rourke, CAIA, Chapter Executive

Harry O’Rourke is a Partner at Threadmark and leads the firms activities in two asset classes, private equity and private credit. Harry is based in Dublin, Ireland and has previously worked in the firms' offices in both London and New York. Threadmark is an independent private capital advisory firm established in 2009, that specializes in raising capital for alternative investments including real assets, private credit and private equity. Threadmark has consistently delivered across asset classes, raising in aggregate over $50 billion for both established managers and first-time funds.

Erin Garrett, CAIA, Chapter Executive

Erin Garrett is a portfolio manager for T. Rowe Price multi-asset model portfolios.  Erin is co-chair of the Model Portfolio Investment Advisory Committee and a member of the Multi-Asset Due Diligence Committee. Prior to joining T. Rowe Price,  she was a portfolio manager at SEI, where she oversaw $45 billion in U.S. taxable and tax-exempt fixed income mutual funds and separate accounts. Prior to that, Erin held a number of roles in investment communications, manager research, and client investment strategy.

Urmi Hossain, CAIA, CFA

In September 2023, I had the opportunity to connect with a coworker through our company's internal coffee chat program. Although I hadn’t met him before, I noted the impressive designations he held: CFA, CAIA, PMP, and more. During our 45-minute conversation, I shared my aspiration to pursue the CAIA designation after obtaining my CFA charter. While chatting, there was a lot of hesitation within me; I was uncertain about whether pursuing CAIA was the right step.

CAIA Association Expands Academic Partnership Network in APAC with the Chinese University of Hong Kong MSc Programme in Finance

Hong Kong SAR, (February 12, 2025) – The Chartered Alternative Investment Analyst (CAIA) Association, the global professional body for the alternatives investment industry is pleased to welcome the Chinese University of Hong Kong (CUHK) MSc Programme in Finance as its newest Academic Partner in the Asia-Pacific (APAC) region.

Bobbi Ivanova, CFA, CAIA, Chapter Executive, Salt Lake City

Bobbi is a seasoned financial professional with extensive experience in institutional sales and asset management. She currently leads the Institutional Sales team at Simplify, where she focuses on distributing investment strategies in ETF and SMA wrappers to a diverse range of institutional investors, including consultants, corporations, pension plans, and family offices.  

Diego Guzman, CAIA, CFA, Chapter Executive, Salt Lake City

Diego Guzman, CFA, CAIA, is a Partner at MG Capital, an independent wealth advisory firm specializing in serving institutional and ultra-high-net-worth (UHNW) clients. As a member of the firm’s Alternatives Investment Board, he plays a pivotal role in shaping the firm's strategies in alternative investments.

Before joining MG Capital, Diego was with BlackRock, where he led product planning initiatives for Latin America, leveraging his expertise to support the region's unique investment needs.