Lama Alamri, CAIA, Chapter Executive, Saudi Arabia

Lama Alamri is an investment professional with a focus on venture capital and private equity, bringing cross-disciplinary experience across sourcing, structuring, and portfolio strategy across the MENA region. Her work spans early-stage technology investments, fund structuring, and investor engagement, with a track record of leading transactions and supporting portfolio growth across diverse sectors. She has also driven initiatives in Shariah-compliant investing and is increasingly involved in credit-oriented strategies.

Saad Bin Ahmed, CAIA

Since the day I joined the investment profession, I had already been practicing investment theories particularly in public equities. As the first and only Member of my family in the alternative investment space it became even more important to deep dive and acquire the skills necessary for an any ever-evolving profession. The CAIA curriculum offers the depth and knowledge to hone the skills and develop a good understanding of the alternative asset classes. Besides the end, the journey itself was engaging, thought-provoking, and self-fulfilling.

CAIA LatAm Virtual Event: Rethinking Allocation for a Dynamic Market Landscape (TPA)

In this webcast, we traced the evolution of investment strategies through the lens of the Total Portfolio Approach (TPA), as outlined in CAIA's seminal report, Innovation Unleashed: The Rise of the Total Portfolio Approach. In an era defined by constant change, TPA equips investors to identify and capitalize on emerging opportunities, fostering the development of resilient and dynamic portfolios. As the investment landscape continues to evolve—where virtually every asset class is now considered an alternative—the future of investing beckons.

Gaelle Allet, CFA, CAIA, Chapter Executive

Gaëlle Allet is a Director within the Private Markets platform at Allianz Global Investors, where she contributes to the strategic positioning and development of private markets investment solutions, particularly in debt strategies. Before taking on this role, Gaëlle joined AllianzGI in 2015 through the international Graduate Programme, with rotations in Germany, the United Kingdom, and France. She has progressively built expertise in private markets, at the intersection of investment, product development, and investor relations.

Marco Lobbia, CAIA, Chapter Executive, Geneva

Credit Advisor with over nine years of experience in private banking and a proven track record in structuring and executing complex, bespoke financing solutions for HNWIs and institutional clients in the Middle East and Europe. Skilled in identifying new business opportunities and advising clients on the debt side of their balance sheet. Experienced in lending against less liquid collateral securities (e.g.

Julie Attanucci, CAIA, Chapter Executive, Geneva

Julie is an Investment Professional with both Private Markets and Capital Markets expertise.

Julie is working within the Edmond de Rothschild Group since January 2024, as a Direct investments Associate.

Prior to joining the Edmond de Rothschild Group, Julie worked for five years as an Investment Analyst / Portfolio Manager at Octogone Gestion, a Swiss External Asset Manager.

She also worked at Hermance Capital Partners an Investment boutique part of the Rothschild & Co Group, focusing on Private Markets as a private Equity Analyst, previously to that.

Daniel Tarqui Mangudo, CAIA, CFA

During my time as a Portfolio Manager for Sovereign Wealth Funds and International Reserves at the Central Bank of Bolivia, I became aware of various investment opportunities—such as hedge funds and structured products—that were being successfully used by other central banks to enhance returns. These alternative investments piqued my interest, though they were relatively unfamiliar to me at the time.

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