Brian Kwan, CFA, CAIA, Chapter Executive

At Verus, Brian works with a broad range of institutional investors on optimizing their portfolios through developing and implementing investment strategies, navigating capital markets, managing risk, and improving governance policies. He leads client engagements as both a strategic advisor and an OCIO, which include public pensions, endowments & foundations, corporate retirement plans, and multi-employer trust funds.

Tales Prado Furlanetti Santos Silva, CAIA, CFA

"After earning the CFA designation last year, I still wanted to go deeper in the subjects of real estate, structured products, hedge funds, private equity, among other financial special cases, which make part of my daily routine at work as a business development professional for an alternative asset manager. Since the CAIA curriculum addressed all that and also covered current topics as blockchain and financial market innovation, about which I am passionate and whose impact on our industry is still unclear, I made the decision to pursue the CAIA Charter.

Christina Wu, CAIA, Chapter Executive, Dallas

Christina Wu is Investment Officer at the Fort Worth Employees’ Retirement Fund. She joined Fort Worth from Toyota North America where she was Senior Investment Strategist. Prior to Toyota she served as Investment Manager at the Dallas Police and Fire Pension System. Her institutional investment experience include all asset classes with a focus on private markets investments.  Christina holds a MBA from Southern Methodist University, a MS from Texas A & M University, and a MS from Kansas State University.

José María Martínez-Sanjuán, CFA, CAIA

"Three years ago I decided to complement my career initiating my studies for the CFA designation, which I finished successfully this year. I can certainly say that, when it comes to alternatives, all three levels of the CFA program were covered by the CAIA designation. Hence, having the CAIA charter beforehand helped to understand and assimilate all the content with a lot of confidence. Without any doubt, both designations are, in my opinion, a must have and very complementary.