Get Exam-Ready: Expert Advice for CAIA Candidates

Mastering the CAIA exams requires more than just understanding the material—it requires strategic exam preparation. This invaluable webinar featured Steven Novakovic, CFA, CAIA, Managing Director of Educational Programs, and Kristaps Licis, Director of CAIA Exams. They offered advice on effective test-taking strategies and exam preparation to ensure every Candidate is fully equipped for success. This is a chance to enhance your exam readiness and gain insights directly from our experts!

CAIA Virtual Chapter presents Applying Artificial Intelligence in Private Equity

In this fireside chat, we connected with Michelle Seng Ah Lee and Fraser Robson of WovenLight Capital to discuss how private equity managers are incorporating artificial intelligence solutions into their portfolio companies. How does apply AI influence the due diligence and value proposition for new investments? What resources are needed to successfully implement AI tools? What skills do GPs need to successfully deploy AI solutions? Further, we dove into the ethics of AI and discuss areas GPs need to navigate to ensure appropriate use and positive application.

John Brecker, CAIA, Chapter Executive

John is a Managing Director where he is responsible for leading the firm’s client solutions efforts in the Midwest U.S and Insurance Client Solutions team. In his role, John works closely with institutional clients to find creative solutions to access the private markets through commingled funds, customized managed solutions and strategic partnerships. Over his tenure with Hamilton Lane, John has held numerous roles including Head of Client Solutions in the Americas but has always remained committed to working with clients since his joining.

Is continuing education required for CAIA Members to maintain their membership status?

While the CAIA Association does not mandate Continuing Education (CE) to maintain membership status, we strongly believe in the value of lifelong learning for investment professionals. As stewards of the industry, we recommend that Members engage in 40 hours of professional development every two years to stay current with industry trends, tools, and best practices.

Tom Pickel, CAIA, FDP

I discovered CAIA in the signature of a client in my first corporate job in 2014. I was curious and Googled the term, and immediately knew this was something I wanted to pursue. At the beginning of my career and with a love for learning, I felt it would be wise to build as strong a base as possible.

Shinichiro Uragami, CFA, CAIA, Chapter Executive

Shinichiro Uragami is a seasoned professional with extensive experience in quantitative modeling and risk management. He is currently leading the establishment of flexibility valuation platforms at JERA Co., Inc., focusing on energy market risk management.

He has proven expertise in designing sophisticated derivative pricing models, interest rate and foreign exchange models, and supporting traders with risk analysis and pricing during his 15-year tenure at the World Bank Group and Mizuho Financial Group.

January 2025: Next Is Here - Private and Public Market Convergence

Chronicles of an Allocator: January 2025 Issue

Authored by John L. Bowman, CEO 

In traditional economic theory, the “great convergence” suggests that lower income economies will grow faster than wealthier economies, eventually limiting output dispersion between countries. Proponents have argued that technological innovation, modern telecommunications access, and global transport of goods and people would be accelerants to solving for the income gap and prosperity inclusion. 

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