Ada Liu, CAIA, China Subcommittee Member

Ada Liu, CAIA, is an experienced professional with 8 years in institutional business development within the asset management industry. Currently serving as Associate Director of Business Development at GaoTeng Global Asset Management, a joint venture between Hillhouse and Tencent, Ada covers global asset allocators, including pensions, endowments, foundations, FOFs, and family offices, across both long-only funds and hedge funds.

Scarlett Mu, CAIA, China Subcommittee Member

Scarlett is in charge of Investor Relations for Alpha Elephant Capital, a China-focused hedge fund based in Hong Kong. She is responsible for managing client relationships and communicating investment strategies to clients. Scarlett holds a Master of Business Administration degree from the University of Oxford and a Bachelor's degree in Accounting and Finance from the University of Warwick. She became a CAIA Charterholder in 2022, and she is also a Chartered Accountant with the Institute of Chartered Accountants in England and Wales (ICAEW).

Crystal Liu, CAIA, China Subcommittee Member

Crystal Liu is the Executive Director of the private equity business of AVIC Capital International. She is responsible for overall private equity investments and fund products, including private equity (funds and direct) investments, private equity fund strategy, funds establishment and fundraising. Prior to joining AVIC Capital International, she served as Director of Capital Markets at MCM Partners, where she was responsible for private market transactions. Previously, she served as Head of Investor Relations at Vobile Group.

April 2024: The Next Evolution in Secondaries

Authored by Christie Hamilton

Since the dawn of finance, wherever there is an object of value, there is a secondary market developed and evolved to provide solutions—namely liquidity—to the asset holders. Private assets, despite the expectation of illiquidity, are no different, and a robust market has developed to match buyers of private interests (typically institutional secondaries funds) with sellers (LPs or GPs, more on this later).

Guenther Kornfellner, CAIA, CFA, FRM

After a colleague recommended this educational opportunity, I discovered that this learning opportunity provides a comprehensive perspective on alternative investments, tailored specifically for institutional investors. Following his advice has greatly enhanced my investment skills through its practical-oriented approach. I am grateful for following his advice as the practical-oriented education has significantly enhanced my investment skills.

A New Vantage Point: Applying the Total Portfolio Approach to Wealth Management Portfolios

Description: A handful of institutional investors have broken the mold when it comes to asset allocation and portfolio construction across public and private markets. By re-imagining the investment process, the role certain asset classes and strategies fit into a portfolio, many have unlocked an attractive return stream relative to other institutions. We captured some of these examples in a recent report, Innovation Unleased: The Rise of the Total Portfolio Approach, and a common question has been - how might these tenants apply in wealth management?

CAIA Virtual Chapter and UniFi by CAIA present: A Check-In on Crypto

The CAIA Virtual Chapter and UniFi by CAIA hosted a webcast on the current state of the cryptocurrency and digital assets market.

With the recent approval of the US Securities and Exchange Commission of a spot Bitcoin and rise in bitcoin and other cryptocurrencies prices, there has been a renewed interest in the digital assets marketplace. As such, this increased attention presents a good time to check-in on the current landscape.