Jon Lieberkind, CAIA

As the Director for Max Matthiessen in Denmark, I have had the privilege of overseeing the integration and growth of our operations in one of the most dynamic markets in Europe. My role allows me to shape the strategic development of pensions, insurance, and wealth management solutions tailored for institutional, corporate, and private clients. Central to this, and to my professional development, is the CAIA designation.

CAIA Candidate Orientation: Ask Us Anything Q&A Session

Preparing for, taking, and passing the CAIA exams is challenging, and for good reason! A CAIA Charterholder represents a demonstrated level of competency and an unwavering commitment to a set of ethical standards critical for client-focused fiduciaries.

CAIA Curriculum, Steven Novakovic, CAIA, CFA, and Director of Candidate and Member Relations, Mirjam Dekker provided this exclusive opportunity for you to ask any questions about taking the CAIA exam.

Private Equity Investing: Growth, Trends, and Expectations

Private equity is the largest asset class in the alternative investments universe and has seen sustained growth and evolution in recent years. From the continued trends of capital formation shifting toward private markets and companies staying private for longer, to the emergence of innovative fund vehicles and a growing secondary market that are democratizing access for individual investors, the asset class continues to mature and change.

Private Equity is Now Largest Segment of the Alternative Investments Industry — As Advisors Manage Growing Range of Access Points, UniFi by CAIA™ Launches PE Microcredential to Help Wealth Pros “Ask the Right Questions”

Capital formation has become the domain of the private markets and product proliferation is accelerating, making it imperative that advisors have a strong grounding in PE and
its role in portfolio construction.
 

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Shenal Cooray, MBA, CAIA

My CAIA journey required dedication and commitment to master the learning material for Level I and Level II, while balancing the demands of my role as an Associate Private Banker. With a solid foundation in how alternatives fit into a diversified portfolio and an understanding of various underlying strategies, the journey quickly evolved from theoretical learning to practical application, particularly from an allocator’s perspective. 

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