Nathan Wood, CA(SA), CAIA, Acc. Dir., Chapter Executive
Nathan Wood is a Manager at The Harbour Trust Co. Ltd. in the Cayman Islands, where he provides fiduciary and governance services for alternative investment funds. In this role, he supports fund boards by assisting with strategic oversight, ensuring adherence to regulatory compliance, managing risk frameworks, and overseeing investor reporting. He works closely with the board of directors, investment managers, fund administrators, legal advisors, and auditors.
CAIA Virtual Chapter - The State of Hedge Funds with Jon Caplis of PivotalPath
In this webcast, we chat with Jon Caplis, CEO of PivotalPath about the world of hedge funds. We explored recent performance for the industry, latest trends of institutional investors, and discussed how investors are thinking about allocations to hedge funds, among a variety of topics.
Tyler Rico, CAIA
As financial markets continue to evolve, especially private markets, investment professionals need to pursue learning opportunities at every turn, adapting to everchanging alternative investment strategies. With encouragement from my colleagues, including other CAIA charter holders, I decided to pursue my CAIA designation in 2023 to further enhance my knowledge of alternative assets and to provide me with additional tools as an institutional private equity investment professional.
March 2025: The Collaborative Model - Can’t We All Just Get Along?
Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director of Global Content Strategy
“All models are wrong, but some are useful” – George Box, statistician
Tom Bloomer, CFP®, CAIA, Chapter Executive
Tom Bloomer is a Senior Regional Investment Consultant for Columbia Threadneedle Investments, a leading global asset manager with over $600 billion in assets under management. He is responsible for managing the firm’s largest RIA, Bank Trust and Multi-family Office relationships in the Mid-Atlantic region. Prior to joining Columbia Threadneedle, Tom held similar roles at Franklin Templeton (via the merger with Legg Mason), Russell Investments and AXA Equitable.
Fund Managers Association
FMA Members are eligible to receive a 10% discount on first-time CAIA Level 1 and Level 2 exam registration fees.
CAIA Virtual Chapter - Crypto Markets Update with Grayscale Investments
In this webcast, we discussed the state of the crypto markets with Zach Pandl, head of research at Grayscale Investments. In this wide-ranging conversation, we explored the latest developments in the world of cryptocurrencies, check-in on current trends across the industry, and discussed what's next for digital assets.
Harry O'Rourke, CAIA, Chapter Executive
Harry O’Rourke is a Managing Director in H.I.G.’s Capital Formation Group. He is responsible for capital raising and client relationships in Europe, with a focus on the firm's global real asset strategies, including real estate and infrastructure.


