Hilary Wiek, CAIA, CFA

I found out about CAIA in 2007 when I started a new job at the South Carolina Retirement Systems - my boss was working on their CAIA Charter and it seemed like a good idea, given how many new asset types I was being introduced to in that role. I have not always needed the CAIA connection, as roles since I attained the designation have veered from private markets to public markets to a little of everything and now solely focused on private markets. But when I did need to come back to alts, or learn about new happenings in the space, I had a ready network a

Real Estate Investing: Inflation, Location, and Valuation

The first few years of the 2020s have either presented real estate investors with significant challenges or wonderful opportunities - it all really depends on what kind of real estate you own. A global pandemic, multi-decade high inflation, interest rate shocks, and sustainability have created significant dispersion between the winners and losers of commercial real estate. As we leave some of these significant disruptions, what is the path forward?

Suzyo Luhanga, CAIA, FRM, CTP, ACMA, CGMA

Earning the CAIA designation proved to be both a demanding and immensely rewarding journey. In 2023, with the invaluable support of ZCCM-IH, I embarked on the CAIA Association's rich and specialized curriculum. The program's emphasis on alternative investments perfectly aligned with my professional aspirations to expand beyond traditional assets and my personal interest in deepening my financial expertise. Balancing work, family, and dedicated study sessions (weekends and weekdays) required discipline and meticulous time management. I was able to utilize Mr.

Peggy Scherer, CAIA, CFA, Chapter Executive, Mexico

Peggy Scherer is a vice president at HSBC Mexico, focusing on working capital solutions in the area of Trade Finance of the Commercial Bank.

Previously Peggy has worked in the Credit Review area of HSBC Mexico focusing on improving credit processes. Prior to that, she has been in the market risk team and later in the investment and credit area of The Nomura Trust and Banking in Tokyo, Japan. Earlier in her career, she has been in several financial institutions in France, Luxembourg and Japan in the structuring, credit and risk areas.

“The Second Wave of Democratization Has Begun”: CAIA Releases Report Designed to Help Wealth Professionals Progress From Ideation to Implementation in Alternatives

Franklin Templeton, Vanguard, Ellevest, NB Private Wealth all contribute 
important ideas on not just the “why” but the “how” of helping clients make use of alts
 

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Alpha Development & CAIA Association Agree Strategic Partnership for Financial Data Professional (FDP) Institute

We are excited to announce that we have signed a definitive agreement with Alpha Development, entrusting them with the future growth and strategic development of the FDP Charter program. With over 20 years of expertise in global financial services training, Alpha Development is pleased to add the FDP program as a unique and differentiated offering in their product suite, providing a solution that addresses the disruptive forces within an evolving marketplace.

 

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