Tomoko Yano, CAIA, Chapter Executive

Tomoko Yano is the Head of Alternative Investments. She oversees the various alternative investments for Aflac Asset Management Japan, where she initially joined as the General Manager in the Investment Planning Division. She brings 20 years of diverse experience in finance, including direct lending, private equities, commercial real estate loans, infrastructure debt and equities, and various hedge fund strategies. Her previous experience includes fund research and sourcing at a gatekeeper in Hong Kong and as an equity analyst at hedge funds in Hong Kong and New York.

Francisco Soler, CAIA, CFA

In the early days of my career, I was a curious generalist always looking to broaden my horizons. At the same time, I was looking for the rigor and specialization that other designations did not necessarily provide in my areas of interest. Well, now those interests have turned into a full-fledged career focused on alternative investments.

CISI

CISI (Chartered Institute for Securities & Investment) members are eligible to receive a 10% discount on first-time exam fees.

Private Equity Investing: Growth, Trends, and Expectations

Description: 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.

Nick Pollard Joins CAIA Association as Managing Director of Asia Pacific

Brings extensive experience and network to CAIA’s efforts 
in one of the fastest growing and most dynamic markets in the world
 

AMHERST, MA, (September 9, 2024) – The Chartered Alternative Investment Analyst Association (CAIA), the global professional body for the alternative investment industry, is today announcing that Nick Pollard has joined the organization’s leadership team as Managing Director of Asia Pacific (APAC). 

Nick Pollard

Nick Pollard is a seasoned leader with over 15 years of international finance experience in the Asia-Pacific (APAC) region. Currently, he is helping drive CAIA Association’s expansion in this key market, leveraging his expertise in business development and his passion for training the next generation of finance professionals. Nick's career includes a successful seven-year tenure as Managing Director for the CFA Institute in APAC, where he worked closely with institutional partners, employers, universities, and regulators.

CAIA Virtual Chapter - An Introduction to Factors

In this fireside chat, Corey Hoffstein CEO and CIO of Newfound Research, joined Steve Novakovic to talk all things factors. From the Fama-French three factor model to TPA, the identification and use of factors have evolved and grown over the last several decades. Corey helped investors understand what are factors, why should investors care about factors, how do investors use factors, how do investors get exposure to factors?