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CloseThis "Ask Us Anything" session provided Candidates the opportunity to ask about the CAIA exams while navigating the path to becoming a CAIA Charterholder. This session was open to all interested in learning more about the CAIA exams.
The CAIA Charter program is the only designation, that delves deep into the nitty-gritties of alternative investments. It is the only organized body of knowledge that gives a well-researched and systematic knowledge about Hedge Funds (from due diligence to trading strategies) and Real Assets (valuation and risk management).
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?
Authored by Steven Novakovic, CFA, CAIA
For some, ethics may be a mundane topic and likely not a regular part of water cooler conversations. But high integrity and high standards of conduct are what distinguish professionals across an industry that far too often has salacious headlines.
It is because of these periodic reports and bad actors that conversations surrounding ethics deserve a place at the forefront—guiding the investments industry towards higher standards and accountability.
Don is the President and Director of Alternative Investments at Waterloo Capital where he is responsible for manager selection and the oversight and development of the firm’s alternative investment offerings. Over the past 13 years at Waterloo, he has been created an alternative investment platform and public market asset management arm which has contributed significantly to the firm’s growth.
Gustavo leads Alpine Capital Advisors' business in Brazil. Before joining Alpine, Gustavo had extensive experience in investment management and business development in Brazil, Luxembourg and Sweden. His experience includes managing investments at a Brazilian pension fund and a multi-family office. In Luxembourg, Gustavo worked in the product management area of Nordea Asset Management, where he covered emerging markets and global equities. In 2018, Gustavo moved to Stockholm to attend the Executive MBA at the Stockholm School of Economics (SSE).
CAIA Association Board Sets Final Timeline for Upcoming Leadership Transition
AMHERST, MA (May 1, 2024) – The Chartered Alternative Investment Analyst (CAIA) Association, the global professional body for the alternative investment industry, today shared final steps in its leadership succession plan.
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