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CloseBobbi is a seasoned financial professional with extensive experience in institutional sales and asset management. She currently leads the Institutional Sales team at Simplify, where she focuses on distributing investment strategies in ETF and SMA wrappers to a diverse range of institutional investors, including consultants, corporations, pension plans, and family offices.
Diego Guzman, CFA, CAIA, is a Partner at MG Capital, an independent wealth advisory firm specializing in serving institutional and ultra-high-net-worth (UHNW) clients. As a member of the firm’s Alternatives Investment Board, he plays a pivotal role in shaping the firm's strategies in alternative investments.
Before joining MG Capital, Diego was with BlackRock, where he led product planning initiatives for Latin America, leveraging his expertise to support the region's unique investment needs.
Mastering the CAIA exams requires more than just understanding the material—it requires strategic exam preparation. This invaluable webinar featured Steven Novakovic, CFA, CAIA, Managing Director of Educational Programs, and Kristaps Licis, Director of CAIA Exams. They offered advice on effective test-taking strategies and exam preparation to ensure every Candidate is fully equipped for success. This is a chance to enhance your exam readiness and gain insights directly from our experts!
In this fireside chat, we connected with Michelle Seng Ah Lee and Fraser Robson of WovenLight Capital to discuss how private equity managers are incorporating artificial intelligence solutions into their portfolio companies. How does apply AI influence the due diligence and value proposition for new investments? What resources are needed to successfully implement AI tools? What skills do GPs need to successfully deploy AI solutions? Further, we dove into the ethics of AI and discuss areas GPs need to navigate to ensure appropriate use and positive application.
John is a Managing Director where he is responsible for leading the firm’s client solutions efforts in the Midwest U.S and Insurance Client Solutions team. In his role, John works closely with institutional clients to find creative solutions to access the private markets through commingled funds, customized managed solutions and strategic partnerships. Over his tenure with Hamilton Lane, John has held numerous roles including Head of Client Solutions in the Americas but has always remained committed to working with clients since his joining.
While the CAIA Association does not mandate Continuing Education (CE) to maintain membership status, we strongly believe in the value of lifelong learning for investment professionals. As stewards of the industry, we recommend that Members engage in 40 hours of professional development every two years to stay current with industry trends, tools, and best practices.
I discovered CAIA in the signature of a client in my first corporate job in 2014. I was curious and Googled the term, and immediately knew this was something I wanted to pursue. At the beginning of my career and with a love for learning, I felt it would be wise to build as strong a base as possible.
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