A New Vantage Point: Applying the Total Portfolio Approach to Wealth Management Portfolios

Description: 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?

CAIA Virtual Chapter and UniFi by CAIA present: A Check-In on Crypto

The CAIA Virtual Chapter and UniFi by CAIA hosted a webcast on the current state of the cryptocurrency and digital assets market.

With the recent approval of the US Securities and Exchange Commission of a spot Bitcoin and rise in bitcoin and other cryptocurrencies prices, there has been a renewed interest in the digital assets marketplace. As such, this increased attention presents a good time to check-in on the current landscape.

Leadership in Redefining Professional Best Practices: Join CAIA in Shaping a Modernized Set of Ethics Principles

As the landscape of investments undergoes a remarkable shift with 'alternatives' taking center stage, the CAIA Association is taking a leadership role in the development of a modernized and relevant set of fiduciary practices for investment professionals and capital allocators to embrace.

Ryan Manthey, CAIA, Chapter Head

Ryan is a Vice President of Consultant Relations at Leucadia Asset Management, supporting the business development and investor relations efforts with existing & prospective investment consulting firms. He's also involved with marketing and product developed initiatives with all of Leucadia's 21 independent alternative investment managers. Prior to Leucadia, Ryan spent two years on the investor relations team at Two Sigma, supporting the firms business development efforts with institutional investors and consultants.

I lost my job and can no longer afford to pay the full Membership fee. Do you offer any options that would allow me to continue my CAIA Membership?

We offer Retired Membership status at a reduced cost to renewing Members who are unemployed, retired, returning to school, leaving the industry, or experiencing other extenuating financial or personal circumstances and are unable to pay the full Membership fee. Please see Retired Membership status for details.

What happens if I don’t renew my Membership on time?

Please keep in mind that only CAIA Members in good standing have the exclusive right to use the CAIA designation.  

  • To enjoy a full year of benefits, we encourage you to renew your Membership on time.  Please also keep in mind that we do not prorate Membership dues. Regardless of when you first apply for or renew your Membership, your Membership always expires on May 31.
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