June 2024: When Can We Retire the Retirement Debate?
Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
“I signed up for my 401k, but I don’t think I can run that far”
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FDP Institute founded by CAIA
The FDP® credential, offered by Alpha Development, is the globally recognized credential for professionals working in areas of the financial industry who are seeking the necessary data science skills to perform in a digitized world.
The Chartered Alternative Investment Analyst Association Expands its UniFi by CAIA™ Platform with Real Estate Microcredential
Robust online program covers fundamental concepts in commercial real estate sector
and related investment strategies for navigating post-pandemic global market shifts.
CAIA Virtual Chapter - Optimizing Private Credit Portfolios
This event looked in-depth at structuring a private credit portfolio – key building blocks, such as direct lending, asset-based finance, real estate debt, capital solutions, etc. – and how to ‘optimize’ these to achieve a desired risk/return objective. We heard from top investors, consultants and managers in this space.
Patrick McGowan
Patrick McGowan is a Managing Director, serving as the Head of Manager Research and Head of Alternative Investments at Sanctuary Wealth. In his current position, he spearheads a team that is responsible for developing Sanctuary Investment Research efforts, including overseeing the Sanctuary Investment Research Focus List, and all Alternative Investment activities, including the firm's private equity, private credit, real asset, and hedge fund investing strategies.
Shannon Saccocia, CFA
Shannon Saccocia, CFA, is the Chief Investment Officer at NB Private Wealth ("NBPW"), a division of Neuberger Berman. In her role, Ms. Saccocia works closely with investment leadership across Neuberger Berman to establish market views, asset allocation and portfolio recommendations tailored specifically for NBPW clients. She is also responsible for leading the NBPW investment platform to enable comprehensive delivery of the firm's investment capabilities.
CAIA Virtual Chapter - The Art and Science of Hedge Fund Replication
Replicating hedge fund returns is not necessarily a strategy, but has become an interesting avenue for investors seeking exposure to hedge fund beta with high liquidity, low fees, and low investment minimums. However, the replication process can be done in several ways and not everything can be replicated. This panel discussion covered some approaches to replication, the trade-offs of replication vs investing in underlying funds, and the impact of the wrapper on implementation and performance.
Real Estate Investing: Inflation, Location, and Valuation
Description: 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?
CAIA Candidate Orientation: Ask Us Anything Session
This "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.