Andreas Rothacher, CFA, CAIA, Chapter Head, Zurich
Andreas is the Head of Investment Research and Senior Investment Consultant at Complementa in Zurich. In his current role he advises Swiss and German institutional investors on their strategic asset allocation and manager selection. In addition, he is one of the co-authors of the annual Complementa Risk Check-Up pension study. He is also the author of various articles and publications. Andreas is a Chapter Executive of the CAIA Zurich Chapter and a member of the CFA Swiss Pensions Conference Committee.
Mark DiGiannantonio, CAIA, Chapter Executive, Dallas
Mark is a founding Member of PMV Capital. He began his career as a programmer at Accenture where he had the opportunity to deliver solutions for many Fortune 100 companies. In addition to his role at PMV Capital, he manages multiple private funds, founded an RIA, and successfully launched a public exchange traded fund. Mark holds a BBA in Business Management from Temple University and is a Chartered Alternative Investment Analyst (CAIA) designation holder.
Harnessing the Power of Data for ESG Investing
Description: As the demand for environmental, social, and governance (ESG) goals continues to increase, asset managers are adapting their investment procedures. The shift is driven by both consumer expectations and strict governmental regulations. To make successful ESG investment decisions, it is necessary to identify, extract, and combine granular data accurately. This requires access to high-quality and reliable data that is both quantitative and qualitative.
November 2023: The Allocator’s Toolbox
Authored by Christie Hamilton
Syra Brelvi, CAIA, Chapter Executive
Syra Brelvi, Alternative Investment Specialist, Syra has ten years of Alternative Investment industry experience. Before joining T. Rowe Price, Syra worked at Figure Technologies, where she constructed a fundraising platform to democratize access of alternative investments on blockchain. She served as the Director of Research, due diligencing hedge funds and private equity managers for RIAs.


