“Innovation Unleashed”: CAIA Association, in Conjunction with Some of the World’s Leading Asset Owners, Unveils The Rise of Total Portfolio Approach

Future Fund, CPP Investments, New Zealand Superannuation Fund, and GIC
lend their voices and insights to an approach representing
“one unified means of assessing risk and return of the whole portfolio”

< BACK TO NEWS LIST

Innovative Modeling and Analytics for Private Markets with Bella Private Markets

In partnership with Bella Partners, CAIA Boston, CAIA Carolinas, and CAIA Bay Area joined together for this webcast on Innovative modeling and predictive analytics tools for private markets. In this talk, Alex Billias, CFA and Sam Holt, CFA discussed their simulation-based approach, recently published in the Journal of Portfolio Management, for liquidity and performance modeling in private markets.

Semi-Liquid Funds: Growth, Fundraising Trends, and Adoption

The proliferation of semi-liquid fund structures has grown substantially over the past decade, as GPs have sought new ways to offer private markets to the wealth management channel.

Adoption has simultaneously increased from investors seeking exposure to private markets while maintaining operational and tax efficiency.

Where is the interest? Where are funds being raised and in which asset classes? Is there more innovation on the horizon?

FDP Candidate Orientation Q2-2024

This webinar featured members of the FDP Curriculum, Candidate & Member Relations and Operations Teams. The following topics were discussed: Curriculum materials, Learning Objectives and Practice Question review. We went over the exam structure and format, and available resources. Preparation for exam day and items permitted during the exam were covered.

Kushagra Poddar, CAIA, CFA, MBA

The CAIA journey helped me deepen my understanding of the alternative investment space. After the CAIA program, I am better able to appreciate the finer nuances of investing through private equity, hedge funds, commodities, and real estate and this helped me immensely in my previous role when I was managing a multi-asset global investment portfolio and in my current role when I advise clients on private equity/M&A transactions.

Charles Zhang, CAIA, Chapter Executive

Charles Zhang has tremendous experience and expertise in quantitative research, economic policy analysis and credit portfolio management. Currently, Charles serves as a Sr Quantitative Analyst at Navy Federal, covering the full life cycle from origination/underwriting to prepayment management of the Real Estate Lending Portfolio and the Asset-Backed Lending Portfolio. Prior to Navy Federal, Charles was an associate portfolio manager managing indexed portfolios at Morgan Stanley Investment Management.

Millissa S. Allen, CAIA, Chapter Executive

Millissa S. Allen is a Director of Investor Relations at Thorofare Capital. Millissa brings 19 years’ experience in the asset management business, most of which has focused on alternative investments. Prior to Thorofare, Millissa worked at RIA Channel as the Managing Director of Client Services. Prior to RIA Channel, Millissa was part of the senior leadership at the CAIA Association. Prior to that, Millissa served as Director of Sales Operation at Hatteras Funds.

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

Description: 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. Why This Matters?

Subscribe to