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CloseJon Diorio is the Head of Product for BlackRock's U.S. Wealth business and Head of Alternatives for BlackRock's U.S. Wealth business.
Jon oversees BlackRock’s Alternatives for Wealth business, driving adoption of private markets solutions and integrating them into whole-portfolio offerings for advisors. His team partners across the firm set commercial priorities and manage BlackRock’s alternatives product lineup.
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!
Becoming a CAIA Charterholder gives me real credibility in the private and alternative investment world — it builds on the foundation of being a CFA Charterholder and adds depth in areas most investors don’t fully understand. It’s sharpened my lens for identifying opportunities across non-traditional assets. Another great benefit is that it connects me to a top-tier global network of professionals in the alternatives space.
Authored by Georgina Tzanetos, Director of Content
Venezuela is a resource superpower running on extension cords.
In a world re-learning the value of energy security, Venezuelan dysfunction is quietly reshaping geopolitics – and tightening U.S. leverage.
Brandon Callison is a Senior Investment Analyst with William Blair’s Consulting Services team. In his role, he conducts traditional and alternative manager research and due diligence for William Blair’s Private Wealth Management group. Brandon works closely with William Blair’s wealth advisors on investment policy, asset allocation, portfolio construction, manager selection, and implementation.
In partnership with Future Standard and Partners Group, the course delivers
practical insights into putting alternatives to work.
Asha Olasa, CAIA is the Director of Marketing and Investor Relations at Wolverine Asset Management. Since joining the firm in 2015, she has been responsible for leading investor communications, business development initiatives, and strategic marketing efforts.
Leon Zeng, PhD, CFA, CAIA, is the Senior Director of Investment Decision Analytics at Morningstar, where he leads a global quantitative research team within the Research and Investment Division. He is responsible for architecting systematic frameworks that advance the firm’s multi-asset investment process, including equity valuation, probabilistic return forecasting across public and private markets, and sophisticated portfolio construction. Beyond his quantitative leadership, Dr.
Jason Morrow is a mission-driven investor and educator. He has expertise in asset allocation and portfolio construction and specializes in manager selection and strategy research. Jason has invested extensively across hedge funds, private equity, private credit, and real assets, including co-investments and direct transactions. A seasoned leader and team builder, Jason is passionate about fostering values-driven, collaborative environments. He believes organizational culture and risk management are key drivers of long-term success.
Deputy CIO of Utah Retirement Systems brings hands-on private markets expertise
and deep institutional insight to CAIA’s governing board
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