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Yoga Prakasa, CDIF, CAIA, Chapter Executive
Yoga Prakasa is an accomplished investment professional with a wealth of experience in the capital market and alternative investments. With a dynamic and multi-disciplinary background, he has held various positions encompassing research, business development, risk management, compliance, portfolio management, and product development on both the sell-side and the buy-side.
Tricia S. Scrivner, CFA, CAIA, Chapter Executive
Tricia is the Director of Real Asset Strategies at Margaret A. Cargill Philanthropies, where she has been a valued member since October 2013. In this capacity, she spearheads the development and execution of the organization's real asset investment portfolio.
Grant Gherity, CFA, CAIA, Chapter Executive
Grant is a dedicated professional serving as an Internal Wealth Strategist at RBC Wealth Management. Located in Minneapolis, his primary focus is to assist clients in comprehending their financial objectives and formulating strategies for intricate wealth management issues. By understanding their unique financial circumstances, he offers tailored strategies to address complex wealth management challenges.
Samuel Cote, CAIA, Chapter Executive
As a Senior Director on the Alternative Investments team within Wealth Management Solutions, Sam Cote leads product management for the Ameriprise non-daily liquid alternative investments platform. Wealth Management Solutions provides research, investments, and sales consulting to meet clients’ wealth management and retirement needs.
Gregory Clay, CAIA, Chapter Head
Greg Clay is a Manager on the Relationship Management team for Northern Trust Hedge Fund Services (NTHFS) based in Minneapolis. He joined Northern Trust as part of the 2011 acquisition of Omnium LLC, and has more than 15 years of experience in hedge fund operations and client servicing roles.
Lee Moroney, CAIA
Having recognized the significant growth displayed by alternative investments in the global economy, I decided to invest my time and energy into the CAIA program to become an expert in the field. It was a challenging journey, but a worthwhile one given the overwhelming sense of achievement upon completion of the program. Earning the CAIA designation has enhanced my credibility with my clients and has demonstrated my commitment to professional development.
CAIA Dallas Presents - Deep Dives: A Quarterly Alternatives Education Series
Topic: Secondary Venture Capital Investments
A secondary market transaction in venture capital (VC) is a transaction in which shareholders in a private VC-backed company sell their stock to an investor. Secondary transactions give shareholders in private companies an opportunity to liquidate some or all of their shares. Liquidity allows early investors to secure a return on their investments and gives employee shareholders the chance to cash in their equity compensation prior to an exit transaction, such as an initial public offering (IPO) or an acquisition.
May 2023: Art as a Purpose-Led Alternative Asset Class
At the CAIA Association, a global mindset encompasses the understanding of globalization and how interconnected each region of the world is economically, politically, and socially. For this month’s edition of Chronicles, we turned to Laura Merlini, CAIA, CIFD, Managing Director, CAIA EMEA to contribute insight and perspective on the art market as an alternative investment class.
UniFi by CAIA™ – The Evolution of Private Debt in Advisor Portfolios
Private debt has been one of the fastest-growing private market strategies since the global financial crisis. What once was a niche strategy pursued by hedge funds and private equity GPs has grown into a diverse and standalone industry. This panel discussion covers the evolution of the industry, current themes, considerations, and approaches to implementation for clients seeking differentiated income and diversification.