UniFi by CAIA™ – The Evolution of Private Debt in Advisor Portfolios

Description: 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.

Matthew White, CAIA, Chapter Executive

Matt is a Managing Director at Nuveen where he manages a team of external salespeople covering the US Wealth channel in the Central part of the US. He has been in various roles at Nuveen for the past ten years with a particular focus on the RIA marketplace.

 Prior to Nuveen , Matt worked in a sales role at Guggenheim Investments. His career in finance/financial services began at the Chicago Board of Trade/Chicago Mercantile Exchange, working in US Treasury options.

UniFi by CAIA™ – Introducing the Private Debt Microcredential: Why and How?

Private debt is an enormously popular alternative investment asset. Given its volume history and upward trajectory, there is no wonder why private wealth management teams find it compelling.

Master this in-demand industry knowledge with the UniFi by CAIA™ Private Debt Microcredential.

In this session, we shared why this microcredential is designed specifically to meet the private debt educational needs of the broader private wealth management industry, including asset management/GP distribution, intermediaries, and independent financial advisors.

How to Build Better Portfolios in Python Using Riskfolio-Lib

Description: In this webinar, we introduced you to Riskfolio-Lib, a powerful open-source library for portfolio optimization in Python created by Dany Cajas. Riskfolio-Lib provides a range of portfolio optimization techniques, risk management tools, and performance analytics to help investors design and manage their portfolios effectively. Dany Cajas demonstrated some popular use cases and discussed with FDP Charterholder, Cordell Tanny how this library has evolved.

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