CAIA Association & AIBC Boot Camp 2023 - Private Debt: An Overview and Current Considerations - with SMU APECS

This session covered the fundamentals of private debt strategies, followed by a short, moderated panel discussion on some current events and other considerations when looking at this $1 trillion+ industry.

Coverage included:

- The history and growth of AUM in these strategies
- Structural considerations of private loans
- An overview of the most common private debt strategies
- Expectations for risk and return

The Chartered Alternative Investment Analyst Association Unveils 2023 Roadmap for its UniFi by CAIA™ Platform

Private Debt microcredential now available; Digital Assets microcredential set to go live in Q2/Q3.

Updated version of the Fundamentals of Alternative Investments certificate program, part of the overall UniFi offering, slated to launch in Q4.

Cordell Tanny Discusses Developing an Improved Investment Style Analysis Algorithm and His Journey to the FDP Designation

In this fireside chat and live demonstration, Cordell Tanny shared with Dr. Hossein Kazemi his journey through his financial services career and how it led him to the FDP designation. He described his experiences with the program and how the material learned in the curriculum helped him not just advance his knowledge of how machine learning and AI can be used in finance, but also how to apply many of the concepts to his daily workflow.

CAIA Association & ComplianceAsia - APAC’s Compliance and Regulatory Landscape: Key Themes and Trends to Keep You Updated and Informed

Description: APAC’s Compliance and Regulatory Landscape continues to evolve. With impacts from western regulatory leaders increasingly being adopted, alongside homegrown developments, fast-paced integration and change is certainly seen throughout the APAC. This too is presenting a more unified field and robust framework across the industry.

CAIA Atlanta Conscious Wealth Webinar: How Much Money is Enough? Finding Balance and Purpose in Our Relationship with Money

Description: Though our jobs revolve around money, how often do we stop and examine our personal and societal relationship to it? CAIA Atlanta hosted a panel discussion exploring more philosophical thinking about the role of money in our lives. We delved into:

CAIA Atlanta Conscious Wealth Webinar: How Much Money is Enough? Finding Balance and Purpose in Our Relationship with Money

Though our jobs revolve around money, how often do we stop and examine our personal and societal relationship to it? CAIA Atlanta hosted a panel discussion exploring more philosophical thinking about the role of money in our lives. We delved into:

- The benefits of cultivating an abundance mindset vs. a scarcity mindset in ourselves and others.
- The power of generosity and how it can improve our well-being.
- Practical tips to help us earn, spend, invest, and give with purpose.

Ted Argus, CAIA, CIPM, Chapter Executive

Ted is a Senior Investment Analyst focused on Private Real Assets and Risk Analytics for Indiana University Health. Prior to joining IU Health, he spent 11 years with what is now SEI Family Office Services, providing investment reporting, analytics consulting and implementation services to single and multi-family office clients. Prior to SEI’s acquisition in 2017, Ted was a partner in the original firm called Archway Technology Partners.

March 2023: The Asset Classes We Swim In: The Impending Transition to Total Portfolio Approach (TPA)

Authored by John L. Bowman, CFA

In 1806, American Frederic Tudor famously sailed to the French Antilles to sell ice to the Martinique islanders. Having experienced refreshing cold drinks and ice cream during New England summers, he thought, why not bring Long Island Ice Teas and Cookies & Cream decadence to the much more sweltering Caribbean climate?

Martin Gendron, CAIA, M. Sc., FCSI®, CIM®, Chapter Executive in Montreal

Mr. Gendron is a Portfolio Manager. He holds a Bachelor's degree in Business Administration and a Master of Science in Administration degree (MSc.), specializing in Finance, from HEC Montréal. His research thesis deals with market risk management. His expertise and extensive knowledge in integrated financial management make him a valuable resource for business families. Over the course of his career, he has specialized in discretionary portfolio management, financial analysis, development of comprehensive investment strategies, and monitoring of external managers.