Search
CloseAs 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.
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.
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.
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.
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.
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.
Are you a CFA charterholder? Earning the CAIA designation, the global benchmark of alternative investment education, stacked with your CFA charter, provides a powerful boost to your alts knowledge and your industry credibility. This exclusive "Ask Us Anything" Virtual Q&A session was the perfect opportunity to hear from the CAIA Team about the CFA Stackable Credential Program. Questions were answered about eligibility, applying for the program, the CAIA Level II curriculum, and tips to ensure a successful exam experience!
Preparing for, taking, and passing the CAIA exams is challenging — and for good reason! A CAIA Charterholder represents a demonstrated level of competency and an unwavering commitment to a set of ethical standards critical for client-focused fiduciaries. CAIA's EVP, John Bowman, CFA, Managing Director, CAIA Curriculum, Steven Novakovic, CAIA, CFA, and Director of Candidate and Member Relations, Mirjam Dekker, hosted an "Ask Us Anything" virtual Q & A session for an exclusive opportunity to ask any questions about the CAIA exam and navigating the path to becoming a CAIA Charterholder.
Description: Guillaume Coqueret, Associate Professor, Emlyon Business School, and Dr. Hossein Kazemi, Senior Advisor, FDP Institute, discussed the importance of small variations in the implementation protocol of applied studies. This presentation shared why we advocate the usefulness of reporting a wide range of outcomes in empirical work, based on many variations of design choices. This allows us to characterize the effects more exhaustively and leads to more robust conclusions.
©2026 Chartered Alternative Investment Analyst Association®
