European Private Credit: Opportunities Amid Uncertainty

An increasing number of allocators are looking to European private credit, both as a diversifier to US direct lending and a return driver, in its own right. This educational seminar unpacked key areas of the market, ranging from European direct lending to non-sponsor, to real estate lending, specialty finance and everything in between. Along the way, we discussed the risk/return profile of each segment and specific considerations when allocating to this space.

Tiffany Coward, CIM, CAIA, Chapter Executive

With over 15 years of experience in the financial services industry with a background in banking, investments and wealth management, Tiffany is an Investment Associate at Scotia Wealth Management where she delivers high quality service to affluent clients and is responsible for the day-to-day business operations, account administration, client onboarding, portfolio updates and trade execution.

Lee Moroney, CAIA, Chapter Executive

Lee is an Associate Director - Fiduciary Services at Clearwater Advisors in the Cayman Islands. He is also a member of the Cayman Islands Directors Association.

Lee has over a decade of experience in the investment fund industry, having worked in various roles, most recently as an AML Compliance Officer, and a Money Laundering Reporting Officer for Cayman Islands investment vehicles. Lee has extensive experience in fund services with a particular focus on regulatory requirements, compliance and middle office services.

FDP Review of Prometric Test Center and ProProctor Remote Testing for the Q2-2023 Exam

We covered reading materials, study tools, preparation for exam day, the demo exam and a review of the testing options. FDP Candidates have two options for taking the FDP Exam:

Option 1: Prometric Test Center (April 10-23, 2023)
Option 2: Remote Proctor Testing: (April 23 & 24, 2023)

FDPI Senior Advisor, Hossein Kazemi and Project & General Operations Manager, Kim Durand shared how you can obtain your Financial Data Professional credential.

Kelvin Wong, CPA, CAIA

Enthusiastic, intellectually curious, optimistic, open-minded, eager to explore, and not just focused on one thing - that’s my impression of the people I have met who hold the CAIA designation. I earned the CAIA designation in 2012. There were around 500 CAIA Charterholders in Hong Kong. Fast forward a decade, and we have 13,000 CAIA Members globally. The CAIA curriculum is an excellent choice for finance professionals seeking a broad knowledge base in alternative investments.

FDP Credential Information Session (Q2-2023 exam)

Learn more about the Financial Data Professional Charter. There's never been a more crucial time to stand out. The transformative effect of data science on the finance industry requires today's finance professionals to understand the application of big data, data mining, workflow automation and machine learning in investment decisions. Founder of Pearl Quest LLC, Kathryn Wilkens, PhD, CAIA, and Project & General Operations Manager, Kim Durand shared how you can obtain your Financial Data Professional credential.

CAIA Association & Teneo: Leadership Alpha in Private Equity

Leadership is the most important driver of company performance and, therefore, a fundamental component of Operational Alpha. Yet, despite leadership’s contribution to investment returns and the significant effort by private equity firms to articulate their value creation credentials, evidence suggests that GPs’ efforts to measure and optimise portfolio leadership are often unstructured and deprioritised – a paradox for an industry that is supposedly obsessed with, and paid for, performance.

How is ESG Reshaping the Alternative Investment Business?

Description: Today, ESG is no longer just an acronym but a reality, expected to reach a third of assets under management by 2025. It is spreading across all asset classes, including the less liquid ones. ESG now defines the new frontier of alternative investments. Our speakers had a lively discussion on the recent trends in alternative investments, how ESG impacts the alternative investment business and the important role of data.