Chris Edgar, CAIA, CFA, Chapter Executive

Chris Edgar serves as Vice President of Capital Strategy at Greenberg Gibbons, a Baltimore based real estate investor, developer & operator. He leads initiatives to expand the company’s investor base, overseeing capital formation, investor relations, and strategic funding in close collaboration with executive leadership. Mr. Edgar brings a decade of experience in capital markets, fundraising, and institutional investor relations.

Sam Warner, CAIA, Chapter Executive

Sam Warner is Senior Manager, Institutional Business Management at AGF Investments LLC. 

Sam joined AGF Investments LLC in 2024 and leads efforts to build strategic partnerships with institutions and financial intermediaries. He is responsible for driving the distribution of the firm’s key investment capabilities and supporting AGF’s expansion and growth in the U.S. marketplace.

Nitesh Rajpal, CAIA, CFA, FRM

My CAIA journey has been nothing short of transformative — a blend of challenge, discovery, and growth. When I began the program, I saw it not just as an academic pursuit, but as an opportunity to broaden my perspective on the evolving world of investments. The CAIA designation opened my eyes to the vast potential of alternative assets beyond traditional markets, deepening my appreciation for how innovation, data, and human insight intersect to shape modern finance.

CAIA Association and Franklin Templeton Unite to Help Investment Professionals Deliver Better Client Outcomes and Expand Access to Global Networks

Multi-year partnership spans formal educational programming, signature conference and chapter events, CAIA’s flagship podcast, and a forthcoming Islamic Finance microcredential focused on the Middle East’s financial evolution.

 

CAIA LatAm presents: The Current State of the Wealth Management Industry in Latin America for the Global Audience

Watch for an in-depth exploration of Latin America’s evolving financial landscape — from investor perceptions to technological disruption. This session uncovered the region’s untapped potential, analyzing macroeconomic and political contexts, demographic shifts, and the rise of fintech innovation. Discover how financial literacy, sustainable investing, and the growing influence of women and young investors are reshaping wealth management across LATAM.