February 2023: The Internet Killed the 60/40 (Headline) Star

Feb 2023 Chronicles FI

Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP

At this point, the “demise of the 60/40” and “return of the 60/40” headlines are boring, not to mention that it’s an ineffective debate for our clients. When we manage money on behalf of clients, allocations and investment products are the results of the goals and objectives established by the client, not the driving force. Claiming one allocation strategy is better or worse than another fails to put the client’s needs at the center.

CAIA Association & AIBC Boot Camp 2023 - Digital Assets & Institutional Portfolios

Description: In Q4 2022, Coinbase surveyed 140 institutional investors to gauge the sentiment of digital assets. 72% of respondents had a positive view and indicated that digital assets are here to stay. While many institutions may not have made a direct investment into digital assets (i.e. buying bitcoin), exposures to digital assets and blockchain technology are very likely in the vast majority of institutional portfolios whether it be through a venture capital fund, hedge fund, or publicly traded company.

CAIA Association & AIBC Boot Camp 2023 - An Introduction to Alternative Investments – Where are the Opportunities? Are You Ready?

Description: The world of alternative investments and interest in them has never been greater. Stimulated by investors keen to seek alternative forms of investment products, delivering differentiating return sources, and diversifying away from a more traditional equity / fixed income and cash portfolio, understanding this sector is key. Watch Jo and Will as they shared their views, provided key take-aways and answered your questions to ensure you’re ready to take advantage of what future career opportunities might hold.

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.

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