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CloseIn the latest episode of “This Is Us,” CAIA CEO Bill Kelly and Steve Sears, President and COO at Options Solutions, have a wide-ranging discussion about options including regulation, gamification, a new group of investors, the importance of education, and more. As Sears pointed out, options “force people to think more deeply about their holdings.”
ANBIMA represents more than 270 institutions from different segments. Among its members are commercial, investment banks, asset managements, brokerages, securities distributors and investment consultants.
Investing in private equity is a longer-term commitment, one that requires a lot of care and attention. What also needs a lot of attention is an exit strategy, to capitalize on a private investment. In the latest edition of “This Is Us,” Bodhi Research Group founder and CEO Dr. Ranjan Bhaduri discusses this and much more with CAIA CEO Bill Kelly.
In the latest episode of “This Is Us,” Stuart MacDonald, Managing Partner at Bride Valley Partners, explains why constant learning, reading, and curiosity help you stay relevant in an ever-changing industry. As he told CAIA CEO Bill Kelly, “If you didn’t keep ahead of the game, you’re out of it, fairly quickly.”
Description: Listen in as Lydia Ofori, CFA, CAIA, Adam Duncan, and Keith Black, PhD, CFA, CAIA, FDP discuss how machines are interfacing with humans to effect manager selection and private asset secondary sales. The webinar discusses key questions that sit across technology and finance:
• Can machines actually uncover hidden patterns that escape the human eye and emotions?
• How would the interface between technology applications enhance our ability to pick the best managers and companies?
Description: In this presentation, Keith Black, PhD, CAIA, CFA, FDP, Managing Director of Content Strategy at the CAIA Association described and compared the many ways that entrepreneurs and their private equity owners can exit their ownership in a private company. While IPOs have declined in importance in recent years, there has been an increase in strategic mergers, financial mergers, and secondary buyouts. More recently, a growing number of companies have sought to become publicly traded through direct listings and special purpose acquisition corporations (SPACs).
In a conversation with CAIA CEO Bill Kelly, Chapter Executive and Global Development Director of 100 Women in Finance Alexandra McGuigan, CAIA explains how achieving the CAIA Charter enabled her to “upskill,” allowing her to have meaningful conversations with investors, and giving her the understanding to ask the right questions to drive the due diligence process. McGuigan also spoke about her work with 100 Women in Finance, pushing for more gender equity and inclusivity in the industry.
Description: The African Private Equity and Venture Capital Association (AVCA) and the Chartered Alternative Investment Analyst (CAIA) Association hosted a fireside chat and data presentation on private equity (PE) and venture capital (VC) investing in Africa. William (Bill) J.
A conversation with Hossein Kazemi, PhD, CFA and Aaron Filbeck, CFA, CAIA, CIPM, FDP discussing the Journal of Alternative Investments, Fall 2021
Tony Davidow, CIMA and Aaron Filbeck, CFA, CAIA, CIPM, FDP recently sat down to discuss the importance of starting with client objectives, how capital market assumptions have necessitated an upgrade to the average wealth advisor’s portfolio toolkit, and the importance of good education and communication towards the end investor. They also previewed some of the themes of Tony’s new upcoming book, "Goals-Based Investing: A Visionary Framework for Wealth Management".
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