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CloseKaty is the General Manager, Australian Institutional Distribution at Challenger, responsible for raising institutional capital for Challenger and Fidante’s specialist investment management partners covering fixed income, domestic and global equities and alternatives. Katy has 20 years of client service, relationship management and business development experience in the US, Asia and Australia.
Much has been written about the great wealth transfer expected this decade. It is estimated that women will assume control of nearly thirty trillion dollars within the next ten years. Additionally, they will continue to earn more, as business founders with women-owned companies reaching “unicorn status” grew from 18 to 83 between 2020 to 2021 alone! How does this wealth transfer and growth for women impact the private wealth management industry, and, more broadly, the asset management industry? How must the industry change to meet the needs of this growing body of wealthy women?
I came across CAIA while looking for a practical, relevant educational program. I was building my career in alternative investments, the most innovative and rapidly developing segment within the finance industry. I wanted to expand my knowledge beyond practical experience and explore various allocation structures and investment strategies across different asset classes. While challenging and time-consuming, the CAIA curriculum was a foundation for becoming a well-rounded expert in the industry.
Authored by Steven Novakovic, CAIA, CFA
New piece, titled “A Renewed Professionalism,” provides detailed steps needed to usher in a new era of fiduciary responsibility and client-centric investment approaches and outcomes.
As a Relationship Manager at Fidelity Investments, I have the privilege of partnering with family office executives on all aspects of their business and supporting the needs of ultra-wealthy families throughout the country.
Earning my CAIA designation has increased my credibility within my organization and with my clients. It demonstrates my commitment to alternative investments, and a commitment to lifelong learning and curiosity.
What other discounts may be available?
Please visit the Association Partner Discount page.
Note: CAIA Association does not grant retroactive discounts. Eligible Candidates must apply for the appropriate discount prior to registration or forfeit said discount.
The Rocky Mountain Chapter seeks to build a diverse and inclusive community of CAIA Members, Candidates, and industry professionals across seven western US states including Colorado, Utah, Nevada, New Mexico, Wyoming, Idaho, and Montana. The Chapter will provide opportunities to network, share ideas, educate and promote the use of alternative investments to improve long-term outcomes for investors and society.
Description: Much has been written about the great wealth transfer expected this decade. It is estimated that women will assume control of nearly thirty trillion dollars within the next ten years. Additionally, they will continue to earn more, as business founders with women-owned companies reaching “unicorn status” grew from 18 to 83 between 2020 to 2021 alone! How does this wealth transfer and growth for women impact the private wealth management industry, and, more broadly, the asset management industry?
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