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Amid today's extreme volatility, one Wall Street veteran wants to help you maneuver the private equity space with the goal of yielding big returns for your portfolio.
Andrea Auerbach, who serves as the head of global private investments for Cambridge Associates, offers a unique perspective on an evolution that's underway as activity across private and public markets increasingly overlaps.
Description: Efficient Data Analysis provides solid predictive power for Investment Management. Data can also be cumbersome and generate Chaos if not handled properly. Learn how to make sure to get the utmost of it for your business! Presentation lasted approximately 45 minutes followed by 15 minutes of Q&A.
Panelists: Olus Kayacan, CFA, CAIA, Strategic Advisory-Data Analyst, IOKE, and Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Program Director, FDP Institute
Description: The democratization of alternative investments beyond the institutional allocator salutes a new investor – the individual. Clients are finding their desired financial outcomes to be ever more elusive, resulting in a wave of new and innovative investment products coming to market. While this sparks investor interest, it also highlights a critical education gap across the entire value chain of the private wealth management industry.
Andrea Brooklier is Divisional Director, Wealth Advisor Consultants, US Wealth Advisory Services, at Nuveen. Previously, she was a Managing Regional Director in the Advisory Development Unit at Natixis Investment Managers. In this role, she partnered with financial advisors at wirehouses, independent broker/dealers and RIAs in the Los Angeles area advising them on asset allocation, investment selection, and portfolio construction decisions.
Innovations in technology have revolutionized financial services to an extent that large financial institutions are behaving like technology companies! It is no secret that technological innovations like Data Science and AI are fundamentally changing how financial products are created, tested and delivered. While it is exciting to learn about technologies themselves, there is very little guidance available to companies and financial professionals about how they should retool and gear themselves towards the upcoming revolution.
CAIA CEO Bill Kelly and Jane Abitanta, CEO of Perceval Associates, speak with members of the Private Markets Club at the University of Delaware, who recently released a special edition newsletter, titled “Analyzing The Private Investment Boom in India.” They also discussed a forthcoming newsletter, which will focus on sports and private equity.
The Portfolio for the Future simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward.
Ms. Han is the strategy head for Asia and other globally oriented strategies, serves on the Global Investment Council and is located in the Hong Kong office. Prior to joining GCM Grosvenor, she was a Managing Director at China Investment Corporation, where she co-managed the hedge fund allocation portfolio. Previously, she was an Investment Officer with Alternative Investment Solutions of UBS Global Asset Management with responsibilities in manager research and operational due diligence in Asia.
“I was able to leverage my CAIA Membership and education to expand my career and become a risk manager and then a hedge fund of fund portfolio manager.” – Havell Rodrigues
The Portfolio for the Future™ simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward.
©2025 Chartered Alternative Investment Analyst Association®