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ClosePrivate Equity Investing: Growth, Trends, and Expectations
Description: Private equity is the largest asset class in the alternative investments universe and has seen sustained growth and evolution in recent years. From the continued trends of capital formation shifting toward private markets and companies staying private for longer, to the emergence of innovative fund vehicles and a growing secondary market that are democratizing access for individual investors, the asset class continues to mature and change.
Nick Pollard Joins CAIA Association as Managing Director of Asia Pacific
Brings extensive experience and network to CAIA’s efforts
in one of the fastest growing and most dynamic markets in the world
AMHERST, MA, (September 9, 2024) – The Chartered Alternative Investment Analyst Association (CAIA), the global professional body for the alternative investment industry, is today announcing that Nick Pollard has joined the organization’s leadership team as Managing Director of Asia Pacific (APAC).
Nick Pollard
Nick Pollard is a seasoned leader with over 15 years of international finance experience in the Asia-Pacific (APAC) region. Currently, he is helping drive CAIA Association’s expansion in this key market, leveraging his expertise in business development and his passion for training the next generation of finance professionals. Nick's career includes a successful seven-year tenure as Managing Director for the CFA Institute in APAC, where he worked closely with institutional partners, employers, universities, and regulators.
CAIA Virtual Chapter - An Introduction to Factors
In this fireside chat, Corey Hoffstein CEO and CIO of Newfound Research, joined Steve Novakovic to talk all things factors. From the Fama-French three factor model to TPA, the identification and use of factors have evolved and grown over the last several decades. Corey helped investors understand what are factors, why should investors care about factors, how do investors use factors, how do investors get exposure to factors?
September 2024: The ever-changing (yet strangely familiar) landscape of private equity
Authored by Steven Novakovic, CFA, CAIA
You may know the saying, "the more things change, the more they stay the same." It's a bit of a paradox, but it rings especially true for investors navigating the shifting landscape of private equity post-COVID. While these markets are in a constant state of evolution, they are still just in their early days—like teenagers trying to figure out their place in the world. Despite all the change, we are still at the beginning of this journey, with much to learn and even more to discover.
Keeping Up with VC
Diego Fernández Elices, CAIA, Chapter Executive
I started my career as an analyst creating form scratch a multifamily office, GBS Family office, were I managed portfolios, gave financial and fiscal advise to different high networth families and individuals, renegotiating fees and making financial planning.
In 2007 I moved to A&G as the fund selection director, where I was responsable of the selection of third party funds for over 2 billion euro.
CAIA Virtual Chapter - A Market Check-In: Return of the SPAC
Following an exceptional run in 2021 and early 2022, the SPAC market cooled off through 2023. We are starting to see a return to normalcy and renewed activity with SPACs. In this market check-in webcast, we connected with Nick Skibo of Gritstone Asset Management, Tom Hennessy of Hennessy Capital Growth Partners, and Douglas Ellenoff of Ellenoff Grossman & Schole LLP, to discuss the state of the market for SPACs and the opportunity set for investors.
Alison Nest
Alison Nest is a managing director and the head of Alternative Investments for Morgan Stanley Wealth Management based in New York City. She is responsible for the development, sourcing, onboarding and servicing of alternative investments distributed to retail and institutional clients.
Antoine Laniesse, CAIA, Chapter Executive, Geneva
I started my professional journey as an civil engineer and evolved for 5 years in the private equity real
estate business after graduating from the ESSEC's Master in Finance based in Singapore. I have always
been passionate about the Private Assets in general and CAIA certification allowed me to complete my
educational background and lever it alongside my professional experience in private equity real estate to
join Lombard Odier since November 2023 as a Private assets distribution specialist.