Michael Zuppiger, CAIA, Chapter Executive, Zurich

Michael Zuppiger is Director of AWI Investment Foundation Winterthur. He manages and develops investment solutions for swiss pension funds with selected asset managers. Before joining AWI Investment Foundation Winterthur, he worked for State Street as well AXA Investment Managers Schweiz AG, taking care of institutional client investment needs. Michael Zuppiger is a qualified banking economist HF and holds a diploma as a federal dipl. pension fund manager. Additionally, Michael is a CAIA and CESGA Chartholder.

Ivan Goh, CAIA, Chapter Executive

Mr. Goh serves as the Global Head of Legal and Compliance for Complus Asset Management, a global alternative investment firm. Since relocating to Hong Kong in 2013, Mr. Goh has led the legal and compliance functions for several global and Hong Kong-based alternative investment institutions. Mr. Goh obtained his Bachelor of Laws from the London School of Economics in 2005 and has been a solicitor of England & Wales since 2008. Mr. Goh became a CAIA Charterholder in 2021.

Joe Guidish, CAIA, Chapter Executive

Joe is a Portfolio Manager at Merit Financial Advisors, co-managing the firm's core and satellite models with a focus on alternative investments, structured products, and thematic equities. He began his career on the trading floor of the Chicago Mercantile Exchange, where he worked for a proprietary trading firm that specialized in interest rate derivatives. Before moving to Merit, he helped provide alternative investment solutions for high-net-worth clients at a boutique broker-dealer.

Stephen Wong, CAIA, Chapter Executive

Stephen Wong is Associate Director, Investment at AIA Hong Kong & Macau, overseeing fixed income and alternative investments for the insurer. He also serves as a part-time lecturer. Previously, Stephen worked for AXA in investment and ALM, China Re in credit research, Moody’s in institutional investment consulting, and China Construction Bank in portfolio management and trading.

Recent Advancement of Financial Machine Learning with an Emphasis on Large Language Models

The recent advancement of deep learning and large language models has had a profound influence on many fields, including finance. Speakers Nino Antulov-Fantulin and Petter Kolm provided an overview of recent ML advancements like large language models, transformers, physics-informed neural networks, graph neural networks, and their impact on decision-making, data-driven analysis, and time series forecasting in finance.

AI for Startups

In this fast-paced, ever-evolving tech landscape, AI is not just an option; it's a necessity. As a startup, understanding AI can become your game-changing strategy. This insightful webinar is specially designed to address the pressing questions startups often have about AI:

• What exactly is AI?
• How can it be leveraged within a budding business?
• What are its potential pitfalls, and how can they be avoided?

Anne Duggan, CAIA, MBA

My journey to joining the CAIA Association proves you’re able to do it while balancing a busy career and a full life. The process wasn’t fast, but it was worth it. I bought the Level 1 text book and occasionally reviewed it in my moments of down time, but ultimately didn’t end up taking the exam until two years later, studying while juggling caring for a newborn on my maternity leave.

February 2024: The Sand (Hill Road) of Time

February 2024 Chronicles: Sand Hill Road sign

Authored by Steven Novakovic, CFA, CAIA, Managing Director, CAIA Curriculum

One thing alternatives investors can count on is market cycles. Whether driven by macroeconomic factors, political factors, investor sentiment, supply and demand shifts, adjusting capital market expectations, or any other of a variety of factors, alternative investment strategies will have ups and downs and booms and busts.

Semi-Liquid Funds: Growth, Fundraising Trends, and Adoption

Description: The proliferation of semi-liquid fund structures has grown substantially over the past decade, as GPs have sought new ways to offer private markets to the wealth management channel. Adoption has simultaneously increased from investors seeking exposure to private markets while maintaining operational and tax efficiency. Where is the interest? Where are funds being raised and in which asset classes? Is there more innovation on the horizon?

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