What About Beta?: Portfolio for the Future

Constructing a 'Portfolio for the Future' begins with broad and sophisticated diversification of beta. While alpha generation remains an important pursuit, so too are climate risk, operational excellence, and manager selection - now table stakes for the discerning asset owner. Bill Kelly, CEO, CAIA and Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director of Global Content Development, CAIA, discussed the re-brand of CAIA Association’s blog, along with the issues they’ve been tackling in the blog’s “What About Beta” column.

Tokenization: Investment Applications and Technological Considerations co-hosted with CAIA Boston and CAIA Miami

Description: Tokenization could help to democratize multiple asset classes by providing accessibility to more investors, while enabling asset managers to innovate by creating alternative assets tokens, thereby furthering the expansion of their potential product mix. Yet, the applications of the technology are still in the early stages. Chapter co-hosts CAIA Boston & CAIA Miami, along with CAIA CEO Bill Kelly, held a panel discussion on some of the investment applications and technological considerations of tokenized assets.

The Evolution of Private Equity Fund Value - APAC

Description: On average, venture capital and buyout funds experience a performance falloff after seven to eight years, while the cross-sectional dispersion amongst them increases. Join the authors of “The Evolution of Private Equity Fund Value”, published in The Journal of Alternative Investments, as they discussed their research findings, which represents the first large-sample analysis of buyout and venture capital fund values over their lifetimes.

Summer Inflation Series - Session 2: The Fundamentals of Infrastructure and a Current Market Update

Infrastructure serves as an important element of an investment portfolio. In this presentation Aaron Filbeck provides an overview of infrastructure as an asset class, explores the historical performance of infrastructure, and comments on their role in asset allocation and inflation protection. The differences between infrastructure and financial assets are compared during this conversation, while various methods of obtaining exposure to infrastructure are evaluated, specifically looking at rising inflation and the possible implications.

The Evolution of Private Equity Fund Value

On average, venture capital and buyout funds experience a performance fall off after seven to eight years, while the cross-sectional dispersion amongst them increases. Listen to the authors of “The Evolution of Private Equity Fund Value”, published in The Journal of Alternative Investments, as they discuss their research findings, which represents the first large-sample analysis of buyout and venture capital fund values over their lifetimes.