Learn How to Obtain the CAIA Charter

Learn how to obtain the CAIA Charter with CAIA EVP John Bowman, EMEA Managing Director, Laura Merlini, and guest speakers David Ryan, CFA, CAIA, FRM, Head of Multi Asset Funds, Setanta Asset Management, and Lizette Landeras, CAIA, VP Credit Risk & Analysis, Kandeo Asset Management.

This presentation focused on the value of professionalism, and how earning the CAIA Charter equips practitioners with a more holistic, multi-dimensional outlook as they construct modern portfolios.
 

A conversation with CAIA CEO Bill Kelly and Aaron Filbeck, CAIA, CFA, CIPM, FDP, Managing Director, CAIA Association

CAIA CEO Bill Kelly speaks with Managing Director Aaron Filbeck, CAIA, CFA, CIPM, FDP to discuss some of the findings from our recently released report, Portfolio for the Future™. Filbeck focused on the state of the total investible market, of which $18 trillion, or 12%, are currently invested in alternatives.

Dimitri Loupakos, CAIA, Chapter Executive

Mr. Loupakos is an Executive Director at HPS Investment Partners. Prior to joining HPS in 2022, Mr. Loupakos spent 13 years as a Vice President at Guggenheim Partners, where he was responsible for Guggenheim’s public and private investment funds’ capital raising efforts from RIA, bank and trust entities. Prior to Guggenheim, Mr. Loupakos was an Associate at John Hancock Retirement Plans Services. Mr. Loupakos is a CAIA charterholder and holds a BS in Business Economics & Public Policy from Indiana University’s Kelley School of Business.

Cody P. Keane, CAIA, Chapter Co-Head

Cody Keane is a Principal in the Private Wealth Solutions Group involved in raising capital for Blackstone’s private and public funds across the Midwest region. Prior to joining Blackstone in 2018, Mr. Keane advised corporate executives on capital market transactions and financial planning, as a member of a private wealth management team overseeing $5 billion in AUM. 

AI and Machine Learning for Investment Professionals

Description: 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.

Vincenzo Saccente, MBA, CAIA, Chapter Executive

Vincenzo Saccente started his career in 2001 within the Unicredit Group, covering trading positions first and structured products sales later. He joined Société Générale in 2006 as a Structured Product Sales and became Head of Distribution Business in 2012, then in 2016 he was appointed Managing Director and Co-Head Cross Asset Distribution Sales for Italy & Ticino and finally in 2019 Head of Sales for Lyxor ETF in Italy, which involves continuing and supporting the development and marketing of these products throughout the Italian region.

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