More Opportunities to Study for Specialist Financial Skills (Originally appeared in ft.com online)

William Kelly, Chief Executive Officer of the Chartered Alternative Investment Analyst Association, says retail investors are fueling fresh interest in qualifications in alternative asset classes, such as private equity, as low interest rates and runaway stock markets that limit their returns from equities and bonds.

CAIA/AIMA Alternative Investment Boot Camp - Session 2: Hedge Funds I: Structure, Categories and Biases followed by ESG History, Approaches and Integration

Aaron Filbeck discusses the characteristics of hedge funds, including recent statistics on the growth of the industry and an overview of funds by age, domicile, and concentrations across the hedge fund universe. Aaron presents an overview of environmental, social, and governance investing (ESG), a discussion of the history of ESG investing, a comparison of the three primary approaches to ESG investing-socially responsible investing (SRI), impact investing and ESG integration- and discusses the three pillars of ESG: environmental, social, and governance.

CAIA/AIMA Alternative Investment Boot Camp - Session 1: The State of Alternative Investments

The world of alternative investments continues to grow and change. Nearly $10 trillion in assets have flowed into the alternative investment industry in the last fifteen years. Now alternative investments are starting to show up in mutual funds and ETFs. What might the future hold? Keith Black, PhD, CAIA, CFA, FDP, Managing Director of Content Strategy, CAIA Association, and Michelle Noyes, CAIA, Managing Director, AIMA, discuss. 

Michael Yeung, CAIA, Chapter Head

Michael Yeung, CAIA, is a senior credit analyst for Russell Investments in Seattle, WA where he supports the short-term investments and derivatives trading teams. In this capacity, Michael is responsible for the credit selection, analysis and monitoring components of the investment process as well as overseeing Russell’s counterparty exposures.  

Stephen Hull, CAIA

Coming through the industry in the late 90s and early 2000s, I'm of a vintage of professionals who has seen the growth of alternative investments at close hand and was privileged to have some early first-hand experience. For instance, as a multi-asset strategist at BlackRock, I examined the impact of hedge funds on broader multi-asset portfolio construction. However, these initial exposures were from a whole portfolio perspective - I would not have considered myself an alternatives “expert”.

Jon Robinson, CAIA

I first got to know CAIA when I led an HR consulting project to map the future skills needed for the fund management industry in Singapore.  It became apparent to me that search for better returns was moving from public to private markets and that CAIA provided the knowledge necessary to address these challenges.

Focus on Africa: Alternative Investment Due Diligence & Manager Selection - Session 5 of a Series

During this webcast we address the story beyond the numbers of the manager selection process both globally and within the African continent. The Africa Rising narrative has been phenomenal for Africa and has led to several transformational developments. Africa continues to attract foreign institutional investors as well as a burgeoning set of local asset owners to the continent. These institutional investors utilize a broad array of alternative investment strategies in order to meet their investment and developmental objectives.

Michael F. Beck, CAIA, CIPM, CFP, CPA

I started in the financial industry on the defined contribution plan side and learned a great deal around marketable securities and how the operate in the USA. After leaving the industry for a brief period of time to obtain my MBA, I worked in the banking channel in Honolulu, HI for the investments division. This was a client-facing role providing financial and insurance planning services to our end clients.

Analyzing Cryptocurrency Fund Performance

Description: This session on analyzing cryptocurrency fund performance opens with a keynote presentation by Dr. Daniele Bianchi, during which he shares his findings from his latest paper. His presentation is followed by a panel discussion with Sui Chung, CEO of CF Benchmarks, Bastien Buchwalter, Associate Professor of Finance at SKEMA Business School, and Ken Odeluga, Head of Research and Content at CF Benchmarks. The panel shares insights on performance measurement, benchmarking, and portfolio considerations within the crypto asset space.