Amit Thanki, CAIA, Chapter Executive

Mr. Thanki is a Senior Investment Officer with the San Bernardino County Employees’ Retirement Association (SBCERA). As a member of the investment team, he oversees the deployment of over $3 billion in pension assets across investment strategies in diversified credit, private equity, and venture capital. In addition, Mr. Thanki is responsible for developing and implementing SBCERA’s asset allocation policy, structuring manager relationships, identifying investment opportunities, and monitoring portfolio liquidity.  

Lisa Zard, CAIA, Chapter Executive

Lisa is a Private Wealth Advisor Consultant with over a decade’s experience in the field. Lisa partners with elite wealth advisors and institutions to build high impact portfolios designed to meet tailored investor objectives. Lisa brings deep expertise in traditional and alternative investments including public, private and ESG focused solutions. Portfolio construction, risk analysis, and strategy implementation are core to Lisa’s skill set. Lisa’s background and longstanding partnerships provide a strong foundation for delivering truly diversified and durable portfolios.

Film & TV Media Investments: 2022's Hot New Alternative?

Description: In this webcast, learn from fellow CAIA Member and Media Alternative Asset Manager Adam Guy Orlebar Garrett on how the increased competition from Amazon, Apple, and Disney+ has irrevocably changed the media industry, as well as discussions on what opportunities have opened up for investors looking to diversify their portfolios, the important risk factors for entering the media industry for the first time, and practical advice for investors based in Asia wanting exposure to this burgeoning asset class.

The Allocator’s Edge: Creating the Advisor’s Portfolio for the Future

The pursuit of diversification for the average financial advisor is not as straightforward as it once was. From private capital to collectibles, the barriers to access alternative asset classes are lower than ever, thanks to regulatory changes and product innovation. In this webcast, Phil Huber, CFA, CFP®, and Aaron Filbeck, CAIA, CFA, CIPM, FDP, discussed Phil’s background, his approach to asset allocation and portfolio construction for his clients, and his new book, The Allocator’s Edge. 

The Rise of India’s Private Equity Market - AMRS

Description: Our new report “CAIA Insights: The Rise of India’s Private Equity Market” has been released, where we showcase insights, spotlight opportunities, and summarize our call to action for this fast-evolving sector. Combining commentary penned by leading PEVC industry specialists, alongside CAIA’s crafted content, and supported by our knowledge and data partner – Venture Intelligence – we position tangible insights, actionable intelligence and provide knowledge on a market too big to ignore.

The Rise of India’s Private Equity Market - APAC

Description: Our new report “CAIA Insights: The Rise of India’s Private Equity Market” has been released, where we showcase insights, spotlight opportunities, and summarize our call to action for this fast-evolving sector. Combining commentary penned by leading PEVC industry specialists, alongside CAIA’s crafted content, and supported by our knowledge and data partner – Venture Intelligence – we position tangible insights, actionable intelligence and provide knowledge on a market too big to ignore.

Allocating Capital to NFTs: A Panel Discussion co-hosted with CAIA Atlanta

By now, you probably know what an NFT is. You have also probably heard of the staggering sums being made by individuals. More recently, several funds have launched that are approaching investing in NFTs in an institutional manner. CAIA is excited to have put together a panel of Funds to discuss the various approaches being used to invest in this emerging asset class. We reviewed the term NFT,  how NFTs are valued as well as some of the investment strategies being employed. This panel will be followed a few weeks later with a practicum on how to buy NFTs.

The Standards Board for Alternative Investments Bring Together Industry Organisations to Address Diversity in Alternatives

Today the SBAI, a global alliance of alternative investment managers and allocators and custodian of the Alternative Investments Standards, announced it has created a forum of alternative investment industry organisations committed to addressing diversity in the alternatives industry. 

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