Klugy Mathurin, CFA, CPA, CAIA

In 2013 Harvard Law School surveyed 124 lawyers at major law firms that indicated a knowledge base in finance and accounting is extremely important. The results indicated that the most important skill is the ability to analyze financial statements. Other skills that ranked near the top were understanding financial markets, business strategy, and industry analysis. Many law firms work intimately with large corporations and a strong business acumen allows a lawyer to effectively assist corporate clients with complex financial transactions.

John Greene, CAIA

Having now over 15 years experience, I began my career in the alternatives sector calculating net asset values for hedge funds in Dublin straight out of university. Since then, I’ve been fortunate enough to gain experience in defining facets of the financial industry such as a financial services vendor, in the buy-side and most recently sell-side firms. My career has taken me around the world to global conferences, speaking engagements, and both learning and teaching opportunities while being based out of Ireland, the UK and then South Africa.

Summer Inflation Series - Session 1: The Fundamentals of Commodities and a Current Market Update

Commodities may serve as an important element of an investment portfolio. In this presentation, Dr. Keith Black provides an overview of commodities as an asset class, explore the historical performance of commodities, and comment on their role in asset allocation and inflation protection. We compare the differences between commodities and financial assets. Various methods of obtaining exposure to commodities are evaluated, and we conclude with a discussion of futures based commodities investments.

Pension Evolution and the Impact on Pension Investment Strategies with CAIA SoCal - Session 3 of a Series

Leading pension investment experts share a candid discussion on the investment repercussions of the recently passed Butch Lewis Emergency Pension Plan Relief Act of 2021 and the American Rescue Plan Act of 2021 (ARPA). The panelists also discuss the financial impact of the Acts on multi-employer pension plans as well as provide investment solutions to help all pensions more effectively achieve their investment targets and reduce funding deficits.

Preqin Impact Report on Women in Alternatives: A discussion with CAIA Association

In a follow-up to Preqin’s 2020 study on Women in Alternative Assets, findings show where the biggest advances in female representation are being made, and where there is room for more proactive effort. The data in this report has been sourced from Preqin’s database of more than 200,000 industry professionals to highlight the trends in the workforces of active fund managers and investors.

Tokenization: Investment Applications and Technological Considerations co-hosted with CAIA Houston, San Francisco, and Rocky Mountain pre-Chapter

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. Join Chapter co-hosts CAIA Houston, San Francisco, and our Rocky Mountain pre-Chapter, for a panel discussion on some of the investment applications and technological considerations of tokenized assets.

The Evolution of Private Equity Fund Value

On average, venture capital and buyout funds experience a performance falloff after seven to eight years, while the cross-sectional dispersion among them increases. In this brief conversation, John Bowman and Greg Brown discuss Brown's article “The Evolution of Private Equity Fund Value” as it appeared in the spring edition of CAIA's official Member publication The Journal of Alternative Investments. Access the full article here (a CAIA exclusive). 

CAIA Association & State Street Associates: Incorporating Private Equity Liquidity Considerations Into the Asset Allocation Process

Description: Allocating to illiquid assets brings an additional factor to the optimization process beyond risk and return: illiquidity. Please join William Kinlaw, CFA, Senior Managing Director, Head of State Street Associates, and David Turkington, CFA, Senior Managing Director and Head of Portfolio and Risk Research, State Street Associates, as they discuss how to incorporate illiquidity of asset classes, such as private equity, into the asset allocation and portfolio construction process.

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

Description: 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.

Subscribe to