Alex Botte, CFA, CAIA

I studied for the level 2 CAIA exam in mid-2016. At the time, I was an associate on the business development team at AQR Capital Management, a quantitative asset manager that offers alternative funds in liquid vehicles, among other products. As a member of the business development team, I was traveling to the offices of financial advisors talking about how adding liquid alternatives to a traditional stock/bond portfolio could lower risk and enhance both risk-adjusted and absolute returns.

Thomas Garrett, CFA, FRM, CAIA, Chapter Executive

Mr. Garrett is primarily responsible for supporting the firm’s capital markets research efforts, including the creation and oversight of materials for annual market reviews and outlooks, thought leadership on capital market forecasts and models, and the development of top-down portfolio views. Mr. Garrett also assists with the creation and delivery of research materials to the firm’s consulting staff for topics related to capital market opportunities, strategic asset allocation, and active management. He is a shareholder of the firm.

Chronicles: January 2022

Jan 2021 Chronicles FI

It’s everyone’s favorite time of year – forecasting season. Record low interest rates, record high inflation (in recent history), and unprecedented monetary and fiscal policy have made the job of the capital allocator very difficult. Oh, and the global pandemic has moved into its third calendar year in case you had forgotten.

Matt Trimble, CAIA, Chapter Executive

Matt Trimble, CAIA, is a director on the Intermediary Services team at Artisan Partners with responsibility for third-party relationships with institutions and financial professionals within the Mid-Atlantic region of the US. Prior to joining the firm in 2024, Mr. Trimble was a senior vice president at Aristotle covering the RIA, Private Bank, and Family Offices channel.  He has held several business development and client portfolio manager roles at Pacific Funds, OppenheimerFunds, and Hartford Funds. Mr.

Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP

As a member of the Leadership Team at CAIA Association, Aaron partners with asset managers, institutional investors, and wealth managers to distill advanced investment concepts into real-world frameworks. With his prior experience in high-net-worth investment strategy and portfolio management, he brings thought leadership, industry context, and practical implementation to a global community of investment professionals.

ESG in Private Markets - Session 4 of a Series: Portfolio Construction – More than Risk and Return

ESG is no longer a mere add-on in a portfolio or investment strategy. For an increasing number of investors in alternatives, a thoughtful approach to ESG issues has become table stakes. As the industry continues to define the role of ESG and develop approaches to measure and analyze the effect of these issues on their portfolios, industry professionals must continue to educate themselves about the key trends and developments related to ESG across alternative asset classes.

Turn Text into Alpha: NLP Sentiment Thought Leadership

Listen in as Dan Joldzic, CEO & Quantitative Research, Alexandria Technology discusses natural language processing (NLP). NLP techniques can be used to analyze a variety of data sources, including news reports, company regulatory filings and earnings calls, as well as posts on social media sites such as Reddit. The output from these models can be used for stock selection with varying time horizons and degrees of alpha capture. This data can also be used to analyze sentiment regarding the ESG footprint of both public and private companies.

Valuation Models for Cryptocurrencies and Digital Assets

Description: There are currently over 11,000 cryptocurrencies and digital assets. With many experiencing price volatility of over 100% per year, or five times the volatility of stocks, there is substantial disagreement on how to value these assets. Some valuation models used for traditional equity valuation can be used to price these assets. Investors may also find it useful to understand business models, emerging industries, and oligopolistic models.

A conversation with CAIA CEO Bill Kelly and Tony Davidow, Author and President and Founder of T. Davidow Consulting LLC

CAIA CEO Bill Kelly talks with Tony Davidow, President and Founder of T. Davidow Consulting LLC, about his new book, “Goals-Based Investing.” In their wide-ranging conversation, they touched on themes and changes Davidow sees in the wealth management advice space going forward, as well as current and future market conditions. As Davidow told Kelly, “I’d argue the next 10 years are going to be dramatically different than the last 10 years.”

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