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CloseCAIA CEO Bill Kelly speaks with Regan Landrigan of the Private Markets Club at the University of Delaware. The club recently launched a new and improved educational newsletter, with the first issue focused on proptech. Landrigan shares some of the insights he and his team gained in researching this hot topic.
Description: The Portfolio for the Future simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward.
Description: The Portfolio for the Future simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward.
Mr. Wing joined Pathway in 2008 and is a senior vice president of consultant relations in the California office. He is responsible for establishing and maintaining relationships with consultants across North America, as well as for assisting with the firm’s business development and client servicing efforts.
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 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.
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 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.
To support FDP Candidates and those considering the pursuit of the FDP Charter, we offered a brief, live webinar with our Curriculum team.
A typical Orientation Session includes the following:
• Review sample exam questions.
• Learn exam-taking tips.
• Have your questions answered by our exam experts.
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.
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