Demystifying Private Capital Due Diligence with CAIA Seattle & CAIA Minnesota

New research from CAIA Association suggests that investors place higher emphasis on qualitative factors when performing due diligence on private capital managers, a stark contrast to the quantitative factors typically emphasized with hedge funds and traditional investment managers. This panel answers the following questions: What are the most important questions to ask during the manager research process? What are the most important qualitative factors to consider? What are some of the biggest differences between performing investment and operational due diligence on liquid strategies vs.

Summer Inflation Series - Session 2: The Fundamentals of Infrastructure and a Current Market Update

Description: Infrastructure serves as an important element of an investment portfolio. In this presentation Aaron Filbeck provides an overview of infrastructure as an asset class, explores the historical performance of infrastructure, and comments on their role in asset allocation and inflation protection. The differences between infrastructure and financial assets are compared during this conversation, while various methods of obtaining exposure to infrastructure are evaluated, specifically looking at rising inflation and the possible implications.

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

Description: Commodities may serve as an important element of an investment portfolio. In this presentation, Dr. Keith Black will provide 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.

Africa's Opportunities: Making Money and Delivering Impact - Session 4 of a Series

African private markets probably present the premier opportunity for investing to contribute to the UN's SDGs while also creating attractive financial returns. The potential for bringing solutions for the bottom billion, leveraging Africa's mobile infrastructure, is vast and being used by a lively and creative venture community with increasing numbers of later stage opportunities and the emergence of unicorns such as Zipline and Flutterwave.

CAIA Association Announces Creation of Independent Diversity, Equity & Inclusion Council, Appointment of New Head of DEI, Scholarship Program to Reach Students from Underserved Communities

Global leader in alternative investment education focusing on metrics and measurement, allowing for greater depth of data in the diversity and inclusion landscape across the alts universe

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Isela Rosales, CAIA

Isela Rosales, CAIA, serves as a Managing Director in the Capital Markets Group as well as of ESG and Sustainability at Bridge Investment Group. She leads the firm’s ESG Steering Committee to oversee the development, implementation and refinement of firm wide environmental, social and governance initiatives and practices, driving sustainable investments and operations.

Natalie Jenkins Sorrell

Natalie Jenkins Sorrell is the Deputy Chief Investment Officer for the $3.7 billion Employees’ Retirement Fund (EFR) of the City of Dallas.  Natalie is responsible for the design and implementation of the overall investment strategy and policy for the Fund. She joined Dallas ERF in 2006 and has spearheaded efforts to fulfill new private equity, private real estate, global equity, master limited partnership (MLP), and opportunistic credit allocations of over one billion collectively.

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