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.

In this presentation, Keith Black, PhD, CAIA, CFA, FDP, Managing Director of Content Strategy at the CAIA Association described and compared the many ways that entrepreneurs and their private equity owners can exit their ownership in a private company. While IPOs have declined in importance in recent years, there has been an increase in strategic mergers, financial mergers, and secondary buyouts. More recently, a growing number of companies have sought to become publicly traded through direct listings and special purpose acquisition corporations (SPACs).

The African Private Equity and Venture Capital Association (AVCA) and the Chartered Alternative Investment Analyst (CAIA) Association hosted a fireside chat and data presentation on private equity (PE) and venture capital (VC) investing in Africa. William (Bill) J. Kelly, President & CEO of the CAIA Association, and Abi Mustapha-Maduakor, CEO of AVCA, discussed the opportunities and challenges that are shaping the direction of private investment in Africa, including technological and digital innovation, currency risk, and the continent’s demographic dividend.

In a second conversation, Stacy Havener and Aaron Filbeck, CFA, CAIA, CIPM, FDP cover a variety of topics, including the current state of boutique asset managers, building more resilient and balanced portfolios across a number of factors, and what it really means to think like an allocator.

To listen to the "Masters of Scale" podcast by Linda Rottenberg, CEO of Endeavor, "The Next Silicon Valley," access it at: https://mastersofscale.com/linda-rottenberg-the-next-silicon-valley/

Historically, diligence was done a certain way, but that is now shifting significantly. In the latest episode of “This Is Us,” CAIA CEO Bill Kelly and Monel Amin, Founder and CEO of DiligenceVault, discuss the evolution of diligence, and how people are increasingly gravitating toward technology solutions.

How should a professional think about governance? In the latest episode of “This Is Us,” Dr. Margaret Cullen, Founder and Principal at Think Governance, and CAIA CEO Bill Kelly focus on that and much more in an in-depth discussion about the “G” in ESG.