Chronicles: April 2021
"Who am I?"
Aaron Filbeck, Director, Global Content Development, CAIA Association explores and reviews information about the CAIA Association and our flagship program, the CAIA Charter Designation program
Description: The future of sustainable investing is in the balance. It involves balancing financial and extra-financial considerations, balancing short-term and long-term goals, and balancing interests among stakeholders and over time, while seeking fair outcomes for all. How do investment professionals take the next step to apply these practices in their daily activities? How can investment organizations better align their culture and incentives around solving sustainability issues?
What’s the best way to measure volatility of private equity? Perhaps simply assigning a leverage multiple isn’t enough. Moderated by Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association, William Kinlaw, CFA, and Megan Czasonis of State Street Associates discuss some of the main takeaways of “Private Equity and the Leverage Myth.” This paper was published in the Winter 2021 edition of The Journal of Alternative Investments.
Description: There's never been a more crucial time to stand out. The transformative effect of data science on the finance industry requires today's finance professionals to understand the application of big data, data mining, workflow automation and machine learning in investment decisions. The Financial Data Professional Institute (FDPI), has designed a self-study program to provide financial professionals with an efficient path to learn the essential aspects of financial data science.
Description: 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.
Description: How to use a hedge fund database, based on open-sourced hedge fund return and how to gain access to the data and a slew of interesting examples. How do you efficiently clean and manage semi-structured data? Alex and Linus will demonstrate with examples based on factor analysis, correlations, and dispersions and explain why they probably should have picked a different programming language.
Real estate in Africa has been one of the most important investments and stores of value for local investors for decades. There are many historical and cultural significances to land on the continent and we are going to explore African real estate as an investable asset class for international investors and asset managers. In this webcast focused on African Real Estate moderated by Adam Camenzuli, CFA, CAIA, Dr.
Moderated by CAIA's CEO, Bill Kelly, this event features guest speaker Pulkit Sharma, Managing Director, Head of Alternatives Investment Strategy and Solutions at J.P. Morgan. Bill and Pulkit discuss the recent J.P. Morgan Long Term Capital Market Assumptions Report with a focus on the evolution and expansion of alternative investments over the next 10 – 15 years. Topics discussed include: the objectives that alternative investments meet, the framework in which to allocate, and the challenges that are intrinsic to alternative investments.
Join Keith Black, Ph.D, CAIA, CFA, FDP, Managing Director, Content Development, CAIA Association as he explores CAIA Association and our flagship program, the CAIA Charter Designation program. Joining Dr.
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