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

Description: 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.

Can Capital Markets Save the Planet?

Description: In a joint effort, KPMG International, CREATE-Research, and CAIA Association examined the role of capital markets in the transition to a low-carbon world. This report investigated the experiences to date of climate investing and the changes we can expect in the next three years, as we move towards a new investment paradigm. The research includes insights from 90 institutional investors, alternative investment managers, long only managers and pension consultants in 20 countries in all the key regions.

Practical Machine Learning in Asset Management: Manager Selection and Valuing the Secondary Sale of Private Assets

Listen in as Lydia Ofori, CFA, CAIA, Adam Duncan, and Keith Black, PhD, CFA, CAIA, FDP discuss how machines are interfacing with humans to effect manager selection and private asset secondary sales. The webinar discusses key questions that sit across technology and finance:

• Can machines actually uncover hidden patterns that escape the human eye and emotions?
• How would the interface between technology applications enhance our ability to pick the best managers and companies?

Cryptocurrencies and Digital Assets - Market Structure, Risks, and Opportunities

In this presentation, Keith Black discussed the digital asset and cryptocurrency markets and the innovative solution to build a global, decentralized, and secure network that facilitates payments and other transactions. Keith explored how proof-of-work, such as Bitcoin mining, and proof-of-stake protocols, such as Cardano, are used to secure networks and complete transactions. Behind many of these currencies are real businesses, such as projects built on top of Ethereum smart contracts that facilitate borrowing and lending as well as options and futures trading.

Lizette Landeras, CAIA, Chapter Executive, Peru

Economist, with 18 years of experience in the Investment and Risks areas. Served as a V.P. Credit Risk & Analysis with responsibility in the evaluation of debt transactions, also served as a Deputy Head of Alternatives with the responsibility to supervise more than USD 1.9 BN in AUM for one of the largest pension funds in Peru. Previous work experience in Equity, Risk Analysis and Audit Investment.

B.S. in Economics with an MBA from Tecnologico de Monterrey

Juan Carlos Martin, CAIA, Chapter Head, Mexico

Juan Carlos is now transitioning to be appointed as Director and Head of Alternative Investments for one of the leading pension funds in México with assets under management (AUM) of about USD 40 billion. He will be responsible for the portfolio construction, funds selection, structuring, and execution of the private capital investments. Also, he is a non-executive board member of 50+ public listed investment vehicles (CKDs/CERPIs).

Daniel Gutierrez, CAIA, CFA, Chapter Executive, Colombia

Recently, Daniel joined Credicorp Asset Management, where he serves in the Buyside Research team covering the infrastructure, industrial and logistics sectors in the Latinoamerican region. Daniel has experience from the institutional investor standpoint, as previously, he worked at Seguros Alfa, the largest insurance company in Colombia with a portfolio of more than USD $4.2 Bn in AUM.

Felipe Botero, CAIA, CFA, Chapter Executive, Colombia

In 2021, Felipe joined Yellowstone Capital Partners, the leading private equity real estate GP in Colombia (USD +$500 Mn in AUM) focused on mixed-use and large-scale residential projects targeting Colombia’s emerging working and middle-class. He currently serves as the Director of Investments and is responsible for leading all the efforts related to the due diligence, capital deployment, monitoring, and disposition of the assets that are part of the Colombia-focused funds managed by the GP.

Rodrigo Manzur, CAIA, Chapter Executive, Chile

Rodrigo Manzur Lannefranque, CAIA is an independent advisor and consultant who provides services related to alternative and traditional investments, including the regulatory frameworks that apply to institutional investors in Latam. Mr. Manzur is also a ILPA external Staff Member for executive education in Latam. In addition, he created an alternative investment class at Universidad Adolfo Ibáñez, and he is member of closed end funds’ surveillance committees which invest in Private Assets.

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