Search
CloseDescription: Aaron Filbeck, Director, Global Content Development, CAIA Association will explore and review information about the CAIA Association and our flagship program, the CAIA Charter Designation program.
Panelists: Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association
Toronto – March 16, 2021 - AIMA and CAIA (‘the Associations’) have today published an updated risk rating system to promote the alignment of retail risk ratings at investment dealer firms with the historical risk-adjusted returns of funds within strategy indices.
In this webcast, Keith Black reviews the definition and characteristics of asset allocation models, including model portfolios, the capital asset pricing model, the endowment model, mean-variance optimization, risk budgeting, multi-factor models, liability-driven investments, risk parity, scenario-based models, and core vs. non-core portfolio models.
Description: 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.
Let’s face it, we’re all nerds and “numbers people.” As investment professionals, we like to follow the ups and downs of major indices, rely on our long list of ratios, and get on our high horses (or Twitter) when we notice a trendline or performance indicator that others are missing. Sometimes, however, our knack for the numerical gets in the way. But, in manager selection, we have to remember we are hiring teams, full of human decision-makers. That must count for something, right?
Over the last five years, the volume of information available to all has skyrocketed, leading to increased investor interest in alternative data or crowdsourced investment strategies. While opportunities for added value may be present, adoption also comes with a number of risks, both for early and late adopters. This webcast highlights readings from the 2021 Financial Data Professional (FDP) curriculum.
Description: 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.
Dave Sahota is a Portfolio Manager of Alternative Investments for Invesco’s Exchange Traded Funds (ETFs) team. In this role, he co-manages the commodity, currency, and hedged equity funds. Prior to joining Invesco, he was a senior data scientist at Meta with a focus on the monetization ecosystem.
Description: 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.
Description: Join Keith Black, Ph.D, CAIA, CFA, FDP, Managing Director, Content Strategy, CAIA Association as he explores CAIA Association and our flagship program, the CAIA Charter Designation program. Joining Dr.
©2024 Chartered Alternative Investment Analyst Association®