This Is Us with CAIA CEO Bill Kelly and President and COO at Options Solutions Steve Sears

In the latest episode of “This Is Us,” CAIA CEO Bill Kelly and Steve Sears, President and COO at Options Solutions, have a wide-ranging discussion about options including regulation, gamification, a new group of investors, the importance of education, and more. As Sears pointed out, options “force people to think more deeply about their holdings.”

ANBIMA

ANBIMA represents more than 270 institutions from different segments. Among its members are commercial, investment banks, asset managements, brokerages, securities distributors and investment consultants.

The latest edition of This Is Us with CAIA CEO Bill Kelly and Bodhi Research Group founder and CEO Dr. Ranjan Bhaduri

Investing in private equity is a longer-term commitment, one that requires a lot of care and attention. What also needs a lot of attention is an exit strategy, to capitalize on a private investment. In the latest edition of “This Is Us,” Bodhi Research Group founder and CEO Dr. Ranjan Bhaduri discusses this and much more with CAIA CEO Bill Kelly.

This Is Us with CAIA CEO Bill Kelly and Managing Partner at Bride Valley Partners Stuart MacDonald

In the latest episode of “This Is Us,” Stuart MacDonald, Managing Partner at Bride Valley Partners, explains why constant learning, reading, and curiosity help you stay relevant in an ever-changing industry. As he told CAIA CEO Bill Kelly, “If you didn’t keep ahead of the game, you’re out of it, fairly quickly.”

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

Description: 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?

The Fundamentals of Venture Capital Across the Liquidity Spectrum: SPAC's - Session 2 of a Series

Description: 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).

A conversation with CAIA CEO Bill Kelly and Global Development Director of 100 Women in Finance Alexandra McGuigan

In a conversation with CAIA CEO Bill Kelly, Chapter Executive and Global Development Director of 100 Women in Finance Alexandra McGuigan, CAIA explains how achieving the CAIA Charter enabled her to “upskill,” allowing her to have meaningful conversations with investors, and giving her the understanding to ask the right questions to drive the due diligence process. McGuigan also ­spoke about her work with 100 Women in Finance, pushing for more gender equity and inclusivity in the industry.

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