Mary Tsang, CAIA, CFA, CIPM, RIS, Chapter Executive in Canada West

Mary has over 10 years of financial industry experience, including six years in discretionary portfolio management at various independent wealth management firms.

Mary earned her Bachelor of Commerce degree from UBC Sauder School of Business and holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Certificate in Investment Performance Measurement (CIPM) and Responsible Investment Specialist (RIS) designations. 

The Rise of Private Markets – Abundant Opportunities Ahead, Particularly for Asia Pacific

Description: Interest in Private Markets investment continues to abound around the world, and no more so than from the Asia Pacific. Widely held belief sees a strong and sustained demand ahead. The asset classes making up Private Markets are both likely to demand a disproportionate share of the growth in investment allocations, as well as a likely increased disproportionate allocation of capital flowing to the larger player funds. How will this impact the sector? What does it mean for both Investors and Investments in the Asia Pacific?

The Art of Due Diligence: Exploring the Qualitative Aspects of Manager Research

Often, investment professionals tend to focus on the quantitative aspects of selecting external managers. However, a very important part of the manager research process heavily relies on qualitative factors, such as personnel and team, firm culture, and alignment of incentives. Mark Rzepczynski, Keith Black, PhD, CFA, CAIA, FDP, and Aaron Filbeck, CFA, CAIA, CIPM discuss the results of a recent survey conducted by CAIA Association to better understand the qualitative factors of importance to LPs and GPs during the manager research process.

Vanessa Wieliczko, CFA, CAIA, CFP

In the spring of 2020, I was scheduled to speak with students at several local universities. Due to COVID-19 restrictions, I was not able to meet with these aspiring professionals in person so instead, I’m sharing my comments in written form and invite students to reach out to me directly. I encourage my fellow professionals to do the same!

3 Simple Career Tips for Intentional Progress: