Portfolio for the Future is Here
CAIA's Director of Marketing, Jeanne Barron, interviews CEO Bill Kelly and John Bowman to hear insights on the evolution of the CAIA blog and to announce the launch of Portfolio for the Future.
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CloseAlternative Data for PE – Post Acquisition Value Creation
Description: This webcast focused on how alternative data can help private equity firms with post acquisition value creation. Expert speakers from data aggregator Eagle Alpha and data-driven PE fund Growth Curve Capital demonstrated practical examples of how alternative data can be applied to increase the value of portfolio companies.
Alternative Data for PE – Deal Origination & Due Diligence
Description: This webcast focused on how alternative data can help private equity firms with deal origination and due diligence. Expert speakers from data aggregator Eagle Alpha and data consultancy OneFourZero demonstrated practical examples of how alternative data can be applied to solve common problems when sourcing new deals and due delicencing target companies.
Summer Inflation Series - Session 3: The Fundamentals of Real Assets and a Current Market Update
Description: Many investors are seeking to add assets to their portfolio that can be effective in hedging increasing rates of inflation. Assets that have been considered to hedge inflation risk include equities, real estate, commodity futures, farmland, timberland, inflation-linked bonds, infrastructure, and master limited partnerships. Each of these assets varies in its ability to hedge inflation risks, as well as in the liquidity provisions.
Private Equity M&A – Understanding the Deal Process
Description: Bobby Guy, Deal Attorney, Polsinelli and Lisa Phillips, Principal Analyst, Insider Intelligence, discussed the processes and considerations made during a typical private equity M&A deal. This discussion covered items such as the auction process, negotiations, and operational due diligence, brought to life through real-world examples and applications.
Panelists: Bobby Guy, Deal Attorney, Polsinelli, and Lisa Phillips, Principal Analyst, Insider Intelligence
Analyzing Cryptocurrency Fund Performance
This session on analyzing cryptocurrency fund performance opens with a keynote presentation by Dr. Daniele Bianchi, during which he shares his findings from his latest paper. His presentation is followed by a panel discussion with Sui Chung, CEO of CF Benchmarks, Bastien Buchwalter, Associate Professor of Finance at SKEMA Business School, and Ken Odeluga, Head of Research and Content at CF Benchmarks. The panel shares insights on performance measurement, benchmarking, and portfolio considerations within the crypto asset space.
CAIA & State Street Associates: Incorporating Private Equity Liquidity Considerations Into the Asset Allocation Process
Allocating to illiquid assets brings an additional factor to the optimization process beyond risk and return: illiquidity. Join William Kinlaw, CFA, Senior Managing Director, Head of State Street Associates, and David Turkington, CFA, Senior Managing Director and Head of Portfolio and Risk Research, State Street Associates, as they discuss how to incorporate illiquidity of asset classes, such as private equity, into the asset allocation and portfolio construction process. This session is moderated by Lydia Ofori, CFA, CAIA, Founder & CEO, Hunter Labs Technologies.
More Opportunities to Study for Specialist Financial Skills (Originally appeared in ft.com online)
William Kelly, Chief Executive Officer of the Chartered Alternative Investment Analyst Association, says retail investors are fueling fresh interest in qualifications in alternative asset classes, such as private equity, as low interest rates and runaway stock markets that limit their returns from equities and bonds.
CAIA/AIMA Alternative Investment Boot Camp - Session 3: Career Panel
Join Michelle Noyes, Managing Director, AIMA, as she hosts a panel of experts who aim to provide interns with a view to different paths a career in this industry can take.
CAIA/AIMA Alternative Investment Boot Camp - Session 2: Hedge Funds I: Structure, Categories and Biases followed by ESG History, Approaches and Integration
Aaron Filbeck discusses the characteristics of hedge funds, including recent statistics on the growth of the industry and an overview of funds by age, domicile, and concentrations across the hedge fund universe. Aaron presents an overview of environmental, social, and governance investing (ESG), a discussion of the history of ESG investing, a comparison of the three primary approaches to ESG investing-socially responsible investing (SRI), impact investing and ESG integration- and discusses the three pillars of ESG: environmental, social, and governance.