Modeling Expected Returns Across the Beta Spectrum

Description: In this recording, Aaron Filbeck, CFA, CAIA, CIPM, Associate Director of Content Development at CAIA Association is joined by Paisley Nardini, CFA, CAIA, Strategist at Invesco, and Vanessa Wieliczko, CFA, CAIA, CFP®, Director of Investments at HoyleCohen where they discuss forward-looking capital market assumptions (CMAs) that might alter desired future portfolio positioning. 

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

Description: 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.

Emerging Manager Series: What Drives Emerging Manager Performance in Private Assets?

Description: Emerging Managers have shown to be a high source of alpha in private assets. Are the descriptive and indicative factor(s) driving such performance individualistic or circumstantial and do emerging managers have staying power? What are the key differentiating traits that allows for their performance and  how are LPs allocating to Emerging Managers. 

Eagle Alpha Discusses Alternative Data for Investment Strategies

Description: Ronan Crosson (data strategy) and Thomas Combes (data science) of Eagle Alpha review what is Alt Data and share market trends and adoption. They discuss ROI on alt data and show use cases for the most popular datasets for both discretionary funds and quants funds. While highlighting the importance of getting the processes right and they touched upon the end-to-end process: Discovery, Prioritization, Evaluation, Procurement & Integration. The session also includes a deep dive on quality testing for alternative datasets.

CAIA and FDP Webinar: FinTech, Crypto and Alternative Data: Impact on the Future of Financial Services

Description: In this webcast, you will listen to key insights, presented by leading industry voices on current trends for this sector, as well as a dive into what’s ahead. This fast-paced session will equip you with an up-to-date view on important topics, gain familiarity with mega trends, as well as a more regional dive into what’s happening in the Asia Pacific.

Ela Karahasanoglu, MBA, CFA, CAIA

“I pursued the CAIA 10 years ago while working at a hedge fund. I wanted to have an advanced macro view of the alternatives industry and a complement to my CFA. Not only did I learn extensively through the exam process - which has served me well for the rest of my career, but I also became a very proud member of a select and growing community of very smart individuals with a diverse and amazing backgrounds in alternatives."

Thet Myothwe, CAIA, Chapter Executive

Thet is a Risk Officer at Morgan Stanley Wealth Management. Prior to joining Morgan Stanley,  Thet worked as a Financial Advisor & Alternative Investment Specialist at Proxy Financial,  and as Wealth Management Advisor at Northwestern Mutual. Prior to joining Northwestern, Thet worked at Yoma Bank, Myanmar, as Head of Sales and Performance Management responsible for implementing sale strategies across all business units. Thet also served on the Yoma Bank’s Junior Credit Committee.

Isela Rosales, CAIA, Chapter Head

Isela Rosales, CAIA, serves as a Managing Director, Global Head of Sustainability & Responsibility at Bridge Investment Group, a leading alternative investment manager, diversified across specialized asset classes. Ms. Rosales leads the firm’s Sustainability & Responsibility Steering Committee to oversee the development, implementation, and refinement of firm wide environmental, social and governance initiatives, programs, and practices, driving sustainable investments and operations.

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