CAIA Association and State Street Associates Present: Decarbonization Factors

Description: Investors navigating an era of climate change are demanding more data to measure the upstream and downstream climate risk and opportunities. But, how can investors use different approaches to climate data in portfolio construction to improve outcomes? We test three types of climate data to understand the circumstances in which they are a value-add to portfolio construction. Building on "decarbonization factors" research, Prof.

CAIA Charter Information Session

Description: In this recording William Kelly, CEO, CAIA Association and Aaron Filbeck, Associate Director, Content Development, CAIA, explore and review information about the CAIA Association and our flagship program, the CAIA Charter Designation program.

Panelists: William Kelly, CEO, CAIA Association, and Aaron Filbeck, Associate Director, Content Development, CAIA Association

In Conversation with Weijian Shan - Private Equity Deals in History

Description: Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association joined Weijian Shan, CEO & Chairman of PAG as he shared a case study relating to his new book : MONEY GAMES: The Inside Story of How American Dealmakers Saved Korea’s Most Iconic Bank. Shan revealed lessons learnt from one of the most successful and dramatic PE deals in history. 

Panelists: Weijian Shan, Chairman and CEO, PAG, and Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association

William Ma, CAIA, CFA

Mr. William Ma, CAIA, CFA, with over 18 years of industry experience, is the Chief Investment Officer and founder of GROW Investment Group, a China based multi strategy multi asset management company, and launched the first multi strategy hedge fund in China.  Previously, Mr. Ma was the Chief Investment Officer of Noah Holdings, one of the largest wealth management company in China, as well we the Chief Investment Officer of Gopher Asset Management, the asset management arm of Noah.

Elizabeth Burton, CAIA

Elizabeth Burton is the Managing Director and Client Investment Strategist, Goldman Sachs. Previously Elizabeth was Chief Investment Officer of the Employees’ Retirement System of the State of Hawaii (“HIERS”), where she oversaw $19 billion in pension fund assets. Ms. Burton is also on the Board of Directors of the Chartered Alternative Investment Association (CAIA). Prior to joining HIERS, Ms. Burton served as Managing Director of the Quantitative Strategies Group at the Maryland State Retirement Agency. In this role, Ms.

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