Chronicles: April 2020

Dear Investor,

We hope this finds you healthy and adjusting to our new normal of work from home.

At CAIA Association, we’ve been diligently working to provide timely and practical content to help navigate these stormy markets. In this issue, we want to highlight our new flagship report titled The Next Decade of Alternative Investments complete with a wealth of data on the growth of the space, insights into where alternatives are heading in the decade to come, and a four-point call to action for all industry practitioners.

CAIA Report: The Next Decade of Alternative Investments: Panel Discussion

CAIA Association's John Bowman, CFA, Senior Managing Director, leads an esteemed panel of alternative investment experts to discuss CAIA's recent report: The Next Decade in Alternative Investments: From Adolescence to Responsible Citizenship. John is joined by Ashby Monk, PhD, Executive Director, Global Projects Center at Stanford University, Christie Hamilton, Head of Investments, Children's Health System of Texas, and Kristina Koutrakos, CAIA, Director of Portfolio Strategies, The Virginia Retirement System.

Chronicles: March 2020

Dear Investment Professionals,

First, we hope that you and your families are healthy and safe. These are surreal times where the power of professions and communities will help us collectively overcome this unprecedented set of circumstances. CAIA Association stands with each of you and is committed to continue providing insightful and relevant content that anchors us to our long-term fiduciary principles. 

Chronicles: February 2020

Dear CAIA Members and Investment Professionals,

We’re excited to introduce the inaugural edition of Chronicles of an Allocator. This monthly newsletter has been carefully curated to provide you with a selection of thought leadership pieces, designed to assist and inform the capital allocation process.

Brandon Kremer, CAIA, CFA

Starting out as an Investment Analyst in private wealth management I recognized early on that school had prepared me well for equity and fixed income analysis but was lacking in training for evaluating managers. I chose to sit for the CAIA exams to improve my skills in manager due diligence and to have a better understanding of liquid alternatives.