Search
ClosePrivate markets are rapidly becoming democratized, yet the average high net worth portfolio allocation to alternative investments is approximately 5%. With structural challenges in public markets going forward, advisors have begun to consider initiating or increasing existing allocations to private markets across client portfolios.
Description: Panelists explain what is essential for people at various job-levels to know about data science
- Opening by Mehrzad Mahdavi (executive Director FDPI)
- Panelists explain what is essential for people at various job-levels to know about data science
- Javed Ahmed profiles the Review Course
- Kaplan profiles executive training seminars in Data Science
- Opportunities to engage with FDP and CAIA communities
- Q&A
Description: Moderated by CAIA's CEO, Bill Kelly, this webcast features industry experts Wil VanLoh, Founder and CEO, Quantum Energy Partners, and Carolyn Hansard, Senior Director and Portfolio Head for Energy, Natural Resources and Infrastructure, Teacher Retirement System of Texas. Topics discussed include oil markets, outlook with the new administration, the current appetite for energy investing and energy transformation.
CAIA CEO Bill Kelly talked with JC de Swaan about JC's new book: "Seeking Virtue in Finance." In his book, he applies the concept of mindfulness to the un-tilled field of finance and deconstructs the complexity and opacity of the financial industry, laying bare the conflicting and often self-serving incentives that motivate many of its professionals. Listen in.
Description: Evidence shows that, after fees and costs, hedge fund managers as a group have shown a marked decline in risk-adjusted alpha in the ten years following the global financial crisis (GFC). What’s more, 90% of excess returns variation show that hedge funds have meaningfully altered how they drive performance, partially explaining the observed change in results post-GFC.
In recent years, there has been a dramatic rise in the number of individual and high net worth investors allocating to collectibles. In addition to their aesthetic benefits, investors enjoy the tangible nature of sports collectibles, classic cars, vintage watches, art, and handbags as opposed to the paper assets of stocks and bonds. The collectibles space is becoming more sophisticated, adopting institutional structures such as auctions, price indices, free ports, IPOs, and fractional ownership. CAIA Association is pleased to collaborate with PWCC and Rally Rd.
Rapidly growing global organization now has a Member base that extends into more than 100 countries, requiring the specialized expertise, data-driven approach, and eye for new opportunities that Ms. Carolan brings to this key role
Scott is responsible for building partnerships with institutional investors across Manulife’s private markets platform which spans: agriculture, timberland, real estate, infrastructure, private equity, private credit. Scott previously served as a vice president on the institutional sales team at Nuveen marketing alternative and traditional strategies to US investors. Prior to joining Nuveen, he was a relationship development associate at GE Asset Management working with European and Middle Eastern institutional investors.
©2025 Chartered Alternative Investment Analyst Association®