CAIA Charter Information Session

Description: CAIA CEO Bill Kelly and Millissa Allen, CAIA, Managing Director discuss the current market challenges and education's place in this complex environment as well as they explored and reviewed information about the CAIA Charter designation program in this recording.

Host: Millissa Allen, CAIA, Managing Director and Bill Kelly, CEO CAIA Association

Panayiotis Lambropoulos, CFA, CAIA, FRM

“I have been fortunate to maintain a generalist approach to alternative investing throughout much of my career. This remains true at Texas ERS. This role provides me the good fortune to be exposed to a variety of alternative investment strategies and asset classes on a global basis within a highly flexible and fluid investment industry. The CAIA designation, along with the Association’s continued education material, have given me the ability to build and maintain invaluable investment knowledge within a very complicated investment industry."

Brian Kwan, CFA, CAIA, Chapter Executive

At Verus, Brian works with a broad range of institutional investors on optimizing their portfolios through developing and implementing investment strategies, navigating capital markets, managing risk, and improving governance policies. He leads client engagements as both a strategic advisor and an OCIO, which include public pensions, endowments & foundations, corporate retirement plans, and multi-employer trust funds.

Tales Prado Furlanetti Santos Silva, CAIA, CFA

"After earning the CFA designation last year, I still wanted to go deeper in the subjects of real estate, structured products, hedge funds, private equity, among other financial special cases, which make part of my daily routine at work as a business development professional for an alternative asset manager. Since the CAIA curriculum addressed all that and also covered current topics as blockchain and financial market innovation, about which I am passionate and whose impact on our industry is still unclear, I made the decision to pursue the CAIA Charter.