Christina Wu, CAIA, Chapter Executive, Dallas

Christina Wu is Investment Officer at the Fort Worth Employees’ Retirement Fund. She joined Fort Worth from Toyota North America where she was Senior Investment Strategist. Prior to Toyota she served as Investment Manager at the Dallas Police and Fire Pension System. Her institutional investment experience include all asset classes with a focus on private markets investments.  Christina holds a MBA from Southern Methodist University, a MS from Texas A & M University, and a MS from Kansas State University.

José María Martínez-Sanjuán, CFA, CAIA

"Three years ago I decided to complement my career initiating my studies for the CFA designation, which I finished successfully this year. I can certainly say that, when it comes to alternatives, all three levels of the CFA program were covered by the CAIA designation. Hence, having the CAIA charter beforehand helped to understand and assimilate all the content with a lot of confidence. Without any doubt, both designations are, in my opinion, a must have and very complementary.

Brian Heimowitz, CAIA, Chapter Executive

Brian Heimowitz is the Founder and Portfolio Manager of Birchwood Capital Management LLC, an investment management and consulting firm focused on alternative investments. The firm is focused on bringing alternative investment solutions to a handful of Registered Investment Advisors, Family Offices & Asset Management firms. Birchwood offers Outsourced-CIO services in the alternative investment space and works with asset managers to source, underwrite and raise capital for investment opportunities.

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