Kavithan Pathmamohan, CAIA, CFA

"Having worked with traditional asset classes for a number of years in various roles, I came to the conclusion that they were saturated and had limited scope for future development and in particular, areas where I personally would be able to add value. Browsing through the CAIA curriculum opened my eyes to the vast array of asset classes such as Private Equity, Hedge Funds and Structured Products that I had very limited knowledge of.

Bushra Al-Mansour, CAIA

“Pursuing CAIA is, undoubtedly, something that I will be for ever so proud of. It has undeniably broadened my spheres of knowledge and empowered me to embrace challenges with increased confidence. As a highly regarded designation, CAIA is a window to the world. It offers unparalleled professional credibility and bestows meritocracy. Soon after being awarded the CAIA designation, I was promoted to a managerial role to become the second female, and the youngest in the history of my company to join the Management Team.

David Slegh, CFA, FDP, CAIA, Chapter Executive

David Slegh is Director of Research and Portfolio Manager at Quantitative Advantage, LLC (QA). As Director of Research, David is responsible for combining internal and external research to improve decision-making for the firm’s investment strategies. In this role, David functions as a data translator – identifying the market narrative based on trends in data. As a Portfolio Manager, David is responsible for co-managing the firm’s various investment strategies, which include a variety of tactical and strategic offerings.

Chase Nystedt, CAIA, Chapter Executive

Throughout his career, Chase has focused on underwriting and sourcing quality alternative investments for all investor types - retail, institutional, and family office - to meet the unique needs of each. During his nearly 10-year tenure at CliftonLarsonAllen Wealth Advisors (“CLA”), Chase helped build out a Private Investment Platform that grew from a couple hundred million dollars of committed capital to nearly $2 billion while maintaining strong overall performance.

Subscribe to