Due Diligence: Applications and Practice

Description: Due Diligence is a set of processes directed toward making informed investment decisions when hiring and firing external managers. In this web seminar Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director of Global Content Development at CAIA Association reviews due diligence as it is discussed in the CAIA curriculum. Joining Aaron is special guest Anna Snider, CAIA, Head of CIO Due Diligence for Global Wealth & Investment Management (GWIM), a division of Bank of America Corporation.

Data Science for Jobs of the Future

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

BNP Paribas Asset Management, CAIA Association, and Liquefy Publish Research on the Future of Tokenisation in Alternative Investments

  • Joint paper highlights that tokenisation shows high potential for use with assets that are illiquid and have higher barriers to entry
  • Tokenisation is well positioned as a powerful tool for the wealth and asset management industries, allowing for significant innovation
  • For investors, tokenisation could provide democratised access to investment options, but greater awareness and training will be paramount

Fracking, Consolidating and Transitioning Energy and Infrastructure Investments: Views from the Permian Basin

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.

Hedge Fund Alpha: Cycle or Sunset?

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.

The Growth of Collectibles as Alternative Investments

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.