Chronicles: November 2020

Dear Investment Professional,

Despite the uncertainty in the foreground today, the rise of sustainable investing is still alive and well in the background. To be sure, the road ahead remains an uphill task, especially with the US, the world’s largest economy, officially no longer part of the Paris Agreement. But ESG, the closest available toolkit for a better societal outcome, is here to stay and continues to gain traction.

CAIA Online Remote Proctoring Orientation (OnVUE)

Description: Panelists Nelson Lacey, PhD, CFA, Director of Exams, CAIA Association, and Sarah Auerbach, Director of Candidate & Member Relations, CAIA Association, provide an in-depth overview on what to expect from online proctoring.

Panelists: Nelson Lacey, PhD, CFA, Director of Exams, CAIA Association and Sarah Auerbach, Director of Candidate & Member Relations, CAIA Association

Yingwen Chin, CAIA, Deputy Chapter Head and China Subcommittee Member

Yingwen joined Albourne in 2015 and is a Partner on the Asian private markets investment due diligence team focusing on Greater China and Pan-regional managers. Her experience spans across multiple alternative asset classes including hedge funds, private equity and venture capital. Prior to joining Albourne, Yingwen was the Head of Asia for funds research at Nutrimenta, a Swiss-based multi-family office, where she had responsibility for the firm’s hedge fund investments in the region.

Transforming the Workplace: Recruiting and Cultivating for Inclusivity

Description: Organizations face any number of challenges over their lifecycle, but 2020 has presented some of the most unique and demanding – while also, perhaps, being the most stimulating and inspiring. Tackling the issues of diversity and inclusion while also shifting to a totally-remote workforce requires skillsets and thinking that may never have been considered before. How do hiring practices change? What are the implications for the existing teams? How do you “bring everyone along”?

CAIA Charter Information Session

Description: In this recording William Kelly, CEO, CAIA Association and Aaron Filbeck, Associate Director, Content Development, CAIA, explore and review information about the CAIA Association and our flagship program, the CAIA Charter Designation program.

Panelists: William Kelly, CEO, CAIA Association, and Aaron Filbeck, Associate Director, Content Development, CAIA Association

The History and Evolution of Valuation - APAC

Description: In their 2020 edition of Valuation: Measuring and Managing the Value of Companies, McKinsey & Co. provides new insights on corporate valuation such as the impact of digital valuation techniques, ESG issues, and long-term investing. In this one-hour discussion, we will not only discuss the history and evolution of corporate valuation, but also place particular emphasis these topics and the impact on private markets investing today.

Top Industry Leaders Discuss Scaling AI Deployments – Opportunities and Challenges

Description: Nicolaus Henke, Sr. Partner, McKinsey & Co; Jane Buchan, CEO of Martlet Asset Management; and Bill Kelly, CEO of CAIA speak with Dr. Mehrzad Mahdavi about the explosive growth of AI and its impact on the financial services. According to a McKinsey report, AI creates $10-15 trillion per year of value add across industries. However, while some companies have made much progress, most companies find it hard to scale AI and machine learning into their working practices beyond pilots.