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Close“I pursued the CAIA 10 years ago while working at a hedge fund. I wanted to have an advanced macro view of the alternatives industry and a complement to my CFA. Not only did I learn extensively through the exam process - which has served me well for the rest of my career, but I also became a very proud member of a select and growing community of very smart individuals with a diverse and amazing backgrounds in alternatives."
Thet is a Risk Officer at Morgan Stanley Wealth Management. Prior to joining Morgan Stanley, Thet worked as a Financial Advisor & Alternative Investment Specialist at Proxy Financial, and as Wealth Management Advisor at Northwestern Mutual. Prior to joining Northwestern, Thet worked at Yoma Bank, Myanmar, as Head of Sales and Performance Management responsible for implementing sale strategies across all business units. Thet also served on the Yoma Bank’s Junior Credit Committee.
Isela Rosales, CAIA, serves as a Managing Director, Global Head of Sustainability & Responsibility at Bridge Investment Group, a leading alternative investment manager, diversified across specialized asset classes. Ms. Rosales leads the firm’s Sustainability & Responsibility Steering Committee to oversee the development, implementation, and refinement of firm wide environmental, social and governance initiatives, programs, and practices, driving sustainable investments and operations.
Description: Investors navigating an era of climate change are demanding more data to measure the upstream and downstream climate risk and opportunities. But, how can investors use different approaches to climate data in portfolio construction to improve outcomes? We test three types of climate data to understand the circumstances in which they are a value-add to portfolio construction. Building on "decarbonization factors" research, Prof.
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
Description: Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association joined Weijian Shan, CEO & Chairman of PAG as he shared a case study relating to his new book : MONEY GAMES: The Inside Story of How American Dealmakers Saved Korea’s Most Iconic Bank. Shan revealed lessons learnt from one of the most successful and dramatic PE deals in history.
Panelists: Weijian Shan, Chairman and CEO, PAG, and Jo Murphy, Managing Director, Asia Pacific, Industry Relations, CAIA Association
Description: As a special guest on this edition of What About Beta, Anthony Scaramucci of Skybridge Capital, sits down with Aaron Filbeck, CFA, CAIA, CIPM and Bill Kelly of CAIA Association in a rapid-fire discussion on monetary policy, access to private markets, ESG, and current opportunities such as opportunity zones and infrastructure.
Natasha Jain currently works as a lead research analyst in the Indian Consumer Durables and Electricals sector. Previously, she worked as an Investment Banker with HDFC Bank. Prior to that, she has worked with family offices and conducted bespoke research across asset classes. She is also a CFA Charter holder.
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