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CloseWilliam Ma, CAIA, CFA
Mr. William Ma, CAIA, CFA, with over 18 years of industry experience, is the Chief Investment Officer and founder of GROW Investment Group, a China based multi strategy multi asset management company, and launched the first multi strategy hedge fund in China. Previously, Mr. Ma was the Chief Investment Officer of Noah Holdings, one of the largest wealth management company in China, as well we the Chief Investment Officer of Gopher Asset Management, the asset management arm of Noah.
Elizabeth Burton, CAIA
Elizabeth Burton is the Managing Director and Client Investment Strategist, Goldman Sachs. Previously Elizabeth was Chief Investment Officer of the Employees’ Retirement System of the State of Hawaii (“HIERS”), where she oversaw $19 billion in pension fund assets. Ms. Burton is also on the Board of Directors of the Chartered Alternative Investment Association (CAIA). Prior to joining HIERS, Ms. Burton served as Managing Director of the Quantitative Strategies Group at the Maryland State Retirement Agency. In this role, Ms.
CAIA Connects with iownit
Bill Kelly and Aaron Filbeck were joined by Rashad Kurbanov, CEO of iownit, on September 3 to discuss the recent SEC accredited investor ruling, access to private markets, and how technology can provide operational efficiency and increased transparency for investors. The discussion follows a recent blog post from Rashad on these topics.
Is the allure of Private Equity a mirage?
Does the illiquidity premium really exist after fees? Can the efficient frontier really be expanded through private capital or can the same behavior be captured through highly indebted publicly traded small cap equities? Gregory Brown, Executive Director of the Kenan Institute of Private Enterprise at the University of North Carolina, and John Bowman, CFA, Senior Managing Director of the CAIA Association co-host a panel of experts that have wrestled and opined on this complex set of questions.
Chronicles: July 2020
Dear Investment Professional,
As we enter the depths of the summer months, we hope this new edition of Chronicles finds you safe and healthy.
Innovative Asset Allocation
In this brief CAIA Association and FDP Institute interview, Aaron Filbeck, CAIA, CFA, CIPM, Associate Director of Content Development of CAIA Association, sat down virtually with Renato Leggi, CAIA, CFA, Client Portfolio Manager of ARK Invest, to discuss some of the takeaways from his recent whitepaper, Innovation: The Risks of Under-Allocation. Some of the highlights of the discussion include accessing innovation in public vs.
Gender Parity in the Age of COVID-19
Deborah McLean, CAIA's Managing Director of Global Relations, talks with organizations each taking the lead on closing the gap in both interest and success in the financial fields for women and girls. Amanda Pullinger, CEO, 100 Women in Finance, Janet Cowell, CEO, Girls Who Invest, and Lindsay Burton, Founder & President, Kayo Conference Series offer their insights. Watch the conversation here.
Dynamics of Impact Investing
CAIA and CFA Society Emirates organised a panel of experts to explore the intersection between technology, data and investor motivations as key accelerators of impact investment activity pre, during, and post-COVID 19. The speakers discussed the impact investment trends that were already on the uptick prior to the COVID-19 global market slowdown, sustained during the pandemic, and can be anticipated to remain relevant as the global economy arrives at a new normal.