Hugo Aravena, CAIA, CFA

"A few years ago, I saw a huge emerging trend in Latin America, to include an alternative asset in Institutional and Private Wealth Clients’ portfolios. I wanted to participate actively in including that asset class within the portfolios that I was managing, however, at that moment, I felt I needed more expertise and background in order to analyze and take a more professional approach to the challenge. Fortunately, I found CAIA Association which provided certification to help me to feel more confident and prepared. I have been a CAIA member since 2016.”

Shane Gallery, CAIA, Chapter Executive

Shane is a fellow of ACCA and is also a CAIA Charterholder. Shane has extensive industry experience, designing and delivering solutions while specialising in the Private Equity sphere. As Head of Accounting & Valuations for Harmonic Fund Services Ireland, Shane has established & managed large Irish regulated structures, while also coordinating global reporting structures for large investment banks, via oversight of a multi-jurisdictional team

Factor Investing

The CAIA Virtual Chapter, in partnership with AlphaCore Capital and BNP Paribas held an educational event on Factor Investing last month. Factor investing has grown exponentially over the past 5 years. But while investors seem to agree that factor investing is a smarter way to invest, aspects of factor investing still need to be flushed out.