Media Resources

Hear our expert staff and Members speak on topics ranging from practical strategies in hedge fund investing to the importance of education in the alternatives space.


June 12, 2020

Should retail investors be allowed to participate in private capital? Do the social and financial risks outweigh the long term benefits? With so much capital formation shifting to the private markets, are retirement goals at risk by relying solely on public markets? Bill Kelly, CEO, CAIA, and John Bowman, Senior Managing Director, CAIA, join a panel of experts including Andrea Auerbach, Partner and Head of Global Private Investments at Cambridge Associates, Barbara Roper, Director of Investor Protection at Consumer Federation of America, and Lawrence Calcano, Chief Executive Officer at iCapital Network to provide a balanced and objective dialogue about how the industry should weigh these complex topics.

July 23, 2020

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...

July 21, 2020

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...

June 26, 2020

CAIA CEO Bill Kelly talks with Marisa Hall, Co-Head of The Thinking Ahead Institute, about what organizations can do to ensure the conversations around racism in our organization, our industry, and the world become actionable and sustainable. Listen in for Marisa's critical perspective.

June 19, 2020

In this one-hour discussion, Deborah McLean, CAIA's Managing Director of Global Relations, talks with three heads of organizations each taking the lead on closing the gap in both interest and success in the financial fields for women and girls. Has the current pandemic changed the dynamics...

June 18, 2020

 

A recent joint event between CAIA Association’s Virtual Chapter and CFA Society Columbus featured Glen Yelton, Head of Responsible Investing, Americas at Invesco and Aaron Filbeck, CAIA, CFA, CIPM, Associate Director of Content Development at CAIA Association and Vice President at CFA...

June 17, 2020

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...

June 2, 2020

In Part I, Aaron Filbeck, CAIA, CFA, CIPM, Associate Director, Content Development; and Chris Hamilton, Head of Asia Ex-Japan Client Solutions, Invesco Investment Solutions, discuss Invesco’s current capital market...

June 2, 2020

Insights Into Institutional Investing: Part II:  In Part II, Aaron and Chris start the discussion with a high level overview of some differences across institutional portfolios, both regionally and by type of institution....

May 29, 2020

Laura Merlini, CAIA, Managing Director at CAIA Association talked with Jason Mitchell, Co-Head Responsible Investing, at the Man Group for his perspective on Climate change and Covid-19.
Global problems require global solutions -- another lesson learned as a result of the Covid-19 pandemic...

May 28, 2020

CAIA New York presents: Author Talk with Gregory Zuckerman on The Man Who Solved the Market

Jim Simons is the greatest moneymaker in modern financial history. No other investor can touch his record. Since 1988, Renaissance’s signature Medallion fund has generated average annual returns of...