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The democratization of alternative investments beyond the institutional allocator salutes a new investor – the individual. Clients are finding their desired financial outcomes to be ever more elusive, resulting in a wave of new and innovative investment products coming to market. While this sparks investor interest, it also highlights a critical education gap across the entire value chain of the private wealth management industry. This panel discussion explored the evolution of the private wealth management industry, whose investment toolkit is increasingly being augmented by the ongoing democratization of alternative investment strategies, and further introduced CAIA Association’s recently announced learning platform, UniFi by CAIA™.
Efficient Data Analysis provides solid predictive power for Investment Management. Data can also be cumbersome and generate Chaos if not handled properly. Learn how to make sure to get the utmost of it for your business! Presentation lasted approximately 45 minutes followed by 15 minutes of Q&A.
Innovations in technology have revolutionized financial services to an extent that large financial institutions are behaving like technology companies! It is no secret that technological innovations like Data Science and AI are fundamentally changing how financial products are created, tested and delivered. While it is exciting to learn about technologies themselves, there is very little guidance available to companies and financial professionals about how they should retool and gear themselves towards the upcoming revolution. In this master class, we discussed key innovations in Data Science and AI and connected applications of these novel fields in forecasting and optimization. Through case studies and examples, we demonstrated why now is the time you should invest to learn about the topics that will reshape the financial services industry of the future!
CAIA CEO Bill Kelly and Jane Abitanta, CEO of Perceval Associates, speak with members of the Private Markets Club at the University of Delaware, who recently released a special edition newsletter, titled “Analyzing The Private Investment Boom in India.” They also discussed a forthcoming newsletter, which will focus on sports and private equity.
The Portfolio for the Future simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward. Rising inflation, tightening monetary policy, low and volatile interest rates, and high valuations mean that the Portfolio for the Future will be defined by five distinct “marks”: Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged, and Dependent on Operational Alpha.
The Portfolio for the Future™ simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. What defined success over the past decades may very well be at a tipping point at a time where many of these secular trends may be challenged moving forward. Rising inflation, tightening monetary policy, low and volatile interest rates, and high valuations mean that the Portfolio for the Future will be defined by five distinct “marks”: Broadly Diversified, Less Liquid, Rooted in a Fiduciary Mindset, Actively Engaged, and Dependent on Operational Alpha.
Learn how to obtain the CAIA Charter with CAIA EVP John Bowman, EMEA Managing Director, Laura Merlini, and guest speakers David Ryan, CFA, CAIA, FRM, Head of Multi Asset Funds, Setanta Asset Management, and Lizette Landeras, CAIA, VP Credit Risk & Analysis, Kandeo Asset Management.
This presentation focused on the value of professionalism, and how earning the CAIA Charter equips practitioners with a more holistic, multi-dimensional outlook as they construct modern portfolios.
CAIA CEO Bill Kelly speaks with Managing Director Aaron Filbeck, CAIA, CFA, CIPM, FDP to discuss some of the findings from our recently released report, Portfolio for the Future™. Filbeck focused on the state of the total investible market, of which $18 trillion, or 12%, are currently invested in alternatives.
Covid may have decimated box office returns over the past few years, but with ever increasing eye-watering amounts being spent annually on content by streaming giants creating an unprecented, highly exuberant buyers market in the global media industry, is media now poised to become the next hot alternative for investors? In this webcast, learn from fellow CAIA Member and Media Alternative Asset Manager Adam Guy Orlebar Garrett on how the increased competition from Amazon, Apple, and Disney+ to win subscriber market share from Netflix has irrevocably changed the media industry, what opportunities this is now opening up for investors looking to diversify their investments with an asset class completely uncorrellated to all other financial markets, what the important risks investors entering the media industry for the first time need to be aware of, and what practical advice can be given to investors based in Asia wanting exposure in their portfolios to this burgeoning asset class.
Ahead of the early April opening of exam registration, CAIA CEO Bill Kelly caught up with Olus Kayacan, CFA, CAIA, discussing the value of professionalism, and how earning the CAIA Charter equips practitioners with a more holistic, multi-dimensional outlook as they construct modern portfolios.