Multimedia Library

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.

Leadership in Redefining Professional Best Practices: Join CAIA in Shaping a Modernized Set of Ethics Principles

As the landscape of investments undergoes a remarkable shift with 'alternatives' taking center stage, the CAIA Association is taking a leadership role in the development of a modernized and relevant set of fiduciary practices for investment professionals and capital allocators to embrace. With the launch of our Open Comment Period on March 5, we invited all stakeholders to join us on this transformative journey, recognizing the need for principles that not only align with the industry's current trajectory but also lay the groundwork for a sustainable and responsible future for alternative investments.

CAIA Atlanta Conscious Wealth Webinar: How Much Money is Enough? Finding Balance and Purpose in Our Relationship with Money

Though our jobs revolve around money, how often do we stop and examine our personal and societal relationship to it? CAIA Atlanta hosted a panel discussion exploring more philosophical thinking about the role of money in our lives. We delved into:

- The benefits of cultivating an abundance mindset vs. a scarcity mindset in ourselves and others.
- The power of generosity and how it can improve our well-being.
- Practical tips to help us earn, spend, invest, and give with purpose.

FDP Candidate Orientation - Q2-2023

To support FDP Candidates and those considering the pursuit of the FDP Charter, we offered a brief, live webinar with our Curriculum & Candidate Relations team to help prepare you for your exam experience. A typical Orientation Session includes:

  • Review of sample exam questions.
  • Learn exam-taking tips.
  • Have your questions answered by our exam experts.
From TradFi to DeFi Through the Lens of Experience

The CAIA Boston Chapter presented a virtual panel discussion of global leaders who have led significant financial service organizations through periods of change and innovation over the last couple of decades. Learn how they have taken, adapted, and augmented those skills in this new era of digital disruption and innovation 2.0, under the broad heading of DeFi. How do they assess the new opportunities within a sea of disruption, and learn why the underpinnings of risk management, process, and procedure remain so critically important for a sustainable business model.

How is ESG Reshaping the Alternative Investment Business?

Today, ESG is no longer just an acronym but a reality, expected to reach a third of assets under management by 2025. It is spreading across all asset classes, including the less liquid ones. ESG now defines the new frontier of alternative investments. Our speakers had a lively discussion on the recent trends in alternative investments, how ESG impacts the alternative investment business and the important role of data.

European Private Credit: Opportunities Amid Uncertainty

An increasing number of allocators are looking to European private credit, both as a diversifier to US direct lending and a return driver, in its own right. This educational seminar unpacked key areas of the market, ranging from European direct lending to non-sponsor, to real estate lending, specialty finance and everything in between. Along the way, we discussed the risk/return profile of each segment and specific considerations when allocating to this space. We also discussed the impact of some of the key macroeconomic and geopolitical developments, such as the war in Ukraine and a rate-raising campaign by central banks.

FDP Review of Prometric Test Center and ProProctor Remote Testing for the Q2-2023 Exam

We covered reading materials, study tools, preparation for exam day, the demo exam and a review of the testing options. FDP Candidates have two options for taking the FDP Exam:

Option 1: Prometric Test Center (April 10-23, 2023)
Option 2: Remote Proctor Testing: (April 23 & 24, 2023)

FDPI Senior Advisor, Hossein Kazemi and Project & General Operations Manager, Kim Durand shared how you can obtain your Financial Data Professional credential.

FDP Credential Information Session (Q2-2023 exam)

Learn more about the Financial Data Professional Charter. There's never been a more crucial time to stand out. The transformative effect of data science on the finance industry requires today's finance professionals to understand the application of big data, data mining, workflow automation and machine learning in investment decisions. Founder of Pearl Quest LLC, Kathryn Wilkens, PhD, CAIA, and Project & General Operations Manager, Kim Durand shared how you can obtain your Financial Data Professional credential.

CAIA Association & Teneo: Leadership Alpha in Private Equity

Leadership is the most important driver of company performance and, therefore, a fundamental component of Operational Alpha. Yet, despite leadership’s contribution to investment returns and the significant effort by private equity firms to articulate their value creation credentials, evidence suggests that GPs’ efforts to measure and optimise portfolio leadership are often unstructured and deprioritised – a paradox for an industry that is supposedly obsessed with, and paid for, performance.

We invited Dr. Ashby Monk and Josh Lewsey to delve further into this topic and explore what opportunities exist to enhance operational alpha across the various investment levels of asset owners, GPs and investee companies.

Educational Alpha: Inside the CAIA Curriculum - Episode Five

In this episode, hosts Bill Kelly, CAIA CEO and Steven Novakovic, Managing Director, CAIA Curriculum examines commitment strategies - the challenges and opportunities, and the fear of the unknown.

Educational Alpha: Inside the CAIA Curriculum - Episode Four

In this episode our hosts continue to examine commitment strategies, the challenges, and opportunities, as well as liquidity and the fear of the unknown. Listen in.