Navigate the Complexities of Private Markets
Throughout the year, CAIA will continue to educate wealth managers, equip them to navigate the complexities of private markets, and work with asset managers to refine distribution strategies that ultimately improve outcomes for all stakeholders.
Papers
Articles
Financial Advisors Can’t Afford to Ignore Alternative Investments Now. Here’s Why. | Barron’s | April 7, 2025
Why Advisors Can’t Ignore the Private Markets Revolution|
WealthManagement.com | June 18, 2026
Blogs
AUG 2025
Democratizing a Solution FOR 401(k) Investors
By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC
JUN 2025
Alternative Medicine?
By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC
MAR 2025
As Private Capital Builds Growing Retail Investor Base, ETFs Make Sense
by Daniil Shapiro, CFA, Director, Product Development, Cerulli Associates
MAR 2025
The Hero’s Journey in Dallas: Riding the Second Wave of Democratization
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
Managing Director, Global Content Strategy, CAIA Association
JAN 2025
Young Money: Quantifying the Private Wealth Management Opportunity
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
Managing Director, Global Content Strategy, CAIA Association
JAN 2025
The Evergreen Evolution
By Zane Carmean, CFA, CAIA, Lead Research Analyst, Quantitative and Fund Research, PitchBook & Emily Zheng, Senior Research Analyst, Venture Capital, PitchBook
Newsletters
DEC 2025
Everyone’s at the Party – Fortunately and Unfortunately
Authored by Georgina Tzanetos, Director of Content
SEP 2025
Don’t Go Chasing (Institutional) Waterfalls
Authored by Steven Novakovic, CAIA, CFA, Managing Director, Educational Programs
APR 2025
The Great Wealth Transfer – An Opportunity for Female Financial Advisors
Authored by Laura Merlini, CAIA, CIFD, Managing Director, EMEA and Eva Katsoulakis, CAIA.nxt™
Podcasts
Capital Decanted
Season 1 Episode 2: Episode 2: Democratization of Alternatives with Joan Solotar and Fran Kinniry (Oct 2023)
Capital Decanted
Season 2 Episode 4: The Urgent Rebuild – Distributing Private Capital to Wealth Clients with Shane Clifford and Doug Krupa (Dec 2024)
Educational Alpha
Season 3: A Conversation with Aaron Filbeck, Managing Director, Global Content Strategy, CAIA Association (September 2025)
