Americas

Description: In this webcast, Keith Black reviews the definition and characteristics of asset allocation models, including model portfolios, the capital asset pricing model, the endowment model, mean-variance optimization, risk budgeting, multi-factor models, liability-driven investments, risk parity, scenario-based models, and core vs. non-core portfolio models.

Panelists: Keith Black, PhD, CAIA, CFA, FDP, Managing Director, Content Strategy, CAIA Association, and Kweku Obed, CFA, CAIA, Managing Director, Marquette Associates

Description: This webcast is the second installment of CAIA SoCal's series on pensions, and features panelists Zack Ellison of Applied Real Intelligence LLC, Blair Smith of Promethean AB Strategies, LLC, Cheryl Alston of Dallas Employees' Retirement Fund, Jasmine Richards of Cambridge Associates, and Guy Pinkman, also of Applied Real Intelligence LLC.

Description: CAIA Info Series co-hosted with CAIA SoCal bring you Solutions for Optimizing U.S. Pension Structures, an in-depth series on pensions, beginning with Solutions for Optimizing U.S. Pension Structures, featuring moderator, Guy Pinkman of Applied Real Intelligence LLC, Russell Kamp, of Ryan ALM, Von Hughes, of PAAMCOPrisma and Ray Joseph, Vice President, Wilshire. Listen in!

Description: Due Diligence is a set of processes directed toward making informed investment decisions when hiring and firing external managers. In this web seminar Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director of Global Content Development at CAIA Association reviews due diligence as it is discussed in the CAIA curriculum. Joining Aaron is special guest Anna Snider, CAIA, Head of CIO Due Diligence for Global Wealth & Investment Management (GWIM), a division of Bank of America Corporation.

Description: Moderated by CAIA's CEO, Bill Kelly, this webcast features industry experts Wil VanLoh, Founder and CEO, Quantum Energy Partners, and Carolyn Hansard, Senior Director and Portfolio Head for Energy, Natural Resources and Infrastructure, Teacher Retirement System of Texas. Topics discussed include oil markets, outlook with the new administration, the current appetite for energy investing and energy transformation.

Description: Evidence shows that, after fees and costs, hedge fund managers as a group have shown a marked decline in risk-adjusted alpha in the ten years following the global financial crisis (GFC). What’s more, 90% of excess returns variation show that hedge funds have meaningfully altered how they drive performance, partially explaining the observed change in results post-GFC.

Description: Private markets are rapidly becoming democratized, yet the average high net worth portfolio allocation to alternative investments is approximately 5%. With structural challenges in public markets going forward, advisors have begun to consider initiating or increasing existing allocations to private markets across client portfolios.

Description: Nelson Lacey, CAIA, Co-Director of Exams and Sarah Auerbach, CAIA Director of Candidate & Member Relations host this 45 minute Orientation Session regarding the OnVUE experience. The following topics are discussed:

- Preparing for you OnVUE exam
- What to expect on exam day
- Tip & Techniques for success
- Available Resources
- Q&A

Description: In recent years, there has been a dramatic rise in the number of individual and high net worth investors allocating to collectibles. In addition to their aesthetic benefits, investors enjoy the tangible nature of sports collectibles, classic cars, vintage watches, art, and handbags as opposed to the paper assets of stocks and bonds. The collectibles space is becoming more sophisticated, adopting institutional structures such as auctions, price indices, free ports, IPOs, and fractional ownership.