Americas

Description: Organizations face any number of challenges over their lifecycle, but 2020 has presented some of the most unique and demanding – while also, perhaps, being the most stimulating and inspiring. Tackling the issues of diversity and inclusion while also shifting to a totally-remote workforce requires skillsets and thinking that may never have been considered before. How do hiring practices change? What are the implications for the existing teams? How do you “bring everyone along”?

Description: In this recording William Kelly, CEO, CAIA Association and Aaron Filbeck, Associate Director, Content Development, CAIA, explore and review information about the CAIA Association and our flagship program, the CAIA Charter Designation program.

Panelists: William Kelly, CEO, CAIA Association, and Aaron Filbeck, Associate Director, Content Development, CAIA Association

Description: In this recording, Aaron Filbeck, CFA, CAIA, CIPM, Associate Director of Content Development at CAIA Association is joined by Paisley Nardini, CFA, CAIA, Strategist at Invesco, and Vanessa Wieliczko, CFA, CAIA, CFP®, Director of Investments at HoyleCohen where they discuss forward-looking capital market assumptions (CMAs) that might alter desired future portfolio positioning. 

Description: Often, investment professionals tend to focus on the quantitative aspects of selecting external managers. However, a very important part of the manager research process heavily relies on qualitative factors, such as personnel and team, firm culture, and alignment of incentives. Mark Rzepczynski, Keith Black, PhD, CFA, CAIA, FDP, and Aaron Filbeck, CFA, CAIA, CIPM discuss the results of a recent survey conducted by CAIA Association to better understand the qualitative factors of importance to LPs and GPs during the manager research process.

Description: Investors navigating an era of climate change are demanding more data to measure the upstream and downstream climate risk and opportunities. But, how can investors use different approaches to climate data in portfolio construction to improve outcomes? We test three types of climate data to understand the circumstances in which they are a value-add to portfolio construction. Building on "decarbonization factors" research, Prof.

Description: In this recording William Kelly, CEO, CAIA Association and Aaron Filbeck, Associate Director, Content Development, CAIA, explore and review information about the CAIA Association and our flagship program, the CAIA Charter Designation program.

Panelists: William Kelly, CEO, CAIA Association, and Aaron Filbeck, Associate Director, Content Development, CAIA Association

Description: As a special guest on this edition of What About Beta, Anthony Scaramucci of Skybridge Capital, sits down with Aaron Filbeck, CFA, CAIA, CIPM and Bill Kelly of CAIA Association in a rapid-fire discussion on monetary policy, access to private markets, ESG, and current opportunities such as opportunity zones and infrastructure.