Americas

Description: In their 2020 edition of Valuation: Measuring and Managing the Value of Companies, McKinsey & Co. provides new insights on corporate valuation such as the impact of digital valuation techniques, ESG issues, and long-term investing. In this one-hour discussion, we will not only discuss the history and evolution of corporate valuation, but also place particular emphasis these topics and the impact on private markets investing today.

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: Machine learning (ML) enables powerful algorithms to analyze financial data in new and exciting ways. But this excitement is often tempered by fear that investors don’t really understand why a model behaves the way it does. We need to move beyond this “black box” stigma. We propose a framework that demystifies the predictions from any ML algorithm. Our approach computes what we call a “fingerprint” for a given model’s linear, nonlinear, and interaction effects that drive its predictions — and ultimately its investment performance.

Description: CAIA's CEO, Bill Kelly, has been keeping an eye on a few topics that could have significant impacts to our industry. Listen in to this recording asBill Kelly and CAIA's Aaron Filbeck discuss some of his recent blog posts from 'What About Beta?' on AllAboutAlpha. The recording lasts approximately 40 minutes.

Panelists: Bill Kelly, CEO, CAIA Association and Aaron Filbeck, CAIA, CFA, CIPM, Associate Director, Content Development, CAIA Association

Description: In this one-hour discussion, Debbie Mclean talks with three heads of organizations each taking the lead on closing the gap in both interest and success in the financial fields for women and girls. Has the current pandemic changed the dynamics enabling women to be more effective workers, leaders, and mentors? How can we capitalize on remote work – increasing exposure of young women and girls to finance and providing leadership training that may play to women’s strengths?

Description: In this presentation, Aaron Filbeck, Associate Director of Curriculum will present the latest hour of education from the CAIA Fundamentals of Alternative Investment. The presentation will start with a discussion on the history of ESG investing, including its evolution from values-based investment philosophy to a data-centric investment process. Next, we compare the three primary approaches to ESG investing: socially responsible investing (SRI), impact investing, and ESG integration.

Description: In this recording CAIA CEO Bill Kelly and Aaron Filbeck, CAIA, CFA, CIPM, Associate Director of Content Development discuss the current market challenges and education's place in this complex environment, as well review information about the CAIA Charter designation

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

Description: Does the illiquidity premium really exist after fees? Can the efficient frontier really be expanded through private capital or can the same behavior be captured through highly indebted publicly traded small cap equities? Join a panel of experts that have wrestled and opined on this complex set of questions.

Description: Bill Kelly, CEO, CAIA Association, Jack Inglis, CEO AIMA, John Bowman, Senior Managing Director, CAIA Association, and Michelle Noyes, Managing Director, AIMA - AMRS discuss CAIA's recent industry report, The Next Decade of Alternative Investments: From Adolescence to Responsible Citizenship in this recording.

Description: Should retail investors be allowed to participate in private capital? Do the social and financial risks outweigh the long term benefits? With so much capital formation shifting to the private markets, are retirement goals at risk by relying solely on public markets? Bill Kelly, CEO, CAIA, and John Bowman, Senior Managing Director, CAIA, joined a panel of experts to provide a balanced and objective dialogue about how the industry should weigh these complex topics in this recording.