Recorded Webcasts

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.

CAIA Austin: First Look - Can Private Markets Work Inside Retirement Plans?

The landscape of retirement investing is rapidly evolving, and the inclusion of private market assets in defined contribution plans is emerging as a key topic of debate. Join us for a forward-looking panel discussion that explored the practical, regulatory, and investment implications of incorporating private markets into retirement plans.

CAIA LatAm presents: The Current State of the Wealth Management Industry in Latin America for the Global Audience

Watch for an in-depth exploration of Latin America’s evolving financial landscape — from investor perceptions to technological disruption. This session uncovered the region’s untapped potential, analyzing macroeconomic and political contexts, demographic shifts, and the rise of fintech innovation. Discover how financial literacy, sustainable investing, and the growing influence of women and young investors are reshaping wealth management across LATAM. Learn why the transition from product-selling to holistic planning and the push for ethical standards and certification are vital for the next generation of advisors.

 

Key Themes Covered:

- Rethinking global perceptions of Latin America’s investment opportunities

- Navigating currency volatility and post-pandemic economic recovery

- Building financial literacy as a foundation for wealth creation

- Embracing fintech, digital transformation, and ESG-driven strategies

- Aligning with CAIA standards to elevate professional excellence in the region.

CAIA Candidate Orientation Ask Us Anything Session

This session provided an exclusive opportunity for Candidates to ask any questions about taking the CAIA exam.

Get Exam-Ready: Expert Advice for CAIA Candidates

Mastering the CAIA exams requires more than just understanding the material—it requires strategic exam preparation. This invaluable webinar featured Steven Novakovic, CFA, CAIA, Managing Director of Educational Programs, and Kristaps Licis, Director of CAIA Exams. They offered advice on effective test-taking strategies and exam preparation to ensure every Candidate is fully equipped for success. This is a chance to enhance your exam readiness and gain insights directly from our experts!

CAIA LatAm Virtual Event: Rethinking Allocation for a Dynamic Market Landscape (TPA)

In this webcast, we traced the evolution of investment strategies through the lens of the Total Portfolio Approach (TPA), as outlined in CAIA's seminal report, Innovation Unleashed: The Rise of the Total Portfolio Approach. In an era defined by constant change, TPA equips investors to identify and capitalize on emerging opportunities, fostering the development of resilient and dynamic portfolios. As the investment landscape continues to evolve—where virtually every asset class is now considered an alternative—the future of investing beckons. Are you ready to explore this transformative journey?

CAIA APAC Webinar : There's (Still) No Business Like Show Business!

Guest Speakers:

  • Adam Garrett, MEng (Oxon), MBA (IUJ), CQF, CAIA, CIO of New Asia Ferrell Asset Management
  • Jean Zhou, Founder of Wind Entertainment

Moderator : Theodore Shou, CAIA, CFA, Greater China Chapter Executive, CIO, Skybound Capital

Maximize Your Study Time: Proven Tips for CAIA Exam Success
CAIA Southwest - Secondaries 2025: Navigating a New Era of Liquidity and Innovation

The secondary market continues to evolve rapidly—no longer defined solely by LP transactions, but increasingly shaped by the dynamic rise of GP-led solutions, the emergence of private credit secondaries, and the growing influence of non-traditional capital sources. In a year marked by market dislocation and ongoing liquidity constraints, understanding the drivers behind secondaries has never been more critical.

The CAIA Southwest Chapter held a timely and engaging discussion with industry experts to explore the latest trends and opportunities shaping the secondaries landscape in 2025. The panel offered fresh insights on:

  • The continued evolution and institutionalization of GP-led secondaries
  • Private credit’s growing role and how secondaries are unlocking liquidity in this space
  • Where LP-interest transactions fit in today’s pricing and market environment
  • The impact of private equity democratization—including the rise of wealth platforms—on deal flow and structure
  • What investors should be watching as fund terms, buyers, and capital sources evolve

Whether you're active in the secondaries space or seeking a better understanding of its future trajectory, this session will equip you with actionable takeaways and perspectives to stay ahead.

CAIA Candidate Orientation Ask Us Anything Session
Tu Camino a los Alternativos Comienza Aquí: Todo lo que necesitas saber sobre el CAIA
Navigating Uncertainty : The Trump Factor in Precious Metals Investment

Amidst global markets turmoil, investors are eagerly looking for safe haven assets. Nearing its historic high, is gold being put to the test? Are there other opportunities in previous metals? How are they correlated to each other and the rest of capital markets? Let’s hear from the industry experts.

Guest Speakers:

  • Joshua Rotbart, LLM, MBA, Founder, Managing Partner, J. Rotbart & Co
  • Marissa Salim, Senior Research Lead, APAC, World Gold Council