Multimedia Library

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.

Thu, 02/16/2023 - 09:40

Today, ESG is no longer just an acronym but a reality, expected to reach a third of assets under management by 2025. It is spreading across all asset classes, including the less liquid ones. ESG now defines the new frontier of alternative investments. Our speakers had a lively discussion on the recent trends in alternative investments, how ESG impacts the alternative investment business and the important role of data.

Thu, 01/12/2023 - 11:21

Learn more about the Financial Data Professional Charter. There's never been a more crucial time to stand out. The transformative effect of data science on the finance industry requires today's finance professionals to understand the application of big data, data mining, workflow automation and machine learning in investment decisions. Founder of Pearl Quest LLC, Kathryn Wilkens, PhD, CAIA, and Project & General Operations Manager, Kim Durand shared how you can obtain your Financial Data Professional credential.

Thu, 01/12/2023 - 09:58

Leadership is the most important driver of company performance and, therefore, a fundamental component of Operational Alpha. Yet, despite leadership’s contribution to investment returns and the significant effort by private equity firms to articulate their value creation credentials, evidence suggests that GPs’ efforts to measure and optimise portfolio leadership are often unstructured and deprioritised – a paradox for an industry that is supposedly obsessed with, and paid for, performance.

We invited Dr. Ashby Monk and Josh Lewsey to delve further into this topic and explore what opportunities exist to enhance operational alpha across the various investment levels of asset owners, GPs and investee companies.

Thu, 01/05/2023 - 15:58

In this episode, hosts Bill Kelly, CAIA CEO and Steven Novakovic, Managing Director, CAIA Curriculum examines commitment strategies - the challenges and opportunities, and the fear of the unknown.

Tue, 12/20/2022 - 09:11

In this episode our hosts continue to examine commitment strategies, the challenges, and opportunities, as well as liquidity and the fear of the unknown. Listen in.

Tue, 12/20/2022 - 09:03

This episode is all about performance. Our hosts discuss “what have you done for me lately?” through the lens of alternative investment, in particular - private equity, the j-curve, capital calls, and capital returns. Listen in.

Wed, 12/14/2022 - 14:37

Developing reliable and intuitive interpretation is essential for the application of machine learning to investing. This presentation discussed a framework for decomposing any machine learning model into linear, nonlinear, and interaction effects that drive both prediction and performance. With a case study of predicting US large cap stock returns, this presentation showed how the "Model Fingerprint" tool enables practitioners to summarize key characteristics, similarities and differences among different models, thereby enhancing their understanding of the market.

Wed, 12/14/2022 - 11:08

In this revealing episode, hosts Bill Kelly, CAIA CEO and Steven Novakovic, Managing Director, CAIA Curriculum discuss the evolution of allocating alternative investments as a science or art — or both?! Listen in!

Mon, 12/12/2022 - 14:36

Asset managers have struggled to apply machine learning to generate trading signals successfully. Instead, applying machine learning to determine the probability of profit of existing trading signals is very fruitful - this is Corrective AI. Taking this one step further, we developed Conditional Portfolio Optimization, a portfolio optimization technique that adapts to market regimes via machine learning. Applications on portfolios in vastly different markets suggest that CPO can outperform traditional optimization methods under varying market regimes.

Thu, 12/08/2022 - 09:51

Hosts Bill Kelly, CAIA CEO and Steven Novakovic, Managing Director, CAIA Curriculum, discuss ways in which the CAIA curriculum relates to the real world of an industry practitioner. Listen in!

Thu, 12/08/2022 - 09:33

Based on a survey of industry leaders, this webinar discussed recent trends in Korea’s financial markets and the asset management firms’ reactions to those trends. Including discussions on how asset management firms can adapt to changes in the behavior of retail investors since 2020. Retail investors increasingly rely on new media to form their investment views, but asset management firms could provide added value to individuals by offering personalized products and services. Dr. Jang Ho Kim discussed the recent movement by retail investors in Korea, its possible causes, its effect on the Korean asset management industry, and how asset management firms can adapt to these changes.