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.

Leadership in Redefining Professional Best Practices: Join CAIA in Shaping a Modernized Set of Ethics Principles

As the landscape of investments undergoes a remarkable shift with 'alternatives' taking center stage, the CAIA Association is taking a leadership role in the development of a modernized and relevant set of fiduciary practices for investment professionals and capital allocators to embrace. With the launch of our Open Comment Period on March 5, we invited all stakeholders to join us on this transformative journey, recognizing the need for principles that not only align with the industry's current trajectory but also lay the groundwork for a sustainable and responsible future for alternative investments.

The latest edition of This Is Us with CAIA CEO Bill Kelly and Bodhi Research Group founder and CEO Dr. Ranjan Bhaduri

Investing in private equity is a longer-term commitment, one that requires a lot of care and attention. What also needs a lot of attention is an exit strategy, to capitalize on a private investment. In the latest edition of “This Is Us,” Bodhi Research Group founder and CEO Dr. Ranjan Bhaduri discusses this and much more with CAIA CEO Bill Kelly.

This Is Us with CAIA CEO Bill Kelly and Managing Partner at Bride Valley Partners Stuart MacDonald

In the latest episode of “This Is Us,” Stuart MacDonald, Managing Partner at Bride Valley Partners, explains why constant learning, reading, and curiosity help you stay relevant in an ever-changing industry. As he told CAIA CEO Bill Kelly, “If you didn’t keep ahead of the game, you’re out of it, fairly quickly.”

A conversation with CAIA CEO Bill Kelly and Global Development Director of 100 Women in Finance Alexandra McGuigan

In a conversation with CAIA CEO Bill Kelly, Chapter Executive and Global Development Director of 100 Women in Finance Alexandra McGuigan, CAIA explains how achieving the CAIA Charter enabled her to “upskill,” allowing her to have meaningful conversations with investors, and giving her the understanding to ask the right questions to drive the due diligence process. McGuigan also ­spoke about her work with 100 Women in Finance, pushing for more gender equity and inclusivity in the industry.

Private Equity Attribution and Due Diligence – Discussing the Journal of Alternative Investments, Fall 2021

A conversation with Hossein Kazemi, PhD, CFA and Aaron Filbeck, CFA, CAIA, CIPM, FDP discussing the Journal of Alternative Investments, Fall 2021

Goals-Based Investing and Building a Portfolio for the Future

Tony Davidow, CIMA and Aaron Filbeck, CFA, CAIA, CIPM, FDP recently sat down to discuss the importance of starting with client objectives, how capital market assumptions have necessitated an upgrade to the average wealth advisor’s portfolio toolkit, and the importance of good education and communication towards the end investor. They also previewed some of the themes of Tony’s new upcoming book, "Goals-Based Investing: A Visionary Framework for Wealth Management".

CAIA Association & AIBC: Developments in Private Markets Boot Camp - Session 3: Overview of Tokenisation of Alternative Investments

Appetite for investment into private markets, by a broadening range of investors, is fueling product innovation. Wider adoption of Tokenisation is increasing digital asset creation.
• What’s ahead for this burgeoning sector?
• What are the different types of digital assets?
• How does Crypto compare with Tokenisation?
What is the potential of the new development in Tokenisation? What are some of the success cases? Who are leading the charge in Tokenisation?

CAIA Association & AIBC: Developments in Private Markets Boot Camp - Session 2: Evolution of Investing in Private Equity

Many investors have moved from investing in Private Equity funds to directly investing in Private Equity. What is driving this trend? What is the investment performance for the investors who have moved into direct PE investing? What are the requisites before considering direct PE investing?
 

CAIA Association & AIBC: Developments in Private Markets Boot Camp - Session 1: Venture Capital and SPACs

The SPAC wave in the U.S has captured the attention of global financial markets. Different exchanges are exploring ways to offer SPAC listing. What must investors consider when investing into a SPAC? How does SPAC compare against traditional IPO and Private Equity?

The ABCs of CLOs

A conversation between Andy Ross, CFA, FRM, CAIA, Senior Director at Pacific Asset Management and Aaron Filbeck, CFA, CAIA, CIPM, FDP on CLOs. In this conversation, they discussed defining a collateralized loan obligation (CLO), who the players are in in the CLO market, how to evaluate CLOs, current market opportunities, and current trends in 2021.

ESG in Private Markets - Session 1 of a Series: Public to Private Markets

ESG is no longer a mere add-on in a portfolio or investment strategy. For an increasing number of investors in alternatives, a thoughtful approach to ESG issues has become table stakes. As the industry continues to define the role of ESG and develop approaches to measure and analyze the effect of these issues on their portfolios, industry professionals must continue to educate themselves about the key trends and developments related to ESG across alternative asset classes.

Listen to CAIA, in partnership with Nuveen, on a thought-provoking webinar series organized exclusively for the benefit of institutional investors across the world. In this first session, we discussed the role of data and disclosure as investor interest moves to private capital. We seek to answer the overarching question: what are some of the lessons public market investors have learned that can be mitigated or avoided in private markets?