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.
A conversation with Hossein Kazemi, PhD, CFA and Aaron Filbeck, CFA, CAIA, CIPM, FDP discussing the Journal of Alternative Investments, Fall 2021
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".
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?
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?
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?
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 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?
In this presentation, Aaron Filbeck discussed private equity investments, focusing on venture capital. Aaron provided insight into the life cycle and performance of venture capital funds and presented a framework for the private equity investment process, from the development of portfolio objectives, through liquidity management, and manager selection. Aaron concluded with a look at the risks involved in venture capital investments. Aaron’s presentation was followed by Rebecca who provided a presentation on venture capital updates for 2021. This presentation covered industry AUM, dry powder, fundraising, deals, and investor appetite.
In this webcast, the CAIA Association and State Street Associates discussed biases in private equity valuations. Private equity funds and portfolio company valuation appraisals are often subject to certain biases, which can lead to a smoothed time series of returns and understated risks if adjustments are not made. This discussion examined some of the common biases and how practitioners can adjust for them.