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The future of sustainable investing is in the balance. It involves balancing financial and extra-financial considerations, balancing short-term and long-term goals, and balancing interests among stakeholders and over time, while seeking fair outcomes for all. How do investment professionals take the next step to apply these practices in their daily activities? How can investment organizations better align their culture and incentives around solving sustainability issues? This conversation between Rebecca Fender, CFA of CFA Institute and Carol Jeppesen, CAIA of the PRI discusses the influencers, drivers, enablers, and action steps of building a robust sustainable investment program.
Culture, Communication, and Common Ground: How Managers and Investors Can Start Speaking the Same Language.
Stacy Havener, Founder and CEO of Havener Capital Partners and Aaron Filbeck, CFA, CAIA, CIPM, FDP, CAIA's Director of Global Content Development discuss organizational culture, emerging managers, and how assessing soft skills can help make for a more informed allocation decision.
Get more insights on the due diligence process at our Due Diligence resource page.
Private Equity is the largest alternative asset class with $4.42tn in AUM worldwide. The expectation is that Private Equity could more than double over the next five years. In this presentation, Aaron Filbeck, CAIA, CFA, CIPM, FDP, Director, Global Content Development, CAIA Association, covers a range of topics related to private equity investment, including the structure and life cycle of private equity funds and analyze the cash flows and fees that are characteristic of such funds. We examine various performance measures and walk through calculations related to the measurement of returns. Aaron's presentation is followed by Joseph Borda, Senior Vice President, Research & Data Operations, Preqin, who presents on private equity updates for 2021. This presentation also covers industry AUM, dry powder, fundraising, deals, and investor appetite. This presentation is moderated by Millissa Allen, CAIA, Managing Director, Global Head of Fundamentals of Alternative Investments.
Aaron Filbeck, Director, Global Content Development, CAIA Association explores and reviews information about the CAIA Association and our flagship program, the CAIA Charter Designation program
What’s the best way to measure volatility of private equity? Perhaps simply assigning a leverage multiple isn’t enough. Moderated by Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association, William Kinlaw, CFA, and Megan Czasonis of State Street Associates discuss some of the main takeaways of “Private Equity and the Leverage Myth.” This paper was published in the Winter 2021 edition of The Journal of Alternative Investments.
Real estate in Africa has been one of the most important investments and stores of value for local investors for decades. There are many historical and cultural significances to land on the continent and we are going to explore African real estate as an investable asset class for international investors and asset managers. In this webcast focused on African Real Estate moderated by Adam Camenzuli, CFA, CAIA, Dr. Laila Macharia, Caroline Armstrong-Ogwapit, and Nimeet Dodhia share insights from their combined experience highlighting African real estate as an investable asset class.
Moderated by CAIA's CEO, Bill Kelly, this event features guest speaker Pulkit Sharma, Managing Director, Head of Alternatives Investment Strategy and Solutions at J.P. Morgan. Bill and Pulkit discuss the recent J.P. Morgan Long Term Capital Market Assumptions Report with a focus on the evolution and expansion of alternative investments over the next 10 – 15 years. Topics discussed include: the objectives that alternative investments meet, the framework in which to allocate, and the challenges that are intrinsic to alternative investments.
Join Keith Black, Ph.D, CAIA, CFA, FDP, Managing Director, Content Development, CAIA Association as he explores CAIA Association and our flagship program, the CAIA Charter Designation program. Joining Dr. Black are guest panelists Patricia Alejo, CAIA, Portfolio Manager, Pontificia Universidad Javeriana, Fernando Manrique, CAIA, CFA, Head of Investments, AFP Integra, Daniel Mueller, CAIA, Head of Latin America, Alpine Capital Advisors, and Juan Eduardo Fantini, CAIA, Founding Partner, CIO | Colunquén Investment Office, who give real life perspectives of how the program has benefitted their professional careers. They also discuss the growth from Latin American investors in Alternative Investments.
In this webcast, Keith Black reviews the definition and characteristics of asset allocation models, including model portfolios, the capital asset pricing model, the endowment model, mean-variance optimization, risk budgeting, multi-factor models, liability-driven investments, risk parity, scenario-based models, and core vs. non-core portfolio models.
Over the last five years, the volume of information available to all has skyrocketed, leading to increased investor interest in alternative data or crowdsourced investment strategies. While opportunities for added value may be present, adoption also comes with a number of risks, both for early and late adopters. This webcast highlights readings from the 2021 Financial Data Professional (FDP) curriculum.