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.

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.

In this candid conversation with Sona Blessing, Research Specialist and author of Alternative Alternatives, CAIA CEO William J. Kelly frames firsthand insights on a catalogue of critical risks that are not just relevant to asset allocators and managers, but nudges policy makers and each of us to take on, and contribute to the urgent challenges at hand.

Robert Cultraro, Mauricio Guzman, Sharmila Kassam, and Ju Hui Lee, joined moderator John Bowman of CAIA Association on day 2 of the Cayman Alternative Investment Summit 2020 for a panel discussion on the potential effects our shifting geopolitical climate could have on the alternatives market, manager selection, and investment strategies.

Moderator: John Bowman, CFA, Senior Managing Director, CAIA Association

Panelists: 

Robert Cultraro, Senior Vice President, Chief Investment and Pension Officer, Hydro One

Mauricio Guzman, Chief Investment Officer, Pontificia Universidad Javeriana

Sharmila Kassam, Founder / Consultant, Aligned Capital Investing

Ju Hui Lee, Portfolio Design, CPP Investment Board

On day 2 of the Cayman Alternative Investment Summit 2020, CAIA CEO Bill Kelly welcomed Patricia Alejo, ClarkCheng, Stephen Thompson and Anna Totdahl to a panel discussion on how to approach investing for the long term in the face of current global issues and market trends.

The Blue Zone: Investing for the Long Term: CAIA Panel

Moderator: Bill J. Kelly, Chief Executive Officer, CAIA

Panelists: 

Patricia Alejo, Portfolio Manager, Pontificia Universidad Javeriana

Clark Cheng, Chief Investment Officer, Merrimac Corp

Stephen Thompson, Executive Director, Department of Treasury Board & Finance

Anna Totdahl, Investment Officer, Oregon State Treasury

At this year's Cayman Alternative Investment Summit, CAIA CEO Bill Kelly hosted a panel on the impact of climate change and ESG investing on the industry. During the lively discussion, Rohitesh Dhawan, Bonnie Wongtrakool, and Mark Yusko provided actionable insights and the ESG trade-offs we need consider as we enter 2020.

Moderator: Bill J.Kelly, Chief Executive Officer, CAIA Association

Panelists: 

Rohitesh Dhawan, Director Global Energy & Natural Resources, Eurasia Group

Bonnie Wongtrakool, Global Head of ESG Investments & Portfolio Manager, Western Asset Management

Mark Yusko, Founder, Chief Investment Officer and Managing Director, Morgan Creek Capital Management

A World in Transition: What Matters Now. Embracing the Industrial Revolution 4.0 & hyper connectivity Dealing with the inexact science of climate change; Creating investible information and actionable insights; Investing in a return constrained world – do conventional tools and models apply. Moderator: Bill J.Kelly, Chief Executive Officer, CAIA Association Rohitesh Dhawan, Director Global Energy & Natural Resources, Eurasia Group Bonnie Wongtrakool, Global Head of ESG Investments & Portfolio Manager, Western Asset Management Mark Yusko, Founder, Chief Investment Officer and Managing Director, Morgan Creek Capital Management

Named Forbes 30 under 30, a member of the World Economic Forum, and founder of a high frequency trading hedge fund launched from her MIT dorm room, Christina Qi, CAIA, opens up about her career, facing set-backs and adversity head on, and what propels her forward even on days when she admittedly “would rather be watching Netflix.” Part 1 of 2.

Part 2 of our 2-part conversation with Christina Qi, CAIA, Founding Partner of Domeyard Fund, Debbie McLean, Managing Director of CAIA's Global Relations learns more about Christina's path from an internationally-trained pianist to starting one of the most successful hedge funds.

CAIA New York, Fordham University Gabelli School of Business, and 100 Women in Finance partnered to present a panel discussing the opportunities, challenges, and strategies for a successful career in asset management for women.Over 50 students, new and seasoned professionals gathered to network and hear from women who shared their strategies for success.