Recorded Webcasts

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.

CAIA LatAm presents: The Current State of the Wealth Management Industry in Latin America for the Global Audience

Watch for an in-depth exploration of Latin America’s evolving financial landscape — from investor perceptions to technological disruption. This session uncovered the region’s untapped potential, analyzing macroeconomic and political contexts, demographic shifts, and the rise of fintech innovation. Discover how financial literacy, sustainable investing, and the growing influence of women and young investors are reshaping wealth management across LATAM. Learn why the transition from product-selling to holistic planning and the push for ethical standards and certification are vital for the next generation of advisors.

 

Key Themes Covered:

- Rethinking global perceptions of Latin America’s investment opportunities

- Navigating currency volatility and post-pandemic economic recovery

- Building financial literacy as a foundation for wealth creation

- Embracing fintech, digital transformation, and ESG-driven strategies

- Aligning with CAIA standards to elevate professional excellence in the region.

CAIA Report: The Next Decade of Alternative Investments: Panel Discussion
CAIA Association's John Bowman, CFA, Senior Managing Director, leads an esteemed panel of alternative investment experts to discuss CAIA's recent report: The Next Decade in Alternative Investments: From Adolescence to Responsible Citizenship. John is joined by Ashby Monk, PhD, Executive Director, Global Projects Center at Stanford University, Christie Hamilton, Head of Investments, Children's Health System of Texas, and Kristina Koutrakos, CAIA, Director of Portfolio Strategies, The Virginia Retirement System.
A Conversation with Chris Bentley, Regional Leader, UK/Ire, AXA
A Conversation with Till Vere Hodge, Sr. Assoc., Constantine Cannon LLP
A Conversation with Phillipp Hoffman, CEO, Fine Art Group
A Conversation with Dirk Boll, President, Europe & UK, Middle East & Africa, Christie's
CEO Bill Kelly Underscores Due Diligence and the Importance of "doing your homework!"
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.
Bill Kelly Taking the Long View on Operational Leaders with Terrance J. O'Malley
A New World Order: Global. Digital. Responsible.

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

The Blue Zone: Investing for the Long Term

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

A World in Transition: What Matters Now. CAIS20 Panel with CEO Bill Kelly

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