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.

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.

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.
The CAIA Virtual Chapter hosted an event where Professor Stephen Brown presented from a paper he co-authored titled, "Sensation Seeking & Hedge Funds." In using a novel data set of automobile purchases by hedge fund managers, their paper exploits cross-sectional variation in vehicle attributes to investigate the effects of sensation seeking and investment behavior.
CAIA CEO Bill Kelly sat down with Drew Chan, CAIA Member and head of the Los Angeles Chapter to discuss ALTSLA2019, the industry, and what's going on at CAIA Association. Listen in to find out more.
Geir Watland, CAIA, CFA and Ryan Stevens, CAIA, CFA discuss the benefits of earning both designations, particularly in light of CAIA Association's new Stackable Credential Pilot Program.
The CAIA Virtual Chapter, in partnership with AlphaCore Capital and BNP Paribas held an educational event on Factor Investing last month. Factor investing has grown exponentially over the past 5 years. But while investors seem to agree that factor investing is a smarter way to invest, aspects of factor investing still need to be flushed out.
Dr. Keith Black, Managing Director of Curriculum & Exams for CAIA Association, offers strategies for considering alternative assets, the need for due diligence, and a deeper look at liquid alts, private equity, funds of funds, and more.