Media Resources

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.

Wed, 04/07/2021 - 16:03

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

Wed, 12/02/2020 - 14:53

CAIA CEO Bill Kelly talks with Marisa Hall, Co-Head of The Thinking Ahead Institute, about what organizations can do to ensure the conversations around racism in our organization, our industry, and the world become actionable and sustainable. Listen in for Marisa's critical perspective.

Wed, 11/18/2020 - 09:57

CAIA CEO Bill Kelly and Associate Director of Content Development, Aaron Filbeck sat down with Anthony Scaramucci of Skybridge Capital for a frank conversation covering the potential impact of the US election and the handling of the pandemic on monetary policy, access to private markets, climate change, and the growing retirement crisis.

Wed, 11/18/2020 - 09:56

Rick Roche, CAIA, Managing Director of Little Harbor Advisors, LLC, talks about his AllAboutAlpha blog series with Aaron Filbeck, CFA, CAIA, CIPM, Associate Director of Content Development at CAIA Association. Listen in, and then check out Rick's posts at Part 1 / Part 2

Wed, 11/18/2020 - 09:54

Aaron Filbeck, CFA, CAIA, CIPM joined Daniele Bianchi, PhD to discuss Daniele's paper, “Cryptocurrencies as an Asset Class?: An Empirical Approach”, published in the Fall 2020 edition of The Journal of Alternative Investments (Read the full article here). Dr. Bianchi provides a summary of the growing body of literature on cryptocurrencies, his empirical approach to measuring its diversification benefits, and the implications for investors seeking to allocate to cryptocurrencies.

Thu, 10/29/2020 - 15:55

In their 2020 edition of Valuation: Measuring and Managing the Value of Companies, McKinsey & Co. provided new insights on corporate valuation such as the impact of digital valuation techniques, ESG issues, and long-term investing. In this one-hour discussion, they covered the history and evolution of corporate valuation, placed particular emphasis on these topics and the impact on private markets investing today.

View Slide Presentation here

Thu, 10/29/2020 - 15:52

Investors navigating an era of climate change are demanding more data to measure the upstream and downstream climate risk and opportunities. But, how can investors use different approaches to climate data in portfolio construction to improve outcomes? We test three types of climate data to understand the circumstances in which they are a value-add to portfolio construction. Building on "decarbonization factors" research, Prof. Serafeim shares insights on how playing to the strengths of climate data can help investors design strategies to manage climate risk while increasing risk-adjusted returns.

Read the background paper here.

Fri, 10/23/2020 - 16:02

In a conversation with CAIA's Millissa Allen, Sara Olsen and David Pritchard of SVT Group, and Yuwei Shi of Middlebury Institute of International Studies at Monterey discuss their piece on the belief that the impact management profession will grow and decide the staying power of ESG and impact investing. Read the complete article and take the brief survey here on

Tue, 09/08/2020 - 15:49

Bill Kelly and Aaron Filbeck were joined by Rashad Kurbanov, CEO of iownit, on September 3 to discuss the recent SEC accredited investor ruling, access to private markets, and how technology can provide operational efficiency and increased transparency for investors. The discussion follows a recent blog post from Rashad on these topics.

Thu, 07/23/2020 - 09:24

Does the illiquidity premium really exist after fees? Can the efficient frontier really be expanded through private capital or can the same behavior be captured through highly indebted publicly traded small cap equities? Gregory Brown, Executive Director of the Kenan Institute of Private Enterprise at the University of North Carolina, and John Bowman, CFA, Senior Managing Director of the CAIA Association co-host a panel of experts that have wrestled and opined on this complex set of questions.

Tue, 07/21/2020 - 11:19
In this brief CAIA Association and FDP Institute interview, Aaron Filbeck, CAIA, CFA, CIPM, Associate Director of Content Development of CAIA Association, sat down virtually with Renato Leggi, CAIA, CFA, Client Portfolio Manager of ARK Invest, to discuss some of the takeaways from his recent whitepaper, Innovation: The Risks of Under-Allocation. Some of the highlights of the discussion include accessing innovation in public vs. private markets, the portfolio construction implications of allocating to new innovative technologies, and investor considerations during the manager research and selection process. Listen in.