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.

Thu, 12/10/2020 - 14:47

Often, investment professionals tend to focus on the quantitative aspects of selecting external managers. However, a very important part of the manager research process heavily relies on qualitative factors, such as personnel and team, firm culture, and alignment of incentives. Mark Rzepczynski, Keith Black, PhD, CFA, CAIA, FDP, and Aaron Filbeck, CFA, CAIA, CIPM discuss the results of a recent survey conducted by CAIA Association to better understand the qualitative factors of importance to LPs and GPs during the manager research process.

View the slide deck here.

Wed, 12/19/2018 - 08:52
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.
Fri, 11/09/2018 - 16:01
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.
Fri, 07/13/2018 - 15:05
A conversation with Cayman27's Barrie Quappie on the alternative landscape and CAIA's role with CEO Bill Kelly and Marco Calleja, Chapter Head for CAIA Cayman Islands.
Wed, 07/11/2018 - 11:23
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.
Wed, 11/02/2016 - 10:13

Welcome to a preview of Fundamentals of Alternative Investments certificate program

In Module 1 of the Fundamentals of Alternative Investments program, we explore the differences between traditional and alternative investments and the typical structures of alternative investments. We show how alternative investments may fit into an investment portfolio from an asset allocation standpoint and highlight the diversification potential of such investments. Finally, we discuss the means of access to the markets for alternative investments, from private placements to registered products.