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.

Tue, 09/21/2021 - 14:49

In this webcast, the CAIA Association and State Street Associates discussed biases in private equity valuations. Private equity funds and portfolio company valuation appraisals are often subject to certain biases, which can lead to a smoothed time series of returns and understated risks if adjustments are not made. This discussion examined some of the common biases and how practitioners can adjust for them.

Wed, 03/24/2021 - 14:44

Real estate in Africa has been one of the most important investments and stores of value for local investors for decades. There are many historical and cultural significances to land on the continent and we are going to explore African real estate as an investable asset class for international investors and asset managers. In this webcast focused on African Real Estate moderated by Adam Camenzuli, CFA, CAIA, Dr. Laila Macharia, Caroline Armstrong-Ogwapit, and Nimeet Dodhia share insights from their combined experience highlighting African real estate as an investable asset class.

Wed, 03/24/2021 - 08:03

Moderated by CAIA's CEO, Bill Kelly, this event features guest speaker Pulkit Sharma, Managing Director, Head of Alternatives Investment Strategy and Solutions at J.P. Morgan. Bill and Pulkit discuss the recent J.P. Morgan Long Term Capital Market Assumptions Report with a focus on the evolution and expansion of alternative investments over the next 10 – 15 years. Topics discussed include: the objectives that alternative investments meet, the framework in which to allocate, and the challenges that are intrinsic to alternative investments.

View Slide Presentation Here

 

Fri, 03/19/2021 - 14:12

Join Keith Black, Ph.D, CAIA, CFA, FDP, Managing Director, Content Development, CAIA Association as he explores CAIA Association and our flagship program, the CAIA Charter Designation program. Joining Dr. Black are guest panelists Patricia Alejo, CAIA, Portfolio Manager, Pontificia Universidad Javeriana, Fernando Manrique, CAIA, CFA, Head of Investments, AFP Integra, Daniel Mueller, CAIA, Head of Latin America, Alpine Capital Advisors, and Juan Eduardo Fantini, CAIA, Founding Partner, CIO | Colunquén Investment Office, who give real life perspectives of how the program has benefitted their professional careers. They also discuss the growth from Latin American investors in Alternative Investments.

Tue, 03/16/2021 - 16:52

In this webcast, Keith Black reviews the definition and characteristics of asset allocation models, including model portfolios, the capital asset pricing model, the endowment model, mean-variance optimization, risk budgeting, multi-factor models, liability-driven investments, risk parity, scenario-based models, and core vs. non-core portfolio models.

Mon, 03/08/2021 - 15:24

Over the last five years, the volume of information available to all has skyrocketed, leading to increased investor interest in alternative data or crowdsourced investment strategies. While opportunities for added value may be present, adoption also comes with a number of risks, both for early and late adopters. This webcast highlights readings from the 2021 Financial Data Professional (FDP) curriculum.

View Slide Presentation Here

Tue, 03/02/2021 - 16:30

This webcast is the second installment of CAIA SoCal's series on pensions, and features panelists Zack Ellison of Applied Real Intelligence LLC, Blair Smith of Promethean AB Strategies, LLC, Cheryl Alston of Dallas Employees' Retirement Fund, Jasmine Richards of Cambridge Associates, and Guy Pinkman, also of Applied Real Intelligence LLC.

Tue, 03/02/2021 - 14:13

Over the last decade, we've seen an explosion in alternative vehicles as a more cost-efficient way to invest in private equity strategies. In this video, Josh Lerner, Jacob H. Schiff Professor of Investment Banking at the Harvard Business School, speaks with CAIA Association's Keith Black to discuss a recent study he coauthored, which explores how quality differences in LPs and GPs can lead to wide return dispersions across alternative vehicles. 

Read a summary of the full study here on our blog.

Wed, 02/24/2021 - 16:11

African Art has been one of the developing segments at auctions over the past 15 years. From a historic focus on traditional African art, the interest over the past few years has shifted to modern and contemporary. With all the recent interest in African art, is now the time to invest? If so, where should interested collectors start? What is the best way to gain an understanding of the African art market? Where do collectors buy and sell? What are the upside and risks of investing in African art? In this webcast Serge Tiroche, interviewed by Christine Bourron, shares insights from his experience building a private collection, focused on contemporary art from across Africa and the diaspora.

Tue, 02/23/2021 - 16:35

Bill Kelly In Conversation with Troy Prince, CAIA, Founder & CEO, Wall Street Bound Inc. Bill talks to CAIA Member and founder/CEO of Wall Street Bound Inc, Troy Prince, about how Troy got interested in finance and investing, and his inspiration for starting a nonprofit organization whose mission is to "create pathways of success for urban youth through careers in finance."

Tue, 02/23/2021 - 15:54

CAIA Info Series co-hosted with CAIA SoCal bring you Solutions for Optimizing U.S. Pension Structures, an in-depth series on pensions, beginning with Solutions for Optimizing U.S. Pension Structures, featuring moderator, Guy Pinkman of Applied Real Intelligence LLC, Russell Kamp, of Ryan ALM, Von Hughes, of PAAMCOPrisma and Ray Joseph, Vice President, Wilshire