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

Fri, 02/07/2020 - 15:32

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

Fri, 02/07/2020 - 15:05

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

Fri, 02/07/2020 - 15:04
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
Mon, 02/03/2020 - 09:59

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.

Sun, 02/02/2020 - 10:04

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.

Fri, 05/03/2019 - 16:23
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.
Tue, 04/30/2019 - 09:33
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.
Fri, 03/22/2019 - 14:27
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.
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.