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, 04/13/2022 - 14:30

Learn how to obtain the CAIA Charter with CAIA EVP John Bowman, EMEA Managing Director, Laura Merlini, and guest speakers David Ryan, CFA, CAIA, FRM, Head of Multi Asset Funds, Setanta Asset Management, and Lizette Landeras, CAIA, VP Credit Risk & Analysis, Kandeo Asset Management.

This presentation focused on the value of professionalism, and how earning the CAIA Charter equips practitioners with a more holistic, multi-dimensional outlook as they construct modern portfolios.
 

View Slide Presentation Here

Fri, 08/13/2021 - 09:03

In this second webinar of our Tokenisation focus series, we explored some of the recent developments on Tokenisation and where the opportunities lie. We also discussed some of the applications of Tokenisation and what promise it holds for alternative assets.

Wed, 08/11/2021 - 16:01

This webcast focused on how alternative data can help private equity firms with deal origination and due diligence. Expert speakers from data aggregator Eagle Alpha and data consultancy OneFourZero demonstrated practical examples of how alternative data can be applied to solve common problems when sourcing new deals and due delicencing target companies.

Tue, 08/10/2021 - 10:04

Bobby Guy, Deal Attorney, Polsinelli and Lisa Phillips, Principal Analyst, Insider Intelligence, discussed the processes and considerations made during a typical private equity M&A deal. This discussion covered items such as the auction process, negotiations, and operational due diligence, brought to life through real-world examples and applications.

Tue, 08/10/2021 - 10:00

Constructing a 'Portfolio for the Future' begins with broad and sophisticated diversification of beta. While alpha generation remains an important pursuit, so too are climate risk, operational excellence, and manager selection - now table stakes for the discerning asset owner. Bill Kelly, CEO, CAIA and Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director of Global Content Development, CAIA, discussed the re-brand of CAIA Association’s blog, along with the issues they’ve been tackling in the blog’s “What About Beta” column.

Fri, 07/23/2021 - 11:44

Infrastructure serves as an important element of an investment portfolio. In this presentation Aaron Filbeck provides an overview of infrastructure as an asset class, explores the historical performance of infrastructure, and comments on their role in asset allocation and inflation protection. The differences between infrastructure and financial assets are compared during this conversation, while various methods of obtaining exposure to infrastructure are evaluated, specifically looking at rising inflation and the possible implications.

Mon, 07/19/2021 - 15:20

On average, venture capital and buyout funds experience a performance fall off after seven to eight years, while the cross-sectional dispersion amongst them increases. Listen to the authors of “The Evolution of Private Equity Fund Value”, published in The Journal of Alternative Investments, as they discuss their research findings, which represents the first large-sample analysis of buyout and venture capital fund values over their lifetimes.

Wed, 07/14/2021 - 09:40

CAIA's Director of Marketing, Jeanne Barron, interviews CEO Bill Kelly and John Bowman to hear insights on the evolution of the CAIA blog and to announce the launch of Portfolio for the Future.

Wed, 06/30/2021 - 12:17

This session on analyzing cryptocurrency fund performance opens with a keynote presentation by Dr. Daniele Bianchi, during which he shares his findings from his latest paper. His presentation is followed by a panel discussion with Sui Chung, CEO of CF Benchmarks, Bastien Buchwalter, Associate Professor of Finance at SKEMA Business School, and Ken Odeluga, Head of Research and Content at CF Benchmarks. The panel shares insights on performance measurement, benchmarking, and portfolio considerations within the crypto asset space.

View Slide Presentation Here

Wed, 06/23/2021 - 08:31

Allocating to illiquid assets brings an additional factor to the optimization process beyond risk and return: illiquidity. Join William Kinlaw, CFA, Senior Managing Director, Head of State Street Associates, and David Turkington, CFA, Senior Managing Director and Head of Portfolio and Risk Research, State Street Associates, as they discuss how to incorporate illiquidity of asset classes, such as private equity, into the asset allocation and portfolio construction process. This session is moderated by Lydia Ofori, CFA, CAIA, Founder & CEO, Hunter Labs Technologies.

Mon, 06/21/2021 - 10:16

Join Michelle Noyes, Managing Director, AIMA, as she hosts a panel of experts who aim to provide interns with a view to different paths a career in this industry can take.