Due Diligence is a set of processes directed toward making informed investment decisions when hiring and firing external managers. In this web seminar, Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director of Global Content Development at CAIA Association reviews due diligence as it is discussed in the CAIA curriculum. Joining Aaron is special guest Anna Snider, CAIA, Head of CIO Due Diligence for Global Wealth & Investment Management (GWIM), a division of Bank of America Corporation. Anna shares real world applications and current issues of this important concept within alternative investments.
Moderated by CAIA's CEO, Bill Kelly, this webcast features industry experts Wil VanLoh, Founder and CEO, Quantum Energy Partners, and Carolyn Hansard, Senior Director and Portfolio Head for Energy, Natural Resources and Infrastructure, Teacher Retirement System of Texas. Topics discussed include oil markets, outlook with the new administration, the current appetite for energy investing and energy transformation.
Tokenisation is the process of creating a digital representation of a non-digital asset, with the potential to democratize access to alternative investments. Listen in as Joanne Murphy, Jack Wu, CFA, Emmanuelle Pecenicic, and Adrian Lai take a focused look at Tokenisation and discuss the recently published research on The Future of Tokenisation in Alternative Investments by CAIA Association, BNP Paribas Asset Management, and Liquefy to better understand the broad spectrum of Tokenisation across all of the categories broadly defined as being “alternative”.
The European Green Deal (EGD) is paving the way for stricter regulations and targeted measures towards a zero-carbon economy. The real estate sector is an integral part of the EGD by prioritizing on existing buildings, which generate circa 40% of total energy consumption and 36% of total greenhouse gas emissions in the EU. The goal is to kick-start a major Renovation Wave across Europe focusing on improving the sustainability levels of buildings in line with the principles of circular economy. Despite the overall excitement about the potential benefits of EGD, the implications for the real estate sector are still unclear.
In this webinar, senior professionals share their views on the potential impact of EGD on different real estate stakeholders such as local governments, real estate owners / investors with special focus on REITs, tenants, developers and lenders.
In the first week of 2021, Bitcoin surpassed $38,000, propelling many alt-coins to all-time highs. However, despite strong recent performance, institutional investors have largely avoided the asset class, meaning performance has been driven primarily by individual investors and new entrants from hedge fund managers.
Private markets are rapidly becoming democratized, yet the average high net worth portfolio allocation to alternative investments is approximately 5%. With structural challenges in public markets going forward, advisors have begun to consider initiating or increasing existing allocations to private markets across client portfolios. Watch this webcast to learn more about the different ways advisors might access private, the important differences between them, and what they will want to consider when making investment decisions. Access an additional resource, an overview of interval funds, here.
CAIA CEO Bill Kelly talked with JC de Swaan about JC's new book: "Seeking Virtue in Finance." In his book, he applies the concept of mindfulness to the un-tilled field of finance and deconstructs the complexity and opacity of the financial industry, laying bare the conflicting and often self-serving incentives that motivate many of its professionals. Listen in.
In recent years, there has been a dramatic rise in the number of individual and high net worth investors allocating to collectibles. In addition to their aesthetic benefits, investors enjoy the tangible nature of sports collectibles, classic cars, vintage watches, art, and handbags as opposed to the paper assets of stocks and bonds. The collectibles space is becoming more sophisticated, adopting institutional structures such as auctions, price indices, free ports, IPOs, and fractional ownership. CAIA Association is pleased to collaborate with PWCC and Rally Rd. to discuss these innovations in this fast-growing market.
Economic development in Africa is limited by the availability and quality of key infrastructure, including road and rail transportation, energy and water. Closing this infrastructure gap is paramount to a bright future for the African economy and making it more attractive to investment capital in diverse industries. Our expert panelists took a look at what lies ahead for the savvy investor in Africa, the role of private players and how they, together with the public sector, are shaping the future of the continent.
Soraya Mellali, Senior Strategic Advisor, former Executive Director of the African Development Bank Board, Guillaume Arditti, Founding Partner, Belvedere Africa Partners, Tariye Gbadegesin, Managing Director and Chief Investment Officer, ARM Harith Infrastructure Fund Managers, Marie-Therese Laguerre-Ndiaye, Head of Operational Support - Business Driven Innovation Strategy and Innovation Department, Veolia, and Kawtar Raji-Briand, Of Counsel, ASAFO & CO.
What’s the best way to measure volatility of private equity? Perhaps simply assigning a leverage multiple isn’t enough. Join Jack Wu, CFA, William Kinlaw, CFA, and Megan Czasonis as they discuss some of the main takeaways of “Private Equity and the Leverage Myth.” This paper was published in the Winter 2021 edition of The Journal of Alternative Investments, and is available for all to read. You can also a read a summary of the paper here.