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… Team at Samsung Securities. Prior, she was a Manager at Hyundai Motor Company and was responsible for venture … strategies. Hyunjung has held a range of roles at various companies that include eIPO (a venture capital firm … Kim Hyundai Motor Company …
… Executive CAIA Member since 2008 Andrew joined First Foundation Advisors in 2015 as a portfolio strategist focusing … he served as a voting member on the investment manager committee, the portfolio model committee, and the strategic technology committee. He also …
… Co-Head Phil Shankweiler is a director within the Hartford Funds advisory services group. In this role, he works with … to help them enhance their investment and client-service outcomes. Through a personalized, client–centric approach, Phil … and financial–planner channels. Phil has demonstrated his commitment to the industry and his passion for learning by …
… Fit Between Alternative Investment Strategies and their Fund Structures By John W. Moore, CFA®, CAIA®, CMT®, … carries with both inflows and outflows. It aligns commitments and redemptions with how the portfolio genuinely … with the true liquidity of the assets, the structure may become dependent on gating provisions and other measures that …
… sphere. As Head of Accounting & Valuations for Harmonic Fund Services Ireland, Shane has established & managed large … European Head – Managed Account Platforms, Harmonic Fund Services …
… Investment Association Formerly California Hedge Funds Association. Link to partner California Alternative … Investment Association CalALTs California Hedge Funds Association …
… Investment Officer at the Fort Worth Employees’ Retirement Fund. She joined Fort Worth from Toyota North America where … Wu, Forth Worth Employees' Retirement Fund …
… Growth investors are often seen as pursuing high-valuation companies with untapped earnings potential, while value … toward lower-valuation securities that are perceived as undervalued based on fundamentals. Despite their seemingly polarizing approaches, both styles share a common objective: identifying opportunities where the price …
… SharingAlpha Announce Winners of the 2017 Asset Allocation Competition CAIA in the News Press Releases "Our … portfolios [...] included more than 1,100 different funds, and highlighted many different alternative investment … fund selectors but also as asset allocators. The use of the website is totally free and covers over 100,000 funds listed …
… (CAIA) Announces New Partnership with 100 Women in Hedge Funds Press Releases CAIA will work with the 100 Women in … credential granted upon successful completion of a rigorous two-level exam series, combined with relevant work experience. Earning the CAIA …
… (CAIA) Association Celebrates the First Anniversary of its Fundamentals Program Enrollment in Fundamentals of … of the clients they serve.” The Fundamentals course encompasses 20 hours of study and is accepted for continuing … as well as hedge funds, real assets, private equity, commodities, and structured products. Fundamentals provides …
… Equity Interests By Massimiliano Saccone, CFA, Founder & CEO, XTAL Strategies Private equity investors are … practices that the industry has dubbed “practical expedient.” [2] Attractive reported returns have the dual … TVPI approach is a simplified attempt at calculating the compound average growth rate (CAGR) of an allocation to …
… Andreas Rothacher, CFA, CAIA Head of Investment Research, Complementa AG & Janick Rensch, Head of the Infrastructure Competence Center, Complementa AG Infrastructure … number of institutional investors, such as pension funds, have added infrastructure assets to their strategic …
… Everything else is already in motion, slowly but steadily. Fundraising is reviving in the U.S. and Europe, while Asia is … us back to exits. After a tough 2023 and 2024, they’ve become the venture ecosystem’s Achilles’ heel. Many quietly … and capital markets caution may spill into venture, complicating fundraising in Q2, especially at late stage. …
… Discipline Procedures to another body, such as the Conduct Committee or Legal Counsel. There may be different … from exercising or pursuing any legal or equitable remedies that it may have against a Member/Candidate. Waiver … may terminate said Member/Candidate access to the CAIA website as well as prohibited from registering for exam …
… dataset of deals done by private-equity-like investment funds. The authors show that infrastructure deals exhibit … Over the past 20 years, distressed debt investing has become increasingly popular. The distressed debt market has … in size, and private equity firms and hedge funds have become key players. There are around 170 U.S.-based, and 20-30 …
… Credit in Multi-Asset Portfolios: A Private Credit Complement By Dennis Mothoneos, CAIA, Co-Founder and Managing Director, Clearway Capital Solutions … trading. Opportunistic Credit offers an interesting complement for institutional and private wealth investors. …
… 100 Women in Hedge Funds and CAIA Foundation Offer Scholarships to Female … Do you have a colleague or peer who deserves a chance to compete for a full CAIA Scholarship ? The CAIA Foundation is … preparatory program support, and upon successfully completing the program, a waiver of the first year of CAIA …
… CAIA Foundation and 100 Women in Hedge Funds Announce the Opening … does not currently reimburse the cost of the CAIA program. Commit to register for the Level 1 CAIA exam in September … from essay responses in support of CAIA marketing and communications campaigns. Scholarship Package CAIA will …
… offers employees the opportunity to participate in CAIA’s Fundamentals of Alternative Investments certificate program … accounting, consulting, the media or various regulatory bodies whose work includes a focus on the alternative … as small RIAs to large asset allocators such as insurance companies has been stellar.” The Fundamentals course …
… and Risk-Neutral Valuation Financial Economics Foundations Measures of Risk and Performance Quantitative … Investments What is An Alternative Investment? Real Assets Commodities Natural Resources and Land Other Real Assets … Strategies and Methods Modeling Overview and Fixed Income Models Multi-Factor Equity Pricing Models Multivariate …
… 100 Women in Hedge Funds and the CAIA Foundation Announce 2016 CAIA Designation … Hedge Funds (100WHF), Pacific Alternative Asset Management Company, LLC (PAAMCO), and the Chartered Alternative … them on his honor and look forward to all that they will accomplish in the future.” Combined with relevant professional …
… for a webcast with the best of intentions, but when the day comes, your schedule’s full or you just can’t bring yourself … Growth & Democratization … Ready for It? Discussions around private equity are continuing at a fever pitch, and with … is a Level 2 CAIA Candidate. She earned a BA in Legal Studies from UC Berkeley. If you’d like to learn more about …
… New Head of DEI, Scholarship Program to Reach Students from Underserved Communities CAIA in the News Press Releases “CAIA is … position and to work with the DEI Council, our allocator community, large asset managers, Members, Chapters, and …
… Performance Measurement By Massimiliano Saccone, CFA, Founder & CEO, XTAL Strategies For many years, the definition … to neglect the basic rules of performance analysis and comparison. Critical conditions like the self-financing … the use of since-inception or horizon IRR and Modified Dietz TWRR. On the other hand, differently from IRR and …
… to manage their investment diversification across a more complex set of offerings,” said William J. Kelly, CEO of the … a new education initiative designed to help advisors better understand alternative investments and how they can leverage … For additional information, please visit iCapital Network’s website at www.icapitalnetwork.com ### About the CAIA …
… Blanc from Knives Out (2016): “It makes no damn sense…! Compels me though…” Innovation is awesome and should be … capital markets, to the holistic financial advisor. Mutual funds democratized diversification, ETFs democratized broad … organizations, we’ve also seen headline-worthy case studies where investors still use these funds as trading …
… CAIA Foundation Honors Six “100 Women in Hedge Funds/CAIA Scholars” … the sponsorship of Pacific Alternative Asset Management Company, LLC (PAAMCO), was established to recognize and … Zoltani, Islan Asset Management. “It is a privilege to welcome this talented and sophisticated class of women into our …
… Experimentation, Factors, and Commitment: CPP Investment’s Journey Towards TPA By Geoffrey Rubin, PhD, Senior Managing Director, One Fund Strategist at CPP Investments When people talk … grows. Governance No Matter the Size The most critical ingredient of a TPA is clear governance. Management needs full …
… 100 Women in Finance, CAIA Foundation, and PAAMCO Announce the 2017 CAIA Charter … (CAIA) Foundation, and Pacific Alternative Asset Management Company, LLC (PAAMCO) today announce the ten recipients of … the 100 Women in Finance Institute and 100WF Scholarship committee. The program is generously underwritten by PAAMCO …
… of large, publicly traded banks – an exercise in regulatory compliance and systemic stability. Frameworks for measuring … in mind. Yet, the principles behind these frameworks are fundamental to valuation itself and increasingly relevant for … the same rigor that drives public market resilience is becoming a competitive edge in private markets. A move away …
… Financial District for the final stop in our 2025 global roundtable series. After conversations in Los Angeles, … with Vision 2030. At the same time, stakeholders expect competitive internal rates of return, disciplined risk … What has not changed is control. Families do not want to become passive allocators outsourcing decisions entirely to …
… point—not just experiencing a minor disruption but undergoing a fundamental misalignment. Don’t get me wrong, … This isn’t just a mechanical flaw, it’s a misfit that compromises the system’s ability to deliver on its promise. … IPO valuations. Geopolitical tensions have further muddied the exit landscape. Traditional exit avenues, such as …
… CFA, Esq., Executive Director of Global Public Investment Funds Forum and Adjunct Professor at NYU School of Law … rd he signed an executive order directing the Treasury and Commerce secretaries to establish a U.S. sovereign wealth … in January, ByteDance (the TikTok app's Chinese parent company) was required to divest its interest in TikTok by …
… ComplianceAsia and Chartered Alternative Investment Analyst … New Educational Partnership Press Releases All 25 of ComplianceAsia’s investment professionals will take CAIA’s Fundamentals of Alternative Investments certificate program …
… Improve Private Funds, Don’t Do Away with Them By John L. Bowman, CFA This … campaign platforms. There’s nothing new about inventing a common enemy to ignite a movement. But what is different … cash flow opportunities to help them meet investor outcomes. And diversification across the full risk premia …
… the Individual shall pay a fee of US$1,795. This fee is comprised of a US$400 program enrollment fee and a US$1,395 … payments are not accepted. Exam Registration Refund Policy The one-time program enrollment fee in the … associated with or arising from registration and use of the Website and the services provided on the Website, including …
… Private Credit Risk Management in Evergreen Funds By Mark Garfinkel, Sr. Portfolio Manager at Liquid … into a narrow segment of large, private equity-sponsored companies. Figure 1 illustrates how combined credit categories—including distressed, venture, …
… addressed to new researchers, as well as to those already committed to a research direction. I appreciate that … practitioner and academic research is based on AUM (Assets under Management or Articles under Management). How one … may offer new insights. One insight I hope researchers will come to realize is that they have the responsibility and the …
… contributions have served to further advance the growth and understanding of the alternative investment industry over … Awards event in Sydney, Australia to honor the exceptional commitment that individuals and companies have demonstrated in the pursuit of education and …
… LPs ranked DPI as the “ most critical ” performance metric compared to 3 years earlier [3] . GPs are also cognizant of … in liquidity given the challenges they face in their fundraising process. As weak distributions have kept LPs’ … fundraising, only $1 of capital is currently available to commit (historically this ratio is 1.3:1) [4] . Last year, …
… 100 Women in Finance and the CAIA Foundation Announce 2019 Scholarship Recipients CAIA in the … the CAIA Charter will further distinguish these already accomplished women and enable greater career advancement. We … scholarship recipients are as follows: Tahmina Igamberdiev, Director of Underwriting, Rise Line Business Credit …
… that has been losing money since inception (e.g., a mutual fund run by an incompetent manager). Further, you have every reason to … also help bring some discipline to the market, removing incompetent fund managers from the market. Well, today is your …
… a Bloomberg discussion, targeted at small or growing hedge funds, offering advice on what investors are looking for. My … into a big hedge fund. Clearly, that wasn’t what the audience wanted to hear, and hence we were determinedly … ourselves. There, the discussion was darker. We were commenting on the well-flagged trend of the hedge fund …
… CAIA Stars Shine at Hedge Fund Awards Christopher M. Schelling, CAIA, and Sanjay … the association’s Due Diligence and Regulation Curriculum Committee, and the Exam Council. Mr. Schelling received an … IN (May, 2004) B.S., Business – Finance, International Studies Employment: INPRS (2012) Director of Absolute Return …
… the Management of Endowments Hossein Kazemi DOWNLOAD Hedge Fund Investment Philosophy Kostas Iordanidis, KI Capital GmbH … a separate asset class like equities, government bonds or commodities. Hedge funds are heterogeneous and diverse. Even … a result, most (but not all) academic and practitioner studies of aggregate hedge fund performance and risk taking are …
… More recently I served as an independent board member on funds and advisors in the asset management space. I also had … was founded in 2002 at a time when AI was starting to become more organized, and the related products began to take … global, emerging markets, etc.), or duration on the fixed income side of the portfolio. Indexing and/or active …
A Call for Volunteers - Please Join the 100 Women in Hedge Funds / CAIA Scholars Selection Committee
… A Call for Volunteers - Please Join the 100 Women in Hedge Funds / CAIA Scholars Selection Committee Announcements With great fanfare, CAIA recently … program, funded by the Pacific Alternative Asset Management Company (PAAMCO). Ten scholarships will be awarded to …