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… to joining PwC, Patrick worked for a third party management company and acted as a Designated Person for funds with responsibility for a number of management … including the set up and authorisation of management companies, investment firms and fund service providers - Led …
… 2022 - Lesson 2: Investment and Risk Management Using Commodities November 01, 2022 Videos This webinar focused on commodities with an eye on risk management and financial … of making profit from such investment; 2. In order to undertake hedging appropriately, it is important to …
… Florence Lombard, the current Chief Executive Officer, co-founder and former Chair of the Association, has led CAIA to … The Board of Directors has, in consultation with Florence, commenced the process of seeking a new Chief Executive … of the CAIA Association abaker@aima.org or Ruth Carolan, Company Secretary ruthcarolan@caia.org , by 31 March 2013. …
… Yingwen Chin, CAIA, Deputy Chapter Head and China Subcommittee Member Yingwen joined Albourne in 2015 and is a … across multiple alternative asset classes including hedge funds, private equity and venture capital. Prior to joining Albourne, Yingwen was the Head of Asia for funds research at Nutrimenta, a Swiss-based multi-family …
… is part of the European Equity Team at Candriam as Senior Fund Manager. He is also Head of Technical Analysis. He … responsible for alternative investments and manager of a fund of hedge funds. Lapo holds a Degree in Finance from Bocconi University …
… at PitchBook, where she leads PitchBook’s coverage of fund strategies and performance, publishing primary research … the director of investments at the Saint Paul & Minnesota Foundations, where she handled portfolio management, … the South Carolina Retirement Systems Investment Commission, Buckingham Financial Group, Dayton Power & Light …
… Heimowitz, CAIA, Chapter Executive Brian Heimowitz is the Founder and Portfolio Manager of Birchwood Capital Management … investment space and works with asset managers to source, underwrite and raise capital for investment opportunities. … universe as well as leading the firm's quarterly investment committee. On the portfolio management side, Brian helped …
… Li, CAIA, CFA, CQF, FRM, Chapter Executive and China Subcommittee Member Bruce Li has been actively involved in the founding chapter activities in China. He has 25 years of … School of the University of Pennsylvania with an MBA and completed the Advanced Management Program at Harvard …
… Summer Inflation Series - Session 2: The Fundamentals of Infrastructure and a Current Market Update … explores the historical performance of infrastructure, and comments on their role in asset allocation and inflation … differences between infrastructure and financial assets are compared during this conversation, while various methods of …
… Theodore Shou, CAIA, Chapter Executive and Head of China Subcommittee CAIA Member since 2010 Qi Shou (Theodore) is Chief Investment Officer at Skybound Capital, a global alternative asset manager. He receives … degrees in Economics from Shanghai International Studies University. He is a CFA charterholder and CAIA …
… Private Equity M&A – Understanding the Deal Process August 05, 2021 Videos Bobby …
… Daniel Mueller, CAIA, Chapter Head, LatAm Prior to co-founding the Latin American business of Alpine in 2015, Daniel … $10bn for global institutional investors. He led Moneda’s fundraising efforts in Latin America to both institutional … moved to Santiago, Chile in 2009 to lead Thomson Reuters’ commercial efforts there. Daniel graduated from Indiana …
… CAIA LatAm - Investing in Hedge Funds November 27, 2024 Videos …
… Endowments, Foundations and Alternative Investments: A Post Crisis View …
… the Relationship Management team for Northern Trust Hedge Fund Services (NTHFS) based in Minneapolis. He joined … LLC, and has more than 15 years of experience in hedge fund operations and client servicing roles. Before joining … a team lead in Transaction Services for Bank of America’s Fund Administration business, responsible for trade capture, …
… and product development and management for global fund platforms with AUM in excess of US$200 billion. Over the … ETFs, CITs, UCITs, LPs), asset classes (equities, fixed income, liquid and illiquid alts) and styles (value, growth, … Institute and NICSA's Product and Alternative Investment Committee. He is also a board member of the Chinese …
… Through Python and Open Source August 15, 2023 Videos Didier Rodrigues Lopes, Founder & CEO of OpenBB discussed his journey from the pain … FDP Institute moderated the session and Cordell Tanny, Founder & CEO of Trend Prophets showed how he uses OpenBB to …
… team at Barings and is responsible for supporting the underwriting and monitoring of primary and secondary fund investments as well as co-investments across Real Assets … at Aldea Capital Partners where he focused on sourcing and underwriting private equity small and emerging managers. …
… of investment management. His extensive educational background, professional journey, and ongoing commitment to professional growth have molded him into an … investing, and digital transformation underscores his commitment to staying at the forefront of industry …
… as 'Manager, Relationship Management' within our Global Fund Services business. Previous roles at Northern Trust include Head of Global Fund Services Asia (based in HK); Head of Hedge Fund Services APAC (based in HK); Sales Manager and Sales …
… is product knowledge? - What is the true meaning of funded contentment beyond the four corners of your financial … balance sheet? Panelists Brian Portnoy, CFA and Founder of Shaping Wealth; Martina Kelly, Director of Funds, IOB Ireland; Aaron Filbeck, CAIA, CFA, CIPM, FDP, …
… in home purchases and sales in the Greater Denver and surrounding areas. He possesses a keen analytical understanding of the Denver real estate market and is a … of Pennsylvania Law School where he simultaneously completed cross-disciplinary study in Business and Public …
… Far more than a mere credential, it represents a commitment towards a deep-rooted understanding of alternative investments, professionalism, … the ethos and the strategic direction of Net Equity. It embodies Mitch’s comprehensive approach to investment analysis …
… & Marine since 2017, where he oversees a diverse mandate encompassing both direct and indirect investment strategies. Prior to joining the company, he spent five years as an equity fund manager at Tong Yang Asset Management and worked with a …
… he became Head of Equities and member of the Investment Committee until August 2013 when AFP Horizonte was bought by … was the Head of Equities of Prima AFP managing directly around US$ 7Bn. Both in Integra and Prima Fernando was a member … the University of Oxford in 2020. He has post graduate studies in Portfolio Management in Wharton Executive Education …
… CAIA Netherlands Welcome to CAIA Netherlands. The Netherlands is home to one of … investments as investors in The Netherlands are still under-allocated to alternative strategies. Most financial … firmly believes that alternative investments will become increasingly important in investors’ portfolios. CAIA …
… CAIA and Pertrac Present: Understanding Portfolio Risk for Institutional Investors … and manage risk Return distribution characteristics, comparing normal distribution assumptions with fat-tail …
… Private Equity, Real Estate, Infrastructure and Hedge Fund since 2010 in Teachers’ Pension. Prior to this he was in charge of Global Equity and Fixed Income investments. He also worked in Research Center where he … long term cash flow analysis for the public pension fund. He awarded full sponsorship by Teachers' Pension for an …
… since 2007 Matt DenBleyker is currently the Co-CIO at Commerce Street Investment Management in Dallas where he is … construction of private equity, private credit and hedge fund of funds investment portfolios that may provide higher … of Texas at Arlington and completed post-graduate studies at the LBJ School of Public Affairs at the University …
… and Director of Private Investments at Sentinel Trust Company. In this role, Montz sources, conducts due diligence … monitors investments for four proprietary private equity funds of funds in conjunction with external specialized consultants. …
… Summer Inflation Series - Session 1: The Fundamentals of Commodities and a Current Market Update June 02, 2021 Commodities may serve as an important element of an …
… Head CAIA Member since 2019 Gabriele is a member of the Amundi Alpha Associates Private Equity investment team. He … evaluation, execution of secondary, co-investment and fund investments. Gabriele joined Amundi Alpha Associates in 2024 after spending 10 years as an …
… Tool The CAIA Self-Evaluation Tool (SET) is a component of your CAIA Membership. It is intended to assess Members’ understanding of current policy, practice, and/or topical …
… Get Involved CAIA Association welcomes and encourages Members to get involved in a variety of … in to your CAIA profile and review all the possibilities under “My Volunteer Interests.” Here are some of the ways … Chapters Work with your local Alternative Investments community to organize educational and networking events . …
… enrollment information for your group of 100+. For groups under 100 individuals , the retail price may be prepaid or … to continue to the payment screen. Look for the “Welcome email” to verify your email address and access the program. Your Name First Last Company Job Title Contact Country State or Province If there …
… a Singapore based venture capital investment holding company and she has been responsible for the partnership and … business developments in Korea. Beginning her career as a fund analyst at Morningstar, Nayoung has held a range of … financial institutions that include KDB Daewoo Securities company (currently Mirae asset Securities), KB Securities …
… CEO Bill Kelly Underscores Due Diligence and the Importance of "doing your …
… CAIA Greater China Welcome to CAIA Greater China. The Greater China Chapter's … portfolio managers, product managers, and the academic community. The dedicated Executive Committee Members work to … expert panels and speakers on key topics including hedge funds, private equity, fund of funds, family offices, …
… CAIA Level II, The Must-Have, Most Comprehensive Educational Guide to Advanced Core Topics in … Topics in Alternative Investments, Second Edition is the complete, authoritative reference on alternative investment. … with coverage of the special issues faced by pension funds, endowments and foundations. Edited by the CAIA …
… In the past decade, private debt has rapidly ascended to become one of the fastest-growing private market strategies. … industry. The Private Debt Microcredential provides foundational education on private debt, ensuring you understand the complexities of this dynamic landscape. Showcase your …
… 1 DOWNLOAD Editor's Letter: Machine Learning and Hedge Fund Classification using a Self-Organizing Map Hossein … in the financial world is improving the know your customer compliance process. A common myth is that blockchain is completely immutable, and …
… Net Lease & Private Credit: A Complementary Allocation By Justin Arasin, Head of Capital … stable returns with reduced volatility. Amidst recent US commercial real estate challenges, the appeal of potentially … growing interest in private credit as an alternative debt funding source. Although they share some characteristics, net …
… As Deputy Chief Investment Officer of Australia’s Future Fund, Australia’s sovereign wealth fund, she managed nearly … trusted authority for professionals seeking to master the complexities of integrating formative and emerging … like Alicia Gregory to its Board, CAIA reinforces its commitment to staying ahead of trends and addressing the …
… the financial services industry, Joel's professional background spans fund administration, financial control, and operations. Joel … Joel is a CFA Level 3 candidate and has successfully completed the Certified Investment Fund Director (CIFD) …
… He could jab! He could take a hit! He could keep on comin’! But that furshlugginer heel of his! He barely gets … with providing access to private markets and hedge funds. As I’ve written before, the Achilles heel of the … liquid alternatives movement in the 2010s was seemingly a combination of mismatched structure (jamming complex …
… CAIA Charter B2B sales. This is a high-impact role for a commercially minded leader who combines deep knowledge of … banks, asset managers, insurance companies, pension funds, family offices, and industry associations. Represent … and develop new strategic partnerships with industry bodies, regulators and professional networks. Collaborate with …
… 2018 AMHERST, MASS. (January 15, 2018) – The CAIA Foundation and 100 Women in Finance today announced the … management, full membership in 100 Women in Finance, a commitment to registering for the Level I CAIA exam in … credential granted upon successful completion of a rigorous two-level exam series, combined …
… updating, having recently expanded in the areas of commodities and infrastructure investments. CAIA … in business school, such as investments in infrastructure, commodities and private equity. In this video, Hossein walks … in alternative assets has broadened CAIA’s base to include fund distributors and registered investment advisors, she …
… in her section of the report and wisely noted “Mission accomplished? Not so fast. Getting an investor from zero to … That’s why Shannon suggests establishing a cadence of communication that aligns with the fund’s lifecycle and using periods with no new information to …
… equity, and innovation in portfolio management. From foundational principles to advanced crypto strategies, this is … to approach rebalancing, especially when illiquid assets complicate the equation. Sharper Focus, Less Clutter Seven … today. Evidence-Based Insights, Not Theory New case studies and research explore real-world questions, like whether …