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… the business development and investor relations efforts with existing & prospective investment consulting … at Two Sigma, supporting the firms business development efforts with institutional investors and consultants. Before … and public clients on their investment programs. He completed his undergraduate studies in finance & economics …
… be available? What other discounts may be available? Please visit the Association Partner Discount page . Note: CAIA … retroactive discounts . Eligible Candidates must apply for the appropriate discount prior to registration or forfeit said discount. …
… the future of the technology, and what are the implications for portfolios? We discussed some of these relevant topics that remain top of mind for investors, discussed some frameworks for adoption in … of where the industry is expected to go over the coming years. …
… Next is Here: Shaping the Future of Investing The Transformative Influence of the CAIA Charter May 02, 2024 Videos …
… team. He leads and is involved in deal teams responsible for due diligence, evaluation, execution of secondary, … 2024 after spending 10 years as an institutional investor for French life insurers. He started his career in …
… Senior Research Associate at Jeffrey Slocum and Associates for over 11 years, where he constructed private capital … manager diligence, and developed cash flow planning models for its institutional clients. Leif earned his Bachelor’s … Economics from the University of Wisconsin-La Crosse, and completed his MBA at The University of Chicago—Booth School …
… wealth management brokerages. Charles is an advocate for alternative investment strategies and the use of … management. Charles joined Ninepoint in 2019, and before taking on the National Accounts role, he contributed to the Alternative Income group’s efforts on risk oversight and alternative …
… Joel Burke, MBA, CPA, CAIA, MSCI, TEP, FCG, Acc. Dir, Chapter Co-Chair, Chapter Executive Joel Burke is the Client Director for Ocorian Trust (Cayman) Limited, where he oversees client … Joel is a CFA Level 3 candidate and has successfully completed the Certified Investment Fund Director (CIFD) …
… pleased to announce that we are able to proceed with plans for our November 9th information session in New York City. Please join us for lunch … brand by attending this event. Register Today . < BACK TO NEWS LIST …
… 10 Lessons in Finance Lesson 8: Asset Allocation for Asia Pacific in the Time of Geopolitical Tension …
… balanced portfolios and specific investment mandates for private clients, endowments, and foundations. Prior to becoming a portfolio manager, Colin helped lead the research efforts for the Austin office and supported the implementation …
… in Tokyo. In this role, Daiki drives technology integration for iCapital’s platform solutions across Japan and APAC, providing technical … in investment processes. Daiki holds a Bachelor of Arts in Computer Science and Economics from Earlham College. He is a …
… Since joining the firm in 2015, she has been responsible for leading investor communications, business development initiatives, and … of her professional role, she is actively involved in community and philanthropic leadership. She serves on the …
… Maximize Your Study Time: Proven Tips for CAIA Exam Success June 25, 2025 Videos …
… CAIA, CIMA®, Chapter Head Robert is the branch manager for Cetera Investors in Seattle. His mission is to build and coach a high-performing team that delivers exceptional service, value, and … from Arizona, and a graduate of Arizona State University for both undergraduate as well as his MBA. He enjoys …
… Harry O’Rourke is a Managing Director in H.I.G.’s Capital Formation Group. He is responsible for capital raising and client relationships in Europe, with … strategies, including real estate and infrastructure. Before joining H.I.G., Harry was a Partner at Threadmark, a …
… global investment bank. Previously, he was Director India for TH Global Capital, a UK-headquartered investment bank. … he led business development and investment advisory. Before that, he worked at the investment banking arm of the … and a FRM holder. He also earned a bachelor’s degree in Computer Science Engineering from the College of Engineering …
… how do I receive the early registration discount? Please visit the Exam Registration Dates and Fees page . … registration fee only. Exam retake fees are not eligible for the early registration discount . …
… wealth management clients. Marco is currently responsible for financial statement assurance engagements for multi-billion-dollar hedge fund complexes and emerging manager funds across a vast array of … asset investment funds and advising clients on regulatory compliance, strategy consulting and hedge fund operational …
… Get Involved CAIA Association welcomes and encourages Members to get involved in a variety of … Chapters Work with your local Alternative Investments community to organize educational and networking events . … In addition, you may submit articles or white papers for possible inclusion in our blog. Grading Jamboree …
… since 2007 Matt DenBleyker is currently the Co-CIO at Commerce Street Investment Management in Dallas where he is responsible for leading the investment process for the firm’s OCIO and … in Finance from the University of Texas at Arlington and completed post-graduate studies at the LBJ School of Public …
… largest multi family offices in Germany. She is responsible for selection, due diligence, execution and monitoring of … Alternative Credit Program of a large German life insurance company, where she set-up an investment platform across Private Corporate Debt, Infrastructure Debt, Commercial Real Estate Debt, Mortgages, Leveraged Loans and …
… where she was Business Development Manager responsible for business development and client relationship management for APAC and Chinese Institutions. Notably, she was a member … Investors, Taiwan, as an Institutional Manager responsible for business development with Institutional Investors. She …
… discuss Invesco’s current capital market assumptions for traditional and alternative investments, how taking a goals-based approach can better inform the investment process, and how alternative investments can be used to improve outcomes for institutions seeking to meet their return targets …
… part of StepStone’s Private Debt Business Development team for the Swiss market. Prior to joining StepStone, she was … Banking on the Strategic Business Development team. Before that, she was a client associate for Private Markets investments at Neuberger Berman …
… Director at the Specialist Portfolio Solutions team at WTW (formally known as Willis Towers Watson). She helps Japanese … that seek to deliver differentiated investment outcomes, both from a return and risk perspective. … MSc in Agriculture from the University of Tokyo. She also completed an MSc programme in Wealth Management in …
… CAIA Italy Welcome to CAIA Italy. As one of the largest economies in the Eurozone, Italy is a key market for many investors and one where alternative investments are continuing to become more mainstream. Investments in hedge funds, private …
… Martin Gendron, CAIA, M. Sc., FCSI®, CIM®, Chapter Executive in Montreal Mr. Gendron is a … financial management make him a valuable resource for business families. Over the course of his career, he has … portfolio management, financial analysis, development of comprehensive investment strategies, and monitoring of …
… Yes Bank Limited in the stressed asset management team. For two years, he was a part of the wholesale banking … in Yes Bank working on projects in Change Management / Transformation Management / Productivity Improvement / … initiatives in Wholesale Banking . He has also worked for 10 years in ICICI Bank India's Structured Finance team …
… Stephen Wong, CAIA, Chapter Executive and Head of Community Engagement Subcommittee Stephen Wong is Associate Director, Investment at … Macau, overseeing fixed income and alternative investments for the insurer’s general account. He is responsible for …
… floor of the Chicago Mercantile Exchange, where he worked for a proprietary trading firm that specialized in interest rate derivatives. Before moving to Merit, he helped provide alternative … for high-net-worth clients at a boutique broker-dealer. Joe completed his undergraduate studies at the University of …
… Winterthur. He manages and develops investment solutions for swiss pension funds with selected asset managers. Before joining AWI Investment Foundation Winterthur, he worked for State Street as well AXA Investment Managers Schweiz AG, …
… role of Research and Content Director. He is responsible for content development and co-ordination of the ongoing and … strategies, digital assets, asset management regulation and compliance as well as new topics to be determined in the … He also sat on Innocap’s Irish Risk Oversight and Valuation Committees. In 2017, Brian joined Albourne Partners in …
… Taehyeng Kim, Chapter Executive Taehyeng Kim is responsible for investments globally across a wide range of alternative … Prior to this he was in charge of Global Equity and Fixed Income investments. He also worked in Research Center where he projected long term cash flow analysis for the public pension fund. He awarded full sponsorship by …
… way to both help you display a visual depiction of your accomplishment and enable easy verification for employers and clients. In addition to credibility, your digital badge conveys critical information, such as what it takes to earn the certification, …
… this infrastructure gap is paramount to a bright future for the African economy and making it more attractive to … Our expert panelists took a look at what lies ahead for the savvy investor in Africa, the role of private … of the continent. Soraya Mellali, Senior Strategic Advisor, former Executive Director of the African Development Bank …
… Association announces the addition of five international, computerized test centers available now for the September 2013 CAIA exams. Including these new … Kontorshotell) Stockholm, 112 51 Sweden < BACK TO NEWS LIST …
… CAIA Australia Welcome to CAIA Australia. CAIA Australia was launched in … an ongoing programme of activity which delivers clear value for the designation. We hope to foster a deeper … and knowledge of alternatives strategies through informative educational events. We also aim to use the CAIA …
… Scott Greenberg, CAIA, Chapter Head Scott is responsible for building partnerships with institutional investors across Manulife’s private markets platform which spans: agriculture, timberland, real estate, … Analyst (CAIA) designation and serves as the Chapter Head for CAIA Florida. …
… investors. He has been Chief Investment Officer for a large Chilean family office, Head of International … for a local broker-dealer and equities and fixed income securities Trader for an asset management company. During this time, he has also served as a part-time …
… development tools, and networking opportunities. For a comprehensive overview of all CAIA Member resources, please visit our For Members page. …
… Waldman Discusses Algorithmic Trading and Machine Learning for Cryptoassets (APAC) July 22, 2022 Videos Due to the …
… Understanding Portfolio Risk for Institutional Investors Part 2 : Manage Risk and … testing) Plus lots more... View Part I here < BACK TO NEWS LIST …
… I need a receipt for payment. What should I do? Receipts can be printed …
… and the investment professional seeking best practices, we compiled a selection of our survey findings into an eBook. … Member insights and the findings translated into questions for self-examination to help investors reflect upon and … Download the eBook here Non-Members: Please fill out the form below to download the eBook. …
… 08, 2021 Videos Over the last five years, the volume of information available to all has skyrocketed, leading to … or crowdsourced investment strategies. While opportunities for added value may be present, adoption also comes with a number of risks, both for early and late …
… a global industry and the effects of the storm will be felt for some time to come in all of our businesses. Our global offices are open … time. Sincerely, The CAIA Association Staff < BACK TO NEWS LIST …
… one of the most important investments and stores of value for local investors for decades. There are many historical and cultural … and Nimeet Dodhia share insights from their combined experience highlighting African real estate as an …
… he worked at Seguros Alfa, the largest insurance company in Colombia with a portfolio of more than USD $4.2 … qualities of non-traditional investment vehicles to best comply with requirements on the insurance reserves. In addition, Daniel, in a joint effort with the investment team, supervised and performed the …