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… Tom Bloomer is a Senior Regional Investment Consultant for Columbia Threadneedle Investments, a leading global … $600 billion in assets under management. He is responsible for managing the firm’s largest RIA, Bank Trust and …
… where he provides fiduciary and governance services for alternative investment funds. In this role, he supports … with strategic oversight, ensuring adherence to regulatory compliance, managing risk frameworks, and overseeing … estate, private equity, hedge funds, and venture capital. Before joining Harbour, Nathan was an Associate Financial …
… Price in 2021 and leads global alternatives distribution for the firm. Chris brings 18 years of experience in the … College and his MBA from the University of Southern California’s Marshall School of Business. …
… by Alpha Development, is the globally recognized credential for professionals working in areas of the financial industry … who are seeking the necessary data science skills to perform in a digitized world. Link to partner FDP Institute …
… Morgan in the Hedge Funds trading team, also in Geneva. Before being in Switzerland, she did an internship at the … American Bank in Washington, D.C. in USA and worked 5 years for the Venezuelan Central Bank as financial & economic …
… Executive I started my career as an analyst creating form scratch a multifamily office, GBS Family office, were I … I was responsable of the selection of third party funds for over 2 billion euro. In 2017 I was promoted to CIO of …
… He also develops the hedge funds advisory practice. Before joining BT, Jean-Patrick spent more than a decade at … unit. He began his career as sell-side equity analyst for Abn-Amro Securities and Société Générale CIB. …
… Theresa Han, CFA, CAIA, Chapter Executive and China Subcommittee Member Ms. Han is the strategy head for Asia and other globally oriented strategies, serves on … with the Licensing Division of the Securities and Futures Commission in Hong Kong. She began her career with …
… of Little Harbor Advisors, LLC, talks about his Portfolio for the Future blog series with Aaron Filbeck, CFA, CAIA, … Listen in, and then check out Rick's posts at Portfolio for the Future: Part 1 / Part 2 …
… including Digital Assets. Christine currently works for Synaptic Partners. Previously she was Managing Director … she was a senior PM in the Alternative Investment team for 13 years, running both bespoke hedge fund portfolios and …
… Prior to AXA IM he was in charge of International Sales for French traditional asset managers and hedge funds; among … Sales Manager of Convertible Bonds and Fixed Income for Kepler Chevreux and Natixis CIB . Edoardo started his career at the French CDC in the fixed income trading desk. He holds a Master in Finance from …
… CAIA Boston Welcome to CAIA Boston. The Boston Chapter’s mission is to link … portfolio managers, product managers and Boston’s academic community. We are a resource and voice in the ever-unfolding … and speakers from all corners of the industry. We also form links through networking, outreach and career …
… AllianceBernstein in January 2021. Previously she worked for Franklin Templeton Investments during 20 years, where … Service Manager, Marketing Manager and Senior Sales. Before that, Molpeceres worked at Bank of America in the …
… encouraged to familiarize themselves with the testing accommodations policies and procedures: Testing accommodations pre-approved items (no permission required). … will be confiscated, and a report will be sent to CAIAA for a determination regarding the reporting of your exam …
… is a Senior Manager in charge of Financial Risk Management for financial and non financial institutions, Deloitte … banks when she was in charge of Basel II and Solvency II for KPMG FRM (Financial Risk Management) Advisory in Belgium … gained experience in asset management as an active fixed income portfolio manager at Dexia Asset Management. She is a …
… & Scoring, Regulatory, Efficiency & AML/CTF Projects, Compliance and People Management within the regulatory … Investment Fund Managers Directive” and “Undertakings for Collective Investment in Transferable Securities” … interesting blend of transversal skills set and affinity for knowledge and development. Passionate about financial …
… never been a more crucial time to stand out. The transformative effect of data science on the finance industry … Financial Data Professional (FDP) is a global designation for investment professionals with data science skills. …
… its members. He is also the co-founder and Program Director for the Master in Banking & Finance (Kalaidos Romandie) as … of Finance at HEG Geneva. Prior to that, he worked for close to 20 years in the financial industry as a private … photography, architecture, and active philanthropy / community work. …
… longer a mere add-on in a portfolio or investment strategy. For an increasing number of investors in alternatives, a thoughtful approach to ESG issues has become table stakes. As the industry continues to define the … on a thought-provoking webinar series organized exclusively for the benefit of institutional investors across the world. …
… Far more than a mere credential, it represents a commitment towards a deep-rooted understanding of … the strategic direction of Net Equity. It embodies Mitch’s comprehensive approach to investment analysis and … This commitment to excellence, coupled with a passion for continuous learning, has been pivotal in establishing …
… in the ten years following the global financial crisis (GFC). What’s more, 90% of excess returns variation show that … hedge funds have meaningfully altered how they drive performance, partially explaining the observed change in …
… NY. In his role there, Anthony covered hedge fund clients for derivatives clearing and intermediation activity, … and Options, Credit Default Swaps, Interest Rate Swaps, and Foreign Exchange derivatives. Anthony graduated from Cornell …
… Executive, Canada West Scott is the Manager of the Treasury for the City of Calgary, the third largest municipality in Canada. As Manager of the Treasury, Scott is accountable for the strategic direction and operational management of …
… Alternative Investments September 14, 2021 Videos Appetite for investment into private markets, by a broadening range … is increasing digital asset creation. • What’s ahead for this burgeoning sector? • What are the different types of digital assets? • How does Crypto compare with Tokenisation? What is the potential of the new …
… interested in finance and investing, and his inspiration for starting a nonprofit organization whose mission is to "create pathways of success for urban youth through careers in finance." …
… enough with the alternative investment landscape, and ready for all that’s ahead? What Do You Need to Know? The world of … greater. Stimulated by investors keen to seek alternative forms of investment products, delivering differentiating … diversifying away from a more traditional equity / fixed income and cash portfolio, understanding this sector is key. …
… Partners Limited. As Asia Region Head, she is responsible for Albourne’s practice across Singapore, Hong Kong and … overseeing Albourne’s Portfolio Group strategy, advice and delivery of client outcomes in Asia. Her experience spans 32 years in the …
… Executive David Peterson has been a Middle Market and Commercial Banker for the past 24 years. He works exclusively with privately held companies ranging from $25 Million to $500 Million in …
… are characteristic of such funds. We examine various performance measures and walk through calculations related to … Operations, Preqin, who presents on private equity updates for 2021. This presentation also covers industry AUM, dry …
… longer a mere add-on in a portfolio or investment strategy. For an increasing number of investors in alternatives, a thoughtful approach to ESG issues has become table stakes. As the industry continues to define the … a thought-provoking webinar series organized exclusively for the benefit of institutional investors across the world. …
… CAIA, Chapter Co-Head Alexandra McGuigan Head of APAC for Qblue Balanced, a Copenhagen based systematic and … world’s largest institutional clients and is responsible for the business in the region. With a 20-year career in … Och Ziff and has raised over $3 Billion AUM. Alexandra completed the Wharton Certificate in Asset Allocation and …
… in Latam. Mr. Manzur is also a ILPA external Staff Member for executive education in Latam. In addition, he created an … Ibáñez, and he is member of closed end funds’ surveillance committees which invest in Private Assets. Previously, he spent 10 years working for two big private pension plans in Chile, where he was …
… you to Riskfolio-Lib, a powerful open-source library for portfolio optimization in Python created by Dany Cajas. … optimization techniques, risk management tools, and performance analytics to help investors design and manage their …
… Question review. We went over the exam structure and format, and available resources. Preparation for exam day and items permitted during the exam were …
… Questions were answered about eligibility, applying for the program, the CAIA Level II curriculum, and tips to … answered to all of your important questions in preparation for earning the CAIA Charter. …
… that it is largely assumed to be the “correct” portfolio for a large number of investors. However, it describes … that the 60/40 portfolio will not deliver the same outcome as it has in the past. This is forcing investors of all kinds to consider new and/or larger …
… themes, considerations, and approaches to implementation for clients seeking differentiated income and diversification. We also discuss CAIA Association’s recently announced learning platform, UniFi by CAIA™ which targets the education gap in the …
… she leads PitchBook’s coverage of fund strategies and performance, publishing primary research on the alternatives … diligence, and monitoring and investment operations. Before that, she worked in senior positions at Segal … the South Carolina Retirement Systems Investment Commission, Buckingham Financial Group, Dayton Power & Light …
… The switch here is that we heard what the investee company think about the VC investments they receive. The … on the collective success of enterprise creation for in the founders success lies the success of the investor. We welcome you to a ringside seat for a view on VC investing. …
… Management Solutions, Sam Cote leads product management for the Ameriprise non-daily liquid alternative investments platform. Wealth Management Solutions provides research, …
… meeting client objectives and constraints while balancing competition and AUM targets. The viewpoints shared contrast … shared are to help build better efficient frontiers for the client. The webinar began with a short presentation … This was followed by a moderated panel discussion with time for audience Q&A at the end. …
… plans is emerging as a key topic of debate. Join us for a forward-looking panel discussion that explored the …
… leading the establishment of flexibility valuation platforms at JERA Co., Inc., focusing on energy market risk … sophisticated derivative pricing models, interest rate and foreign exchange models, and supporting traders with risk … across global teams to deliver innovative solutions in complex trading and risk environments. He received a Master …
… a requirement to serve as a reference. The only requirement for your references is that they have relevant information regarding your professional experience. …
… teams to develop and maintain relationships through the delivery of tailored portfolio solutions. Prior to joining … at Wellington Management. In this role, he was responsible for sourcing and developing alternative investment …
… CAIA, Chapter Executive Katie is the Global Head of Capital Formation for Baird Capital. Prior to joining Baird Capital, she spent … Management Research team, overseeing the equity and fixed income analysts who support Baird’s Financial Advisors with …
… having worked in various roles, most recently as an AML Compliance Officer, and a Money Laundering Reporting Officer for Cayman Islands investment vehicles. Lee has extensive … with a particular focus on regulatory requirements, compliance and middle office services. Prior to joining …
… CAIA Carolinas Welcome to CAIA Carolinas. The CAIA Carolinas Chapter serves the alternative investment community throughout North Carolina and South Carolina by expanding networking and educational opportunities for its members and for those interested in learning more …
… in the financial services industry. She is responsible for investor relations and business development initiatives across the real assets platform. Prior to joining CenterSquare, Ms. Burke was a Vice …
… role of liquid alternative strategies http://jveventsgroup.com/liquidalts/ April 04, 2017 Convene Conference Center (Times Square) New York, NY For financial advisors and institutional investors only The program centers around two key components: picking the right strategies and picking the …