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… portfolio optimization vs. numerous low-level optimizations coming together at the top. GPs, in particular have a … bucket?”, it becomes, “How do you help me achieve total-fund objectives (e.g., risk, liquidity, sustainability, … and more like chefs, balancing flavors, adapting ingredients, and recognizing that no two recipes are the same. …
… Mubadala Capital, a subsidiary of Mubadala Investment Company, the sovereign wealth fund (SWF) of the UAE. While the NBA limits a single SWF’s … Limited Revenue Streams : Before the digital era, club income was largely confined to ticket sales, local …
… This collaboration marks a significant milestone in CAIA’s commitment to expanding its footprint in the Asia-Pacific … that reflects the evolving nature of capital markets. Under this partnership, CAIA’s UniFi by CAIA™ programs, … delivered via IMAS’s robust iLearn platform, reaching an audience of over 160 corporate members across Singapore’s …
… of Content Development, CAIA Association Crypto has come a long way from the days of Bitcoin pizza purchases and … awkward teen phase: promising, but not exactly mature. To understand why crypto remains on the fringe of mainstream … up. Amidst this chaos, the ecosystem matured; some projects died, but the survivors came out stronger. Three Core …
… asset allocation—is over. The 60/40 equities/fixed-income prescription is a thing of the past. Alternative … Investment Analyst Association (CAIA) to offer the Fundamentals of Alternative Investments Certificate program … DeAWM’s global retail distribution team will be required to complete 20 one-hour modules. The online course, taught by …
… CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA Association Something has felt … few years. Maybe you noticed it sitting in an investment committee meeting or reading through a manager update. Or … these experiences connect? And are we all seeing the same underlying shifts? So, we went to the source, our global …
… announces the appointment of William J. Kelly to become CAIA’s next Chief Executive Officer Press Releases … management organization with over $200 billion of assets under management, where he oversaw all aspects of United … organizations. He also served as CFO of The Boston Company Asset Management and earlier in his career held …
… as we enter 2026, the global financial architecture is undergoing a three-way contest (See Figure 1 above) among … officials as extensions of dollar hegemony. Major tech companies and financial institutions are poised to be … is collaborating with IHC (UAE Royal Holding) and FAB (UAE commercial bank) to develop UAE Dirham-Backed Stablecoin ; …
… but the truth is likely somewhere in the middle. Once understood, it’s time to move on. Instead, ask more important questions: What am I trying to accomplish with my portfolio? Do I think I can outperform my … each of these questions in lockstep: What am I trying to accomplish with my portfolio? I’m a broken record when it …
… largely reflect the passions of the family leader versus sound risk/return opportunity. Over the last decade, however, … with these longer-dated assets and strategies. However, the complexity of the fund structure does require more care in … human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession. …
Chartered Alternative Investment Analyst (CAIA) Association Announces 2015 Leadership Awards Winners
… honors Bank Julius Baer, Jackson National Life Insurance Company and Preqin for their educational efforts AMHERST, … Leadership Awards event in Zurich to honor the exceptional commitment that individuals and companies have demonstrated … Alternative Investment Research in recognition of the profound impact their pioneering research has had on academic and …
… and future dynamics of the AI industry. The situation as I understand it The paradigm until now has been that western … logic underpinning big tech’s large capital expenditures becomes uncertain. With fewer expected investments in … of topics in asset management, which he publishes on his website, YannickLaurentFinance.com. He has a background in …
… to students and faculty that will enhance their understanding of key concepts in alternative investments.” … private equity, hedge funds, managed-futures, real estate, commodities and derivatives contracts. Most alternative … institutions in India, as well as Indian regulatory bodies such as SEBI. About CAIA Association The CAIA …
… The length of the measured trend, the way the signal is compared and, ultimately, the conversion of the signal into … Busts from Ancient Rome to The Great Meltdown. DOWNLOAD Comparing First, Second, and Third Generation Commodity … As of April 2012, Barclays Capital reported that assets under management in commodity-based exchange traded …
… CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy If you haven’t heard by now, I’m one … could not be more different. Star Wars revolves around a capitalist, resource-constrained, and often-times … of this economy is very diverse with differing layers of complexity and growth, as shown in Table 1. Table 1: …
… acting as guardrails or the North Star for the portfolio. Understandably, the primary fiduciaries of the fund should … pension liabilities. For endowments and foundations, a common goal is to preserve purchasing power, requiring a … the payout, inflation, and expenses. For others, a common target is to exceed the 70/30 (or 60/40) stock/bond …
… (CAIA) Association Launches China Chapter CAIA China becomes the organization’s 20th Global Chapter, with strong … awareness of the CAIA designation among China’s investment community. “CAIA’s core mission is to meet the growing need for alternative investment education around the world, and one of the fastest growing and most …
… within the private capital space. The following piece is a compilation of thoughts centered around why KYC is not only a law, but a cultural imperative for … to the GP as well. There are “structural advantages” that come with the large and global PE organizations. They have …
… way for two people to speak when neither one shares a common language. Think of it as an ongoing exercise in … It turns out that pigeons are quite indiscriminate when it comes to consumption. While I doled out the cheapest, most … However, advice, due diligence, tolerance of illiquidity, understanding the differences between IRR and TWR, and …
… Andreas Rothacher, CFA, CAIA Head of Investment Research at Complementa AG Asset allocation aligns investment outcomes with intended results, and getting this right is a … monolithic asset classes. Implementation matters compound the heterogeneity: it is not possible to get a …
… Panayiotis Lambropoulos is a Portfolio Manager of Hedge Funds at the Employees Retirement System of Texas – a $26 … include sourcing, analyzing and evaluating potential hedge fund managers, process and performance assessment, interviewing various fund employees and third-party service providers, and …
… of Japan (SAAJ) and CAIA Association Announce Memorandum of Understanding for CAIA.nxt™ Programs Announcements CAIA in … on alternative investment education. Participants who complete each course and successfully pass the assessment … where traditional and alternative converge. United by a commitment to improving investment outcomes, we lead with …
… Erik Keller, CAIA Netherlands Chapter Head Senior Hedge Fund Analyst, ABN AMRO Advisors Featured Speaker: Chris … Head of Alternatives, bfinance "The Rebirth of Hedge Funds" Due to a combination of increasing regulatory scrutiny and the lack …
… Skibo, CFA, CAIA, Chapter Head Nicholas Skibo is a Co-Founder and Managing Partner of Gritstone Asset Management and … Mr. Skibo joined American Capital in 2006 and worked at the company until it was ultimately sold in 2017. At American … Capital, Mr. Skibo focused on establishing and building the company’s asset management platform. Mr. Skibo’s experience …
… for the group’s flagship Franklin Global Allocation Fund with day-to-day fixed income responsibilities. He also helped lead both the fixed income and alternatives asset allocation research efforts with …
… The Evolution of Private Equity Fund Value - APAC August 19, 2021 Videos Description: On average, venture capital and buyout funds experience a performance falloff after seven to eight … Join the authors of “The Evolution of Private Equity Fund Value”, published in The Journal of Alternative …
… Young Professional Boot Camp APAC - Session 2: Hedge Funds I: Structure, Categories and Biases followed by ESG … this insightful discussion on the characteristics of hedge funds and an overview of funds by age, domicile, and concentrations across the hedge …
… Hedge Fund Alpha: Cycle or Sunset? February 16, 2021 Videos Evidence shows that, after fees and costs, hedge fund managers as a group have shown a marked decline in … more, 90% of excess returns variation show that hedge funds have meaningfully altered how they drive performance, …
… Investments vertical at CAIS, where he leads the sourcing, underwriting, and ongoing due diligence of private market … His remit spans private equity, private credit, hedge funds, real assets, and digital assets. His work blends … Diligence Analyst at Kestra Financial, where he evaluated complex investment products and supported advisors with …
… He joined Fideuram Asset Management in 2016 as head of Fund Research and Alternative Investments. From 2005 to 2016 … he worked in Aletti Gestielle and where became head of fund research and due diligence in 2008. He has more than 20 … with Finance specialization at Milan's Università Commerciale Luigi Bocconi. …
… including private investment partnerships and hedge funds. Tricia began her journey with MOSERS in 1999 as an Investment Officer in the fixed-income area. Subsequently, in 2002, she transitioned to the … role in establishing and implementing investment programs encompassing real estate, timber, private equity, and hedge …
… Seth is a liaison between the family office and its current underlying managers, and actively sources new hedge fund and private equity fund investment opportunities. Previously, Seth completed a summer position with the Alternative Investments …
… a CAIA member since 2010 and played an active role in the foundation of CAIA Cayman Islands. Marco’s current role is a … 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 …
… Diego Fernández Elices, CAIA, Chapter Executive I started my … making financial planning. In 2007 I moved to A&G as the fund selection director, where I was responsable of the selection of third party funds for over 2 billion euro. In 2017 I was promoted to CIO …
… Conversation with Christina Qi, CAIA, CEO Domeyard Fund (Part 2) March 22, 2021 Audio Gender Diversity … 2 of our 2-part conversation with Christina Qi, CAIA, Founding Partner of Domeyard Fund, Debbie McLean, Managing Director of CAIA's Global …
… Quantum Computing: Algorithms for Investors By Andre Costa, CAIA, … of the modern financial industry, characterized by intense competition and evolving regulations, quantum computing … security. We previously discussed some of the important foundations of quantum computing here . Some experts predict …
… the CAIA Curriculum The global investment landscape has undergone a profound transformation since the inception of … for 2026 exams is released in October 2025 and should be studied for the March 2026 exam and the September 2026 exam. It … with that exam year. Use of prior editions is not recommended. Next is here. An Evolution in Learning Beyond a …
… institutional investors. Japan, however, is emerging as a compelling opportunity, especially with recent regulatory … gaining traction. Asian investors continue to value fixed income for its stability and predictable cash flows. Liquidity … long-term strategic planning. This was echoed in multiple roundtables, where participants debated the “irresponsibility” …
… price of $795 to access the CAIA’s introductory level Fundamentals of Alternative Investments certificate … that identify those professionals who have made the utmost commitment to their education and to keeping pace with the … cooperation with regulators, firms and other professional bodies worldwide and over 40,000 examinations were sat in 80 …
… a long-term outlook tend to outperform in the markets, and companies with a long-term mindset consistently deliver … long-term principles into decision-making processes, company strategies, and investment behaviors. But how do we … critical for achieving long-term success. Governance: The foundation of any successful long-term strategy. Strong …
… the haloed savior of modern capitalism or (perhaps more commonly) the mustache-twirling villain that’s destroying … value without making long-term improvements to the underlying business. This strategy can be financially … scrutinized by the media, shareholders, and regulatory bodies. In contrast, private equity firms, often shielded from …
… to team up with Adveq as we strive to gain a better understanding of this increasingly important topic and its … impact on the industry.” “As responsible investing becomes more prevalent, this study will help to identify the … primary, secondary and co-investments. Adveq’s client base comprises institutional investors such as pension funds, …
… Pushups For Your Re-Ups - Increase Your Chances for New Commitments and Flows By Niels E. Andersen, CFA, … is searchable, visible, and accessible 24/7? Your company’s website, LinkedIn profile, and media engagements need to go … are looking to bring alternative investments to their audience, and are looking to work with managers to make it …
… Partner News Announcements Press Releases Forging a shared commitment to developing tomorrow’s finance professionals. … investment industry, today signed a Memorandum of Understanding (MoU), one that underscores HKU Business School's and CAIA Association’s unwavering commitment to equipping students with the most relevant, …
… owners, and presents an open forum for all its members, under Chatham House Rule, to share ideas and discuss current … and largely solved the matching problem. Money introduced a common medium of exchange that provided a way of comparing … store with a wallet of digital assets, hoping to buy ingredients to bake a pie. You want to pay for your ingredients …
… The recent stratospheric rise of bitcoin and its compatriot altcoins has generated both intrigue and despair … to stymieing volatility and the despair that often accompanies it: stablecoins . The purpose of this research … therefore, is to provide investment professionals a cursory understanding of a financial innovation within the …
… give students greater exposure to alternative investments. Under the partnership, the school’s students will have … able to gain investment knowledge on asset classes such as commodities, hedge funds, and private equity. Those who successfully complete two levels of examinations and fulfill the …
… Private Equity and Alternative Investment Organizations Combine Expertise to Support Member Experience and Drive … leading association for lower middle market private equity funds and investors, and the Chartered Alternative Investment … will benefit members of both SBIA and the CAIA Association, combining the SBIA’s comprehensive understanding of private …
… results, along with additional resources from the CAIA community, will assist you as you engage in due diligence … selection. In this report, Mark S. Rzepczynski, PhD, Founding Partner and CEO, AMPHI Research and Trading and Keith … in Manager Due Diligence From the results of our survey, we compiled a selection of findings into an eBook to give …
… leads the firm’s Sustainability & Responsibility Steering Committee to oversee the development, implementation, and … and institutional investors, including pension plans, foundations, Community Re-Investment Act (CRA) banks, family offices, and …