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… Is continuing education required for CAIA Members to maintain their membership status? While … investment professionals. As stewards of the industry, we recommend that Members engage in 40 hours of professional … To access the CAIA.nxt™ microcredentials, simply visit here . …
… Bank -IDB- as an Investment Officer, responsible for managing the corporates and banks portfolio, as well as … Investment Officer of Pontificia Universidad Javeriana for more than 10 years, accountable for the asset allocation, execution and monitoring of the …
… Institutional Distribution at Challenger, responsible for raising institutional capital for Challenger and Fidante’s specialist investment management partners covering fixed income, domestic and global equities and alternatives. Katy …
… State of the Wealth Management Industry in Latin America for the Global Audience November 25, 2025 Videos Watch for an in-depth exploration of Latin America’s evolving … from product-selling to holistic planning and the push for ethical standards and certification are vital for the …
… Your CAIA Exam Checklist Right After You Register Register for your CAIA Exam . Schedule your exam seat at a Prometric … “My Exam Info” within your “My Profile”. Sign up for an upcoming exam webinar (or watch recordings). Use the Curriculum Companion to help focus your studies on key topics and …
… CIPM, FDP Aaron Filbeck is Managing Director of Content & Community Strategy at CAIA Association and a member of its … team spanning thought leadership, brand strategy, and community experience, helping position CAIA as the trusted voice for the alternative investments industry. He works closely …
… a designer... you can't put a hammer to a nail […] So how come ten times in a day, I read Steve Jobs is a genius? What … figure, so don’t view this quote as me giving him an award for personality. However, I will give Mr. Jobs credit where … they did and ultimately fostered one of the most successful companies in recent history. There are many parallels …
… Alternative Investment Analyst (CAIA) Association Welcomes Its First Members in Puerto Rico AMHERST, MASS. and … with regulatory agencies striving to raise the bar for alternative investment education.” Enrique “Quique” … . For more information on the CAIA Charter, please visit caia.org . < BACK TO NEWS LIST …
… CAIAA Examination - Exam Day Disruptions or Exam Compromise It is the priority of CAIAA to protect the safety … mistimed, or otherwise disrupted, or if exam content is compromised, CAIAA may change the date, time, or location of … exam appointments or cancel the administration of the exam for all or a portion of the exam administration window. In …
… president, portfolio manager and senior research analyst for Franklin Templeton’s Investment Solutions group (FTIS). … 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 …
… (A.I) and provide suggestions to investment practitioners for incorporating A.I. into their investment strategies. … can incorporate A.I. into their portfolios. DOWNLOAD Outcome-Oriented Alternative Investments Masao Matsuda Outcome-orientation signals a major shift from the traditional …
… a shift towards ‘the green agenda’ could be key catalysts for change. Despite attracting a wall of money, capital … intensive projects that have a longer time horizon to commercialization. There is currently no clear line of sight … how to become part of the organization’s mission, please visit https://caia.org/ . < BACK TO NEWS LIST …
… CAIA CEO's Look at the Year Ahead CAIA in the News "If 2020 has taught us nothing else, we now know maybe … dear to you and embrace it—and certainly take some time for yourself in 2021. Our light remains on and our mission … of a mission top of mind. The client must always come first via all of you: informed and educated …
… CAIA in the News Press Releases AMHERST, MA (March 16, 2026) – The Chartered Alternative Investment Analyst … analytics, and processes to support CAIA’s expanding global community while fostering a high-performance, mission-driven culture across its international …
… CAIA Association & Ryan Communication Make Education Centerpiece of Collaboration … programme has to offer, and I applaud Ryan Communication for making subject-matter education a priority for their … For more information on the CAIA Charter, please visit caia.org . About Ryan Communication Ryan Communication …
… By John L. Bowman, CFA, President, CAIA Association Transformative technologies largely follow a familiar pattern: 1) … profit models emerge. In the last half-century, personal computing, the internet, and mobile computing have all exhibited this playbook. If an investor …
… and to the CAIA Association over the years, and we look forward to having him on the Board as we enter our second … he has been a key member of our Curriculum Advisory Committee and was one of our first CAIA Charter Holders in … events, networking and social media platforms. < BACK TO NEWS LIST …
… professional body is to provide and equip their membership community with content that raises practice and improves … trade. Professionals, in turn, have a voracious appetite for new perspectives, insights, and edge that will benefit … Investments. For 20+ years, Members have enjoyed a complementary subscription to the high-profile and …
… Q3 2017 Vol. 6 Issue 3 DOWNLOAD Editor's Letter - Past Performance Can Help You Create a Winning Private Fund … Frontier Advisors Offshore Investment is an established component of most Australian institutional investor … Wilkens, CAIA DOWNLOAD MSCI Global Intel Report - Propery Income Risk & Performance Max Arkey, MSCI Real Estate DOWNLOAD …
… and CAIA Association Announce Memorandum of Understanding for CAIA.nxt™ Programs Announcements CAIA in the News Press … on alternative investment education. Participants who complete each course and successfully pass the assessment … network shaping the future of investing, please visit us at https://caia.org/ . < BACK TO NEWS LIST …
… strategies, but rather to highlight the most commonly used ones, provide the motivation behind each approach, and show how they compare with real data. DOWNLOAD Private Equity Financing of … equity investors have been both praised and criticized for their impact on firm capabilities. Therefore, at some …
… Group, a China based multi strategy multi asset management company, and launched the first multi strategy hedge fund in … of Noah Holdings, one of the largest wealth management company in China, as well we the Chief Investment Officer of … As CIO of Noah and Gopher, he was responsible for overseeing all investment management, asset allocation …
… went on to set up Centurion Bank in collaboration with IFC Washington. Centurion Bank was amongst the first private … Infosys BPO and the COO of Oracle (OFSS) BPO managing its delivery centres across Bangalore, Mumbai, Delhi. Ravi is a keen academician and has been the visiting faculty at Sydenham College (Mumbai) and Bankers …
… opportunities, and risks. It’s increasingly important for wealth management professionals to understand benefits, … and investing more responsibly – helping you stand out in a competitive marketplace. With the CAIA.nxt™ Digital Assets … and is eligible for 5 CE hours upon successful completion of the program. Individual course registration is …
… Educational Alpha | Illiquidity Is the Wrong "Common Enemy" By John Bowman, CFA, Senior Managing Director … one side and a return premium, complexity, asymmetry of information, and lack of uniformity in disclosure on the … of liquidity and capital levels were exposed during the GFC. He then applies these lessons to the steady rise of …
… and asset classes; and a four-point call to action for the industry that will become our rallying cry in the coming years. Here are some of the highlights: Click to …
… Autocorrelation Other Measures of Risk Risk-Adjusted Performance Lesson 3: Correlation and Efficient Frontiers … Value Hedge Funds Convertible Bond Arbitrage Fixed Income Arbitrage ABS and MBS Strategies Relative Value … Private Equity Fund Structure Cash Flows, Fees & Waterfall Common Performance Measures IRR Calculation TVPI, DPI, and …
… access to alternative investments and offered us a compelling vision of the future. Watch the video above and read on for some key takeaways! Laying the Groundwork Every good … available to investors outside the institutional investment communities and/or ultra-wealthy individuals have increased. …
… dedicated exclusively to asset management. I have worked for small, medium, and large firms within both partnership … was founded in 2002 at a time when AI was starting to become more organized, and the related products began to take … the majority of my time in the period ahead. < BACK TO NEWS LIST …
… impact on the industry.” “As responsible investing becomes more prevalent, this study will help to identify the … who are assessing their own firm’s involvement and looking for responsible investing best practices,” said Lee A. … in more than 90 countries. For more information, please visit: www.caia.org . Media Contacts For Adveq: Bill Haynes …
… AIMA AND CAIA LAUNCH SERIES OF HEDGE FUND PAPERS FOR PENSION FUND TRUSTEES London - 28 January 2015: The … produced in collaboration with the AIMA Investor Steering Committee, a group of leading institutional investors … Association dmclean@caia.org or (413) 253-7373 < BACK TO NEWS LIST …
… and asset classes; and a four-point call to action for the industry that will become our rallying cry in the coming years. Here are some of the highlights: Click to …
… Vol. 7 Issue 3 DOWNLOAD Editor's Letter: Best-Case Scenario for the Long-Term Expected Return on a 60-40 Portfolio … non-financial data, machine learning, and record-low computer processing and storage costs to run innovative … include gamers and hackers (though benign ones). DOWNLOAD Compliance Jason Scharfman Historically, private equity …
… cheaper gas, and growing power demand sparked a buildout of combined cycle gas turbines (CCGTs). These highly efficient … permitting timelines that stretch years, and gas turbine delivery queues extending to 2030. Different Risk Profiles … network that is shaping the future of investing, by visiting https://caia.org/ …
… his expertise in business development and his passion for training the next generation of finance professionals. … a successful seven-year tenure as Managing Director for the CFA Institute in APAC, where he worked closely with … Head of International Learning and Professional Development for Coutts International. His career began with NatWest …
… of 2021, Bitcoin surpassed $38,000, propelling many alt-coins to all-time highs. However, despite strong recent performance, institutional investors have largely avoided the asset class, meaning performance has been driven primarily by individual investors …
… Careers for Women in Alternative Investments: … Gender Diversity Initiative Videos CAIA New York, Fordham University Gabelli School of Business, and 100 Women … discussing the opportunities, challenges, and strategies for a successful career in asset management for women.Over …
… to establish market views, asset allocation and portfolio recommendations tailored specifically for NBPW clients. She is also responsible for leading the NBPW investment platform to enable comprehensive delivery of the firm's investment capabilities. Prior to …
… and see its best years ahead, there is an increasing need for fund managers who can help investors protect and … it is estimated that the country will need even more in the coming years in order to keep up with the demand. There are … identify and invest in the best opportunities. This is good news for those looking to enter the profession, as there …
… Analysis January 19, 2022 Videos There are many methods for conducting performance attribution with portfolios containing only liquid … This presentation covered a proposed methodology for decomposing private fund portfolio performance in an article, …
… - APAC January 20, 2022 Videos There are many methods for conducting performance attribution with portfolios containing only liquid … This presentation covered a proposed methodology for decomposing private fund portfolio performance in an article, …
… John L. Bowman, CFA John was appointed CEO for the CAIA Association in January 2025. He has devoted 30 … advocate for market integrity, long-termism, investor outcomes, diversity, human dignity and educational standards, … Director for the Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central …
… current position, he spearheads a team that is responsible for developing Sanctuary Investment Research efforts, including overseeing the Sanctuary Investment … Mr. McGowan also leads the Alternative Investment Committee. Before joining Sanctuary, Mr. McGowan held a …
… John L. Bowman, CFA John was appointed CEO for the CAIA Association in January 2025. He has devoted … advocate for market integrity, long-termism, investor outcomes, diversity, human dignity and educational standards, … Director for the Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central …
… Latin American business of Alpine in 2015, Daniel worked for Moneda Asset Management, one of the largest independent … managers based in Santiago, Chile, managing over USD $10bn for global institutional investors. He led Moneda’s … moved to Santiago, Chile in 2009 to lead Thomson Reuters’ commercial efforts there. Daniel graduated from Indiana …
… 12, 2023 Videos Leadership is the most important driver of company performance and, therefore, a fundamental component of Operational Alpha. Yet, despite leadership’s …
… Total Portfolio Approach (TPA) Hub is your central resource for the evolving conversation around TPA— updated regularly … insights, questions, and contributions of the investment community itself. Explore the Full Spectrum of TPA … version here Articles Portfolio Thinking Evolves (March 2026) Implementing Total Portfolio Approach at an Operational …
… on Protecting your Portfolio from Inflation: The Case for Real Assets. It means that IE Business School students … investments are no longer seen as an exotic or extravagant component of investment portfolios, but rather as … hold management positions in some 100 countries. < BACK TO NEWS LIST …
… Registration Now Open for the 2017 100 Women in Finance/CAIA Scholars Program CAIA in the News Industry News Press Releases “As CAIA has continued to … management, full membership in 100 Women in Finance, a commitment to registering for the Level I CAIA exam in …
… alternatives education. Amherst, MA – May 5, 2026 — CAIA Association today announced that Mark Robillard, … Institutional, Robillard leads due diligence research for private equity investment strategies and authors thought … and institutional investors. “The strength of CAIA.nxt™ comes from its direct connection to practitioners working …