Videos

CAIA Bay Area | The Modern Credit Portfolio: Building More Resilient Income Solutions for Today’s Market

This virtual education event explored how the evolving credit markets are reshaping portfolio construction and why traditional diversification has become less effective. The discussion focused on modern credit strategies that aim to enhance yield, improve risk mitigation, and provide new sources of resilience in multi‑asset portfolios. Viewers will gain insights into three major forces transforming fixed income outcomes today: 

Get Exam-Ready: Expert Advice for CAIA Candidates

Mastering the CAIA exams requires more than just understanding the material—it requires strategic exam preparation. This invaluable webinar featured Steven Novakovic, CFA, CAIA, Managing Director of Educational Programs, and Kristaps Licis, Director of CAIA Exams. They offered advice on effective test-taking strategies and exam preparation to ensure every Candidate is fully equipped for success. This is a chance to enhance your exam readiness and gain insights directly from our experts!

CAIA LatAm presents: The Current State of the Wealth Management Industry in Latin America for the Global Audience

Watch for an in-depth exploration of Latin America’s evolving financial landscape — from investor perceptions to technological disruption. This session uncovered the region’s untapped potential, analyzing macroeconomic and political contexts, demographic shifts, and the rise of fintech innovation. Discover how financial literacy, sustainable investing, and the growing influence of women and young investors are reshaping wealth management across LATAM.