Videos

In this episode our hosts continue to examine commitment strategies, the challenges, and opportunities, as well as liquidity and the fear of the unknown. Listen in.

This episode is all about performance. Our hosts discuss “what have you done for me lately?” through the lens of alternative investment, in particular - private equity, the j-curve, capital calls, and capital returns. Listen in.

Developing reliable and intuitive interpretation is essential for the application of machine learning to investing. This presentation discussed a framework for decomposing any machine learning model into linear, nonlinear, and interaction effects that drive both prediction and performance. With a case study of predicting US large cap stock returns, this presentation showed how the "Model Fingerprint" tool enables practitioners to summarize key characteristics, similarities and differences among different models, thereby enhancing their understanding of the market.

In this revealing episode, hosts Bill Kelly, CAIA CEO and Steven Novakovic, Managing Director, CAIA Curriculum discuss the evolution of allocating alternative investments as a science or art — or both?! Listen in!

Asset managers have struggled to apply machine learning to generate trading signals successfully. Instead, applying machine learning to determine the probability of profit of existing trading signals is very fruitful - this is Corrective AI. Taking this one step further, we developed Conditional Portfolio Optimization, a portfolio optimization technique that adapts to market regimes via machine learning. Applications on portfolios in vastly different markets suggest that CPO can outperform traditional optimization methods under varying market regimes.

Hosts Bill Kelly, CAIA CEO and Steven Novakovic, Managing Director, CAIA Curriculum, discuss ways in which the CAIA curriculum relates to the real world of an industry practitioner. Listen in!

Based on a survey of industry leaders, this webinar discussed recent trends in Korea’s financial markets and the asset management firms’ reactions to those trends. Including discussions on how asset management firms can adapt to changes in the behavior of retail investors since 2020. Retail investors increasingly rely on new media to form their investment views, but asset management firms could provide added value to individuals by offering personalized products and services. Dr.

SPACs have become a popular alternative to IPOs over the past 20 years. SPACs offers some advantages to IPOs, and its unique structure of SPACs is ideally suited for growth companies with novel, hard-to-value business models. With the return of inflation and high interest rates, the sustainability of some of these business models have come under question. Also, the structure of SPACs have come under scrutiny in the US and elsewhere, with different jurisdictions trying different approaches to refine their regulations to offer transparency and address investor protection concerns.

As the Indian economy continues to grow and see its best years ahead, there is an increasing need for fund managers who can help investors protect and generate wealth and invest the country's capital wisely. While there are already a number of fund managers in India, it is estimated that the country will need even more in the coming years in order to keep up with the demand.

This webinar focused on how wealth management firms through private bankers or registered investment advisors are helping build diversified portfolios with the help of alternative investments. It took a dive into investment literacy challenges, building risk-return expectations, meeting client objectives and constraints while balancing competition and AUM targets. The viewpoints shared contrast between emerging and developed markets. Given the lower correlated nature of private assets with public assets the thoughts shared are to help build better efficient frontiers for the client.