Videos

Perspectives on the Korean Asset Management Industry

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.

CAIA Association’s 10 Lessons in Finance 2022 - Lesson 10: SPACs 2.0 – Capital Raising in a Post-Inflationary World

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.

CAIA Association’s 10 Lessons in Finance 2022 - Lesson 9: Does India Need More Fund Managers?

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.

CAIA Association’s 10 Lessons in Finance 2022 - Lesson 8: Portfolio Construction in Wealth Management

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.

CAIA Association’s 10 Lessons in Finance 2022 - Lesson 6: Venture Capital (VC) Investment - The Founder's Insights

Often times the louder voice prevails but it may not be representative of the eco-system.

In this webinar, we assembled Mumbai-based young enthusiastic business founders, heard their thoughts on the Venture Capital (VC) industry, and learned about its funding mechanics. The switch here is that we heard what the investee company think about the VC investments they receive. The founders shared their thoughts and insights on fund raising activities, and revealed the good, the great, and the ugly from their experiences.

Irene Aldridge Discusses Explainable AI: Exploring Unsupervised Learning

Artificial Intelligence (AI) has been a great buzzword in scientific and business communities and even the popular press. This webinar was designed to explore the technology underlying AI, known as “unsupervised learning.” Unsupervised learning allows us to hear the data speak for itself, reducing reliance on researchers’ potentially biased frameworks and sometimes discovering unexpected factors. In the course of the webinar, we considered AI applications in Finance and contrasted those with traditional machine learning (ML) models.

CAIA Association’s 10 Lessons in Finance 2022 - Lesson 5: Alternative Investment Funds (AIFs) – An Emerging Investment Avenue

Alternative investment funds (AIFs) have gained much traction in India and overseas in recent years, especially among high net-worth individuals, as they warm up to sophisticated capital market instruments. With the increasing popularity of the product it becomes very important to provide better access to these products in terms of disclosures and benchmarking to enable investors take an informed decision.

CAIA Association’s 10 Lessons in Finance 2022 - Lesson 4: Relevance of Gold as a Strategic Asset

Gold has remained the most precious asset in our lives ever since the concept of wealth creation was curated by human civilisation. Our country is the second-largest consumer of gold worldwide, and Indian people possess a profound attachment with gold, considering it an integral part of auspicious occasions. The webinar covered the drivers of gold demand in India. Thoughts on why gold is to be looked at as a strategic asset class were shared.

CAIA Association’s 10 Lessons in Finance 2022 - Lesson 3: Evolution of Digital Assets

As digital assets continue to gather broad appeal as an asset class, and flourish by creating an entirely new financial ecosystem, it is important to understand how we define these assets, their key characteristics, the regulations related to this emerging asset class, and challengers when accessing to these assets.