Videos

Learn how to obtain the CAIA Charter with CAIA EVP John Bowman, EMEA Managing Director, Laura Merlini, and guest speakers David Ryan, CFA, CAIA, FRM, Head of Multi Asset Funds, Setanta Asset Management, and Lizette Landeras, CAIA, VP Credit Risk & Analysis, Kandeo Asset Management.

This presentation focused on the value of professionalism, and how earning the CAIA Charter equips practitioners with a more holistic, multi-dimensional outlook as they construct modern portfolios.
 

CAIA CEO Bill Kelly speaks with Managing Director Aaron Filbeck, CAIA, CFA, CIPM, FDP to discuss some of the findings from our recently released report, Portfolio for the Future™. Filbeck focused on the state of the total investible market, of which $18 trillion, or 12%, are currently invested in alternatives.

Covid may have decimated box office returns over the past few years, but with ever increasing eye-watering amounts being spent annually on content by streaming giants creating an unprecented, highly exuberant buyers market in the global media industry, is media now poised to become the next hot alternative for investors?

Ahead of the early April opening of exam registration, CAIA CEO Bill Kelly caught up with Olus Kayacan, CFA, CAIA, discussing the value of professionalism, and how earning the CAIA Charter equips practitioners with a more holistic, multi-dimensional outlook as they construct modern portfolios.

CAIA Member Greg Kaufmann and Duke Kim, Director of Institutional Client Solutions at The Giving Block, hosted the second part of an educational webcast around NFTs. In the first event, we covered investing in this emerging asset class. This second part was a practicum. We walked members through the process of transferring crypto from an exchange to a wallet and from there, we showed you how to buy an NFT.

Our new report “CAIA Insights: The Rise of India’s Private Equity Market” has been released, where we showcase insights, spotlight opportunities, and summarize our call to action for this fast-evolving sector. Combining commentary penned by leading PEVC industry specialists, alongside CAIA’s crafted content, and supported by our knowledge and data partner – Venture Intelligence – we position tangible insights, actionable intelligence and provide knowledge on a market too big to ignore.

India has reached a pivotal arc in its economic growth story, offering up broad reaching and significant investment opportunities demanding of attention. A key component is India’s Private Equity and Venture Capital (PEVC) sector where unprecedented attention is leading to burgeoning growth and its accompanying fruitful prospects.

CAIA CEO Bill Kelly speaks with Regan Landrigan of the Private Markets Club at the University of Delaware. The club recently launched a new and improved educational newsletter, with the first issue focused on proptech. Landrigan shares some of the insights he and his team gained in researching this hot topic.

The pursuit of diversification for the average financial advisor is not as straightforward as it once was. From private capital to collectibles, the barriers to access alternative asset classes are lower than ever, thanks to regulatory changes and product innovation. In this webcast, Phil Huber, CFA, CFP®, and Aaron Filbeck, CAIA, CFA, CIPM, FDP, discussed Phil’s background, his approach to asset allocation and portfolio construction for his clients, and his new book, The Allocator’s Edge. 

To support FDP Candidates and those considering the pursuit of the FDP Charter, we offered a brief, live webinar with our Curriculum team. 

A typical Orientation Session includes the following: 

• Review sample exam questions. 

• Learn exam-taking tips. 

• Have your questions answered by our exam experts.