Videos

In a second conversation, Stacy Havener and Aaron Filbeck, CFA, CAIA, CIPM, FDP cover a variety of topics, including the current state of boutique asset managers, building more resilient and balanced portfolios across a number of factors, and what it really means to think like an allocator.

To listen to the "Masters of Scale" podcast by Linda Rottenberg, CEO of Endeavor, "The Next Silicon Valley," access it at: https://mastersofscale.com/linda-rottenberg-the-next-silicon-valley/

Historically, diligence was done a certain way, but that is now shifting significantly. In the latest episode of “This Is Us,” CAIA CEO Bill Kelly and Monel Amin, Founder and CEO of DiligenceVault, discuss the evolution of diligence, and how people are increasingly gravitating toward technology solutions.

How should a professional think about governance? In the latest episode of “This Is Us,” Dr. Margaret Cullen, Founder and Principal at Think Governance, and CAIA CEO Bill Kelly focus on that and much more in an in-depth discussion about the “G” in ESG.

In the latest episode of “This Is Us,” CAIA CEO Bill Kelly and Steve Sears, President and COO at Options Solutions, have a wide-ranging discussion about options including regulation, gamification, a new group of investors, the importance of education, and more. As Sears pointed out, options “force people to think more deeply about their holdings.”

Investing in private equity is a longer-term commitment, one that requires a lot of care and attention. What also needs a lot of attention is an exit strategy, to capitalize on a private investment. In the latest edition of “This Is Us,” Bodhi Research Group founder and CEO Dr. Ranjan Bhaduri discusses this and much more with CAIA CEO Bill Kelly.

In the latest episode of “This Is Us,” Stuart MacDonald, Managing Partner at Bride Valley Partners, explains why constant learning, reading, and curiosity help you stay relevant in an ever-changing industry. As he told CAIA CEO Bill Kelly, “If you didn’t keep ahead of the game, you’re out of it, fairly quickly.”

In a conversation with CAIA CEO Bill Kelly, Chapter Executive and Global Development Director of 100 Women in Finance Alexandra McGuigan, CAIA explains how achieving the CAIA Charter enabled her to “upskill,” allowing her to have meaningful conversations with investors, and giving her the understanding to ask the right questions to drive the due diligence process. McGuigan also ­spoke about her work with 100 Women in Finance, pushing for more gender equity and inclusivity in the industry.

A conversation with Hossein Kazemi, PhD, CFA and Aaron Filbeck, CFA, CAIA, CIPM, FDP discussing the Journal of Alternative Investments, Fall 2021

Tony Davidow, CIMA and Aaron Filbeck, CFA, CAIA, CIPM, FDP recently sat down to discuss the importance of starting with client objectives, how capital market assumptions have necessitated an upgrade to the average wealth advisor’s portfolio toolkit, and the importance of good education and communication towards the end investor. They also previewed some of the themes of Tony’s new upcoming book, "Goals-Based Investing: A Visionary Framework for Wealth Management".

Appetite for investment into private markets, by a broadening range of investors, is fueling product innovation. Wider adoption of Tokenisation is increasing digital asset creation.
• What’s ahead for this burgeoning sector?
• What are the different types of digital assets?
• How does Crypto compare with Tokenisation?
What is the potential of the new development in Tokenisation? What are some of the success cases? Who are leading the charge in Tokenisation?