Videos

The world of alternative investments continues to grow and change. Nearly US$10 trillion in assets have flowed into the alternative investment industry in the last fifteen years. Now alternative investments are starting to show up in mutual funds and ETFs. What might the future hold?

Description: On average, venture capital and buyout funds experience a performance falloff after seven to eight years, while the cross-sectional dispersion amongst them increases. Join the authors of “The Evolution of Private Equity Fund Value”, published in The Journal of Alternative Investments, as they discussed their research findings, which represents the first large-sample analysis of buyout and venture capital fund values over their lifetimes.

Many investors are seeking to add assets to their portfolio that can be effective in hedging increasing rates of inflation. Assets that have been considered to hedge inflation risk include equities, real estate, commodity futures, farmland, timberland, inflation-linked bonds, infrastructure, and master limited partnerships. Each of these assets varies in its ability to hedge inflation risks, as well as in the liquidity provisions.

This webcast focused on how alternative data can help private equity firms with post acquisition value creation. Expert speakers from data aggregator Eagle Alpha and data-driven PE fund Growth Curve Capital demonstrated practical examples of how alternative data can be applied to increase the value of portfolio companies.

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

Tokenization could help to democratize multiple asset classes by providing accessibility to more investors, while enabling asset managers to innovate by creating alternative assets tokens, thereby furthering the expansion of their potential product mix. Yet, the applications of the technology are still in the early stages. Chapter co-hosts CAIA Boston & CAIA Miami, along with CAIA CEO Bill Kelly, held a panel discussion on some of the investment applications and technological considerations of tokenized assets.

In this second webinar of our Tokenisation focus series, we explored some of the recent developments on Tokenisation and where the opportunities lie. We also discussed some of the applications of Tokenisation and what promise it holds for alternative assets.

This webcast focused on how alternative data can help private equity firms with deal origination and due diligence. Expert speakers from data aggregator Eagle Alpha and data consultancy OneFourZero demonstrated practical examples of how alternative data can be applied to solve common problems when sourcing new deals and due delicencing target companies.

Bobby Guy, Deal Attorney, Polsinelli and Lisa Phillips, Principal Analyst, Insider Intelligence, discussed the processes and considerations made during a typical private equity M&A deal. This discussion covered items such as the auction process, negotiations, and operational due diligence, brought to life through real-world examples and applications.

Constructing a 'Portfolio for the Future' begins with broad and sophisticated diversification of beta. While alpha generation remains an important pursuit, so too are climate risk, operational excellence, and manager selection - now table stakes for the discerning asset owner. Bill Kelly, CEO, CAIA and Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director of Global Content Development, CAIA, discussed the re-brand of CAIA Association’s blog, along with the issues they’ve been tackling in the blog’s “What About Beta” column.