Videos

Aaron Filbeck, Director, Global Content Development, CAIA Association explores and reviews information about the CAIA Association and our flagship program, the CAIA Charter Designation program

What’s the best way to measure volatility of private equity? Perhaps simply assigning a leverage multiple isn’t enough. Moderated by Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director, Global Content Development, CAIA Association, William Kinlaw, CFA, and Megan Czasonis of State Street Associates discuss some of the main takeaways of “Private Equity and the Leverage Myth.” This paper was published in the Winter 2021 edition of The Journal of Alternative Investments.

Real estate in Africa has been one of the most important investments and stores of value for local investors for decades. There are many historical and cultural significances to land on the continent and we are going to explore African real estate as an investable asset class for international investors and asset managers. In this webcast focused on African Real Estate moderated by Adam Camenzuli, CFA, CAIA, Dr.

Moderated by CAIA's CEO, Bill Kelly, this event features guest speaker Pulkit Sharma, Managing Director, Head of Alternatives Investment Strategy and Solutions at J.P. Morgan. Bill and Pulkit discuss the recent J.P. Morgan Long Term Capital Market Assumptions Report with a focus on the evolution and expansion of alternative investments over the next 10 – 15 years. Topics discussed include: the objectives that alternative investments meet, the framework in which to allocate, and the challenges that are intrinsic to alternative investments.

Join Keith Black, Ph.D, CAIA, CFA, FDP, Managing Director, Content Development, CAIA Association as he explores CAIA Association and our flagship program, the CAIA Charter Designation program. Joining Dr.

In this webcast, Keith Black reviews the definition and characteristics of asset allocation models, including model portfolios, the capital asset pricing model, the endowment model, mean-variance optimization, risk budgeting, multi-factor models, liability-driven investments, risk parity, scenario-based models, and core vs. non-core portfolio models.

Over the last five years, the volume of information available to all has skyrocketed, leading to increased investor interest in alternative data or crowdsourced investment strategies. While opportunities for added value may be present, adoption also comes with a number of risks, both for early and late adopters. This webcast highlights readings from the 2021 Financial Data Professional (FDP) curriculum.

View Slide Presentation Here

This webcast is the second installment of CAIA SoCal's series on pensions, and features panelists Zack Ellison of Applied Real Intelligence LLC, Blair Smith of Promethean AB Strategies, LLC, Cheryl Alston of Dallas Employees' Retirement Fund, Jasmine Richards of Cambridge Associates, and Guy Pinkman, also of Applied Real Intelligence LLC.

Over the last decade, we've seen an explosion in alternative vehicles as a more cost-efficient way to invest in private equity strategies. In this video, Josh Lerner, Jacob H. Schiff Professor of Investment Banking at the Harvard Business School, speaks with CAIA Association's Keith Black to discuss a recent study he coauthored, which explores how quality differences in LPs and GPs can lead to wide return dispersions across alternative vehicles. 

African Art has been one of the developing segments at auctions over the past 15 years. From a historic focus on traditional African art, the interest over the past few years has shifted to modern and contemporary. With all the recent interest in African art, is now the time to invest? If so, where should interested collectors start? What is the best way to gain an understanding of the African art market? Where do collectors buy and sell? What are the upside and risks of investing in African art?