Videos

Bill Kelly In Conversation with Troy Prince, CAIA, Founder & CEO, Wall Street Bound Inc. Bill talks to CAIA Member and founder/CEO of Wall Street Bound Inc, Troy Prince, about how Troy got interested in finance and investing, and his inspiration for starting a nonprofit organization whose mission is to "create pathways of success for urban youth through careers in finance."

CAIA Info Series co-hosted with CAIA SoCal bring you Solutions for Optimizing U.S. Pension Structures, an in-depth series on pensions, beginning with Solutions for Optimizing U.S. Pension Structures, featuring moderator, Guy Pinkman of Applied Real Intelligence LLC, Russell Kamp, of Ryan ALM, Von Hughes, of PAAMCOPrisma and Ray Joseph, Vice President, Wilshire

Evidence shows that, after fees and costs, hedge fund managers as a group have shown a marked decline in risk-adjusted alpha in the ten years following the global financial crisis (GFC). What’s more, 90% of excess returns variation show that hedge funds have meaningfully altered how they drive performance, partially explaining the observed change in results post-GFC.

Due Diligence is a set of processes directed toward making informed investment decisions when hiring and firing external managers. In this web seminar, Aaron Filbeck, CFA, CAIA, CIPM, FDP, Director of Global Content Development at CAIA Association reviews due diligence as it is discussed in the CAIA curriculum. Joining Aaron is special guest Anna Snider, CAIA, Head of CIO Due Diligence for Global Wealth & Investment Management (GWIM), a division of Bank of America Corporation.

Moderated by CAIA's CEO, Bill Kelly, this webcast features industry experts Wil VanLoh, Founder and CEO, Quantum Energy Partners, and Carolyn Hansard, Senior Director and Portfolio Head for Energy, Natural Resources and Infrastructure, Teacher Retirement System of Texas. Topics discussed include oil markets, outlook with the new administration, the current appetite for energy investing and energy transformation.

Tokenisation is the process of creating a digital representation of a non-digital asset, with the potential to democratize access to alternative investments. Listen in as Joanne Murphy, Jack Wu, CFA, Emmanuelle Pecenicic, and Adrian Lai take a focused look at Tokenisation and discuss the recently published research on The Future of Tokenisation in Alternative Investments by CAIA Association, BNP Paribas Asset Management, and Liquefy to better understand the broad spectrum of Tokenisation across all of the categories broadly defined as being “alternative”.

The European Green Deal (EGD) is paving the way for stricter regulations and targeted measures towards a zero-carbon economy. The real estate sector is an integral part of the EGD by prioritizing on existing buildings, which generate circa 40% of total energy consumption and 36% of total greenhouse gas emissions in the EU. The goal is to kick-start a major Renovation Wave across Europe focusing on improving the sustainability levels of buildings in line with the principles of circular economy.

In the first week of 2021, Bitcoin surpassed $38,000, propelling many alt-coins to all-time highs. However, despite strong recent performance, institutional investors have largely avoided the asset class, meaning performance has been driven primarily by individual investors and new entrants from hedge fund managers.

Private markets are rapidly becoming democratized, yet the average high net worth portfolio allocation to alternative investments is approximately 5%. With structural challenges in public markets going forward, advisors have begun to consider initiating or increasing existing allocations to private markets across client portfolios.

CAIA CEO Bill Kelly talked with JC de Swaan about JC's new book: "Seeking Virtue in Finance." In his book, he applies the concept of mindfulness to the un-tilled field of finance and  deconstructs the complexity and opacity of the financial industry, laying bare the conflicting and often self-serving incentives that motivate many of its professionals. Listen in.