Videos

Bill Kelly and Aaron Filbeck were joined by Rashad Kurbanov, CEO of iownit, on September 3 to discuss the recent SEC accredited investor ruling, access to private markets, and how technology can provide operational efficiency and increased transparency for investors. The discussion follows a recent blog post from Rashad on these topics.

Does the illiquidity premium really exist after fees? Can the efficient frontier really be expanded through private capital or can the same behavior be captured through highly indebted publicly traded small cap equities? Gregory Brown, Executive Director of the Kenan Institute of Private Enterprise at the University of North Carolina, and John Bowman, CFA, Senior Managing Director of the CAIA Association co-host a panel of experts that have wrestled and opined on this complex set of questions.

 

CAIA and CFA Society Emirates organised a panel of experts to explore the intersection between technology, data and investor motivations as key accelerators of impact investment activity pre, during, and post-COVID 19. The speakers discussed the impact investment trends that were already on the uptick prior to the COVID-19 global market slowdown, sustained during the pandemic, and can be anticipated to remain relevant as the global economy arrives at a new normal.

Should retail investors be allowed to participate in private capital? Do the social and financial risks outweigh the long term benefits? With so much capital formation shifting to the private markets, are retirement goals at risk by relying solely on public markets?

In Part I, Aaron Filbeck, CAIA, CFA, CIPM, Associate Director, Content Development; and Chris Hamilton, Head of Asia Ex-Japan Client Solutions, Invesco Investment Solutions, discuss Invesco’s current capital market assumptions for traditional and alternative investments, how taking a goals-based approach can better inform the investment process, and how alternative investments can be used to improve outcomes for institutions seeking to meet their return targets while managing volatility.

Insights Into Institutional Investing: Part II:  In Part II, Aaron and Chris start the discussion with a high level overview of some differences across institutional portfolios, both regionally and by type of institution. The remainder of the discussion takes a deep dive two hypothetical institutional portfolios. They find that, depending on the objective of the institutions, differing levels of alternative investments and particular sub-industries becomes very appropriate.

CAIA New York presents: Author Talk with Gregory Zuckerman on The Man Who Solved the Market Jim Simons is the greatest moneymaker in modern financial history. No other investor can touch his record. Since 1988, Renaissance’s signature Medallion fund has generated average annual returns of 66%.

John Bowman, CFA, Senior Managing Director talked with Thomas Brigandi, CFA, Board of Directors Vice Chair, CFA Society New York about CAIA Association's partnership on the popular Asset Owner Series - now being released in a virtual format weekly.

John Bowman, Senior Managing Director at CAIA Association talked with Tony Cowell, Partner, Head of Asset Management, KPMG about his perspectives on climate change in the age of COVID-19.