CAIA Association

What sets the best apart? Lifelong learning. It brings adaptability, analytical thinking, and the ability to take charge. Registration for the CAIA Charter opens again on April 14, but until then, stay curious: https://bit.ly/CAIA_Home

Miss the Institutional Investor & CAIA Association Alternatives in Wealth Management Forum? No problem! Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP shares insights: https://bit.ly/4hJIgnf Here he highlights the "second wave of democratization" in #privatemarkets and how a small but influential group of #wealthmanagement firms are moving beyond fundamentals to strategic implementation with deeper insight. While representing just a portion of the wealth channel, these early adopters demonstrate growing sophistication that signals promising momentum for the industry.

Want to be part of something new, something special? Don't miss out on making history with the first #ALTSCAN event! Get ready for a powerhouse lineup of investors, thought leaders, and experts: https://bit.ly/4hfIfYf CAIA leaders John L Bowman, CFA and Steven Novakovic, CAIA, CFA with be there – will you? See you April 14! Markets Group #AlternativeInvestments #Toronto #Investing #InvestingEvents #FinanceEvent

Performance evaluation is never as simple as it seems. CAIA's Steven Novakovic, CAIA, CFA discusses why boards shouldn't rush to judgment based on short-term results or arbitrary benchmarks: https://bit.ly/43QgQZJ As Steve puts it, "Firing an investment team because beta markets generated returns lower than your absolute return standard would be a naive and unfair decision." Read more about the challenges of performance analysis now. #Investing #Insights #CAIABlog #AssetAllocation #PerformanceAnalysis

What started as a simple chat turned into a game-changing decision to pursue the CAIA Charter. With hard work, determination, and a passion for continuous learning, Urmi Hossain, CFA, CAIA leveraged the CFA Stackable Credential Program and earned her Charter: https://bit.ly/3ETWdSb Her advice? Invest in yourself. The CAIA Charter is more than just a designation—it’s a competitive edge, a gateway to deeper expertise in alternative investments, and a way to stand out. #CAIA #CAIACharter #Investing #AlternativeInvestments

"Labels really don’t matter… instead, it’s about finding the best opportunity to fit the needs of the asset pool." #ChroniclesofanAllocator dives into the Collaborative Model + the Total Portfolio Approach: https://bit.ly/4kNK5Cn Case studies from CalSTRS and Orange County Employees Retirement System show how flexibility, creativity, and collaboration are changing the game. So what is the Collaborative Model? An innovative approach to institutional investment that emphasizes leveraging the competitive advantages of long-term asset owners by building and facilitating relationships with different investment partners. How does it intersect with the tenants of the Total Portfolio Approach? Find out in this issue! Make sure you take a look and share your thoughts with us and author Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP! #Investing #TotalPortfolioApproach #AlternativeInvestments #Insights

Elevate your #alternativeinvestments knowledge: Whether you're an asset manager, financial planner, sales professional, or private wealth manager, UniFi by CAIA™ offers objective, accessible, and applied training to better serve your clients: https://bit.ly/UnifibyCAIA Start your personalized learning journey today!

Back in the early 2020s, discussions with the wealth channel primarily centered around the foundational role of private markets in portfolios. Fast forward to today, it seems like some of the largest wealth management firms are in a different place entirely. My takeaways from my most recent CAIA Association | Institutional Investor Annual Alternatives in Wealth Management Forum last week in Dallas. Steven Novakovic, CAIA, CFA Lauren Feldman David Grana Cynthia Huynh #wealthmanagement #privatemarkets

From wealth management to social media: James Cheo, CFA, CAIA, FRM Chief Investment Officer, Southeast Asia and India for HSBC Global Private Banking and Wealth, shares professional + personal insights: https://bit.ly/3DBngRM #EducationalAlpha's discussion with William J. Kelly, CAIA traverses crucial themes like intergenerational #wealthtransitions, democratization of private markets, and the evolving role of technology in investment strategies. Tune in now! Thanks to iCapital for sponsoring! #Podcast #FinancePodcast #PrivateMarkets #WealthManagement #Investments #InvestmentStrategies

Many believe that #privateequity firms are responsible for a disproportionate share of bankruptcy filings. What if we told you that's not the full picture? In Capital Decanted, we explore common misconceptions: https://bit.ly/3D5ENS3 See how the landscape has become far more nuanced than many assume – from the evolution of leveraged buyouts to opportunities for positive impact, we cut through the noise to offer a balanced perspective. Tune in now! Thanks to: John L Bowman, CFA, Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Peter Stavros, Co-Head, Global Private Equity, KKR, and Daryn Dodson, Founder, Managing Partner, Illumen Capital. #CapitalDecanted #FinancePodcast #Podcast #Investing #Insights