CAIA Association

Education – we’re never going to stop. And as #privateequity becomes the largest segment of the alts industry, we see a need. Big news – introducing the UniFi by CAIA™  Private Equity Microcredential: https://bit.ly/3YGLe5J With collaboration from industry leaders, Cliffwater, FS Investments, and Meketa Capital, this program introduces the entire spectrum of the private equity industry including venture capital, growth equity, and buyouts with an emphasis on portfolio implementation. Thanks to everyone including, but not limited to: Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Phil Huber, CFA, CFP®, Michael Bell, Kirsten Pickens, John L Bowman, CFA, William J. Kelly, CAIA, and Sarah Auerbach! #CAIA #alternativeinvestments #privateequity #UniFibyCAIA

Go beyond the Magnificent Seven: It’s private equity that has access to some of the largest opportunities. We just released the UniFi by CAIA™ Private Equity Microcredential – explore this vast world in a flexible, convenient, and entertaining learning format! https://bit.ly/3UxKU71 #UniFibyCAIA #PrivateEquity #Investing

Join William J. Kelly, CAIA for this insightful discussion with Jennifer Carnithan Choi, who unpacks how limited partners are reshaping PE governance while sharing her industry perspective: https://bit.ly/4eeoAGF Tune in! Institutional Limited Partners Association (ILPA) #investing #podcast #EducationalAlpha #privateequity

Get the afternoon tea on TPA: Join Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP at SuperReturn North America on November 12 for a look at how global asset owners are transitioning to a more holistic approach to building portfolios. See you there! https://bit.ly/48zloEo

Private equity unveiled: Emerging trends investors can't afford to miss! We'll help you navigate this evolving space and look into the future (no crystal ball required). Register here: https://bit.ly/4gYXFBa Expert insights from: Michael Bell CEO, Meketa Capital Phil Huber, CFA, CFP®, Managing Director and Head of Portfolio Solutions, Cliffwater Cameron Joyce, CFA, CAIA, Head of Research Insights, Preqin Daniel Wilk, CAIA, Executive Director, FS Investments Claire Sawyer, Associate Director, Content Development, CAIA Association

In fast-changing markets, knowledge is power! The CAIA Charter Program is laser-focused, with insights that go beyond the textbook. Steven Novakovic, CAIA, CFA spotlights the new curriculum & venture capital: https://bit.ly/40W8MTK #CAIANextIsHere #CAIA #Investing #AlternativeInvestments

“Sticking to your asset allocation, no matter what, might not be the best strategy.” Michael Edesess of M1K LLC, shares his take on how financial advisers can best serve their clients when profitable ideas fly in the face of conventional wisdom: https://bit.ly/3YQeJlG #investing #finance #assetallocation

"The CAIA Charter significantly advanced my knowledge and credibility, positioning me as a specialist in private markets and alternative investments." Shenal Cooray, MBA, CAIA, Key Account Manager at Platinum Asset Management, shares his journey and what the CAIA Charter can do for you: https://bit.ly/4hwDxGS #CAIA #CAIANextIsHere #Investing #AlternativeInvestments

90% of companies earning $100 million+ are privately held – and they’re staying private longer than ever before. That means private equity is no longer a niche strategy. The UniFi by CAIA™ Private Equity Microcredential teaches what you need to know: https://bit.ly/3UxKU71

Select global asset owners are't just tweaking their portfolios - they're transforming their mindset in building portfolios. Join CAIA's Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP at this year's SuperReturn North America November 12 as he discusses #TotalPortfolioApproach. https://bit.ly/48zloEo