CAIA Association

Vast, mysterious, and not easy to navigate – that's the alternatives industry. But don't fear, get the insights and grounded perspectives to help make sense of this evolving space with Chronicles of an Allocator: https://bit.ly/3Deanwq #alternativeinvestments #investing

Impactful insights of 2024: Our community's must-read blog posts by CAIA staff and global industry leaders this year explored critical developments across #alternativeinvestments. Check them out below! 1. "What Does a 'Once in a Generation' Investment Opportunity Look Like?" - Examining the best trades of the past 50 years: https://bit.ly/49UwZ1b 2. "Private Equity's Liquidity Squeeze by Any Other Name" - Understanding the factors pushing endowments further into illiquid private equity & venture capital: https://bit.ly/3ZQfgnb 3. "Private Markets Go Down Market: The Doughnut & the Hole" - Analyzing the complexity of private markets: https://bit.ly/4iWAiJl 4. "The Next is Here: Rise of the Total Portfolio Approach" - Evolution of portfolio management strategies: https://bit.ly/3VVZE0m 5. "Private Equity's Secondary Act" - Deep dive into the growing secondaries market: https://bit.ly/3PyXBf7 These pieces sparked crucial discussions about market evolution, portfolio construction, and democratization of alternatives. And there are SO many more great CAIA blogs to read! What are your top takeaways this year? Dan James Suzuki, CFA, Deputy Chief Investment Officer and Chairman of the Investment Committee, Richard Bernstein Advisors LLC. Michael Markov, CEO and Chairman, Markov Processes International (MPI) International, Inc. Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Global Content Strategy, CAIA Association John L Bowman, CFA, President, CAIA Association Phil Huber, CFA, CFP®, CFA, CFP, Managing Director and Head of Portfolio Solutions, Cliffwater #investing #finance #privatemarkets #privateequity

CFA charterholders: Fast-track your CAIA Charter. There's never been a better time to expand your alts expertise. Through the CFA Stackable Credential Program, you can earn your CAIA Charter with ONE exam: https://bit.ly/44i8atd Why now? This isn't about New Year's resolutions - it's about seizing opportunities that align with your professional goals! #investing #alternativeinvestments #CAIA #CFAStacker

It's a great day to spend with friends and family – that includes your CAIA family! Tune in to CAIA leaders – William J. Kelly, CAIA & John L Bowman, CFA – for a look at CAIA's evolution, their journeys, and more: https://bit.ly/4cACfI3 What's to come in our industry? Find out what they think and share your thoughts! #CAIA #podcast #finance #investing #alternativeinvestments

This quote may be from an anonymous source, but it is a message relevant to all this holiday season. #WednesdayWisdom

Time to rethink private market performance metrics? Massimiliano Saccone, CFA, Founder and CEO at XTAL Strategies believes so. He writes that while we've accepted IRR as the go-to metric for private market performance, it's time to question if we're missing the bigger picture: https://bit.ly/3BMHgQz Read the insights now! #PrivateEquity #InvestmentMetrics #PortfolioManagement

The world of alternatives is evolving and it needs professionals like you to shape its future. This isn't just about an exam. It’s about making decisions that matter for your career and the industry as a whole: https://bit.ly/40W8MTK Whatever path you choose, we’ll be here, rooting for you, ready to help when you're ready to take the next step. #CAIACharter #CAIA #AlternativeInvestments #Investing

To our incredible community – staff, Members, Candidates and global investing professionals – we wish you a holiday season filled with joy. May your holidays be as bright as your passion for advancing alternative investments knowledge!

The first CAIA Charterholder from Cameroon, Gael Tobou, CFA, FRM, CAIA, understood the importance of alternatives. What he found? Earning the CAIA Charter marked a pivotal milestone in his career! https://bit.ly/4gpsC0I As you read about his journey to deepen his expertise across the global financial landscape, see how he took advantage of the CFA Stackable Credential Program and how the CAIA community has been an ongoing source of inspiration and professional growth! #CAIA #CAIAMember #CareerDevelopment #LifelongLearning #Investing #Inspiration #AlternativeInvestments

With #artificialintelligence, we opened the proverbial Pandora’s box of technology. Do you imagine a dystopian future or a complete solution? How will it impact investment professionals? Here are takeaways from Capital Decanted: https://bit.ly/41ObQUF Thanks to Claire Sawyer, Associate Director of Content Development, CAIA Association for writing up these #podcast insights from experts Martin Escobari, President of General Atlantic, and Dave Morehead CIO of Baylor University. #podcast #recap #investing #finance #AI