Integrating alts into a #wealthmanagement practice is a journey – like an action hero’s epic adventure. This metaphor is used throughout our new report, and co-author Sylvia S. Kwan, CFA, CAIA, Chief Investment Officer, Ellevest, shares her thoughts with Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP: https://bit.ly/3VLtAuW #CAIACrossingtheThreshold #CAIA #alternativeinvestments
CAIA Association
Professional Training and Coaching
Amherst, Massachusetts 57,143 followers
Think like an allocator. The global professional credentialing body for the alternative investment industry.
About us
The CAIA Association, a global professional body, pioneers a new era in investment management. At the forefront of the shifting of alternative investment asset classes from 'alternative' to mainstream, CAIA embraces diverse expertise and interdisciplinary knowledge essential for responsible capital allocation and client stewardship. A Member-driven organization representing professionals in more than 100 countries, the organization seeks to prepare investors for a dynamic future, disrupting traditions, creating opportunities, and fostering long-term sustainability. To learn more about the CAIA Association and how to become part of a professional network that is shaping the future of investing, please visit https://caia.org/.
- Website
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http://caia.org
External link for CAIA Association
- Industry
- Professional Training and Coaching
- Company size
- 11-50 employees
- Headquarters
- Amherst, Massachusetts
- Type
- Nonprofit
- Founded
- 2002
- Specialties
- education, alternative investments, due diligence, professional development, private equity, private credit, credential, portfolio management, Investment education, hedge funds, ethical investing, ESG, and suitability
Locations
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Primary
Get directions
11 Amity St
Amherst, Massachusetts 01002, US
Employees at CAIA Association
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Laurent Bademian, CFA, CAIA
Senior Investment Manager | CIO Alternative Investments
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Panayiotis Lambropoulos, CFA, CAIA, FRM
Portfolio Manager - Hedge Funds, Emerging Managers, Opportunistic & Special Situations
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John L Bowman, CFA
President at CAIA Association/ Podcast Host/ Board Member/ Investment Committee Chair
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Alessandro Sanos, CAIA, SCR
Commercial Leader | Managing Director | Board Member
Updates
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New skills and new ways of thinking are essential to modern asset allocation and investment strategies. Gain access to specialized alts education and tools tailored for today's savvy investor with the CFA Stackable Credential Program: https://bit.ly/44i8atd #CAIANextIsHere #CFA #investing #alternativeinvestments
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#Alternativeinvestments have shifted from being “alternative” to becoming essential for a well-rounded portfolio. Develop a deep understanding of investment tools that go beyond the traditional, register for the September 2024 exam: https://bit.ly/40W8MTK #CAIANextIsHere #investing
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Sandy Kaul, SVP at Franklin Templeton, and key contributor to our 'Crossing the Threshold' report, sat down with Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP for a look at the history of democratizing access to alts and offered us a compelling vision of the future. Here are key takeaways you should know: https://bit.ly/3RYwEmG #alternativeinvestments #investing
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Gain valuable context + deepen your understanding of #realestate strategies with the UniFi by CAIA™ Real Estate Microcredential — a flexible, convenient, and engaging way to strengthen your real estate investment knowledge all in one place in just 6 hours: https://bit.ly/4aZ3EBR
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Staying well-informed is now a fundamental requirement in our industry. CAIA’s new issue of Quarterly Mark shares valuable perspectives and expertly curated content on family offices, private equity performance, art as collateral, and bitcoin: https://bit.ly/4cEjuTG #CAIAQuarterlyMark #alternativeinvestments #investing
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Derek Walker and Geoffrey Rubin of CPP Investments | Investissements RPC talk portfolio management and the factor-based approach. Learn more about it and #TotalPortfolioApproach in our report: https://bit.ly/3VU4GLh
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It’s not everyday you get to hear from one of the world’s largest investment managers. But at #ALTSCHI that’s happening as CAIA President John L Bowman, CFA hosts a fireside chat with Daniel Gamba, CFA, President, Northern Trust. https://bit.ly/3RNHKuF Reserve your spot for this session on July 23 and make sure you save the date!
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Authors of our new Crossing the Threshold report are sharing their thoughts, insights, and advice! Up now is Fran Kinniry, CFA of Vanguard – see what he tells Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP about education, FOMO, and more. Watch the full video: https://bit.ly/3VLtAuW #CrossingtheThreshold #CAIA #wealthmanagement #investing #alternativeinvestments
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“Earning the CAIA designation has not only strengthened my expertise in alternative investments but also expanded my professional network across the globe.” https://bit.ly/45NJZUs Suzyo Luhanga,CAIA,FRM,CTP,ACMA,CGMA, Portfolio Analyst for ZCCM Investments Holdings Plc, explains how the CAIA Charter Program has empowered him to contribute more meaningfully to his organization's strategic investment decisions. #CAIA #CAIACommunity #finance #investing #alternativeinvestments
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