Caia academic partners If you haven’t found the answer to your question on our site, please complete the form below and let us know how we can help you – a CAIA representative will get back to you shortly. Francis (Fran) Kinniry is a senior investment executive at The Vanguard Group with a history of initiating and leading investment startups. Chris earned his BS from The Portfolio for the Future™ is CAIA Association’s contribution and call to action for transformational investment management. Laura Merlini, CAIA, CIFD, Managing Director, EMEA for CAIA Association draws parallels between the mythical adventures of Ulysses and Sindbad and the dynamic landscape of the Sajal is CEO and Founding Partner of Amana Global Partners which manages AGP Ventures LP, an early-stage life sciences venture fund. This educational seminar unpacked key areas of the market, ranging from European direct lending to non-sponsor, to real estate lending, specialty finance and everything in betwe Jun 7, 2022 · The democratization of alternative investments beyond the institutional allocator salutes a new investor – the individual. Providing an idea of how weights are likely to evolve over time allows for better questions to be asked and a greater understanding of the characteristics of a particular investment strategy. Maximizing Opportunity: The CAIA Advantage. However, COVID-19 is understood to be contagious and spread mainly by person-to-person contact. Explore the Ethics Principles . CAIA The market for insurance-linked securities (ILS) expanded strongly during the past few years. Chris brings 18 years of experience in the investment management industry, most recently as an Executive Vice President at PIMCO where he focused on alternatives and multi-asset solutions. Welcome to CAIA Ireland. A strong dynamic has developed with people from different backgrounds participating actively, exchanging ideas, often laughing and coming back again. Paloma Partners manages a $2. Now, after five exam cycles, there are FDP Charterholders in 41 countries, and the global footprint is growing. Privacy; Policies; Terms of Use Welcome to CAIA Switzerland. Students at the University of North Carolina’s Kenan-Flagler Business School, Ohio State University’s Max M. The Chapter has a cross-regional approach with practice-oriented educational and pure networking events. Under the partnership Valerie J. Privacy; Policies; Terms of Use 28 Academic/Faculty Jobs in Massachusetts at CAIA Career Center. Apr 26, 2022 · Authored by Ariel Babcock, CFA, FCLT Global In this month’s edition, we focus exclusively on the Portfolio for the Future™ report, which simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. Steve joined CAIA Association in 2022 and has been a Charterholder since 2011. The remarkable journey of the CAIA curriculum’s development, meticulously shaped by investment professionals ensuring it exemplifies rigor, contemporary best practices, and a forward-looking approach, is unveiled within this exclusive download. Apr 13, 2020 · By Aaron Filbeck, CAIA, CFA, CIPM, Associate Director, Content Development at CAIA Association During CAIA Association’s most recent Virtual Chapter event, Keith and I (virtually) sat down with Chris Tidmore, CFA, CPA at The Vanguard Group to discuss Vanguard’s recent whitepaper, “The Wrapper Matters: Comparing Liquid Alternatives to Hedge Funds” Steve Novakovic is the Managing Director, Educational Programs at CAIA Association. Welcome to CAIA Rocky Mountain Our Mission: The Rocky Mountain Chapter will educate and promote the use of alternative investments to improve long-term outcomes for investors and society. Through these partnerships we offer scholarships to exceptional individuals, selected by our partners, providing them academic partners We work closely with qualified academic institutions to promote education in alternatives at the undergraduate and graduate levels. m. Students in Goizueta’s Center for Alternative Investments will now have access to Laura Merlini, CAIA, CIFD, is Managing Director, EMEA, for the CAIA Association since March 2012. Laura Merlini, CAIA, CIFD, is Managing Director, EMEA, for the CAIA Association since March 2012. Welcome to CAIA Greater China. /HONG KONG (30, January , 2015) – The Hong Kong University of Science and Technology’s School of Business and Management (HKUST Business School) and the Chartered Alternative Investment Analyst (CAIA) Association, a not-for-profit organization recognized globally as the leader in alternative investment education, today announced an academic partnership. Candidates with a U. Also, he is a non-executive board member of 50+ public AMHERST, MASS. If there are any questions, please address them to: academic@caia. Having earned the CAIA Designation, she recently became a member. At the Fresno Housing Market Symposium in Fresno, California, on Friday, October 4, 2013, representatives from CAIA Association and CSU-Fresno signed an Academic Partnership Agreement. 3B relative value, multi-strategy hedge fund with a track record spanning over 30 years. The CAIA Academic Partnership program connects leading universities and students with the global network of alternative investment professionals. Therefore, attending any in-person event with others, including your attendance at this exam site, could increase your risk of getting COVID-19. Prior to joining AVIC Capital International, she served as Director of Capital Markets at MCM Academic Partnership Program Institution and teaching a minimum of six credit hours per year, including one or more CAIA-related courses. Luxembourg is increasingly active in the alternative investment space and strives to play a leading role in this fast-paced industry. . Can I change my exam appointment to another time - CAIA full_html E-mail: academic@caia. Isenberg is one of only 20 CAIA academic partners and the only one to offer this specialized master's degree. 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. About the CAIA Association Oct 1, 2024 · The CAIA Association (CAIAA) has taken steps to help reduce the risk of the spread of COVID-19. Events Menu. ©2025 Chartered Alternative Investment Analyst Association® Footer menu. Our hosts discuss “what have you done for me lately?” through the lens of alternative investment, in particular - private equity, the j-curve, capital calls, and capital returns. Appointments are first-come, first-served and appointment availability will vary by test center. April 2023. Signature Date Please submit your signed application to: academic@caia. We are committed to fostering growth and diversity in the alternative investment space by partnering with leading organizations to develop the leaders of tomorrow. EDT. CAIA Academic Partnership (Pictured above from left to right: Alex Perry, Bill Kelly, Hilary Till, Joan Rockey, Marie Winters, 3 Academic/Faculty Jobs in South Carolina at CAIA Career Center Leading Charter program for financial data science and machine learning will continue to answer the needs of investment professionals . Apr 28, 2020 · NEW YORK, APRIL 28, 2020 — CFA Society New York (“CFANY”) and CAIA Association (“CAIA”) have announced the launch of the Asset Owner Series™ (“AOS”) Virtual Keynotes, an online-only iteration of CFANY’s premier educational event. Jul 10, 2024 · Source: “Potential in persistence: Staying the course with private equity investments. He currently serves as the Director of Investments and is responsible for leading all the efforts related to the due diligence, capital deployment 203 Academic / Research Job at CAIA Career Center. The CAIA Association is a credentialing body that seeks to educate investors and industry stakeholders on the most current knowledge and best practices in alternative investments, by partnering with academic institutions The CAIA Association isn’t just focused on today—it’s about shaping the future of the investment industry. Candidates will need an approved accommodation a Remote Proctored CAIAA Testing appointment. She is responsible for overall private equity investments and fund products, including private equity (funds and direct) investments, private equity fund strategy, funds establishment and fundraising. You are responsible for scheduling your exam appointment by the published deadline for your exam window. The research center, launched in 2022, creates investment research and partners with the investment advisory community to Jun 30, 2022 · Once a scholarship has been accepted and approved by CAIA, each recipient will receive instructions for registration by email. Privacy; Policies; Terms of Use The CAIA Japan Chapter has three key objectives: The first is to increase the number of Charterholders commensurate with the size of the Japanese asset management industry. Privacy; Policies; Terms of Use Oct 1, 2024 · An Affiliate Member may apply to become a Full Member if the Affiliate Member either (a) has obtained a bachelor’s degree (or the equivalent) and has one (1) year of professional experience in the field of alternative investment analysis or other regulatory, banking, financial, or related field, or (b) has four (4) years of professional experience in the field of alternative investment ©2024 Chartered Alternative Investment Analyst Association® Footer menu. The CAIA Association, a global professional body, pioneers a new era in investment management. Offered entirely online, the Private Equity Microcredential features insights from prominent asset and wealth management firms within 5 in-depth modules. The partnership, to be executed through the NSE-ISB Trading Lab at ISB, will allow ISB students to have access CAIA Member since 2005. Crafted in partnership with a globally representative workgroup of CAIA Members and the Thinking Ahead Institute, the CAIA Association® Ethics Principles represent a forward-thinking approach to oversight and ethics in the investment world. Previously Elizabeth was Chief Investment Officer of the Employees’ Retirement System of the State of Hawaii (“HIERS”), where she oversaw $19 billion in pension fund assets. Just a few years ago, the Financial Data Professional Institute was just an idea. The academic partnership, CAIA’s twentieth globally and first on the west coast of the United States, will enhance alternative investment learning opportunities for CSU-Fresno MBA students. Prior to joining Blackstone in 2018, Mr. The Greater China Chapter's mission is to link individual practitioners, family offices, asset management firms, portfolio managers, product managers, and the academic community. In addition to definitional inconsistencies, the current structural state of Oct 1, 2024 · Candidates are encouraged to make sure their calculators have full battery to avoid the need for battery replacement or a second calculator. The first live webinar is scheduled for Monday, May 4 from 6 p. John was appointed CEO for the CAIA Association in January 2025. Cody Keane is a Vice President in the Private Wealth Solutions Group involved in raising capital for Blackstone’s private and public funds across the Midwest region. 18. Phuong Nguyen, CAIA, is the first recipient of the CAIA Academic Partnership Program Scholarship, entitling her to drastically reduced exam registration fees. Alpha Development are today announcing a new strategic partnership with the Chartered Alternative Investment Analyst (CAIA) Association, the global professional body for the alternative investment industry, to continue the Financial Data Professional (FDP Chris Tarui joined T Rowe Price in 2021 and leads global alternatives distribution for the firm. ' These principles don't just set a standard—they invite professionals to think critically, adapt, and navigate through the unique ethical dilemmas inherent in a capital market. He has devoted over 25 years to the asset management industry to recover the narrative of the value that the investment profession brings to society. Reflecting on our conversation, I found myself particularly interested in the nuances of where and how the wealth management community should embark on its journey—a glimpse into the foundational steps that often remain behind the curtain. He has 23 years of experience ranging from setting up sophisticated Single-Family Offices (SFO) to managing global investment portfolios. This means direct access to industry experts, valuable information, and Jan 20, 2022 · By becoming a CAIA academic partner, EDHEC Business School demonstrates that the MSc in Financial Engineering and the MSc in Corporate Finance & Banking academic curriculum cover a substantial portion of the topics covered by the CAIA Level I and Level II. Are you curious about the CAIA designation and what it can offer you? CAIA's Academic Partners Program offers an exciting chance to fully engage with the CAIA. A Commitment Made by All CAIA Members. What are the benefits for the students? The CAIA Academic Partnership program connects leading universities and students with the global network of alternative investment professionals. Sep 9, 2024 · The CAIA Association, a non-profit organization founded in 2002, is the world leader in alternative investment education. This episode is all about performance. Candidates may also opt to pay by check or wire transfer although these payment methods will take time to process, and exam Mar 27, 2023 · 5. Everyone, from the asset manager to the individual investor, has different definitions for each of these phrases, some of which carry varying connotations depending on their views. The CAIA Association is best known for the CAIA Charter®, an internationally recognized credential granted upon successful completion of a rigorous two-level exam series, combined with relevant work experience. Although exact data on issuance volumes is not available – due to the private nature of many transactions – estimates suggest that the market grew tenfold during the past decade and more than doubled during the past five years. In this role he leads the creation, development, implementation, and execution of the charter, certificate and other professional development programs offered by CAIA Association. We will offer both educational and networking opportunities to encourage professionals to join the Chapter. Bocconi University’s Sovereign Investment Lab has published its latest annual report on sovereign wealth funds, and this gives us a case in point. Dan McCulloch is Executive Director of Business Development for Paloma Partners. The Path Ahead. Search CAIA. ” Vanguard. Ahead of the Curve: A Curriculum in Practice . He will be responsible for the portfolio construction, funds selection, structuring, and execution of the private capital investments. Industry Events; Chapter Events; Webcasts Oct 1, 2024 · Overview and Eligibility CriteriaThe Chartered Alternative Investment Analyst (CAIA) Association (CAIAA) Stackable Credential Program will allow qualified Candidates to “stack” their acquired knowledge and credentials and move directly to Level II of the rigorous two-part CAIA exam series. Sill, CFA, CAIA is president and CEO of DuPont Capital Management (DCM) and serves as DCM's chief investment officer. Description: An increasing number of allocators are looking to European private credit, both as a diversifier to US direct lending and a return driver, in its own right. She is a senior alternative investment professional with experience in strategic leadership, management skills and alternative investment knowledge in market outreach, brand development, reputation and member engagement. CAIAA cannot guarantee that you will not contract COVID-19 Once your Membership application is confirmed by an email sent to your primary email address, you have earned the right to use the CAIA designation. Oct 1, 2024 · Annual Membership Fees Membership dues are owed annually (or bi-annually, if the Individual chooses to pay for a two-year Membership) initially in the month the Individual passed the Level II exam (either October or April) and thereafter for the following twelve (12)-month period (the “Renewal Cycle”) starting June 1. First year of innovative program saw more than 1,000 CFA candidates from dozens of countries pursuing the CAIA Charter for the benefit of the end investor CAIA’s “Stackable Credential” Program Enters Second Year With Strong Momentum and Global Reach | CAIA In this season finale of Educational Alpha, host Bill Kelly welcomes John Bowman, the incoming CEO of CAIA Association. Sep 7, 2017 · Sometimes it pays to read footnotes and end matter, because that turns out to be where the story is. She is responsible for overseeing the investment of more than $25 billion in assets held by DuPont Company plans and external clients. The Greater China Chapter’s dedicated Executive Committee Members work to deliver numerous interactive educational events with expert panels and speakers on key topics including hedge Elizabeth Burton is the Managing Director and Client Investment Strategist, Goldman Sachs. Authored by Laura Merlini, CAIA, CIFD, Managing Director, CAIA EMEA Embark on a captivating journey with Sindbad the Sailor and Alternative Investments: A Story of Two Seas in this month’s Chronicles of an Allocator. Privacy; Policies; Terms of Use Oct 1, 2024 · An Affiliate Member may apply to become a Full Member if the Affiliate Member either (a) has obtained a bachelor’s degree (or the equivalent) and has one (1) year of professional experience in the field of alternative investment analysis or other regulatory, banking, financial, or related field, or (b) has four (4) years of professional experience in the field of alternative investment Nick Pollard is a seasoned leader with over 15 years of international finance experience in the Asia-Pacific (APAC) region. ASSOCIATION PARTNERS The Chartered Alternative Investment Analyst Association (CAIA) sponsors the CAIA Charter, an internationally recognized alternative investments credential, as well as continuing education and professional events worldwide. The ALTS Conference Series. (April 17, 2015) – Emory University’s Goizueta Business School (“Goizueta”) and the Chartered Alternative Investment Analyst (CAIA) Association, a not-for-profit organization recognized globally as the leader in alternative investment education, today announced a new academic partnership. DCM manages assets across nine different asset classes using a value-based investment approach that combines valuation and risk When it comes to distinguishing the key trends developing in the industry, the CAIA curriculum is a key advantage. Through a number of channels and initiatives, we will work to ensure the highest level of expertise among our constituents. Nguyen passed Level I in March 2011 and Level II in September of the same year. While this sparks investor interest, it also highlights a critical education gap across the entire value chain of CAIA Member since 2009 Himanshu is currently working as Head of Corporate Strategy, Partnerships and Ecosystem Development with National Bank for Financing Infrastructure and Development (NaBFID) which is an Infrastructure focused specialised Developmental Finance Institution set up by Government of India in 2021. CAIA proudly collaborates with leading universities and See full list on caia. org Once your scholarship has been approved, you will receive instructions by email to register for the CAIA Exam. 23 CAIA Florida and CFA Society Tampa Bay - Is it Still About Location, Location, Location? Crystal Liu is the Executive Director of the private equity business of AVIC Capital International. Only after joining the Association are you eligible to add the CAIA designation to your professional profiles. If you prefer, you may contact us at +1 413-253-7373. 53 Academic/Faculty Jobs in New York at CAIA Career Center 1 Academic / Faculty Job in Arizona at CAIA Career Center. ” A modern-day adaption of the words penned by the 18th century Scottish poet, Robert Burns and a fitting epithet to a year just ended—and one that most of us are quite happy to leave behind. Oct 14, 2014 · When does it make sense for an asset manager to customize its risk model? And why? There are, after all, a lot of off-the-shelf risk models. Included with your program registration at no additional cost, our official curriculum is updated regularly to incorporate relevant, practical industry developments and the latest academic research. Investors today face expectations that go well beyond traditional notions of fiduciary duty or asset stewardship. The ALTS Conference Series, founded by CAIA and presented by Markets Group, is a premier platform that unites industry leaders, investors, and professionals to explore the latest trends, challenges, and opportunities in alternative investments. CAIA's eight Ethics Principles serve as a guide for investment professionals to excel in 'doing the right things' and 'doing things right. He has managed investments for prominent families in Middle East and Indian subcontinent and allocated more than USD 5b in Jan 30, 2015 · AMHERST, MASS. Oct 10, 2024 · What’s Next? Allowing for dynamic rebalancing is a powerful component in the next generation of strategic asset allocation tools. You will be part of an elite group of more than 13,000 professionals worldwide. Academic Partners; Association Partners; About. org: Academic Signing: Shanghai Advanced Institute of Finance. Keane advised corporate executives on capital market transactions and financial planning, as a member of a private wealth management team overseeing $5 billion in AUM. Prior to CAIA Association, he was a faculty member at ©2024 Chartered Alternative Investment Analyst Association® Footer menu. org Phone: +1 413-253-7373 Fax: +1 413-253-4494 Mail: Academic Partnership Program The CAIA Association 100 University Drive Amherst, MA 01002 . org: Our Mission CAIA Association seeks to improve investment and societal outcomes of capital allocation through professional education, transparency, and thought leadership across all investor alternatives in our industry. Listen in. CAIAA will grant refunds of exam registration fees, net of any applicable fees if refunded via bank wire, only if the individual cancels the registration within 14 calendar days of the date of purchase. Academic Partnerships Along with our member banks, the Center for Financial Services is proud to collaborate with several institutions, in both formal and informal partnerships. May 15, 2019 · CAIA sponsors more than 250 educational and networking events each year and has over 60 academic and association partnerships in the Americas, EMEA, and the Asia Pacific region. Prior to PIMCO, Chris held senior roles at both Bridgewater Associates and KKR. The Academic Partnership Program for Students. Reflecting on the evolution of CAIA and their professional journeys, the two explore major themes shaping the investment landscape—diversification, digitization, and democratization. Over the past 20 years, distressed debt investing has become increasingly popular. S. The CAIA Curriculum: Built by Investors, for Investors. Juan Carlos is now transitioning to be appointed as Director and Head of Alternative Investments for one of the leading pension funds in México with assets under management (AUM) of about USD 40 billion. Oct 1, 2024 · Effective April 10, 2024, Remote Proctored Testing (RPT) is available by exception only. Oct 29, 2024 · “There is no greater certainty than a sure thing. Mr. Those opportunities will include the organisation of educational and networking events; building strong and enduring relationships with After passing the Level II exam you are eligible, with relevant professional experience, to join the CAIA Association as a Member and receive the CAIA Charter. 23 CAIA Rocky Mountain Navigating Opportunities in Commercial Real Estate, Private Credit and Structured Credit May 19, 2023 4. 2 Other - Academic/Faculty Jobs in Texas at CAIA Career Center 7 Academic/Faculty Jobs in North Carolina at CAIA Career Center Once a scholarship has been accepted and approved by CAIA, each recipient will receive instructions for registration by email. About CAIA; CAIA Foundation Partners with 100 Women in Hedge Funds and PAAMCO to Launch 2013 Scholarship Program Mar 27, 2023 · ©2024 Chartered Alternative Investment Analyst Association® Footer menu. Privacy; Policies; Terms of Use ESG, sustainable investing, impact investing, and socially responsible investing are popular buzzwords in the asset management industry. CAIA CEO Bill Kelly and Keith Black, PhD, CFA, CAIA, FDP, Managing Director, Program Director, FDP Institute, discuss the curriculum, and why the FDP Institute’s highly specialized body of knowledge 23 Academic/Faculty Jobs in Texas at CAIA Career Center. Jan 7, 2021 · The Clark University School of Business (School of Business) has continued its academic partnership with the Chartered Alternative Investment Analyst (CAIA) Association. Association. For many purposes they suffice, and in some cases they do better than suffice: they render customization an expensive net negative. Fran is currently the head of the Investment Advisory Research Center within Vanguard’s Financial Advisor Services department. CAIA In 2021, Felipe joined Yellowstone Capital Partners, the leading private equity real estate GP in Colombia (USD +$500 Mn in AUM) focused on mixed-use and large-scale residential projects targeting Colombia’s emerging working and middle-class. We are the leading financial center in the Eurozone with a strong focus on the investment fund industry, as well as wealth management. Singapore/Hyderabad, August 2016: The Chartered Alternative Investment Analyst (CAIA) Association, the global leader in alternative investment education and the Indian School of Business (ISB) have announced an academic partnership to promote alternative investment education in India. Additionally Paying for registration is an online process during the open registration period. – 7 p. based bank account may elect payment by eCheck. It is the mission of CAIA Ireland to be the foremost source of alternative investments knowledge in the region. May 1, 2020 · 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. Through this collaborative relationship, institutions gain access to CAIA’s extensive resources, research, and industry connections, helping shape the next generation of investment leaders. The preferred method of payment is by credit card. We accept American Express, VISA, MasterCard, and Discover. Andrew Tetreault, Program Assistant in the CAIA Curriculum Department, asked Phuong a Oct 1, 2024 · CAIA exams are offered in over 400 test centers around the world. Currently, he is helping drive CAIA Association’s expansion in this key market, leveraging his expertise in business development and his passion for training the next generation of finance professionals. The distressed debt market has increased in size – private equity firms and hedge funds have become key players. ©2024 Chartered Alternative Investment Analyst Association® Footer menu. Welcome to CAIA Luxembourg. org Jul 30, 2024 · (October 24, 2018) – The Chartered Alternative Investment Analyst (CAIA) Association, the global leader in alternative investment education, is today celebrating the launch of three new academic partnerships. Ms. In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel. Clients are finding their desired financial outcomes to be ever more elusive, resulting in a wave of new and innovative investment products coming to market. Spare approved calculators, calculator covers, keystroke cards, instruction manuals, and extra batteries are NOT permitted in the testing room. Focus in on practical industry developments and the latest academic research within new topics and updated content for 2025. org Students may not combine the Academic Partner Scholarship with any other CAIA scholarship or discount, including the CFA Stacking Program. CAIA Switzerland is one of the first and largest CAIA Chapters. If approved for Remote Proctor Testing, additional candidate policies will be applicable as specified. Oct 1, 2024 · The one-time program enrollment fee in the amount of US$400 is non-refundable. Throughout the program, you’ll be introduced to the entire spectrum of the private equity industry including venture capital, growth equity, and buyouts all with an emphasis on portfolio implementation. qwgbm vrwpcuv arqezc ftiv lwh atbtjue rsxo evgimp wcaehly amnim