Chartered Alternative Investment Analyst

“Innovation Unleashed”: CAIA Association, in Conjunction with Some of the World’s Leading Asset Owners, Unveils The Rise of Total Portfolio Approach

Retrieved on: 
Tuesday, March 19, 2024
Finance, Consulting, Banking, Professional Services, Continuing, Training, Asset Management, Other Professional Services, Education, Organization, Conference, Future Fund, Chartered Alternative Investment Analyst, Risk, Capital, Unifi, Senior, WTW, CPP, TPA, Competition, GIC, Content, SAA, Culture, Investment, CAIA, Rise, Policy, Curriculum, Allocation

Joining Mr. Rubin in contributing to this seminal work are:

Key Points: 
  • Joining Mr. Rubin in contributing to this seminal work are:
    Rubin’s co-author and fellow CPP Investments senior leader Derek Walker, Managing Director, Head of Portfolio Design and Construction.
  • Charles Hyde, Head of Asset Allocation of New Zealand Superannuation Fund.
  • Swee Chiang Chiam, Head of Total Portfolio Policy and Allocation of GIC.
  • “As we point out in the report, TPA is not a monolithic methodology that can be applied off the shelf.

Amerant Investments Partners with iCapital to Expand US and LATAM Access to Alternative Investment Opportunities

Retrieved on: 
Thursday, February 22, 2024
Research, Education, Investment, Life, Chartered Alternative Investment Analyst, CAIA, Broker-dealer, Partnership

This collaboration will provide Amerant Investment’s financial advisors, along with their clients, access to private market opportunities and analytics.

Key Points: 
  • This collaboration will provide Amerant Investment’s financial advisors, along with their clients, access to private market opportunities and analytics.
  • The partnership will also entail oversight of the entire investment and education experience through a unified technology platform and operating system.
  • “At Amerant Investments, we recognize that private markets investments have the potential to generate higher returns and provide diversification benefits to investors as they seek to access relatively untapped opportunities,” said Sergio Guerrero, COO at Amerant Investments.
  • “We are proud to establish this partnership with Amerant Investments, a respected registered investment advisor and broker-dealer with wealth management expertise in the Latin America and U.S. markets and welcome the opportunity to support their expansion into alternative investments.”

CAIA Association Announces Plans to Develop Modernized Core Ethics Principles For Both Its Members and Its Curriculum

Retrieved on: 
Tuesday, March 5, 2024
Professional Services, Education, Finance, Asset Management, Continuing, Training, Professional, Ethics, Research, Growth, CFA Institute, Curriculum, CFA, Chartered Alternative Investment Analyst, CAIA, Comment, Partnership

Recognizing the ongoing transformation within the investment industry, the CAIA Association identified the necessity for a set of ethics principles specifically crafted to address the growth and evolution of alternative investments.

Key Points: 
  • Recognizing the ongoing transformation within the investment industry, the CAIA Association identified the necessity for a set of ethics principles specifically crafted to address the growth and evolution of alternative investments.
  • These principles aim to reaffirm the CAIA Association's distinct position as a leader in the industry.
  • Once finalized, these principles will be adopted by the global CAIA Membership as part of their professional commitment in 2025 and will serve as the ethics component of the CAIA Charter Program curriculum beginning with the 2026 exams.
  • As a result of today’s increasingly complex capital markets system, practitioners are obligated to continuously redefine best practices on behalf of clients.” said William J. Kelly, CAIA, CEO of the CAIA Association.

Helen Cai Joins Silvercorp Board

Retrieved on: 
Wednesday, February 7, 2024
SVM, Institutional Investor, China International Capital Corporation, Tsinghua University, Knowledge, Samuel Sachs, Research, Silvercorp, Chartered Alternative Investment Analyst, Chair, Strategic planning, TSX, Barrick Gold, Acquisition, Goldman Sachs, Asset, Silvercorp Metals

VANCOUVER, BC, Feb. 7, 2024 /PRNewswire/ - Silvercorp Metals Inc. ("Silvercorp" or the "Company") (TSX: SVM) (NYSE American: SVM) today announced the appointment of Helen Cai to its Board as an independent director.

Key Points: 
  • VANCOUVER, BC, Feb. 7, 2024 /PRNewswire/ - Silvercorp Metals Inc. ("Silvercorp" or the "Company") (TSX: SVM) (NYSE American: SVM) today announced the appointment of Helen Cai to its Board as an independent director.
  • Ms. Cai is currently an independent director of Barrick Gold Corporation and Largo Inc., and most recently worked as a managing director with China International Capital Corporation until the spring of 2021.
  • Prior to this, Ms. Cai worked as a research analyst with the Goldman Sachs Group covering American mining and technology sectors and was highly ranked by the StarMine analyst ranking service.
  • Silvercorp's CEO and Chair, Dr. Rui Feng stated: "We are very pleased to welcome Ms. Cai to our Board.

“For the Industry, By the Industry”: CAIA Association Unveils Completely Redesigned Fundamentals of Alternative Investments Program

Retrieved on: 
Wednesday, January 10, 2024
Professional Services, Education, Finance, Asset Management, Continuing, Training, Senior, CAIA, Philosophy, T. Rowe Price, CIPM, Investment, Bank, CFA, Morgan Stanley, Language, Chartered Alternative Investment Analyst, Club, Bank of America, Unifi, FAI, Future, FDP, Advisory Council, Fidelity Investments, Growth, Financial adviser

The Chartered Alternative Investment Analyst (CAIA) Association , the global professional body for the alternative investment industry, is today unveiling a completely redesigned and refreshed Fundamentals of Alternative Investments (FAI) program.

Key Points: 
  • The Chartered Alternative Investment Analyst (CAIA) Association , the global professional body for the alternative investment industry, is today unveiling a completely redesigned and refreshed Fundamentals of Alternative Investments (FAI) program.
  • “The first generation of FAI played a critical role at a time when alternatives were just starting to go mainstream,” said Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™.
  • The new FAI is being launched this evening at Unveiling the Future: The Next $20 Trillion in Alternative Investments, Club 101, New York, NY at 5:30pm.
  • “Programs like this will help investment professionals deepen and broaden their understanding of and expertise in the evolving role of private investments in client portfolios.”
    More information on UniFi by CAIA™ can be found here: https://caia.org/programs/unifi

The CAIA Association announces that John L. Bowman has been appointed President in 2024

Retrieved on: 
Wednesday, December 6, 2023
Consulting, Banking, Accounting, Education, Professional Services, Training, Asset Management, Other Professional Services, Insurance, Finance, Continuing, Growth, CAIA, Human, Partnership, Chartered Alternative Investment Analyst, Management

The Chartered Alternative Investment Analyst (CAIA) Association , the global professional body for the alternative investment industry, is today announcing that its Board of Directors has endorsed the beginning of a succession plan and unanimously elected John L. Bowman as the President at the start of 2024.

Key Points: 
  • The Chartered Alternative Investment Analyst (CAIA) Association , the global professional body for the alternative investment industry, is today announcing that its Board of Directors has endorsed the beginning of a succession plan and unanimously elected John L. Bowman as the President at the start of 2024.
  • “The past decade has been incredibly rewarding and I could not be more excited for what the next decade will bring for CAIA,” said Mr. Kelly.
  • “I can think of no one more suited to step into the President’s role than John.
  • He has been an integral part of CAIA’s growth and continued reinvention since he joined us in 2019.

RPM Living Hires Chief Economist for an Edge on Predictive Analysis

Retrieved on: 
Wednesday, November 15, 2023
Professional Services, Data Analytics, Other Construction & Property, Residential Building & Real Estate, Commercial Building & Real Estate, Construction & Property, REIT, Arm, Research, Data science, FRM, CAIA, RPM, CNBC, Multimedia, Chartered Alternative Investment Analyst, London School of Economics, Yahoo! Finance, The Wall Street Journal, Bloomberg, Housing, Forecasting, Management, The New York Times, Economics

RPM Living , the sixth largest apartment manager in the nation, announces hiring well-respected chief economist, Brad Dillman, to enhance its forecasting capabilities as it dials in on strategic growth, and provide associates with a competitive operational resource.

Key Points: 
  • RPM Living , the sixth largest apartment manager in the nation, announces hiring well-respected chief economist, Brad Dillman, to enhance its forecasting capabilities as it dials in on strategic growth, and provide associates with a competitive operational resource.
  • View the full release here: https://www.businesswire.com/news/home/20231115417511/en/
    Brad Dillman, Chief Economist at RPM Living (Photo: Business Wire)
    “I’m excited to be on board and look forward to enhancing the gains made by our award-winning analytics infrastructure,” says Dillman.
  • This, coupled with the internal and external data it collects, will help RPM and its clients make savvier investment decisions.
  • “We are bringing Brad on board to enhance our predictive analytics and forecasting abilities, which are being both demanded and made possible by our rapidly growing scale,” said Jason Berkowitz, Chief Executive Officer of RPM Living.

Capital Square Hires Industry Veteran Megan Bosch as Senior Regional Vice President of Mid-Atlantic Sales

Retrieved on: 
Thursday, September 28, 2023
Bankers Life, Housing, University, Internal Revenue Code section 1031, Local TV LLC, LPL Financial, Professional, REIT, RIA, Capital Square, Kellogg School, Megan, Prudential Financial, Internal Revenue Code, St. Lawrence University, DST, Masters Performing Arts College, FINRA, Knowledge, LPL, Chartered Alternative Investment Analyst, Mid-Atlantic (United States), Northwestern University, CAIA, Financial adviser, Mid-Atlantic

RICHMOND, Va., Sept. 28, 2023 /PRNewswire/ -- Capital Square, one of the nation's leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing communities, announced today that industry veteran Megan Bosch has joined the firm as senior regional vice president, Mid-Atlantic sales. In her new role, Bosch will provide sales and marketing support for broker-dealers, registered representatives and registered investment advisors throughout Virginia, West Virginia, the District of Columbia, Delaware, Kentucky, Maryland, New Jersey, Ohio, and Pennsylvania.

Key Points: 
  • RICHMOND, Va., Sept. 28, 2023 /PRNewswire/ -- Capital Square , one of the nation's leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing communities, announced today that industry veteran Megan Bosch has joined the firm as senior regional vice president, Mid-Atlantic sales.
  • "We are pleased to report that Megan Bosch, our friend and colleague, has joined Capital Square as senior regional vice president of Mid-Atlantic sales," said Louis Rogers, founder and co-chief executive officer of Capital Square.
  • Prior to joining Capital Square, Bosch served as vice president, strategic accounts – Altigo at WealthForge Technologies, where she was the founding salesperson actively representing WealthForge and Altigo throughout the financial services industry.
  • Megan is an exceptional addition to the Capital Square sales team and will play an integral role in expanding our relationships with financial advisors throughout the Mid-Atlantic region."

JOSH WARREN NAMED CHIEF FINANCIAL OFFICER OF ENVESTNET INC.

Retrieved on: 
Monday, September 25, 2023
Slate, LLP, IPO, Chartered Alternative Investment Analyst, IShares, EFront, CFA, D'Arrigo Brothers, United States Department of the Treasury, Warren, Audit, BlackRock, Dartmouth College, Strategic management, Treasury, Development, New York University School of Law, Skadden, Arps, Slate, Meagher & Flom, Growth, Foros Group, NYSE, Cryptocurrency, Management, Envestnet

BERWYN, Pa., Sept. 25, 2023 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated technology, intelligent data and wealth solutions, today announced that Joshua B. Warren is joining the company as Chief Financial Officer. Warren is an accomplished financial executive who served most recently as Managing Director and Global Head of Business Strategy for iShares and Index Investments for BlackRock. Warren will succeed Peter H. D'Arrigo who served as Chief Financial Officer since 2008.

Key Points: 
  • Warren will succeed Peter H. D'Arrigo who served as Chief Financial Officer since 2008.
  • Warren will initially serve as a senior advisor to the Company's Chief Executive Officer and will transition to become the Company's Chief Financial Officer effective November 15, 2023.
  • After the transition of Chief Financial Officer responsibilities, D'Arrigo will serve as a senior advisor to the Company's Chief Executive Officer through March 31, 2024.
  • I look forward to enhancing our market leadership position by focusing on executing with speed, scale, and efficiency while significantly expanding margins, cash flows and delivering value to clients and our shareholders," said Josh Warren, incoming Chief Financial Officer of Envestnet.

Franklin Templeton Announces Alternative Investment Initiatives

Retrieved on: 
Wednesday, September 13, 2023
Podcast, Personal Finance, Finance, Asset Management, Professional Services, Education, Training, Entertainment, CE, Chartered Alternative Investment Analyst, CFA, Alternative education, Clarion Partners, Research, AUM, Partner, Investment, Franklin Templeton Investments, Alternatives, Ecosystem, Lexington Partners, Financial adviser

Franklin Templeton has debuted a new initiative to showcase its expertise in alternative investment strategies, including a new Alternatives by Franklin Templeton digital experience , the Alternative Allocations podcast hosted by 35-year alts veteran Tony Davidow, and an award-winning continuing education (CE) program.

Key Points: 
  • Franklin Templeton has debuted a new initiative to showcase its expertise in alternative investment strategies, including a new Alternatives by Franklin Templeton digital experience , the Alternative Allocations podcast hosted by 35-year alts veteran Tony Davidow, and an award-winning continuing education (CE) program.
  • The goal of the Alternatives by Franklin Templeton digital experience and related efforts is to help accelerate financial advisor adoption of alternatives, especially private market investments.
  • Host Tony Davidow is a Senior Alternatives Investment Strategist with the Franklin Templeton Institute , an innovative hub for research and knowledge sharing that unlocks the firm’s competitive advantage as a source of global market insights.
  • The Franklin Templeton Academy offers content that is developed and delivered by Franklin Templeton’s alternatives experts through its Alternatives Education program, a robust learning suite aimed at helping financial professionals expand their knowledge of alternative investments and navigate the growing space with confidence.