Chartered Alternative Investment Analyst

William Blair Investment Management Hires Vesta Marks as U.S. Fixed Income Portfolio Manager

Retrieved on: 
Tuesday, July 13, 2021
Banking, Professional services, Finance, Finance, Money, Active management, Investment management, Economy, Portfolio management, Professional certification in finance, Institutional investors, Chartered Financial Analyst, Chartered Alternative Investment Analyst

William Blair Investment Management announced today that Vesta Marks, CFA, CAIA, has joined the firm as a fixed income portfolio manager, reporting to Ruta Ziverte, head of U.S.

Key Points: 
  • William Blair Investment Management announced today that Vesta Marks, CFA, CAIA, has joined the firm as a fixed income portfolio manager, reporting to Ruta Ziverte, head of U.S.
  • Marks will be a portfolio manager on William Blairs Core and Low Duration fixed income strategies.
  • Vesta brings more than 19 years of experience in fixed income research, portfolio management, and trading, said Ziverte, head of U.S.
  • *
    William Blair Investment Management is a premier global investment management boutique, with a sole focus on active management across equity, fixed income, currency and multi-asset strategies.

iCapital Network® and CAIA Association Partner to Launch AltsEdgeTM – an Alternative Investing Education Program for Financial Advisors

Retrieved on: 
Wednesday, February 17, 2021
Other Professional Services, Other Education, Technology, Continuing, Finance, Consulting, Education, Banking, Training, Professional services, Philanthropy, Foundation, Other Technology, Software, Other Philanthropy, Finance, Money, Investment, Economy, Hedge fund, Real estate investment trust, Alternative investment, Business Development Company, Chartered Alternative Investment Analyst, iCapital Network, the CAIA Association

This is the latest initiative in iCapitals concentrated development of a comprehensive education program designed to support advisors in understanding alternatives and incorporating them into their practices.

Key Points: 
  • This is the latest initiative in iCapitals concentrated development of a comprehensive education program designed to support advisors in understanding alternatives and incorporating them into their practices.
  • In January, iCapital acquired AI Insight, an alternative investment education and compliance platform offering financial advisors investment research, training, qualification, and compliance support for a broad range of alternative investments, including private capital, hedge funds, non-traded REITs and BDCs, and alternative mutual funds.
  • Last September, iCapital announced its purchase of a portfolio analytics tool, factorE, to evaluate and manage complex portfolios that hold a mix of traditional and alternative investments.
  • CAIA Association is a global professional body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments.

CAIA Association Marks Successful Introduction of Online Proctoring to Its Exam Approach; Welcomes Largest New Class of Charterholders in Its History

Retrieved on: 
Wednesday, December 9, 2020
Other Professional Services, Finance, Other Education, Banking, Continuing, Accounting, Professional services, Education, Marketing, Business, Education in England, English law, Proctor, Caia, Rivers, Brick and mortar, Chartered Alternative Investment Analyst

In addition to rolling out online proctoring, CAIA has also continued to build its network of brick and mortar testing centers around the world.

Key Points: 
  • In addition to rolling out online proctoring, CAIA has also continued to build its network of brick and mortar testing centers around the world.
  • Introducing online proctoring while continuing to add to our network of physical testing centers is all part of building a forward-looking, future-proofed organization.
  • A Member-driven organization representing professionals in more than 95 countries, CAIA Association advocates for the highest ethical standards.
  • To learn more about the CAIA Association and how to become part of the organizations mission, please visit https://caia.org/ .

CAIA Association Welcomes Elizabeth Burton, CAIA and William Ma, CAIA to its Board of Directors

Retrieved on: 
Thursday, September 10, 2020
Banking, Professional services, Finance, Caia, Finance, Money, Chartered Alternative Investment Analyst, Economy, Corporate tax avoidance, Hedge funds, Taxation in the Republic of Ireland

She has also held senior positions with William Street Advisory, LLC, Criterion Economics, LLC, and First Annapolis Consulting.

Key Points: 
  • She has also held senior positions with William Street Advisory, LLC, Criterion Economics, LLC, and First Annapolis Consulting.
  • I earned my CAIA Charter in 2007 as soon as I knew I wanted to spend my career in alternative investments.
  • A Member-driven organization representing professionals in more than 95 countries, CAIA Association advocates for the highest ethical standards.
  • To learn more about the CAIA Association and how to become part of the organizations mission, please visit https://caia.org/ .

With an Eye on the Future, the CAIA Association Adds Online Proctoring Option for September 2020 Exam Cycle

Retrieved on: 
Tuesday, July 21, 2020
Professional services, Education, Other Professional Services, Finance, Continuing, Banking, Caia, Proctor, Professional certification in finance, Chartered Alternative Investment Analyst

Postponing, cancelling, or otherwise calling time out on our efforts and the hard work of our Candidates amidst continued COVID-driven uncertainty is not an option.

Key Points: 
  • Postponing, cancelling, or otherwise calling time out on our efforts and the hard work of our Candidates amidst continued COVID-driven uncertainty is not an option.
  • In addition to those planning to take the CAIA exam, Candidates for CAIAs Financial Data Professional (FDP) Charter will also have the same option of selecting either in-person testing or online proctoring for the upcoming exam cycle.
  • A Member-driven organization representing professionals in more than 95 countries, CAIA Association advocates for the highest ethical standards.
  • To learn more about the CAIA Association and how to become part of the organizations mission, please visit https://caia.org/ .

CAIA Association Welcomes Graeme Griffiths, COO of PRI, as Newest Member of CAIA’s Board of Directors

Retrieved on: 
Thursday, May 28, 2020
Banking, Professional services, Finance, Economy, Finance, Money, Professional certification in finance, Chartered Alternative Investment Analyst, Investment, Caia, Principles for Responsible Investment, Chartered, Hedge funds, 100 Women in Hedge Funds, PAAMCO

The Chartered Alternative Investment Analyst (CAIA) Association , the professional body for the global alternative investment industry, today announced that Graeme Griffiths, Chief Operating Officer with the Principles for Responsible Investment ( PRI ), has been elected to serve on CAIAs Board of Directors.

Key Points: 
  • The Chartered Alternative Investment Analyst (CAIA) Association , the professional body for the global alternative investment industry, today announced that Graeme Griffiths, Chief Operating Officer with the Principles for Responsible Investment ( PRI ), has been elected to serve on CAIAs Board of Directors.
  • Mr. Griffiths, who is a CAIA Association Member, has been with the PRI since 2016.
  • A Member-driven organization representing professionals in more than 95 countries, CAIA Association advocates for the highest ethical standards.
  • To learn more about the CAIA Association and how to become part of the organizations mission, please visit https://caia.org/ .

Magnus Financial Group Announces Anthony Natelli, CFA, CAIA, Has Joined as an Investment Research Associate

Retrieved on: 
Tuesday, May 19, 2020
Economy, Finance, Money, Professional certification in finance, Caia, Chartered Financial Analyst, Chartered Alternative Investment Analyst, Chartered, Financial analyst, Analyst, Instituto Estudios Bursátiles

NEW YORK, May 19, 2020 /PRNewswire/ -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Anthony Natelli, CFA, CAIA has joined the firm as an Investment Research Associate.

Key Points: 
  • NEW YORK, May 19, 2020 /PRNewswire/ -- Magnus Financial Group LLC ("Magnus") is pleased to announce that Anthony Natelli, CFA, CAIA has joined the firm as an Investment Research Associate.
  • "We are excited to bolster our investment research department with the addition of Anthony Natelli," stated Michael Schwartz, CEO of Magnus, adding, "We expect him to make an impact right away and help us serve our clients through these unprecedented times."
  • Anthony is a bilingual investment professional having previously maintained Series 7, 56 and 63 licenses.
  • He holds the CHARTERED FINANCIAL ANALYST (CFA) and CHARTERED ALTERNATIVE INVESTMENT ANALYST (CAIA) designations.

AdCap Management Inc. Names Chaya Slain Chief Investment Officer

Retrieved on: 
Friday, May 17, 2019
Economy, Finance, Money, Investment, Professional certification in finance, Money managers, Alternative investment, Chartered Alternative Investment Analyst, Chartered Financial Analyst

CLEVELAND, May 17, 2019 /PRNewswire/ -- AdCap Management Inc., a Cleveland-based family office founded by father and son entrepreneurs, Shelly and Joel Adelman, has named Chaya Slain as Chief Investment Officer.

Key Points: 
  • CLEVELAND, May 17, 2019 /PRNewswire/ -- AdCap Management Inc., a Cleveland-based family office founded by father and son entrepreneurs, Shelly and Joel Adelman, has named Chaya Slain as Chief Investment Officer.
  • Slain will oversee the firm's investment portfolio with a special focus on alternative investments and lending strategies.
  • Slain holds both a Chartered Financial Analyst and a Chartered Alternative Investment Analyst designation, and brings a strong background in ultra high net-worth investing and alternative asset classes to AdCap.
  • "Chaya brings a wealth of experience and access to AdCap, and I'm especially excited about her entrepreneurial spirit.

CAIA’s “Stackable Credential” Program Enters Second Year With Strong Momentum and Global Reach

Retrieved on: 
Monday, April 22, 2019
Professional services, Banking, Finance, Caia, Business, Preqin, Economy, Forecasting, Finance, Taxation in the Republic of Ireland, Chartered Alternative Investment Analyst

We have been very pleased with the reaction to our stackable credential initiativeand look forward to welcoming more CFAcharterholdersto the ranks of CAIA Members,said William J. Kelly, CEO of CAIA.

Key Points: 
  • We have been very pleased with the reaction to our stackable credential initiativeand look forward to welcoming more CFAcharterholdersto the ranks of CAIA Members,said William J. Kelly, CEO of CAIA.
  • We always lookeduponthis program asultimately a benefittothe asset ownersfor whom we all have the pleasureand obligationto serve.
  • A recent research report by Preqin is forecasting a 60% growth in alternative assets in the next five years.
  • The CAIA Association offers the only credential focused on the alternative investment space and has become the global benchmark for alternative investmenteducation.

The CAIA Charter Has Earned Accredited Provider Status from Singapore’s Institute of Banking & Finance (IBF)

Retrieved on: 
Monday, April 1, 2019
Professional services, Accounting, Banking, Finance, Professional certification in finance, Chartered Alternative Investment Analyst, Investment, Caia, Finance, Chartered, International Boxing Federation, Articles, Hedge funds

The Chartered Alternative Investment Analyst (CAIA) Association , the global leader in alternative investment education, is today announcing that its CAIA Charter program has obtained the Institute of Banking & Finance (IBF) accreditation under the Fund Management Standards .

Key Points: 
  • The Chartered Alternative Investment Analyst (CAIA) Association , the global leader in alternative investment education, is today announcing that its CAIA Charter program has obtained the Institute of Banking & Finance (IBF) accreditation under the Fund Management Standards .
  • With the IBF accreditation, finance professionals who successfully complete the rigorous Level I and Level II CAIA exam, will not only earn the prestigious CAIA Charter but may also apply to be IBF Certified.
  • In addition, local participants who successfully complete the CAIA Charter program may also be eligible for up to 90% funding under the IBF Standards Training Scheme (IBF-STS).
  • The Institute of Banking and Finance Singapore (IBF) is a not-for-profit industry association, fostering and developing the professional competencies of the financial industry.