Chartered Alternative Investment Analyst

Leading Lower Middle-Market Specialist Investment Firm Star Mountain Capital Adds Bryan Johnson as a Managing Director in Los Angeles, Bolstering its Secondaries and Investor Solutions Team

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星期二, 五月 28, 2024
Finance, Consulting, Banking, Professional Services, Asset Management, Chemical engineering, CFA Institute, AQR, University, Chartered Alternative Investment Analyst, AQR Capital, Ageing, University of Southern California, MBA, Infineon Technologies, CAIA, Dimensional Fund Advisors, RIA, CFA, RIAS, Arizona State University, FINRA, Multimedia, Star, Financial services

View the full release here: https://www.businesswire.com/news/home/20240528877824/en/

Key Points: 
  • View the full release here: https://www.businesswire.com/news/home/20240528877824/en/
    Bryan Johnson, Star Mountain Capital Managing Director (Photo: Business Wire)
    Bryan Johnson has nearly 20 years of leadership experience advising and consulting on strategic investment solutions to some of the world’s largest and most sophisticated wealth managers, family offices and high-net-worth individuals.
  • “I was also intrigued to learn how large and highly fragmented the lower middle-market is at nearly 50% of the U.S. economy.
  • Mr. Johnson is a Chartered Financial Analyst (CFA) charterholder and also holds the Chartered Alternative Investment Analyst (CAIA) designation.
  • He is a member of the CFA Institute and CFA Society Los Angeles, which he has lectured for since 2011.

WebBank Announces Ken Laudano named SVP – Head of Credit Structuring & Counterparty Risk

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星期三, 五月 22, 2024
Banking, Professional Services, Finance, Statistics, Credit, Lease, University, Private equity, BNY Mellon, Chartered Alternative Investment Analyst, SVP, Senior, CAIA, Economics, Morgan Stanley, FDP, Research, Credit Suisse, Operation, Management

WebBank today announced the appointment of Ken Laudano as the Senior Vice President – Head of Credit Structuring & Counterparty Risk.

Key Points: 
  • WebBank today announced the appointment of Ken Laudano as the Senior Vice President – Head of Credit Structuring & Counterparty Risk.
  • Ken joined WebBank in May 2024, and in this newly created role he will lead the team responsible for managing the credit risk of WebBank’s asset finance lending portfolio.
  • Ken brings more than 20 years of asset finance industry experience to the role, including extensive credit structuring, cash flow modeling, and portfolio management expertise.
  • Before joining WebBank, Ken worked at East West Bank where he served as SVP / Deputy Chief Credit Officer for Structured Finance and Private Equity.

Fei Xue Appointed as Vice President of ABL Wealth at Abacus Life

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星期四, 四月 18, 2024
ABL, RIAS, CNL, Chartered Alternative Investment Analyst, CAIA, Partnership, RIA, Intelligence, JPMorgan Chase, Babson College, CNL Financial Group, Longevity, Registered investment adviser, Growth, Abacus

ORLANDO, Fla., April 18, 2024 (GLOBE NEWSWIRE) -- Abacus Life, Inc. (NASDAQ: ABL), a pioneering alternative asset manager specializing in longevity and actuarial technology, today announced the appointment of Fei Xue as Vice President of ABL Wealth.

Key Points: 
  • ORLANDO, Fla., April 18, 2024 (GLOBE NEWSWIRE) -- Abacus Life, Inc. (NASDAQ: ABL), a pioneering alternative asset manager specializing in longevity and actuarial technology, today announced the appointment of Fei Xue as Vice President of ABL Wealth.
  • In her new role, Ms. Xue will oversee the buildout of ABL Wealth and will report to Abacus Life Chairman and CEO, Jay Jackson.
  • “We are thrilled to have Fei join Abacus in this key leadership role for ABL Wealth.
  • “ABL Wealth’s launch into the independent wealth management space is a key strategic growth area for Abacus Life, and I am excited to be a part of this journey,” said Ms. Xue.

John L. Bowman to Succeed William J. Kelly as CAIA Association CEO on December 31, 2024.

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星期三, 五月 1, 2024
Other Professional Services, Finance, Asset Management, Consulting, Continuing, Professional Services, Education, Training, Chartered Alternative Investment Analyst, CAIA, Partnership, Unifi, Human, Curriculum, Retirement, Professional, Growth

Bowman be appointed Chief Executive Officer following William J. Kelly’s retirement on December 31, 2024.

Key Points: 
  • Bowman be appointed Chief Executive Officer following William J. Kelly’s retirement on December 31, 2024.
  • We owe him a debt of gratitude and thank him for all he has done to further the growth of CAIA.
  • Bowman, “You never feel completely prepared for the weight of stewarding such an important mission as that which defines CAIA.
  • Bowman and Mr. Kelly will continue to work closely in the months leading up to the completion of this CEO succession.

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

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星期二, 三月 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

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星期四, 二月 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

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星期二, 三月 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: 
星期三, 二月 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

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星期三, 一月 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: 
星期三, 十二月 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.