CAIA Association

The private equity industry's fixation on quartile rankings as a performance metric needs rethinking according to expert Matt Curtolo, CAIA. In this CAIA blog, he questions the industry's metrics of success: https://bit.ly/4fELdFF Private equity was born as an absolute return class. Perhaps it's time to return to those roots - focusing on realistic target returns, thoughtful benchmarking, and holding managers accountable for what they can actually control. What metrics do you prioritize when evaluating PE performance? #PrivateEquity #Investing

#ALTSME – the who's who of the region will be there, will you? Join CAIA CEO William J. Kelly, CAIA and EMEA Managing Director Laura Merlini, CAIA, CIFD, MCSI for a comprehensive day of learning and networking with the region's top investors, advisors, and asset managers. https://bit.ly/3UTRUeO Laura will moderate a panel on Governance and Independence exploring the evolving role of independent fund directors, highlighting the critical need to maintain true independence and effectively manage conflicts of interest. With panelists: Ju Hui Lee, CFA, CAIA, FSA, FCIA, CERA, FRM, Head of Investment Risk and Performance, United Nations Joint Staff Pension Fund (UNJSPF) Samer Shaaban, CFA, CAIA, Head of Local Real Estate Division, Sidra Capital Brian Digney, CAIA, Research and Content Director, Standards Board for Alternative Investments (SBAI) Brought to you by CFA Society Saudi Arabia and ALTS!

We're calling it what it is... this is one complex industry. The CAIA curriculum is built by investors, for investors. So join us – disrupt traditional strategies, create opportunity, and gain long-term sustainability: https://bit.ly/40W8MTK #alternativeinvestments #investing #CAIANextIsHere

In today's financial setting, where markets and industries change at breakneck speed, knowledge truly is power. As part of our dedication to continuous learning we've released Crossing the Threshold: https://bit.ly/4cqsifU Industry experts share their insights. Big thanks to Shannon Saccocia, CFA, CIMA®, Fran Kinniry, CFA, Sylvia S. Kwan, CFA, CAIA, Sandy Kaul, and Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP! #alternativeinvestments #investing

Central to his work and professional development is the CAIA designation: Jon F. Lieberkind, CAIA, Director for Max Matthiessen in Denmark, shares insights into his career + the value of the CAIA Charter Program: https://bit.ly/4fCmuSp #CAIANextIsHere #investing #CAIAMember

“If the lackluster performance of the traditional 60/40 portfolio persists, it’s not a question of whether private markets should be more broadly accessible, but when and how.” Intrigued? CAIA’s Claire Sawyer explores the latest Capital Decanted episode in this blog: https://bit.ly/4fYSm3v Tune into the full conversation after you’re done reading: https://bit.ly/48ri1Pw #investing #privatemarkets #CapitalDecanted

Sun, fun, and learning: #ALTSMIA is where leaders converge and connect! Join the biggest names in alts for a deep dive into global #assetallocation, private markets, ESG, real assets, and more in Miami. Register: https://bit.ly/3V18bhW CAIA's Ruth Carolan, Chief Operating Officer, will be there with Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Global Content Strategy. Curated by CAIA and industry powerhouses CFA Society Miami, CFA Society of South Florida, Miami Finance Forum, and ALTS. #investing #alternativeinvestments

With climate issues dominating headlines recently, we have a must-listen for anyone invested in a sustainable future! Learn about PE, climate investment, and the realities of capitalism in tackling global issues: https://bit.ly/4hZh6tW Like this conversation with William J. Kelly, CAIA and Brett Christophers of Uppsala University? Tell us your favorite part! Thanks to iCapital! #EducationalAlpha #Podcast #Sustainability #ESGInvesting

What do you know about APAC's booming investment landscape? From mega-financial hubs to the tech-savvy innovation pouring out of this region, see why APAC is capturing the imagination of investors worldwide: https://bit.ly/4fO5Yyf Join this journey with authors Nick Pollard, Managing Director, CAIA APAC and Joey Chan, CFA, FCCA, CPA, Director, External Relations, CAIA APAC – let us know what you think! #ChroniclesofanAllocator #investing

In today's PE Secondaries market, spotting true value requires looking far beyond the price tag. In this CAIA blog, Madison Murphy and Daniel Wilk, CAIA at FS Investments offer five considerations to separate authentic opportunities from potential pitfalls. https://bit.ly/4fqB6nL Don't let the allure of a deal cloud your judgment. Learn how to make clearheaded decisions in today's secondary market! #investmentstrategies #assetmanagement #investing #privateequity