CAIA Association’s Post

"The exchange of knowledge with peers and the broader CAIA network has been instrumental in deepening my expertise and expanding my professional connections within Sydney's private market landscape." Shenal Cooray, MBA, CAIA, Key Account Manager at Platinum Asset Management, breaks down how the CAIA Charter transformed his career path. Ready to unlock your potential in #alternativeinvestments? Learn from those who've done it: https://bit.ly/4hwDxGS #CAIANextIsHere

Efforts to promote diversity, equity and inclusion (DEI) in the hedge fund industry have progressed in fits and starts. To gauge that progress, the Black Hedge Fund Professionals Network (Network) surveyed diverse industry professionals. Although the death of George Floyd in 2020 prompted a flurry of DEI efforts in the hedge fund industry and the broader financial services sector, those efforts have failed to bring about significant change. There has been “a disparity between intention and tangible results,” the Network found. This article discusses the Network’s survey report, with additional insights from Andra Ofosu, CFA, CAIA, founder of the Network and director at Aspect Capital; and survey leader Adebola Osakwe, member of the Network’s board and founder of Osakwe Consulting. #HFLR #DEI https://lnkd.in/e2GMU26R

The annual etf.com Lifetime Achievement Award honors individuals with exceptional, long-term contributions to ETF investor success across various roles in the industry. This year's nominees include a diverse set of leaders, from innovative issuers to financial media, all of which helped to shape the ETF industry as we know it today. Check out all the nominees here: https://lnkd.in/gsFQkEkC #etfcomAwards2024

- Options and ETF trading in India and Japan provide investors with diverse avenues to manage risks and optimize returns in dynamic markets. #OptionsTrading #ETFs #InvestmentStrategies #IndiaJapanMarkets - Engaging in options and ETF trading empowers investors in India and Japan to access global opportunities, enhance portfolio diversification, and navigate market volatility effectively. #GlobalInvesting #PortfolioDiversification #MarketVolatility #OptionsETFs

With just one week left until the highly anticipated Meet the Managers conference, we asked CEO & Founder Michael Patchitt to share his thoughts on the High Street Balanced Prescient Fund. Mike, who brings years of experience as the Fund Manager for the High Street Global Balanced Fund, emphasises, "Higher returns usually take a bit more volatility to achieve." Should you have a lower risk appetite and are exploring other Rand investments, the High Street Global Balanced Feeder Fund may be a better fit. The meticulously crafted Regulation 28-compliant fund is designed with an offshore focus, ensuring over 90% Rand-hedging to maximize returns while managing risk. At the heart of the strategy lies a keen eye for equities—especially those dual-listed or with significant international revenue streams. Ross Beckley, CFA will delve deeper into these strategies at the Meet the Managers event. As he'll highlight, not all Rand-hedges are created equal. Visit our website at www.hsam.co.za or better yet, join us at Meet the Managers 2024. #InvestmentStrategies #MeetTheManagers #HSAM #AssetManagement #RandHedging #FinancialInsights

Before coming to Avidian, Shaheen Ladhani spent 13 years as an investment advisor at Goldman Sachs, managing portfolios for private clients, endowments, and foundations. So, what was it about Avidian’s products and services that drew him here? Hear from Jim Atkinson and Shaheen as they discuss in more detail. Find the full video linked in the comments.

Thanks to the group of 10 financial advisors who joined portfolio manager Jason Isaac, CAIA, CFA to discuss Dividends Without Borders over breakfast in Whitby last week. Jay’s portfolio is highly active with a list of top 10 holdings that generally look very different from mainstream global equity funds and ETFs. Ask us how NCM Global Income Growth Class can help you enhance diversification, reduce risk, and increase return potential. #Dividends #GlobalAssetAllocation #PortfolioManager #FinancialAdvisor

The first intake for the Wall Street Protocol Mentorship Program is almost full. If you want to be one of the first to learn this proven, systematic approach used by Wall Street insiders, you need to act fast. When I first joined a major investment bank, I was shocked by the sheer wealth and success of my colleagues. They'd casually discuss their 100%+ annual returns, and I simply couldn't wrap my head around it. That is, until they showed me the playbook. The rules-based system they were using to potentially generate those kinds of outsized gains, year after year. In the free 30-minute masterclass, I'll show you those same 4 key signals that let you spot breakout stocks. Plus, the simple process that makes stock trading profits easy. But the special early bird offer - 12 months for the price of 3 - expires soon. This is the best way to ensure you get the personalized support and coaching to become a trading superstar. DM Me "MASTER CLASS" to secure your spot

Morgan, Lewis & Bockius LLP hires Leonora Shalet as Partner. Tim Levin, leader of the firm’s investment management practice commented, “Leonora’s recent continuation fund formation experience will provide a boost to our client offerings in our secondaries practice.” #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets #HiringandPromotion https://lnkd.in/eKuJFss4

Quickly approaching! We are excited to see everyone soon in Chicago for our 3rd Annual Central Sub-Advisory Roundtable. Space still available, register now: https://lnkd.in/drVJAaHY Our closing panel “What Makes a Sub-Advisor Stand Out?” will be moderated by Salimah Hyderali Shamji, CFA and feature the following esteemed panelists. Session Panelists: Bill H., Senior Vice President, Deputy Chief Investment Officer, Jackson National Asset Management Kelly Swiatek Finegan, CFA, Head of Multi-Manager Solutions, Northern Trust Asset Management Brad Watterson, CFA, AVP, Director of Investment Research, Touchstone Investments Art Vinokur, Head of Manager Research, Franklin Templeton K2 This session's experts will delve into the distinctive capabilities and client service strategies that sub-advisors have showcased beyond the typical metrics. What innovative touches have impressed you? What are you hoping to see more of from potential sub-advisors? Join the conversation! #institutionalinvestors #investors #assetallocation #assetmanagement #investmentconsultants #subadvisors