CAIA Association

As investment markets become more complex and interconnected, the skills needed to navigate them are changing. In a new op-ed for @iimag, CAIA CEO @BowmanJohnL argues that the investment industry needs to rethink how it recruits and develops talent, looking beyond traditional finance backgrounds to build more balanced, multidisciplinary investment teams. Drawing on conversations with 120 investment executives and CAIA's recent report with the Thinking Ahead Institute, John explores why the ability to connect ideas across disciplines will be increasingly important for making effective investment decisions. Read the full article here: bit.ly/4A4G1Vm #Investing #InvestmentIndustry #InvestmentTeams #Finance

Pop quiz: Nick Pollard asks @CAIA_SNovakovic what lessons surrounding alternatives that he’s learned that he could take back to regulators in emerging markets to encourage growth while protecting investors. Find out what they say in this new #NerdsChatting! Hint: There's no silver bullet.

Daniel Gamba of @FranklnTempletn has had quite the career journey. With nearly 30 years at some of the biggest names in finance, he joins #CapitalDecanted host @BowmanJohnL to share his insights on leadership, shifting LP demands, and what future winners must offer: bit.ly/4zocpCA

Turning Vision 2035 into action takes the right partnerships. As the investment industry evolves, so must the way we support it. CAIA is strengthening its partnership capabilities to work in tandem with organizations around the globe, aligning our expertise and resources with their changing needs as we advance #Vision2035. Responding to these evolving requirements, Sarah Auerbach has been appointed in a new leadership role as Managing Director of Global Revenue Operations and Commercial Enablement. Learn more: bit.ly/4k5Mdb5

“The real value of liquid alternatives is found in their nuance.” John W. Moore of Stratview Wealth Management pens a new piece for CAIA's Carried Interest blog, read it here: bit.ly/4iiPK36

Good performance helps, but higher pass-through fees remain a challenging conversation with investors, said panelists at a Financial Times conference including @CAIA_SNovakovic. See what else leaders say in this article (account required) via @FundFire: bit.ly/4iiIp3r

What does it take to lead a $1.3T asset manager? Jean Hynes, CEO of Wellington Management, has spent 35 years growing, adapting, and leading. On the latest #CapitalDecanted, she joins @BowmanJohnL to talk career pivots, leadership lessons, and delivering great results. There's plenty to learn from this one. Listen now: bit.ly/3TSqBnP

We are so pleased to officially announce an Academic Partnership with Ewha School of Business at @EwhaWomansUniv! CAIA CEO @BowmanJohnL signed the agreement in South Korea earlier this month. This is one of the world’s leading women’s universities, recognized for its longstanding commitment to academic excellence and women’s leadership. The partnership reinforces CAIA’s growing academic presence across Asia-Pacific and our commitment to expanding access to #alternativeinvestment education for all. Students gain access to educational resources, professional development opportunities, and academic scholarships supporting their pursuit of the CAIA Charter. Welcome to the CAIA community! Learn more: bit.ly/4jKmG6X

Don't worry, Dallas, we have all your alts needs covered. Our premier event is bringing together big names for big panels. Join CAIA CEO @BowmanJohnL and industry leaders at #ALTSTX for a panel on The World Rewired. Join us there: bit.ly/4zQ5Rfv Panelists include: Dave Morehead, CFA, Chief Investment Officer, @Baylor Endowment Fund Stuart Bohart, Executive Vice President and Deputy Chief Investment Officer, Texas Permanent School Fund Corporation Drew McKnight, Co-Chief Executive Officer, Fortress Investment Group @MarketsGrp @CFADFW

With so many more investment choices, what matters now? A broader perspective can help and the CAIA Charter brings that perspective into focus with specialized knowledge of alternative investments: bit.ly/4iofUkZ Don’t forget to register early for a US$400 saving opportunity!

From Seoul to Hong Kong to Tokyo, #CapitalDecanted co-host Nick Pollard and CAIA CEO John Bowman’s trip across APAC has led to many conversations about TPA, the growth of alternatives in Japan, and more. Co-host @CAIA_SNovakovic has also been engaged in conversations about Japan – exciting areas to invest, deregulations, and more. Tune in as they discuss some reasons behind this investment momentum!

The 2027 CAIA Curriculum is evolving to reflect what investment professionals need to know now: With greater depth where it counts, new knowledge for a changing industry, and a sharper focus on what matters most in practice. Curious what’s changing? Take a look at what’s next: bit.ly/4z42DoN

Are you ready to commit to private markets? The CAIA Charter can help give you a view of what lies ahead while deepening your alternatives expertise. Eligible CFA charterholders can start at Level II with an approved Level I waiver AND save US$400 with early registration: bit.ly/3UKxk3r

What do recent pressures reveal about evergreen funds and could the lessons learned the hard way help shape what comes next? Find out as @CAIA_SNovakovic examines the latest headlines and trends in Chronicles of an Allocator: bit.ly/3TMNdGk

From administrative assistant to CEO of Wellington Management, the $1.3T asset manager, Jean Hynes joins @BowmanJohnL in the new episode of #CapitalDecanted. Join us for a fascinating conversation: bit.ly/3TSqBnP Jean and John discuss her 35 year leadership journey, reinvention, high-profile partnerships at the company, and so much more. See what you can learn!

We're excited to announce the launch of the new CAIA.nxt™ Evergreen Funds Microcredential! Recent growth highlights the critical importance of understanding how these vehicles work in practice. This online, self-paced program does that and more. Learn more: bit.ly/483MNhY Thanks to our partners at @Macquarie Asset Management, @Barings, and HarbourVest Partners.

Capital without borders: Latin America’s appetite for #alternativeinvestments is growing, and Miami is taking notice. Funds Society recaps the recent CAIA Florida event exploring this trend. Get the insights here: bit.ly/3WAgVPv

A good investment decision looks beyond the here and now. Private markets require a forward-looking mindset. The CAIA Charter helps you connect today's decisions with tomorrow's possibilities. Register now to save: bit.ly/3U5C3fF

Charlotte, we're not just talking about alternatives. This is your chance to get a look at what's happening at CAIA and what's next for the investment community. Join CAIA and @MarketsGrp at #ALTSSE on October 20: bit.ly/4B5JXGB