Multimedia Library

Covid may have decimated box office returns over the past few years, but with ever increasing eye-watering amounts being spent annually on content by streaming giants creating an unprecented, highly exuberant buyers market in the global media industry, is media now poised to become the next hot alternative for investors? In this webcast, learn from fellow CAIA Member and Media Alternative Asset Manager Adam Guy Orlebar Garrett on how the increased competition from Amazon, Apple, and Disney+ to win subscriber market share from Netflix has irrevocably changed the media industry, what opportunities this is now opening up for investors looking to diversify their investments with an asset class completely uncorrellated to all other financial markets, what the important risks investors entering the media industry for the first time need to be aware of, and what practical advice can be given to investors based in Asia wanting exposure in their portfolios to this burgeoning asset class.

Ahead of the early April opening of exam registration, CAIA CEO Bill Kelly caught up with Olus Kayacan, CFA, CAIA, discussing the value of professionalism, and how earning the CAIA Charter equips practitioners with a more holistic, multi-dimensional outlook as they construct modern portfolios.

CAIA Member Greg Kaufmann and Duke Kim, Director of Institutional Client Solutions at The Giving Block, hosted the second part of an educational webcast around NFTs. In the first event, we covered investing in this emerging asset class. This second part was a practicum. We walked members through the process of transferring crypto from an exchange to a wallet and from there, we showed you how to buy an NFT. Time permitting, we looked at an NFT marketplace, viewed a live minting process, provided a brief introduction to Discord, reviewed some interesting NFT projects, and highlighted some additional resources. 

Our new report “CAIA Insights: The Rise of India’s Private Equity Market” has been released, where we showcase insights, spotlight opportunities, and summarize our call to action for this fast-evolving sector. Combining commentary penned by leading PEVC industry specialists, alongside CAIA’s crafted content, and supported by our knowledge and data partner – Venture Intelligence – we position tangible insights, actionable intelligence and provide knowledge on a market too big to ignore. To coincide with the report’s release, our launch webinar brought together a number of its authors to spotlight key themes, discussed why India’s emergence as one of the world’s most entrepreneurial and technology-orientated nations presents massive opportunities, and showcased India’s growing and increasingly sophisticated alternative investment industry.

India has reached a pivotal arc in its economic growth story, offering up broad reaching and significant investment opportunities demanding of attention. A key component is India’s Private Equity and Venture Capital (PEVC) sector where unprecedented attention is leading to burgeoning growth and its accompanying fruitful prospects.

Our new report “CAIA Insights: The Rise of India’s Private Equity Market” has been released, where we showcase insights, spotlight opportunities, and summarize our call to action for this fast-evolving sector. Combining commentary penned by leading PEVC industry specialists, alongside CAIA’s crafted content, and supported by our knowledge and data partner – Venture Intelligence – we position tangible insights, actionable intelligence and provide knowledge on a market too big to ignore.

To coincide with the report’s release, our launch webinar brought together a number of its authors to spotlight key themes, discussed why India’s emergence as one of the world’s most entrepreneurial and technology-orientated nations presents massive opportunities, and showcased India’s growing and increasingly sophisticated alternative investment industry.

CAIA CEO Bill Kelly speaks with Regan Landrigan of the Private Markets Club at the University of Delaware. The club recently launched a new and improved educational newsletter, with the first issue focused on proptech. Landrigan shares some of the insights he and his team gained in researching this hot topic.

The pursuit of diversification for the average financial advisor is not as straightforward as it once was. From private capital to collectibles, the barriers to access alternative asset classes are lower than ever, thanks to regulatory changes and product innovation. In this webcast, Phil Huber, CFA, CFP®, and Aaron Filbeck, CAIA, CFA, CIPM, FDP, discussed Phil’s background, his approach to asset allocation and portfolio construction for his clients, and his new book, The Allocator’s Edge. 

To support FDP Candidates and those considering the pursuit of the FDP Charter, we offered a brief, live webinar with our Curriculum team. 

A typical Orientation Session includes the following: 

• Review sample exam questions. 

• Learn exam-taking tips. 

• Have your questions answered by our exam experts. 

Formal remarks of the presentation lasted approximately 45 minutes, with 15 minutes for Q&A. This webinar featured members of the FDP Curriculum Team as well as Candidate Relations. The following topics were discussed: Curriculum materials, exam format, and available resources. For each topic we discussed the required readings, keywords, learning objectives and sample questions. 

By now, you probably know what an NFT is. You have also probably heard of the staggering sums being made by individuals. More recently, several funds have launched that are approaching investing in NFTs in an institutional manner. CAIA is excited to have put together a panel of Funds to discuss the various approaches being used to invest in this emerging asset class. We reviewed the term NFT,  how NFTs are valued as well as some of the investment strategies being employed. This panel will be followed a few weeks later with a practicum on how to buy NFTs.

Diversification and digitalization are key factors in this challenging as well as shifting economy, in which African institutional investors juggle between currency restriction, language barriers and government regulation. During this webinar we speak about how to diversify investments by allocating to Alternative investments while complying to ESG standards.