Recorded Webcasts

In Part I, Aaron Filbeck, CAIA, CFA, CIPM, Associate Director, Content Development; and Chris Hamilton, Head of Asia Ex-Japan Client Solutions, Invesco Investment Solutions, discuss Invesco’s current capital market assumptions for traditional and alternative investments, how taking a goals-based approach can better inform the investment process, and how alternative investments can be used to improve outcomes for institutions seeking to meet their return targets while managing volatility.

Insights Into Institutional Investing: Part II:  In Part II, Aaron and Chris start the discussion with a high level overview of some differences across institutional portfolios, both regionally and by type of institution. The remainder of the discussion takes a deep dive two hypothetical institutional portfolios. They find that, depending on the objective of the institutions, differing levels of alternative investments and particular sub-industries becomes very appropriate.

Laura Merlini, CAIA, Managing Director at CAIA Association talked with Jason Mitchell, Co-Head Responsible Investing, at the Man Group for his perspective on Climate change and Covid-19. Global problems require global solutions -- another lesson learned as a result of the Covid-19 pandemic in the year of the Earth Day 50th anniversary – that may lead to a deeper understanding of the ties that bind us on a global scale and should boost a coordinated reaction to address the Climate change threat. Jason discusses the focus on renewables, after the collapse in oil prices, as a now concrete option. Oil volatility is problematic if you are a business wanting a capacity plan. Renewable energy has a smoother trade range. The interview also addresses the idea of a shared economy in the post-pandemic era, the consequential tight restrictions on social gatherings, how this will affect the way we live our cities and, as a consequence, climate change.

CAIA New York presents: Author Talk with Gregory Zuckerman on The Man Who Solved the Market Jim Simons is the greatest moneymaker in modern financial history. No other investor can touch his record. Since 1988, Renaissance’s signature Medallion fund has generated average annual returns of 66%. The firm has earned profits of more than $100 billion—Simons is worth $23 billion. Drawing on unprecedented access to Simons and dozens of current and former employees, Zuckerman, a veteran Wall Street Journal investigative reporter, tells the gripping story of how a world-class mathematician and former code breaker mastered the market. Simons pioneered a data-driven, algorithmic approach that’s sweeping the world. Zuckerman’s most recent book, The Man Who Solved the Market, is a portrait of a modern-day Midas who remade markets in his own image, but failed to anticipate how his success would impact his firm and his country. It’s also a story of what Simons’s revolution means for the rest of us. Join Andrew Saunders, CAIA NY Chapter Head as he talks with Gregory Zuckerman.

John Bowman, CFA, Senior Managing Director talked with Thomas Brigandi, CFA, Board of Directors Vice Chair, CFA Society New York about CAIA Association's partnership on the popular Asset Owner Series - now being released in a virtual format weekly.

A Conversation with Graeme Griffiths, CAIA, COO UNPRI

John Bowman, Senior Managing Director at CAIA Association talked with Tony Cowell, Partner, Head of Asset Management, KPMG about his perspectives on climate change in the age of COVID-19.

CAIA Association's John Bowman, CFA, Senior Managing Director, leads an esteemed panel of alternative investment experts to discuss CAIA's recent report: The Next Decade in Alternative Investments: From Adolescence to Responsible Citizenship. John is joined by Ashby Monk, PhD, Executive Director, Global Projects Center at Stanford University, Christie Hamilton, Head of Investments, Children's Health System of Texas, and Kristina Koutrakos, CAIA, Director of Portfolio Strategies, The Virginia Retirement System.