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A curated newsletter to equip investment professionals to think like an allocator.
Authored by Christie Hamilton
We’ve all known that wherever there's an object of value, a secondary market emerges to provide solutions to asset holders. However, the more intriguing story may be how the underlying investment strategies within secondaries have evolved significantly in recent years.
Explore this fascinating evolution in our latest Chronicles edition, where Christie Hamilton, Director of Content and Research at CAIA Association, dissects the transformation of investment strategies and characteristics within the secondary market—the intricacies of historic fundraisings, innovative diversification strategies, and the emergence of GP-led solutions reshaping private asset markets.
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Authored by Christie Hamilton
With the recent publication of our seminal report, Innovation Unleashed: The Rise of Total Portfolio Approach, Christie Hamilton, Director of Content and Research at CAIA Association, explores the topic further in this issue of Chronicles to see how beyond the numbers lies a deeper truth: TPA represents a paradigm shift in how we think about and approach portfolio construction.
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Authored by Steven Novakovic, CFA, CAIA
In this month’s issue of Chronicles of an Allocator, contributor Steven Novakovic, CFA, CAIA, Managing Director, CAIA Curriculum brings us into the world of VC cycles where tough times might not be all bad news. Discover the silver lining as valuations return to Earth, and non-traditional players exit the stage. Are you ready to be contrarian and capitalize on opportunities amid challenges?
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Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
In this month’s issue of Chronicles of an Allocator, contributor Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™ offers a cinematic perspective on the democratization of alternatives, drawing parallels with the Star Wars Sequel Trilogy to explore the challenges and innovations in the alternatives space.
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Authored by Laura Merlini, CAIA, CIFD, Managing Director, CAIA EMEA
Embark on a captivating journey with Sindbad the Sailor and Alternative Investments: A Story of Two Seas in this month’s Chronicles of an Allocator. Laura Merlini, CAIA, CIFD, Managing Director, EMEA for CAIA Association draws parallels between the mythical adventures of Ulysses and Sindbad and the dynamic landscape of the Middle East's alternative investment industry.
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Authored by Christie Hamilton
This edition of Chronicles, we draw intriguing parallels between architecture and investing, and it's not your typical floorplan. From the transparent elegance of the Farnsworth House to the whimsy of Prada Marfa, this piece weaves a narrative connecting childhood Lego obsessions to a love for genius architects like Mies van der Rohe.
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Authored by John L. Bowman, CFA
This edition of Chronicles focuses on recent travels to Asia, providing a brief overview — like postcards from the edge, or perhaps paper boats, of my insights from various panels, conversations, and conferences.
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Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
We’ve all heard some variation of the phrase “a solid foundation is the key to success.” Most of the time, we’re talking about education, morals, or technical expertise. Of course, I agree with the statement when it comes to personal development, but right now I’d like to talk more literally.
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Themes and Opportunities
Growth Prospects and Fundraising Trends in Infrastructure Investments
Authored by Christie Hamilton
On my first day of investment consulting, I was handed a copy of Pioneering Portfolio Management and told to get familiar with it. David Swensen had me at “rigorous investment framework,” and like many others in the industry, I adopted his model—including the dogmatic adherence to policy asset allocation primacy.
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Discovering Themes for Visual Learners and Graph Geeks
An Unlikely Resource
2023 Trends + Private Equity
Authored by Steven Novakovic, CAIA, CFA
In nearly 15 years, the universe of digital assets has grown from an idea presented in a whitepaper by an unknown author, to a global ecosystem full of promise, potential and tangible value.
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For this month’s edition of Chronicles, we turned to Laura Merlini, CAIA, CIFD, Managing Director, CAIA EMEA to contribute insight and perspective on the art market as an alternative investment class.
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©2024 Chartered Alternative Investment Analyst Association®