Smart commentary, trusted voices, and curated reading every month.
Perspective That Reflects the Industry. Resources to Expand Your Thinking.
In Chronicles of an Allocator, a senior voice from CAIA leadership takes you beyond the headlines to explore a timely topic shaping the future of capital allocation. Each monthly edition weaves together expert insight, personal perspective, and curated industry sources to offer a clear-eyed, human take on the forces moving markets, and the professionals navigating them.
Expect sharp analysis, a touch of personality, and a focused reading list to deepen your thinking.
It’s not just content. It’s context.
Featured Newsletter
Past Issues
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May 2026
SaaS and AI Concentration in Private Credit: Underwriting Deterioration and the Coming Maturity Test
Authored by Georgina Tzanetos, Director of Content
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April 2026
Private Market Access is Facing a Hail Mary Moment
Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy
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March 2026
War, the Gulf, and the Pricing of Systemic Risk
Authored by Georgina Tzanetos, Director of Content
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February 2026
From Venezuela’s Lesson to the Gulf’s Answer
Authored by Laura Merlini, CAIA, CIFD, Managing Director, EMEA
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January 2026
Barrels, But No Bandwidth
Authored by Georgina Tzanetos, Director of Content
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December 2025
Everyone’s at the Party – Fortunately and Unfortunately
Authored by Georgina Tzanetos, Director of Content
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November 2025
The Continued Allure of Gold in APAC
Authored by Nick Pollard, Managing Director, APAC
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October 2025
Against the Current – Operationalizing the Total Portfolio Approach
Authored by Claire Sawyer, Associate Director, Educational Programs
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September 2025
Don’t Go Chasing (Institutional) Waterfalls
Authored by Steven Novakovic, CAIA, CFA, Managing Director, Educational Programs
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August 2025
Four Fantastic Questions About the Private Credit Universe
Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director of Global Content Strategy