Recorded Webcasts

Hear our expert staff and Members speak on topics ranging from practical strategies in hedge fund investing to the importance of education in the alternatives space.

CAIA CEO John L. Bowman unveiled The World Rewired report live at ALTSLA. This global release session features one of the report’s authors, Georgina Tzanetos, Director of Content, CAIA Association. She not only unpacked the key insights but also shared the context and thinking that shaped them—offering perspective beyond the printed page.

This virtual education event explored how the evolving credit markets are reshaping portfolio construction and why traditional diversification has become less effective. The discussion focused on modern credit strategies that aim to enhance yield, improve risk mitigation, and provide new sources of resilience in multi‑asset portfolios. Viewers will gain insights into three major forces transforming fixed income outcomes today: 

  • Declining yields from traditional corporate bonds. 
  • Higher stock‑bond correlations, reducing diversification benefits. 
  • A broader and rapidly evolving investable credit universe, now far beyond public corporate debt.

This event covered:

• Who we are, what we do and how we invest across companies, countries and sectors

• CPP Investments’ relationship with the CPP

• Why CPP is expected to be sustainable for at least the next 75 years

Mastering the CAIA exams requires more than just understanding the material—it requires strategic exam preparation. This invaluable webinar featured Steven Novakovic, CFA, CAIA, Managing Director of Educational Programs, and Kristaps Licis, Director of CAIA Exams. They offered advice on effective test-taking strategies and exam preparation to ensure every Candidate is fully equipped for success. This is a chance to enhance your exam readiness and gain insights directly from our experts!

Watch for an in-depth exploration of Latin America’s evolving financial landscape — from investor perceptions to technological disruption. This session uncovered the region’s untapped potential, analyzing macroeconomic and political contexts, demographic shifts, and the rise of fintech innovation. Discover how financial literacy, sustainable investing, and the growing influence of women and young investors are reshaping wealth management across LATAM. Learn why the transition from product-selling to holistic planning and the push for ethical standards and certification are vital for the next generation of advisors.

 

Key Themes Covered:

- Rethinking global perceptions of Latin America’s investment opportunities

- Navigating currency volatility and post-pandemic economic recovery

- Building financial literacy as a foundation for wealth creation

- Embracing fintech, digital transformation, and ESG-driven strategies

- Aligning with CAIA standards to elevate professional excellence in the region.

This session provided an exclusive opportunity for Candidates to ask any questions about taking the CAIA exam.