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 Southwest - Secondaries 2025: Navigating a New Era of Liquidity and Innovation

The secondary market continues to evolve rapidly—no longer defined solely by LP transactions, but increasingly shaped by the dynamic rise of GP-led solutions, the emergence of private credit secondaries, and the growing influence of non-traditional capital sources. In a year marked by market dislocation and ongoing liquidity constraints, understanding the drivers behind secondaries has never been more critical.

The CAIA Southwest Chapter held a timely and engaging discussion with industry experts to explore the latest trends and opportunities shaping the secondaries landscape in 2025. The panel offered fresh insights on:

  • The continued evolution and institutionalization of GP-led secondaries
  • Private credit’s growing role and how secondaries are unlocking liquidity in this space
  • Where LP-interest transactions fit in today’s pricing and market environment
  • The impact of private equity democratization—including the rise of wealth platforms—on deal flow and structure
  • What investors should be watching as fund terms, buyers, and capital sources evolve

Whether you're active in the secondaries space or seeking a better understanding of its future trajectory, this session will equip you with actionable takeaways and perspectives to stay ahead.

CAIA Candidate Orientation Ask Us Anything Session
Tu Camino a los Alternativos Comienza Aquí: Todo lo que necesitas saber sobre el CAIA
Navigating Uncertainty : The Trump Factor in Precious Metals Investment

Amidst global markets turmoil, investors are eagerly looking for safe haven assets. Nearing its historic high, is gold being put to the test? Are there other opportunities in previous metals? How are they correlated to each other and the rest of capital markets? Let’s hear from the industry experts.

Guest Speakers:

  • Joshua Rotbart, LLM, MBA, Founder, Managing Partner, J. Rotbart & Co
  • Marissa Salim, Senior Research Lead, APAC, World Gold Council
CAIA Virtual Chapter - The State of Hedge Funds with Jon Caplis of PivotalPath

In this webcast, we chat with Jon Caplis, CEO of PivotalPath about the world of hedge funds. We explored recent performance for the industry, latest trends of institutional investors, and discussed how investors are thinking about allocations to hedge funds, among a variety of topics.

CAIA Virtual Chapter - Crypto Markets Update with Grayscale Investments

In this webcast, we discussed the state of the crypto markets with Zach Pandl, head of research at Grayscale Investments. In this wide-ranging conversation, we explored the latest developments in the world of cryptocurrencies, check-in on current trends across the industry, and discussed what's next for digital assets.

Get Exam-Ready: Expert Advice for CAIA Candidates

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!

CAIA Virtual Chapter presents Applying Artificial Intelligence in Private Equity

In this fireside chat, we connected with Michelle Seng Ah Lee and Fraser Robson of WovenLight Capital to discuss how private equity managers are incorporating artificial intelligence solutions into their portfolio companies. How does apply AI influence the due diligence and value proposition for new investments? What resources are needed to successfully implement AI tools? What skills do GPs need to successfully deploy AI solutions? Further, we dove into the ethics of AI and discuss areas GPs need to navigate to ensure appropriate use and positive application.

Included in this playback, we are pleased to share a copy of WovenLight’s January 2025 Newsletter.

 

Maximize Your Study Time: Proven Tips for CAIA Exam Success
CAIA Exams’ Accreditation with Singapore IBF-STS
CAIA Virtual Chapter - Commercial Real Estate Market Update: Insights and Trends