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This session provided an exclusive opportunity for Candidates to ask any questions about taking the CAIA exam.
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!
In this webcast, we traced the evolution of investment strategies through the lens of the Total Portfolio Approach (TPA), as outlined in CAIA's seminal report, Innovation Unleashed: The Rise of the Total Portfolio Approach. In an era defined by constant change, TPA equips investors to identify and capitalize on emerging opportunities, fostering the development of resilient and dynamic portfolios. As the investment landscape continues to evolve—where virtually every asset class is now considered an alternative—the future of investing beckons. Are you ready to explore this transformative journey?
Guest Speakers:
- Adam Garrett, MEng (Oxon), MBA (IUJ), CQF, CAIA, CIO of New Asia Ferrell Asset Management
- Jean Zhou, Founder of Wind Entertainment
Moderator : Theodore Shou, CAIA, CFA, Greater China Chapter Executive, CIO, Skybound Capital
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.
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
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.