To kick off S2 of Capital Decanted, we had fun creating a list of behaviors that reveal when long-term investors are really thinking short-term. One sign? Regularly keeping "cash on the sidelines." Intrigued? https://bit.ly/3BsYtxV Did you know, tactical cash can be problematic for two reasons: 1. It undermines your strategic asset allocation by prioritizing market timing over long-term returns. 2. Research suggests you're 2x likely to see money market inflows when the S&P 500 is down. We get it—rebalancing into equity weakness, especially when down over $100M, can feel like catching a falling knife. Don’t just listen to your gut! Check out Capital Decanted podcast with John L Bowman, CFA, Christie T., Geoffrey Rubin, and Sarah Keohane Williamson for more on how to be a long-term investor in a short-term focused world! #investing #alternativeinvestments #podcast #finance
CAIA Association
Professional Training and Coaching
Amherst, Massachusetts 58,867 followers
The global professional credentialing body for the alternatives industry. Join us in shaping the future of investing.
About us
The CAIA Association, a global professional body, pioneers a new era in investment management. At the forefront of the shifting of alternative investment asset classes from 'alternative' to mainstream, CAIA embraces diverse expertise and interdisciplinary knowledge essential for responsible capital allocation and client stewardship. A Member-driven organization representing professionals in more than 100 countries, the organization seeks to prepare investors for a dynamic future, disrupting traditions, creating opportunities, and fostering long-term sustainability. To learn more about the CAIA Association and how to become part of a professional network that is shaping the future of investing, please visit https://caia.org/.
- Website
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http://caia.org
External link for CAIA Association
- Industry
- Professional Training and Coaching
- Company size
- 11-50 employees
- Headquarters
- Amherst, Massachusetts
- Type
- Nonprofit
- Founded
- 2002
- Specialties
- education, alternative investments, due diligence, professional development, private equity, private credit, credential, portfolio management, Investment education, hedge funds, ethical investing, ESG, and suitability
Locations
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Primary
11 Amity St
Amherst, Massachusetts 01002, US
Employees at CAIA Association
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Laurent Bademian, CFA, CAIA
Senior Investment Manager | CIO Alternative Investments
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Panayiotis Lambropoulos, CFA, CAIA, FRM
Portfolio Manager - Hedge Funds, Emerging Managers, Opportunistic & Special Situations
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John L Bowman, CFA
President at CAIA Association/ Podcast Host/ Board Member/ Investment Committee Chair
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Alessandro Sanos, CAIA, SCR
Global Director | Board Member connecting markets with insightful analytics and AI
Updates
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We wrapped up another amazing event – big things were happening at #ALTSDC! Thanks to everyone who turned up. One of our favorite panels included Steven Novakovic, CAIA, CFA expert panelists. Check out the recap below! Markets Group and CFA Society Washington, DC
Kicking off the day at #AltsDC with “The Evolving LP” Markets Group CAIA Association - How LPs are adapting, staying nimble, considering the impact of geopolitics, the pandemic, reinforcing the importance of risk management, and valuations. - Exploring why taxes and operational efficiencies and AI must be considered. - Discussing how the breadth of vehicles and democratization of access to alternatives must be proceeded with client education and suitability. Stay tuned, the day has just started. Thanks to the superb panel and moderator. Kristina Koutrakos Robert Mileff, CAIA Chris Maxey, CAIA Ivan Zelenko Steven Novakovic, CAIA, CFA #alternativeinvestments #fiduciary #insights
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Mark your calendars for October 14. Why you ask? It's when registration opens for the March 2025 CAIA exam! Whether it's your first time or you're halfway there, join the credential and professional network shaping the future of investing. https://bit.ly/3XSScmR PLUS, it’s the start of new curriculum year so you can be sure it’s updated with all the latest, most significant industry considerations. #CAIANextIsHere #investing #alternativeinvestments
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Prepare for the future of investing with CAIA. #WednesdayWisdom
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The 10th annual AIMA - The Alternative Investment Management Association Global Investor Forum is back and better than ever. Mingle with global asset managers, institutional allocators, and alts experts. Don’t miss Steven Novakovic, CAIA, CFA as he moderates a roundtable interview – you know it’s going to be good: https://bit.ly/4duyvaN
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What do interest rate cuts means for #privatecredit? WealthManagement.com sought to answer this question and Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP helped provide some insight along with experts from Edelman Financial Engines, Cliffwater, and more. Read it here: https://bit.ly/47ORco6
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Diversity is what makes our world wonderful and unique, and CAIA proudly celebrates that. And yet, within our industry we all share a common purpose: serving the end investor with integrity, diligence, and a commitment to excellence. #GlobalDiversityAwarenessMonth
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It's back! Facing the seductive siren call of the volatile markets, even the most disciplined of investors can succumb to short-term investing. This International Podcast Day, Capital Decanted brings some of the best minds in the industry to dive into long term investing and the pitfalls that can break our convictions: https://bit.ly/3BsYtxV Thanks to hosts John L Bowman, CFA and Christie T. along with guests Geoffrey Rubin, CPP Investments | Investissements RPC and Sarah Keohane Williamson, FCLTGlobal. #CapitalDecanted #podcast #financepodcast #investing #InternationalPodcastDay
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What an event! SuperReturn Asia was a thrill, especially discussing the state of #privatecapital fundraising! The esteemed panel including CAIA President John L Bowman, CFA delved into how 2024 has fared so far, while having an outlook to 2025. Thanks to panelists: Jonathan Lee, CFA, Eaton Partners Weichou Su, StepStone Group Sunil Mishra Street Partners Sunil Goyal, YourNext Venture Capital And if you missed this exciting event, don’t worry – John will be in Asia for a couple weeks!
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Get ready, Singapore! Join the brightest minds in alternatives as they converge at #ALTSSG to discuss the emerging opportunities, the evolving global landscape, and so much more. https://bit.ly/4dmMRtp John L Bowman, CFA, Nick Pollard, Jayne Bok, and others will be there! Markets Group ALTS CFA Society Singapore