EDUCATION SESSION #1188
GLOBAL WEBINAR
Alternative Investing Pioneers Discuss the Industry’s Next Decade
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Investment firms and individuals in the financial services sector are reckoning with uncertainty in global markets, as well as industry trends regarding diversity and inclusion, among other social issues.
Two alternative investing pioneers, Bill Kelly, CEO, CAIA Association and Judy Posnikoff, Managing Director, Martlet Asset Management and 100WF Board Member will discuss the evolution of the finance industry's most dynamic asset classes and an outlook of what lies ahead in a conversation with Marina Nitsa Viergutz, CAIA, CFA.
Key topics include:
- Exponential growth of alternative investments during the period
- How alternative investments help investors reap the long-term benefits of both risk mitigation and return enhancement
- Portfolio allocations to Private Equity/Venture Capital, Private Debt, Hedge Funds and Real Estate
- CAIA’s four-point call to action for the industry: commit to education, embrace transparency, advocate for diversification, and democratize but protect
The CAIA Zoom webinar access link will be emailed to you separately closer to the date of the event.
As an exclusive offer to 100WF members, you are eligible for a $200 discount to CAIA’s FAI program for course registrations between now and December 31, 2020. View the FAI program details
here
and use the promotion code "100WF" to obtain discount upon registration.*
*The CAIA Association does not grant retroactive discounts for the Fundamentals of Alternative Investment certificate program. The discount codes provided on this email message will expire on December 31, 2020 and must be used at the time of registration
.
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10:00 AM N. America West Coast
12:00 PM Cayman
1:00 PM N. America East Coast
6:00 PM London
7:00 PM Europe
9:00 PM UAE
The program will begin promptly. Latecomers may not be able to enter.
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PARTICIPANTS
William (Bill) J. Kelly
CAIA Association
Judith Posnikoff, PhD
Martlet Asset Management
Marina Nitsa Viergutz, CAIA, CFA
Moderator
Aedifex Ventures
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The CAIA webinar access link will be emailed to you separately closer to the date of the event.
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William (Bill) J. Kelly
CEO, CAIA Association
William (Bill) J. Kelly is the CEO of the CAIA Association. Bill has been a frequent industry speaker, writer, and commentator on alternative investment topics around the world since taking the leadership role at the CAIA Association in January, 2014. Previously, Bill was the CEO of Boston Partners and one of seven founding partners of the predecessor firm, Boston Partners Asset Management which, prior to a majority interest being sold to Robeco Group in Rotterdam in 2002, was an employee-owned firm. Bill’s career in the institutional asset management space spans over 30 years where he gained extensive managerial experience through successive CFO, COO and CEO roles. In addition to his current role, Bill is a tireless advocate for shareholder protection and investor education and is currently the Chairman and lead independent director for the Boston Partners Trust Company. He has previously served as an independent director and audit committee chair for ’40 Act Mutual Funds and other financial services firms. He is also currently an Advisory Board Member of the Certified Investment Fund Director Institute which strives to bring the highest levels of professionalism and governance to independent fund directors around the world. A member of the board of the CAIA Association, Bill also represents CAIA in similar capacities via their global partnerships with other associations and global regulators. Bill began his career as an accountant with PwC and is a designated Audit Committee Financial Expert in accordance with SEC rules. Follow Bill Kelly on Twitter @CAIA_BillKelly
Judith Posnikoff, PhD
Managing Director, Martlet Asset Management
Judith Posnikoff, PhD is a Managing Director of Martlet Asset Management, LLC. Judy was a founding partner at PAAMCO where she was involved in all aspects of the firm’s investment process throughout the years from identifying investment opportunities to working on portfolio construction and risk management. Judy was a member of the founding board of directors of the Association of Women in Alternative Investing (AWAI) and is on the global board of 100 Women in Finance. Judy has 20+ years of experience in investment management and portfolio construction for institutional investors.
Marina Nitsa Viergutz, CAIA, CFA
Investor Relations Director, Aedifex Ventures
Marina is a seasoned Alternative Investment professional with progressive international experience. She currently leads the Investor Relations and Marketing team at Aedifex Ventures. Prior to that Marina spent about a decade working for Credit Suisse in various Private Equity/Hedge Fund roles in Switzerland and Singapore spanning fund due diligence, portfolio management, client advisory and business development. She was also a voting member of the Investment Committee. Prior to that, she was a financial analyst at JPMorgan in New York/London and she started her career at a boutique investment bank in Chicago. Marina obtained her undergraduate degree from DePaul University with a double major in Accounting and Finance. She holds an MBA from St Gallen University in Switzerland. She is also a CFA and CAIA charterholder and a 100WF Chicago Committee member.
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CAIA
The Chartered Alternative Investment Analyst (CAIA) Association, founded in 2002, is the world leader in alternative investment education. CAIA Association is best known for the CAIA Charter. Earning the CAIA Charter is the gateway to becoming a Member of the CAIA Association, a network of more than 11,000 alternative investment leaders located in 95+ countries. CAIA also offers the Fundamentals of Alternative Investments certificate program, an online course that provides an introduction to alternative investing. CAIA is considered a leading authority on industry trends and developments worldwide. For more information, please visit
CAIA.org
.
100 Women in Finance
100 Women in Finance's
more than 15,000 members strengthen the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.
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