CAIA Association

09/01/2026

Get the scoop: In the Bloomberg Going Private newsletter, CAIA's Steven Novakovic explores why some RIAs are stepping back from private assets, citing the additional time commitment and manager selection involved in alternatives.

Read the article here (subscription required): https://bit.ly/4gFLICt

09/01/2026

Worth Another Pour #3: In our season 3 recap of Capital Decanted, we explore how geopolitical change, product disruption, and tech transformation has made it the most complicated moment in history to navigate capital markets.

Great topic, guests, and insights await: https://bit.ly/3ULnn5p

08/31/2026

The opportunity has doubled. The asset class has changed. While roads and bridges are still part of the picture, so are data centers, power networks, and digital connectivity. The CAIA.nxt™ Infrastructure Microcredential can help you make sense of where the market is heading: https://bit.ly/4gCJRgd

*An estimated US$106 trillion in global infrastructure investment will be needed through 2040, according to McKinsey’s 2026 Global Private Markets Report.

08/28/2026

Worth Another Pour: The top episodes of season 3 of . Starting off strong we have the episode on The Total Portfolio Approach with insights from leaders in the industry: https://bit.ly/4qNhDEq

What happens when asset owners stop managing asset classes and start managing the whole fund? How do portfolios change, and how does the industry reorient their business models around them?

Tune in now!

08/28/2026

Private assets may represent only a small part of a client portfolio, but they can demand a disproportionate amount of an adviser’s time and attention. In the Bloomberg Going Private newsletter, Sinead Cruise speaks with CAIA's Steve Novakovic about why some RIAs are stepping back from private assets, citing the additional time commitment and manager selection involved in alternatives.

Read the article here (subscription required): https://bit.ly/4zE98Q5

08/27/2026

Persistence, intellectual curiosity, and new perspectives: CAIA Member Yulia Kulakova shares her Membership journey highlighting both the lifelong learning opportunities and global professional community:

My CAIA journey began five years ago, when I decided to complement my practical experience in private markets with a globally recognized professional designation. Given CAIA’s strong reputation and…

08/27/2026

Private markets' decision load is growing. The teams managing it are not. That mismatch is one of the biggest unpriced risks nobody is talking about. Georgina Tzanetos, Director of Content at CAIA, names it in the latest Chronicles of an Allocator. Read it here: https://bit.ly/4gyUFMy

08/26/2026

Traditional diversification models weren't built for crypto's tail risk. CAIA Member Fernando Walter Lolo makes the case for a barbell portfolio strategy that turns Black Swan events into opportunity. Read it here: https://bit.ly/4hW1gD5

08/26/2026

London, save the date. is back on September 14 with the conversations shaping the future of alts. Don't miss the keynote fireside chat with CAIA's Laura Merlini and Professor Michael Mainelli: https://bit.ly/46sdsUQ

P.S. CAIA Members save with code: CAIA1500

08/25/2026

Grammar? Length? Quantitive questions? Multiple choice questions? If you’re studying for the CAIA Charter, Steven Novakovic, CAIA, CFA and Kristaps Līcis answer common Candidate questions and offer critical insights + advice.

Watch it all here, you'll be glad you did: https://bit.ly/4y5pRdt

Mastering the CAIA exams requires more than just understanding the ...