CAIA Association

CAIA Association

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We are redefining the future of capital allocation, where everything is an alternative.

The CAIA Association is the global network of forward-thinking #investment professionals, redefining the future of #capitalallocation in a world where traditional and alternatives converge. United by a commitment to improve investment outcomes, we lead with authority, educate to inspire, and connect people who turn insight into action. Join us and become part of the most energized professional network shaping the future of investing.

06/10/2026

The most disruptive and transformative technology of our lifetime? We're talking AI of course. The latest episode of cuts through the hype with experts breaking down where the real opportunities live: https://bit.ly/4vM7Wr7

Available on Apple Podcasts here: https://bit.ly/4fDxMIS

Thanks to hosts John L. Bowman and Aaron Filbeck plus guests Kai Wu of Sparkline Capital, Jerry Neumann, retired VC investor and writer, and David Haber of Andreessen Horowitz.

Thanks to Franklin Templeton for their partnership!

06/10/2026

Heading to on June 17? Can't wait? Neither can we! CAIA CEO John L. Bowman sits down with Harvey Schwartz, CEO of The Carlyle Group, for a keynote fireside chat you won't want to miss. Register now: https://bit.ly/4utU6bL

06/09/2026

Private markets are opening up. The products are evolving. But how do you evaluate the managers behind these products? Hilary Wiek of PitchBook applies her six P's framework to semi-liquid funds in this CAIA blog. Read it here: https://bit.ly/4ooj8I0

06/09/2026

From why to how: In FT Adviser, CAIA's Laura Merlini explores the practical realities of incorporating alternatives into client portfolios. See why she says successful implementation requires a portfolio-first approach rather than a product-first mindset – (subscription required): https://bit.ly/4uUpXTP

Infrastructure Investing with Aaron Vale 06/08/2026

The new CAIA.nxt™ Infrastructure Microcredential helps you build a modern perspective on an asset class that now touches many of investing’s biggest themes. Get started on these short, self-paced modules: https://bit.ly/43rry7E

Plus, experts Aaron Vale and Steve Novakovic weigh in: https://bit.ly/4xfJLml

This Microcredential was developed alongside HarbourVest Partners and I Squared Capital.

Infrastructure Investing with Aaron Vale Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

06/08/2026

Investors know that timing matters. That goes for your professional development. Early registration for the September CAIA exam ends tonight at 11:59 PM ET! Lock in and save US$400 before standard pricing begins: https://bit.ly/4dVUOJJ

06/06/2026

We're sharing a friendly reminder... because US$400 in savings is worth repeating: CAIA exam early registration closes on Monday, June 8 at 11:59 PM ET. Secure your spot, save now, and build that expertise the industry is looking for: https://bit.ly/4oad7hM

06/05/2026

The most interesting part of the 2026 CAIA Curriculum might not be what was added... It’s what got removed. 7 outdated readings were retired to make room for these topics shaping portfolios today:
- Growth equity
- Digital assets
- Modern rebalancing strategies
- Ethics integrated across decision-making

The industry changed. See what investment professionals are learning today! Next is now. https://bit.ly/4e1XPa7

06/04/2026

Tri-State area alts professionals, we're looking at you! Your network and peers are attending our first-ever live taping of . Don't you want to join them? Don't miss the chance to hear from industry leaders on June 17: https://bit.ly/3RMQ1BW

P.S. This event is FREE for CAIA Members!

06/04/2026

Anyone can ask AI to explain alternatives. Not everyone can demonstrate recognized expertise in them. The CAIA Charter was never just about access to information. It’s about proving you can apply it. See how CFA charterholders can earn the CAIA designation with just one exam: https://bit.ly/3RNdJxO

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11 Amity Street
Amherst, MA
01002

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm