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Congratulations to Jeff Davison, CPA, CA on his successful completion of the qualifying exams to become a CAIA Association Charter holder.
The CAIA Association, a global professional body, pioneers a new era in investment management that embraces diverse expertise and interdisciplinary knowledge essential for responsible capital allocation and client stewardship. To learn more about CAIA, visit www.caia.org#RHPrivateFundServices#CAIA#Congratulations
🎉 Excited to share that I have passed the CAIA Level 2 exam this fall, marking the final step in achieving the CAIA designation!
This journey has been both challenging and rewarding, deepening my expertise in alternative investments, especially, due diligence and portfolio management. I am especially proud to have scored in the "Strongest" category - above 93 percentile when benchmarked against the reference group - in 8 out of 10 exam categories.
Thanks to everyone who supported me along the way, and congratulations to all other candidates who undertook this journey. Looking forward to connecting with fellow CAIA members and contributing to the alternative investment community!
#CAIA#AlternativeInvestments#ProfessionalGrowth#LPInvesting#privateassetinvesting#privateequity#privatedebt
Angelo Meda, CFA, CIPM of Banor SIM, co-portfolio manager with Luca Riboldi of the Banor SICAV Mistral L/S Equity fund, spoke last week at the Madrid Pan-Iberian Fund Forum organised by Evenco International.
In front of an international audience of fund selectors and investors, Angelo highlighted that one of the most interesting investment opportunities over the coming months is to buy Italian Small & Mid Caps: "Until 2022, these performed like the Nasdaq, but for a number of reasons such as the increase in interest rates, flows, sector weights, and Italian PIR regulation, they have significantly underperformed in the last two years. We believe these factors are temporary and do not affect the fundamentals of the companies, which continue to grow and consolidate leadership positions in various niches of the economy."
"Marketing communication." For more detailed information, please refer to the information and offering documentation available on the website www.banorsicav.com.
#investments#financialmarkets#equities
I am pleased to announce that I have passed the CAIA Level II and have now successfully completed this rewarding and challenging journey through alternative investments. As an official CAIA charterholder, I look forward to utilizing this vast amount of knowledge to contribute to the alternative investment industry and clients' investment objectives.
#CAIA#AlternativeInvestments
Earning the CAIA designation isn't easy. This test of knowledge demonstrates your expertise. CAIA's Steven Novakovic, CAIA, CFA gets real and shares his advice for Candidates in this clip. Full Orientation Session: https://bit.ly/3Brgkpd
More questions? Let us know!
#CAIAExam#CAIA#AlternativeInvestments#Investing#ExamTips
Excited to announce the launch of CAIA Association's latest seminal report, covering the emerging topic of the Total Portfolio Approach (TPA).
TPA first entered the institutional investment world in the mid-2000s, driven by a small group of asset owners in Canada and Asia. While not as clearly defined as the Endowment Model, the approach goes beyond asset class buckets and product-driven labels and instead focuses on broader risk exposures.
Lots to digest, read more here: https://lnkd.in/eYFPCmNe#portfoliomanagement#assetallocation#assetowners
Get a behind the scenes perspective with CAIA's Laura Merlini, CAIA, CIFD, MCSI, Managing Director, EMEA, straight from IPEM Paris 2024 as she shares how the CAIA Charter program is the key to unlocking advanced knowledge in alternative investments, positioning you for success in this dynamic space!
#CAIA#CAIANextIsHere#investing#alternativeinvestments
I'm happy to share that I've successfully passed CAIA (Chartered Alternative Investment Analyst) Level I exam! 🎉🎉
Grateful for the knowledge gained and the hard work put into achieving this first step toward the full CAIA designation.
Looking forward to continuing the journey with Level II !!
CAIA Association#CAIA#AlternativeInvestment
Excited to announce my completion of the CAIA course! 🎓
Looking ahead, I'm eager to leverage my newfound expertise to uncover innovative investment opportunities and drive superior outcomes. I'm excited about the possibilities that lie ahead and remain dedicated to pursuing excellence in alternative investments.
#CAIA#ProfessionalAccomplishment#AlternativeInvestments
Accounting and Tax Professional
1moWell done Jeff