CAIA

By Stuart Eliot, General Manager, Investments, AMP, Jonas Benner, Senior Quantitative Researcher, AMP, and Patrick Kazley, CEO, One River Asset Management Introduction Last year when Jonas and I[1] began writing about Store of Value assets we had no idea that we would end up reconsidering the defensive sleeve within a multi asset portfolio. At the time, we were simply trying to understand the role these assets might play in preserving purchasing power and protecting long-term wealth.

The ALTS Conference Series founded by CAIA and presented by Markets Group brings together the sharpest minds in alternative investments for bold conversations and peer-driven insights. It’s more than a conference. It’s where the future of investing shows up: live, unscripted, and ready to challenge your thinking. Expect thought-provoking panels. Actionable insights. And conversations that don’t happen anywhere else.

Whether you’re expanding your own expertise, preparing for new responsibilities, or helping teams build stronger alternatives fluency, CAIA.nxt™ offers practical education designed to help professionals stay aligned with where markets are heading next. Short-form, high-impact programs built for the way professionals learn today. Every course is designed to move you from uncertainty to credibility.

Build client-ready expertise in private markets, digital assets, portfolio strategy, and more, with 100% online programs delivered in a self-paced, modular format featuring expert-led video learning. And, CE credits are available for CFP®, CIMA®, CPWA®, and CIRO. Whether you’re advising clients or managing portfolios, CAIA.nxt™ courses focus on real-world application, not academic theory, in a format designed to fit around your full-time role.

By Aaron Filbeck, CFA, CAIA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA Association Christopher Nolan’s adaptation of The Odyssey has prompted renewed interest in one of literature’s oldest stories. In it, Odysseus spends the entire epic trying to get to one fixed point: home, to see his wife and son in Ithaca. Everything else, the cyclops, the sirens, a year stranded with Calypso, serves as a distraction, a setback, or friction between him and getting to that point.

If you love what you do, you never work a day in your life. This is a philosophy I have experienced throughout my career. My interest in the financial industry began early, listening to my parents discuss their investments around the dinner table while I was growing up in India. Listening to them sparked a lifelong fascination with capital markets and taught me the value of curiosity, long-term thinking, and the power of compounding.

By Stylianos Kampakis PhD, CEO, Tesseract Academy In this CAIA mini-course, we introduce the work of Stylianos Kampakis PhD, CEO of Tesseract Academy, and member of the Quantum Finance Boardroom. Each installment of this series will present a new chapter in Dr. Kampakis’ work on real estate tokenization.

A new joint report from Thinking Ahead Institute and CAIA Association examines why investment organizations are entering a period of structural regime change and why many firms may struggle to adapt. As geopolitical fragmentation accelerates, AI reshapes decision-making, and market complexity intensifies, traditional investment mandates are becoming increasingly unfit for purpose. The firms that thrive over the next decade will not simply adopt new technology.

Announcements CAIA in the News Press Releases Developed alongside industry leaders, HarbourVest Partners and I Squared Capital, the new CAIA.nxt™ Infrastructure Microcredential helps professionals evaluate opportunities across energy, transport, digital, and social infrastructure. AMHERST, MA, (June 1, 2026) – CAIA Association today announced the launch of its newest CAIA.nxt™ microcredential, Infrastructure, developed with support from HarbourVest Partners and I Squared Capital.