Portfolio for the Future | CAIA Association Blog @CAIA_Blog
@CAIAAssociation's daily strategic information blog and a leading voice for the #assetmanagement + #alternativeinvestments industries. caia.org/blog/ Joined March 2010-
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PE distributions at 50% of historical levels. IPO market shut. GP-led deals limited. Massimiliano Saccone of @XTALStrategies shares his thoughts on the "when & why" of selling PE interests in today's reality: bit.ly/3HCKIQR
How do we give 70M 401(k) participants access to Yale-level investment strategies? Bill Kelly examines the $15T opportunity to democratize institutional alternatives in his analysis: bit.ly/45OgYYX
Sports ownership evolution: What was once the domain of wealthy individuals is now institutional investment territory. @Winston_W_Ma examines how SWFs are transforming elite franchises through strategic alliances and indirect structures. Read more: bit.ly/45JxQ3i
40 years of market tailwinds are over – Jacob Miller of @optoinvest shares his perspective on how falling rates, globalization, and tech made stock pickers look like geniuses and why AI is now the force multiplier that determines what's next: bit.ly/4lkYzJj
As public-private convergence accelerates, CAIA's Claire Sawyer argues it's time to embrace dependable basics over flashy approaches. In today's complex market environment, we need refined and reliable methods. Read her take on our latest blog here: bit.ly/4mjOjlo
"Venture has entered the most dissonant phase in its history—likely to persist for 3-5 years." Rohit Yadav breaks down why this isn't temporary turbulence but structural realignment. Time to rewrite the playbook. Read more on our blog: bit.ly/40FNkUb
Navigating the crypto markets requires more than instinct – it demands a disciplined approach. CAIA Member Fernando Walter Lolo shares a practical framework for navigating this complex environment: bit.ly/4kOCh2g
Last week we shared 5 engaging blogs from industry leaders, and this week we're focusing on 5 reads written by CAIA staff. From private wealth to performance analysis, here are five must-read perspectives from the @CAIA_Blog. 1) Young Money: Quantifying the Private Wealth…
Looking for summer reads on alts? Here are 5 key CAIA blogs from 2025 so far: 1. Evergreen Evolution - Democratization: bit.ly/44Rj8Yx 2. Time to Fire the Wizards - Geopolitics: bit.ly/3IgDXUB 3. Tokenization of Private Assets - Blockchain:…
Asset-based lending isn’t just confined to distressed situations anymore—it’s evolved to a foundational element of the private credit landscape. It demands more from a due diligence and risk management standpoint. It’s all in here thanks to @filbeck_a: bit.ly/4eNmzmN
NYC's message: The Great Convergence demands new leadership DNA. 18 top investors managing trillions agreed that investment expertise alone won't survive 2035. Get the full Vision 2035 insights from @BowmanJohnL and @filbeck_a: bit.ly/4kXxFI7
You may remember at the beginning of the year we asked our global Member community to help shape CAIA’s long-term strategic direction. What emerged is Vision 2035. Explore the key themes with CAIA CEO @BowmanJohnL: bit.ly/4eaiNDx
Private credit evolved from "afterthought" to essential capital source. Interested? Read the insights in this CAIA blog by Tony Davidow, Senior Alternatives Investment Strategist & Priya Thakur, Analyst, at Franklin Templeton Institute: bit.ly/4487bxl
"Growth creates value, and there is value in growth – they are not opposing forces." In this blog, Chase A. Kinnison introduces the Value Continuum – a unified framework that bridges the growth vs. value divide. Think continuum, not categories: bit.ly/451MZhC
Perplexity's $14B valuation vs. $100M annualized revenue has Bill Kelly asking questions about AI startup valuations. "There is often a first-mover disadvantage; 'Ask' Jeeves or Netscape if you have any doubt!" Essential read on innovation investing: bit.ly/43Lafzj
Investors wouldn't hire an ex-CEO to do bottom-up equity analysis, so why hire an ex-politician for geopolitical analysis? In his blog, @Geo_papic challenges how we analyze geopolitical risk and calls for empirically-driven frameworks instead of "Wizards." bit.ly/4kvJq7S
Trade war talk has taken over headlines and the markets are feeling it. How much do investors expect tariffs to affect corporate profits? Research Analyst Yannick Laurent attempts to derive a general estimate – with surprising results: bit.ly/43wIieo
Search funds: The investment vehicle helping entrepreneurs acquire & operate private businesses with investor backing. Learn how they differ from traditional funds in our latest blog by expert Carlin Calcaterra: bit.ly/4cZx3hM
On our CAIA Blog page, we recently published an article discussing real assets and their potential as an inflation hedge. Stephen Blewitt and Nathaniel Margolis continue to explore this topic with a more in-depth analysis - read it here: bit.ly/42D6TxN
New from @filbeck_a: The future is unknowable – future returns, risk, and asset relationships are all unknowable. Aaron's advice? Keep looking forward. Diversify. And don't look back in anger. Read his full take: bit.ly/3GAQ0uY
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