AllAboutAlpha

By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC

 

by Daniil Shapiro, CFA, Director, Product Development, Cerulli Associates

 

Further integrating alternatives into retail investor portfolios means placing the assets in convenient structures alongside public market exposures.

By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Global Content Strategy, CAIA Association
and John Bowman, CFA, Chief Executive Officer, CAIA Association

By Steve Novakovic, CAIA, CFA, Managing Director of Educational Programming, CAIA Association

 

In case you missed it, I recently published an article airing some of my grievances with benchmarking and performance analysis. As I warned in part 1, I’ve got a lot to say on the matter, so buckle up. 

Factor 3: “Peer”-group analysis

By Chris Schelling, CAIA, Managing Director of Private Markets at Caprock

 

By Claire Sawyer, Associate Director of Content Development, CAIA Association

 

By Steve Novakovic, CAIA, CFA, Managing Director of Educational Programming, CAIA Association

 

By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
Managing Director, Global Content Strategy, CAIA Association

 

By Massimiliano Saccone, CFA, Founder & CEO, XTAL Strategies

 

By Winston Ma, CFA, Esq., Executive Director of Global Public Investment Funds Forum and Adjunct Professor at NYU School of Law

 

By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC

Throughout 2025, CAIA is convening eight exclusive leadership roundtables in key financial hubs worldwide—Mumbai, Los Angeles, Toronto, New York City, London, Hong Kong, Singapore, and Qatar. Held under the Chatham House Rule, these intimate forums bring together 8–12 C-suite executives from asset management firms, asset owners, general partners, and industry thought leaders to debate the future of the investment profession.

By David Moreno, CFA, Indexes Manager, EPRA

By Steve Novakovic, CAIA, CFA, Managing Director of Educational Programming, CAIA Association

By Claire Sawyer, Associate Director of Content Development, CAIA Association

By Yannick Laurent, Research Analyst, YLF

The recent unveiling of DeepSeek rattled markets and raised questions about the current and future dynamics of the AI industry.

The situation as I understand it 

By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC
 

By Hilary Wiek, CFA, CAIA, Senior Strategist, PitchBook 
& Anikka Villegas, Senior Fund Strategies & Sustainable Investing Analyst, PitchBook

Introduction

By Andreas Rothacher, CFA, CAIA Head of Investment Research, Complementa AG 
& Janick Rensch, Head of the Infrastructure Competence Center, Complementa AG

By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC