Charles De Andrade, CAIA’s Post

Last night I had the pleasure of attending a CFA Montreal event focused on the Single Family-Office approach. Panelists from various family offices, including Claridge and Joddes, shared their insights on portfolio construction and asset mix, tailored to each family’s unique needs. While each family had different exigencies and philosophies, they all emphasized the importance of diversifying across asset classes (in both public and private assets) as well as understanding what you invest in. One of the most interesting takeaways, for me at least, was that despite being managed by investment teams with countless years of experience and resources, they still use actively managed funds. It goes to show that even the most experienced investment managers can benefit from actively managed funds. #ActiveManagement #CFAMontreal

Wondering why Alternative Investments are showing up in the news more and more lately? Are you ready to learn more about this diverse and growing asset class? Join us next Thursday, June 20 at 2:00 pm EDT, to hear from seasoned wealth advisor Lawrence Barocas, CPWA, CRPS from Snowden Lane Partners, and leading alternative investment manager executives; C. Jay Steigerwald III from Ashford Securities LLC and Michael Crimmins from Madison Capital Markets. Learn more about why Alts have been in the news so much lately and how advisors are currently utilizing Alts in their practice. There will be time for questions; register today: https://lnkd.in/eB47hg4f #AlternativeInvestments #investmentmanagement #WealthManagement #RIA #FinancialAdvisors #registeredinvestmentadviser

California dreaming: As we await the splendor of #ALTSLA, make sure you've checked out the agenda for a look at the amazing conversations and panelists. CAIA President John L Bowman, CFA, will be hosting a fireside chat with Katie Koch, President and Chief Executive Officer, The TCW Group, and Jenny Johnson, Chief Executive Officer, Franklin Templeton. You won't want to miss it! https://bit.ly/3SpojaP ALTS Markets Group CFA Society Los Angeles CalALTs (The California Alternative Investments Association) #investing #financeforum #alternativeinvestments

Excited to announce that I have completed the Private Markets and Alternative Investments Certificate. Through the successful completion of five courses and a final exam, I have gained a solid foundation in investing in these rapidly growing investment classes. This certificate has equipped me with the essential understanding and skills needed to navigate the world of private equity, private credit, real estate and infrastructure, commodities, and hedge funds. #CFAInstitute #PrivateMarkets #AlternativeInvestments

🌟Ever wondered what is the role of an Investment Funds lawyer and what they actually do? In our exclusive campus connect series, Nandini Pathak and I interacted with the students of National University of Study and Research in Law (NUSRL) over a webinar on ‘’𝑬𝒙𝒑𝒍𝒐𝒓𝒊𝒏𝒈 𝑰𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝑭𝒖𝒏𝒅𝒔: 𝑭𝒖𝒏𝒅𝒂𝒎𝒆𝒏𝒕𝒂𝒍𝒔, 𝑰𝒏𝒔𝒊𝒈𝒉𝒕𝒔 𝒂𝒏𝒅 𝑶𝒑𝒑𝒐𝒓𝒕𝒖𝒏𝒊𝒕𝒊𝒆𝒔". Want to: 🌎 Discover the Preferred Jurisdictions: Dive into the world map of AIFs and learn which countries are the go-to destinations for GPs 👥 Know the Players: From HNIs to institutions, get to know the diverse cast of investors in the AIF universe. 🏢 Explore Categories: Explore the various shades of AIFs and find out where they fit in the investment spectrum. 💼 Unlock Key Features: Briefly understand the unique characteristics that set AIFs apart from the crowd. 📊 Compare & Contrast: Find out how Investment Funds practice area differs from the the Private Equity (PE)/Venture Capital (VC) practice areas. 🌟 Hone Your Skills: Know what it takes to become a Funds Lawyer and navigate this dynamic field. 💡 Join the Journey: Discover why you should consider joining the Investment Funds practice and be part of a booming industry! Click below to watch the webinar https://lnkd.in/gggzhwXC #alternativeinvestments #privatefunds #privateequity #investmentfunds #webinar #sebi #foreigninvestment #foreigndirectinvestment #valuations #venturecapital #giftcity

Attain your CPEP™ Charter, a distinguished industry-oriented credential designed to excel in your Private Equity career. Know More: https://bit.ly/37kCKJE #Privateequity #Hedgefunds #Venturecapital #PrivateEquityCareer #Capitalmarkets #Privateequitycertifications #investment #CPEP #uspec

Partners Iain Ferguson, Mark White and Morgan Dunne are attending the 22nd Annual International Conference on Private Investment Funds taking place in London on 10-12 March 2024. Mark will also be speaking on a workshop panel discussion at the Conference entitled “Battle of the Jurisdictions”   We look forward to catching up with clients and colleagues at the conference.   #IBA #PrivateInvestmentFunds #InvestmentFunds #IBAPIF’

Ready for a full day of #alternativeinvestments at #ALTSSV 2023. Thanks Paul Hamann, Markets Group, CAIA Association and CalALTs (The California Alternative Investments Association) #managedfutures

Venture capital and private equity can appear opaque. In our fall course (https://lnkd.in/e6wzFs6J), Archie L. Jones, Jr., CPA, NACD.DC and I again will attempt to de-mystify them. To that end, Christina Wallace and I have written a new Technical Note: "Venture Capital and Private Equity Funds: A Primer" (https://lnkd.in/edTPwGbe). It covers the "when, who, and how" details of how funds work: - "When": fund length, extensions, and when investors can no longer initiate new investments. - "Who": who is in the General Partner entity, the importance of the firm's Management Company (the owners of the firm), how fees and carried interest flows work, and the Limited Partners' Advisory Committee. - "How": key person clauses, invested capital vs, committed capital, what happens when an investor defaults on its commitment, how multiples are calculated (MOIC vs. TVPI), the difference between realized and unrealized gains/losses, how fund distributions work, and the difference between distributed and residual value. We look forward to seeing Harvard Business School's Class of 2025 in September! #hbsvcpe #harvardbusinessschool

I'm looking forward to speaking on March 19th at #ALTSLA, hosted by CFA Society Los Angeles, CAIA, and CalALTs, and produced by Markets Group.   ALTSLA serves as the annual meeting place and an educational hotspot for west coast investors seeking the very latest in alternatives asset allocation, investment and practice management, macroeconomic updates, and much more.   If you're interested in attending, you can check it out here:https://altsla.com/ #alternativeinvestments #investmentconference #losangeles