CAIA

other on 2 shows · 2 statements across 2 episodes

Innovators & Investors Capital Allocators

2 statements about CAIA, every show

Anselm: Wealth advisory industry lacks infrastructure for multi-asset allocations
“I definitely don't think that the industry is, is ready especially the advisory industry is ready or has the infrastructure to actually help their clients allocate to these various markets, right”
Charles Anselm Aug 15, 2025 ▶ 27:49 Solving Liquidity Challenges & Enhancing Transparency in Private Markets
Monk: Standard finance credentials fail to teach asset owner operations
“You can get a PhD in economics. You can get a CFA or a CAIA designation and not necessarily truly understand how sovereign funds operate, how pension funds operate.”
Ashby Monk May 1, 2023 ▶ 9:08 Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)

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