AIMA/CAIA Alternative Investment Intern Boot Camp

USA Diversity

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Is your firm hosting summer interns? AIMA is proud to partner with CAIA to launch an educational program on alternative investments for interns at member firms. Over the course of these three-day sessions at noon EDT, industry leaders will provide an overview of alternative investment, discuss investment and non-investment career paths, share practical recruiting guidance and discuss future trends that shape the industry.

The State of Alternative Investments Wednesday, July 15, 2020 \| 12:00 pm – 1:00 pm (EDT)
The world of alternative investments continues to grow and change. Nearly $10 trillion in assets have flowed into the alternative investment industry in the last fifteen years. Now AI is starting to show up in mutual funds and ETFs. What might the future hold? Speaker: Keith Black, Ph.D., CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association

The State of Alternative Investments
Wednesday, July 15, 2020 | 12:00 pm – 1:00 pm (EDT)

The world of alternative investments continues to grow and change. Nearly $10 trillion in assets have flowed into the alternative investment industry in the last fifteen years. Now AI is starting to show up in mutual funds and ETFs. What might the future hold?

Speaker:

Keith Black, Ph.D., CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association

Overview of ESG Investing, Relative Value and Event Driven Hedge Fund Strategies Thursday, July 16, 2020 \| 12:00 pm – 1:30 pm (EDT)
ESG Investing: History, Approaches, and Integration An overview of environmental, social, and governance investing (ESG). First, Aaron will discuss the history of ESG investing, including its evolution from values-based investment philosophy to a data-centric investment process. Next, we compare the three primary approaches to ESG investing: socially responsible investing (SRI), impact investing, and ESG integration. Finally, with a focus on ESG integration, we discuss the three pillars of ESG: environmental, social, and governance, and how an investor may consider each when making investment decisions. Speaker: Aaron Filbeck, CAIA, CFA, CIPM, Associate Director, Content Development, CAIA Association Relative Value and Event-Driven Strategies In this presentation, Keith Black, Managing Director of Content Strategies will offer an overview of event-driven and relative value hedge funds, addressing strategies to profit from corporate events, including mergers and acquisitions, spin-offs, bankruptcies, and reorganizations. Relative value hedge fund strategies include convertible bond, fixed-income, ABS and MBS arbitrage and involve complex valuation processes. While these strategies face special risks and challenges, complexity premiums and other sources of alpha may be found by managers with superior research skills, deep market experience, and strong financial models. Speaker: Keith Black, Ph.D., CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association

Overview of ESG Investing, Relative Value and Event Driven Hedge Fund Strategies
Thursday, July 16, 2020 | 12:00 pm – 1:30 pm (EDT)

ESG Investing: History, Approaches, and Integration

An overview of environmental, social, and governance investing (ESG). First, Aaron will discuss the history of ESG investing, including its evolution from values-based investment philosophy to a data-centric investment process. Next, we compare the three primary approaches to ESG investing: socially responsible investing (SRI), impact investing, and ESG integration. Finally, with a focus on ESG integration, we discuss the three pillars of ESG: environmental, social, and governance, and how an investor may consider each when making investment decisions.

Speaker:

Aaron Filbeck, CAIA, CFA, CIPM, Associate Director, Content Development, CAIA Association

Relative Value and Event-Driven Strategies

In this presentation, Keith Black, Managing Director of Content Strategies will offer an overview of event-driven and relative value hedge funds, addressing strategies to profit from corporate events, including mergers and acquisitions, spin-offs, bankruptcies, and reorganizations. Relative value hedge fund strategies include convertible bond, fixed-income, ABS and MBS arbitrage and involve complex valuation processes. While these strategies face special risks and challenges, complexity premiums and other sources of alpha may be found by managers with superior research skills, deep market experience, and strong financial models.

Speaker:

Keith Black, Ph.D., CFA, CAIA, FDP, Managing Director, Content Strategy, CAIA Association

Career Panel Discussion Friday, July 17, 2020 \| 12:00 pm – 1:00 pm (EDT)
Join Alexis N. Kwon, Associate Director at AIMA in a discussion with three industry panelists. This conversation will focus on careers in the financial service industry, with a particular focus will be on jobs in the alternative investment space. Speakers: Aaron Muchnick, Investment Analyst, Varadero Capital, L.P. Anna Spector, Managing Director, Chief Compliance Officer, CVC Credit Partners

Career Panel Discussion
Friday, July 17, 2020 | 12:00 pm – 1:00 pm (EDT)

Join Alexis N. Kwon, Associate Director at AIMA in a discussion with three industry panelists. This conversation will focus on careers in the financial service industry, with a particular focus will be on jobs in the alternative investment space.

Speakers: