|
|
WEBINAR - Live Workshop for Investment Fund Directors
Date(s):
September 2, 2025
Note: All times listed are in local time
Venue:N/A
Fee(s):Free Event
Description:CAIA Association | 13:00 - 14:00 GMT | 14:00 - 15:00 IST | 15:00 - 16:00 CET
As Strategic Asset Allocation’s limitations become increasingly apparent in today’s complex markets, the CAIA Association, in collaboration with IOB, is pleased to invite you to an exclusive session on the Total Portfolio Approach (TPA). This is a more holistic framework that promises improvements in organizational culture, capital allocation efficiency, governance, and ultimately, investment outcomes.
Gone are the days of relying solely on traditional asset class buckets or the binary choice between insourcing and outsourcing. Today's institutional investors have access to a dynamic toolkit, including co-investments, secondaries, joint ventures, and NAV lending, that represents the cutting-edge of portfolio construction. This session will equip investment professionals with the insights needed to transform these sophisticated tools into strategic advantages that serve stakeholder interests.
Speakers:
Steve Novakovic, CAIA, CFA - Managing Director, Educational Programs at CAIA Association
Laura Merlini, CAIA, CIFD, MCSI - Managing Director, EMEA at CAIA Association
Ju Hui Lee, CFA, CAIA, FSA, FCIA, CERA, FRM - Chief, Investment Risk and Performance at United Nations Joint Staff Pension Fund
Important Notes Before the Event:
This event is hosted on CAIA Association's Zoom platform. When you click on the registration button, you will be redirected to Zoom, where you will need to provide your personal details. A confirmation will then be sent to your email inbox, allowing you to add the event to your calendar.
If you have questions regarding registration for this event, please contact CAIA EMEA Chapter Relations.
This event is organized in collaboration with:

|
|
|
|
|
|
Ju Hui Lee
Job Title: Chief, Investment Risk and Performance
Organization: United Nations Joint Staff Pension Fund
Speaker Type: Panelist
Ju Hui Lee is currently serving as the Head of Investment Risk and Performance at the United Nations Joint Staff Pension Fund (UNJSPF). Her responsibilities include overseeing investment risks, asset-liability management, and performance. As of 31 December 2024, the fund manages assets of US$95.3 billion. Ju Hui has rich experience in the financial industry, having worked for various institutions such as CPP Investments, Scotiabank, KPMG, Mercer, and Manulife Financial. Her expertise lies in asset-liability analysis, factor studies, modelling, pension investment strategy development, risk management activities, and actuarial valuation reporting. Ju Hui has a BSc in Mathematics, an MBA from Yonsei University (Korea), and an MSc in Financial Mathematics from the University of Chicago. She holds several designations, including CFA, CAIA, FSA, FCIA, CERA, and FRM.
Laura Merlini
Job Title: Managing Director, EMEA
Organization: CAIA Association
Speaker Type: Moderator
Laura Merlini, CAIA, CIFD, is Managing Director, EMEA, for the CAIA Association since March 2012. She is a senior alternative investment professional with experience in strategic leadership, management skills and alternative investment knowledge in market outreach, brand development, reputation and member engagement. She formerly worked at Fortis Bank in Milan, Madrid, and Geneva. Since obtaining her CAIA Charter Certification in 2007, she has been an active member-volunteer, not only as the Co-founder of the CAIA Iberia Chapter in Madrid in 2008, but also as the Co-head of the CAIA Switzerland Chapter in Geneva as of 2010. Additionally, she chaired the 100 Women in Finance Educational Committee in Geneva between 2016 and 2018. Laura earned a BA in Business Administration at Bocconi University in Milan, received the CEMS MIM (Community of European Management Schools) MSc in International Management in 2002, and is a member of the Inaugural Class (2014) of the Executive Master in Positive Psychology, Leadership and Strategy from IE in Madrid. She strongly believes that governance is the core of a healthy financial industry, and this conviction led her to become a Certified Investment Fund Director accredited by the CIFD Institute in Ireland in 2015. Laura is also currently a member of the UN PRI HF Advisory Committee and a NED at Agave Advisors, an independent wealth manager firm based in Geneva. She is often invited to speak at conferences, roundtables and webinars on alternative investments. Having earned a Sommelier diploma, in her free time, she enjoys wine tasting as well as opera and art.
Steven Novakovic
Job Title: Managing Director, Educational Programs
Organization: CAIA Association
Speaker Type: Panelist
Steve Novakovic is the Managing Director, Educational Programs at CAIA Association. In this role he leads the creation, development, implementation, and execution of the charter, certificate and other professional development programs offered by CAIA Association. Steve joined CAIA Association in 2022 and has been a Charterholder since 2011. Prior to CAIA Association, he was a faculty member at Ithaca College in Ithaca, NY, where he taught a variety of finance courses, including alternative investments. Before entering academia, he worked at his alma mater, Cornell University, (B.S. 2004, MPS 2006) in the Office of University Investments.
|
|
|
|
|
|