Event Profile

CAIA Association Educational Luncheon in Charlotte, NC

Date(s):
September 11, 2018
Note:
All times listed are in local time
Venue:
Morton's the Steakhouse Charlotte
227 W E Trade St #150
Charlotte, NC 28202 
Fee(s):
This event has a fee
Description:
CAIA Association Educational Luncheon
 
Join the CAIA Association for an educational event, featuring speaker Dr. Keith Black, Ph.D, CAIA, CFA, while he presents on the State of Alternative Investments. This is also a great opportunity to meet your local Chapter Executives, CAIA Members and Candidates, and alternative investment professionals working in your area. Lunch will be provided.
 
As there is a limited capacity for the event we ask that you please register as early as possible to reserve your spot.
 
Agenda
11:30 AM Registration
12:00 PM Presentation
12:30 PM Networking Reception

Speaker
Dr. Keith Black, Ph.D, CAIA, CFA
CAIA Association
 
Time and Date
Tuesday, September 11, 2018
11:30AM to 01:00PM EDT
 
Location
Morton's the Steakhouse

227 W E Trade St #150
Charlotte, NC 28202
 
Event Fees
Members: $15
Non-Members: $15
Guest of Registrant: $15
 
Parking
VALIDATED PARKING AVAILABLE
 
If you park in the Carillon Building Parking Deck, take a parking ticket and make their way to the lobby where you can enter Morton’s restaurant. Morton’s will validate parking for the Carillon Building Parking Deck only. Entrances to the parking deck are located on S. Church St., S. Poplar St., & W. 4th St.

Find it on Map

Morton's the Steakhouse Charlotte
Documents to share:
Keith Black
Organization: CAIA Association


Keith Black has over twenty-five years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Curriculum and Exams for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology. He contributes regularly to The CFA Digest, and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternatives Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as co-author of the 2012 and 2015/2016 second and third editions of the CAIA Level I and Level II textbooks. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010. Dr. Black earned a BA from Whittier College, an MBA from Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) candidates. Dr. Black is available to speak on the following topics. Most presentations are less technical talks for a general audience, while those on VIX, smoothing, and hedge fund replication are advanced talks for more technical audiences.