Event Profile

CAIA Hong Kong Education and Networking Event with Senior CAIA Curriculum Team - Monday, 14th May, 2018

Date(s):
May 14, 2018
Note:
All times listed are in local time
Venue:
UBS AG
52/F Two International Finance Centre
Central  
Fee(s):
Free Event
Description:
CAIA Hong Kong Education and Networking Event
Alternative Investments
 
We have the great pleasure of welcoming three senior members of our CAIA curriculum team and Co-Authors of the recently published Alternative Investments: A Primer for Investment Professionals, to Hong Kong.
 
We hope you can join us on Monday, 14 May - to hear from all three experts on their respective fields of study. See below for more information.
 
Further, you'll have the opportunity to meet fellow CAIA Members, Candidates and industry professionals at this exclusive event.

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UBS AG
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 Alternative Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as the 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 for 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.


Donald Chambers
Organization: Lafayette College


Dr. Chambers is the Walter E. Hanson KPMG Professor of Finance at Lafayette College in Easton, Pennsylvania. He has published fifty articles and several books in investments, corporate finance and risk management. He received a Ph.D. in Finance from the University of North Carolina at Chapel Hill and a B.S. in Accounting from SUNY-Binghamton. Dr. Chambers began at Lafayette College after serving at the University of Baltimore as the Frank Baker Research Chair in Finance. His prior academic positions were at Rochester Institute of Technology, Penn State University, and the University of North Carolina at Chapel Hill. Dr. Chambers served at The Bank of New York on a consulting basis in risk management. He also served at Karpus Investment Management of Pittsford, NY in various roles including Director of Alternative Investments. Dr. Chambers earned the CAIA Charter in September 2003 as a member of the first group of candidates to complete the requirements.


Nelson Lacey
Organization: CAIA Association


Nelson J. Lacey is a professor of finance at the Isenberg School of Management at the University of Massachusetts. He came to Amherst in 1985 after having earned his Ph.D. in finance from the Pennsylvania State University. At Penn State he studied corporate finance and fixed income markets, topics that would guide his research over the next twenty or so years. He also worked in modeling the state economy and designed a set of leading indicators for Pennsylvania. He earned an MBA from the Arizona State University in 1980 and became a CFA charterholder in 1999. Professor Lacey joined CAIA at its inception. He has been active in working on the program’s curriculum and examinations since 2003, and he became Director of Examinations in 2004. With the help of the CAIA Advisory Board and Curriculum and Examination Committee, he has been instrumental in designing the current CAIA exam format. Professor Lacey also directs the CAIA grading sessions (or Grading Jamborees, as they’ve come to be known), when members of the Association come to Amherst to evaluate Level II candidate essay responses. Professor Lacey's academic work has led to over 50 publications in finance and economics. His work in interest rate risk management and control led to the development of higher order closed form solutions for duration and convexity. His work in corporate finance examined Value Line stock ratings, the insurance liability crisis, and FDA decisions on the acceptance and rejection of new drugs. His corporate finance text book is now in its sixth edition. He has held adjunct teaching positions in places such as Poland, Greece, and Portugal. In his off time, he can often be spotted running the roads and trails of Amherst. He has completed thirteen marathons, including the Boston Marathon six times.