Event Profile

CAIA Chicago hosts the President of CAIA, John L. Bowman for a Presentation on The Rise of Total Portfolio Approach

April 10, 2024
All times listed are in local time
One South Wacker Drive
1 S Wacker Dr
Chicago, IL 60606 
Free Event

Harness the mobilizing power of CAIA's global network for this pivotal discussion on Total Portfolio Approach (TPA) with CAIA Association President, John L. Bowman, CFA on April 10, the One South Wacker Conference Center.

Join us as we explore the evolution of investment strategies through the lens of the TPA through CAIA’s seminal report: Innovation Unleashed: The Rise of Total Portfolio Approach. In an era where change is the only constant, TPA may empower investors to seize opportunities in the pursuit of a more resilient and dynamic investment portfolio. The investment realm has shifted; today, everything is considered an alternative. Are you ready to embrace the future of investing?

We’ll discuss the Four Key Dimensions of TPA:

Empowering Governance Structure: Learn how a robust governance structure can enhance decision-making and drive strategic alignment.
Investing Through a Factors Lens: Uncover the power of adopting a factors-based approach to investing and how it can enhance portfolio performance.
A Competition for Capital Mindset: Understand the importance of viewing investments as competing for capital within the larger portfolio context.
A Single Portfolio Culture: Discover the benefits of fostering a unified culture across all portfolio components for optimal results.
And we’ll pose critical questions to help you assess whether TPA aligns with your investment objectives—Is TPA Right for You?

Don't miss this opportunity to gain a broad understanding of TPA and position yourself as a leader in the transformation of investing!

Find it on Map

One South Wacker Drive
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John Bowman
Organization: CAIA Association

John serves as President for the CAIA Association, overseeing the industry leading CAIA Charter, thought leadership and content development, operations, and CAIA's Asia Pacific strategy. John has devoted over 25 years to the asset management industry to recover the narrative of the value that the investment profession bring to society. He is a staunch public advocate for market integrity, long-termism, investor outcomes, diversity, human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession. John previously served as Managing Director for the Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central America, South America and the Caribbean. Bowman joined CFA Institute in 2004 after holding several industry positions. He served as a portfolio manager at Mellon Growth Advisors (MGA), where he was responsible for portfolio construction and stock selection for the MGA International Growth and MGA Global Growth strategies. Bowman also served as a portfolio manager for the International Growth Opportunities Strategy at State Street Global Advisors (SSgA) in its Global Fundamental Strategies Group. John is a prolific writer and commentator, frequently appearing in industry and business publications such as the Wall Street Journal, The New York Times, Pension and Investments, Financial Advisor, The Independent, Wealthmanagement.com and CNBC. Bowman earned a BS in Business Administration from Mary Washington College and is a CFA charterholder.