Event Profile

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CAIA Association is pleased to partner with Apex Invest Europe, a premier gathering of institutional allocators, managers, and industry leaders shaping the future of private markets. This two-day event will convene over 200 allocators and 100 managers for insightful content, curated meetings, and meaningful networking opportunities.

Register now with CAIA’s exclusive discount code: CAIA_EU25

CAIA Association is proud to contribute to the program with the following sessions:

September 23

LP-Only Workshop| 8:40 – 9:25

CAIA Workshop: TPA Implementation & Portfolio Management

Led by: John L. Bowman, CFA - Chief Executive Officer & Board Member at CAIA Association

CIO Outlook Panel | 10:00 – 10:30

Managing & Constructing a Global Investment Portfolio: How are institutional investors reshaping their private capital strategies

• Returns, distributions, and public vs. private markets
• Balancing buyouts, secondaries, and private credit
• Managing risk and navigating volatility
• Co-investments and direct investments – a growing preference?

Moderator: John L. Bowman, CFA - CEO & Board Member at CAIA Association

Panelists:

• Elena Manola-Bonthond, PhD, MBA, CAIA - CIO at CERN Pension Fund & CAIA Association Board Member
• Ju Hui Lee, CAIA, CFA, FSA, FCIA, CERA, FRM - Head of Investment Risk and Performance at United Nations Joint Staff Pension Fund (UNJSPF)
• Anthony Bassili - President at Coinbase Asset Management

Workshop | 12:55 – 14:00

Women’s Accelerator Program Workshop:  Setting Boundaries To Thrive Sustainably

Led By:

• Laura Merlini, CAIA, CIFD - Managing Director, EMEA at CAIA Association
• Divya Tandon - Chief Investment Officer at Tandon Family Office & Managing Partner at SJI Properties
• Shirley Hon - Principal at Globoconsult LLC,  Co-Founder of United Women’s Sports NIL Agency, & Member of the Apex Invest Europe Advisory Committee

LPs are eligible to enter for free. Register here

Register now with CAIA’s exclusive discount code: CAIA_EU25