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Portfolio > Alternative Investments

CAIA Prepares for Expansion

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NEW YORK (–Roundtables, international chapters and new member benefits are in the works at the Chartered Alternative Investment Analyst Association.

Jennifer Marcoullier was hired to aid the group in its growth and the generation of additional programs, services and management, officials said in press release. She will be heading up a number of new member-focused programs this year, including: five international roundtables; continuing education opportunities, new member benefits, coordination among chapters, new chapters and the maintenance of the online member community.

Ms. Marcoullier had been a project manager for Reed Business Information before joining the association.

As of the end of last year, 1,000 registrations were processed for it’s the association’s. 2006 alternative investment analyst exam, the most applications the group has ever received in the three years of awarding the credential.

More than 700 organizations from 48 countries have had participants in the program. In a two-part exam process for CAIA certification, the association tests an individual’s mastery of alternative investment concepts. Candidates so far have come from prime brokerage, banks, and advisory, consulting, asset management and accounting firms in addition to pension funds, foundations, insurance companies and regulatory bodies.

The Securities and Exchange Commission includes the certificate program in its training of staff members.

Contact Bob Keane with questions or comments at [email protected].


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