Applied Real Intelligence LLC ("A.R.I."​)’s Post

It's an honor to be speaking at the flagship event of CFA Society Los Angeles: PORTFOLIO 2024!🎉 This premier event brings together some of the most brilliant minds in the investment world, and I can't wait to dive into private (aka alternative) credit, which has quickly become the most crucial private market asset class worldwide. While private credit has traditionally been the domain of sophisticated institutional investors, this landscape is rapidly evolving, opening up exciting opportunities for individual investors like never before. PORTFOLIO is my favorite conference because it’s NOT pay-to-play. The lineup of speakers is genuinely outstanding, and the networking opportunities are as authentic as it gets. Having served as a Board Member of CFA LA, I know firsthand the dedication and quality that goes into this event year after year. 💯 This year’s can't-miss event will feature industry leaders such as: - Katie Koch, President and CEO, TCW - Jeremy Wolfson, CIO, LA Dept. of Water and Power - Jeff Topor, Managing Director, Cliffwater - Lynda Schweitzer, CFA, Co-Head of Global Fixed Income, Loomis Sayles - Sarah Rich, Lead Client PM, Goldman Sachs Asset Management - Allen Kim, CFA, Director of Investment Strategy, Bel Air Investment Advisors - Brett Graffy, CAIA, Managing Director, Private Credit, Aksia - Kent W.B. Chan, Investment Director, Capital Group - Bonnie Wongtrakool, CFA, Global Head of ESG, Western Asset Management - Alfredo Gomez, CFA, CAIA, Senior VP, US Bank Wealth Management 👉 Register here: https://lnkd.in/esuFeCAc Below, I've included a link for investors seeking to learn about private/alternative credit: 📘 CFA Institute's book: "An Introduction to Alternative Credit": https://lnkd.in/ePjAs5mi ---------------------------------------------------------------------- #PrivateCredit #CFA #AlternativeInvesting #InstitutionalInvesting #Investing #ARIVC Zack Ellison, CFA, CAIA Applied Real Intelligence LLC ("A.R.I.")

Some of the Qube staff joined fellow CFA Society Edmonton members at the CFA Forecast Dinner! From sipping Prosecco at the networking reception to absorbing wisdom from the brilliant industry giants and panel experts, our minds were on the future of finance. Big thanks to the organizers for a fantastic evening. Here’s to being inspired, connected, and ready to shape the future! #CFA #Edmonton #WealthManagement #Investors #PortfolioManagement

Excited to be part of the upcoming Virtual Event on "Investment Performance Reporting: Best Practices & Marketing Trends." 📊 Join me as we explore the latest insights and strategies shaping the future of performance reporting in the investment landscape. 🚀 Looking forward to engaging in discussions and networking with industry leaders. Save the date and register now! #cfainstitute #InvestmentPerformance #ReportingBestPractices #MarketingTrends #VirtualEvent 🌐

Check out this virtual roundtable on the "Future of GIPS Standards Growth" from CFA Societies Canada taking place this Thursday!

🎈M&A Case Competition Degroof Petercam & Capitant🎈 Congratulations to the 24 students from different universities who participated in the 7th edition of our M&A Case Competition! This competition offered them the opportunity to work on a real M&A case, we intellectually challenging them and putting them under high stress. However, they all stepped out of their comfort zones and learned valuable lessons from our in-house experts. Our experts provided them with a length ahead in pursuing their career ambitions in Investment Banking. Always being one step ahead requires a breed of talent with a different kind of thinking, and these students proved that they have what it takes. Once again, 'bravo' to the winners, and we can't wait to see how all of these students will continue to excel in their careers. #M&A #InvestmentBanking #CareerAmbitions #CaseCompetition Jean Zacharis Alexander Aerts Amelia Albuja Avila Elias D'haeze Wouter Lips Ralph Van Bouwel

Year end Performance Appraisal season for investment industry staff and financial planners. Not feeling elated?😔You can soar in your career if you invest the time developing yourself. Others below 👇🏾 did it….you can do it too! Get started by sending me a DM so we take the “low-risk” approach to getting you through the CFA level-1 exam. Sure and steady…pass….and beam in your next performance review!

🌟 Mark your calendars! 📢 On September 11th, 2024, Drew McKnight, Co-Chief Executive Officer of Fortress Investment Group and a Managing Partner and Co-CIO of the Fortress Credit Funds business, will be a keynote speaker at TFOA's 10th Annual Single Family Office Symposium in Dallas, TX. With his extensive experience in analyzing and trading high yield and convertible bonds, bank debt, derivatives, and equities, Drew is sure to provide invaluable insights and perspectives. Drew also serves on the investment committee for the Credit Funds, is a member of the Fortress Management and Credit Leadership Committees and is the head of the firm's Diversity & Inclusion (D&I) Committee. But that's not all! David Bailin, Chief Investment Officer (CIO) for Citi Wealth, will be moderating the fireside chat with Drew. As CIO, David is responsible for the formulation of CGW’s investment strategy and delivers key insights on global markets, economics, and asset classes. With his leadership in establishing the firm’s investment philosophy and implementing the architecture for the global Investments platform, David is sure to bring a wealth of knowledge to the conversation. Don't miss this opportunity to hear from two industry leaders and gain valuable insights! Why is TFOA’s Annual Single Family Office Symposium unique? ✔️ Attendees are family office executives and principals who actively engage in our single family office community throughout the year. ✔️ Speakers are invited to attend based on their expertise, not because they pay for the opportunity. ✔️ Sponsors are aligned philosophically with our long-term relationship and brand building approach. There is no solicitation. ✔️ We partner with top universities to emphasize our commitment to learning and education. Profits from our Symposium are donated to our university partners for student scholarships. ✔️ TFOA is not a commercial organization. Everything we do is designed to ensure a high quality and high impact experience for our stakeholders. We hope you can join us this year. The high-level agenda and programs from prior Symposiums are available here: www.tfoatx.com/symposium #familyoffices #familybusiness #familywealth #SMU

Watch our on-demand recording to hear, directly from the #MIT faculty about our "Professional Certificate Program in Real Estate Finance & Development." Learn more: https://bit.ly/47UTrpx Discover how the program equips you with insights into the #KeyFactors and #InvestmentStrategies that are driving #RealEstate markets around the world: https://bit.ly/3KbyI7c #LifeLongLearning #MITProfessionalEducation #CRE #RealEstateFinance #Investments

If you have questions regarding alternative credit in the alternative investments space, here is your chance for some great info. Congrats on publishing, Zack Ellison, CFA, CAIA

Patrick Chamberland CFA FCIA, Jean-Philippe Meloche, MBA, CFA, FRM, and Lanxu Clara Zhang, MBA, CFA share their unconventional paths in a Financial Post article. Their story is a source of inspiration for those considering a career in finance. Read the article here: https://lnkd.in/eMbZWbgC Stay tuned for our second article, appearing tomorrow in Urbania. #CFAProgram #FinanceCareers