This content is from: Corner Office CFA Institute Makes ‘Biggest Single Package of Changes’ in Its History New level III pathways, including private wealth and private markets, and practical skills modules are just two examples of sweeping changes to the curriculum. By Alicia McElhaney March 17, 2023
This content is from: Opinion The CFA Institute’s Changes May Please Employers — But They Don’t Serve the Client William Kelly, CEO of CAIA Association — which offers an alternatives investments credential — writes that better and more transparent client outcomes will remain his association’s north star. March 20, 2023
This content is from: Portfolio Ares Faces Its Biggest Decision Yet: Stick With Private Credit or Become an Alts Supermarket CEO Michael Arougheti has spent the past five years building up real estate and other asset classes to keep up with his competitors — but investors still clamor most for private debt. By Jonathan Kandell March 16, 2023
This content is from: Opinion This Private Equity Trend May Not Be So Troubling After All A former continuation-fund skeptic concedes that GP-led secondaries might be worth a second look. By Christopher Schelling March 15, 2023
This content is from: Corner Office Lazard Asset Management Acquires Yale Cub Casey Whalen’s Truvvo Partners Truvvo, a $3.8 billion firm focused on wealthy families, is combining with the private client group at Lazard to create Lazard Family Office Partners. By Michael Thrasher March 01, 2023
This content is from: Portfolio How Much Is Your Consultant Really Helping Your PE Portfolio? Allocators with small private equity mandates should avoid using large investment consultants, according to a new study. By Hannah Zhang March 01, 2023
