NEW YORK, NY –(NEWSWIRE)– iCapital Network, the financial technology platform democratizing access to alternative investments, is pleased to announce an educational collaboration with the Chartered Alternative Investment Analyst (CAIA) Association to offer CAIA’s Fundamentals of Alternative Investments certificate program (“Fundamentals”) to its private member network of registered investment advisors, broker-dealers, private banks and family offices.
Fundamentals is an online, self-directed course of study offering a base of knowledge in alternative investments for those who need to understand, discuss and position these asset classes. The program is comprised of 20 one-hour modules that examine core concepts in alternative investing including risk management and due diligence, as well as hedge funds, real assets, private equity, commodities and structured products, and helps to fill a critical education gap for professionals in areas such as asset and wealth management, accounting and law.
“Our mission to democratize alternative investments includes a commitment to making educational resources available to the investors and advisors that need it. CAIA has distinguished itself as the world’s leader in alternative investment education and we are pleased to offer our network members direct access to their foundational curriculum,” said Lawrence Calcano, Chief Executive Officer of iCapital Network.
The two organizations will further collaborate to host an exclusive training event for iCapital’s network members on November 1-2, 2017, in New York, NY. The 2-day program will be led by CAIA instructors and include a customized agenda emphasizing private equity and hedge funds.
“CAIA is singularly focused on providing the highest quality educational curriculum for professionals on alternative investments,” said Keith Black, PhD, CAIA, CFA and Managing Director of Curriculum and Exams at CAIA. “Helping financial and advisory professionals understand the complexities of these topics and work confidently with a wide array of alternative investments is what we do. We’re very pleased to provide access to the Fundamentals program to iCapital’s members.”
iCapital recently expanded the Education section of its public website to include a wide range of new materials – including whitepapers, short reports, commentary, market research, videos, podcasts and blogs – to help investors and advisors understand more about the mechanics of alternative investments, where they fit within portfolios and how they are expected to perform in different market conditions.
“iCapital has dedicated meaningful resources to the development of original insights and the curation of high-caliber educational materials for our member network and the advisory community at large,” said Hannah Shaw Grove, Managing Director and Chief Marketing Officer at iCapital Network. “As we pursue our goal of being the leading platform for alternative investments, we will continue to offer new educational content in a variety of learning formats to advisors and individual investors.”
About iCapital Network
iCapital Network is a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices and other sophisticated investors. The state-of-the-art online portal offers a curated menu of private equity, private credit, venture capital, real estate and hedge funds, extensive due diligence support, an automated subscription process and integration with a wide range of custodial platforms and reporting packages. The firm’s customizable technology and specialized suite of services is also used by asset managers and financial institutions to streamline and automate their private fund operations. As of August 31, 2017, iCapital had surpassed more than $2.25 billion in private fund subscriptions for more than 3,500 investors across more than 45 funds and maintained an investor network of more than 1,900 registered entities overseeing more than $1.8 trillion in investable assets.
For additional information, please visit the Company’s website at icapital.com | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Twitter: @icapitalnetwork | Facebook: https://www.facebook.com/icapitalnetwork/
About the CAIA Association
The CAIA Association is the world leader in alternative investment education, offering the only education pro¬gram uniquely designed for individuals specializing in institutional-quality alternative investments. The Association is best known for the CAIA Charter, an internationally-recognized credential granted upon successful completion of a rigorous two-level exam series, combined with relevant work experience. Earning the CAIA Charter is the gateway to becoming a Member of the CAIA Association, a global network of more than 9,000 alternative investment professionals located in more than 90 countries. CAIA also offers the Fundamentals of Alternative Investments Certificate Program (“Fundamentals”), an introductory-level online course, designed to provide a foundation in the core concepts in alternative investing. This program represents a natural extension of CAIA’s mission to provide solutions to specific market needs for alternative investment education.
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Disclosures: This material is provided for informational purposes only and is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security offered by iCapital. Past performance is not indicative of future results. Alternative investments are complex, speculative investment vehicles and are not suitable for all investors. An investment in an alternative investment entails a high degree of risk and no assurance can be given that any alternative investment fund’s investment objectives will be achieved or that investors will receive a return of their capital. The information contained herein is subject to change. Securities may be offered through iCapital Securities, LLC, a registered broker dealer, member of FINRA and SIPC and subsidiary of Institutional Capital Network, Inc. iCapital is a registered trademark of Institutional Capital Network, Inc. All rights reserved.