CAIA - Key Persons


Ahmet Peker

Job Titles:
  • Chapter Head in Frankfurt

Alex Larsen

Job Titles:
  • Chapter Executive

Andrea Coleman

Job Titles:
  • Chapter Executive

Anthony (Tony) Cowell

Job Titles:
  • Retired' ) Partner, Head

Anthony Monraz

Job Titles:
  • Chapter Executive

Benoit Leandri

Job Titles:
  • Chapter Executive

Bill Kelly - CEO

Job Titles:
  • CEO
William (Bill) J. Kelly, CAIA is the President & CEO of the CAIA Association. Bill has been a frequent industry speaker, writer, and commentator on alternative investment topics around the world since taking the leadership role at the CAIA Association in January, 2014.

Brandon Carpenter

Job Titles:
  • Chapter Executive

Brian Dutzar

Job Titles:
  • Chapter Executive

Bridgette Lococo

Job Titles:
  • Chapter Executive

Brigette Lumpkins

Job Titles:
  • Head of Alternative Product and LLCs, John Hancock Investment Management

CAIA DEI Council

Job Titles:
  • Chairman Director, Business Development, EisnerAmper
Prior to joining EisnerAmper as Director of Business Development in Miami, Brigette was Director of Business Development for Datum 9 Analytics, a systematic global long/short equity hedge fund based on Miami Beach, where she was responsible for all aspects related to marketing the firms strategies, raising capital from institutional investors, and investor relations. She has twenty years of experience in business development and relationship management. At Lehman Brothers and Barclays Capital, she marketing European equity research, transactions, and corporate access to buy side portfolio managers. Brigette raised capital for private equity fund of funds and gatekeeper Hamilton Lane before joining Goldman Sachs where she managed investment portfolios for ultra-high net worth private clients. In addition to serving on the local steering committee for the Women's Association of Venture and Equity she is a member of the executive committee for the Miami chapter of the CAIA Association. Brigette previously served on the board of The Women's Fund of Miami-Dade as well as the advisory council for the business school at Florida Memorial University. She is a member of Womxn Funders in Animal Rights. Brigette earned a Bachelor of Arts degree from Spelman College, summa cum laude, a Master of Arts from the University of Michigan, and an MBA in Finance from The Wharton School at the University of Pennsylvania. She is a passionate political junkie and vocal advocate for racial equity, reality TV aficionado, pop culture expert, potato eater, crossword nerd, and dog lover.

Chenelle de Rozario Harding

Job Titles:
  • Chapter Executive

Cody Tafel

Job Titles:
  • Chapter Executive

Craig Roodt

Job Titles:
  • Chapter Executive

Daniel Conti

Job Titles:
  • Chapter Executive

Darina Dvorska

Job Titles:
  • Chapter Executive in Toronto

Dasha Safonova

Job Titles:
  • Chapter Executive

David Ryan

Job Titles:
  • Chapter Head

Deborah McLean - President

Job Titles:
  • President
  • Global Head of Diversity, Equity, and Inclusion

Ean Kiam Ng

Job Titles:
  • Chapter Executive

Edoardo Chiozzi

Job Titles:
  • Chapter Executive

Emmanuel Mambone

Job Titles:
  • Chapter Executive

Esther Zurba

Job Titles:
  • Chapter Co - Head in Toronto

Florian Weber

Job Titles:
  • Chapter Executive

Franklin Templeton

Job Titles:
  • Senior Alternatives Specialist

Gabriele Balagna

Job Titles:
  • Chapter Executive

Gordon Barnes

Job Titles:
  • Chapter Executive

Greg Brown

Job Titles:
  • Professor of Finance, Executive Director, Kenan Institute of Private Enterprise, and Research of IPC, University of North Carolina - Kenan - Flagler

Henry Ching

Job Titles:
  • Chapter Executive

Hossein Kazemi

Job Titles:
  • Senior Advisor, CAIA Program

Jack Inglis

Job Titles:
  • Chief Executive Officer, AIMA

James Burron

Job Titles:
  • Chapter Executive in Toronto

Jennifer S. Tribush

Job Titles:
  • Chapter Head

Jim McCartin

Job Titles:
  • Chapter Head

John L. Bowman - EVP

Job Titles:
  • Executive Vice President

John O'Keeffe

Job Titles:
  • Chapter Executive

Jon Queen

Job Titles:
  • Chapter Executive

Katy Clymo

Job Titles:
  • Chapter Executive

Kevin Coughlan

Job Titles:
  • Chapter Executive

Kristina Koutrakos

Job Titles:
  • Chapter Head / Director of Portfolio Strategy, Virginia Retirement System

Louise Walker

Job Titles:
  • Chapter Co - Head

Manal Karam

Job Titles:
  • Chapter Executive

Marko Bejatovic

Job Titles:
  • Chapter Executive in Toronto

Melissa J. Ma

Job Titles:
  • Co - Founder & Managing Partner, Asia Alternatives Management

Natalie Jenkins Sorrell

Job Titles:
  • Deputy Chief Investment Officer, ERF Dallas

Nathan Peters

Job Titles:
  • Chapter Executive

Nicholas Skibo

Job Titles:
  • Chapter Executive

Peter Baer

Job Titles:
  • Chapter Executive

Pierre Saint-Laurent

Job Titles:
  • Chapter Executive, Montreal

Ranjan Bhaduri

Job Titles:
  • Chapter Executive in Toronto

Reza Machdi-Ghazvini

Job Titles:
  • Chapter Executive

Rob Mileff

Job Titles:
  • Chapter Executive Managing Director, Pitcairn

Rohit Shroff

Job Titles:
  • Chapter Co - Head

Ruth Carolan - COO

Job Titles:
  • Chief Operating Officer

Rémy Estran

Job Titles:
  • FRM, Chapter Executive

Sarah Auerbach

Job Titles:
  • Managing Director, UniFi by CAIA™ Operations

Saswata Das

Job Titles:
  • Sash", CAIA, Chapter Executive in Toronto

Sean Kulik

Job Titles:
  • Chapter Executive in Ottawa

Silvia Writzel

Job Titles:
  • Chapter Executive in Munich

Stéphane Amara

Job Titles:
  • Chapter Executive in Montreal

Theodore Shou

Job Titles:
  • Chapter Executive

Theresa Han

Job Titles:
  • Chapter Executive

Thomas Seol

Job Titles:
  • CPA, CIPM, Chapter Executive

Uzay Ozince

Job Titles:
  • Chapter Executive in Toronto

Valerie J. Sill

Job Titles:
  • President & CIO, Robinson Global Investment Management

Will Wang

Job Titles:
  • Chapter Head

Willis Towers Watson

Job Titles:
  • Head of Investments, Asia