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William Kelly, CAIA

OppenheimerFunds teams with CAIA


OppenheimerFunds has partnered with the Chartered Alternative Investment Analyst (CAIA) Association to develop specialised alternative investment training for the firm’s client engagement teams and further serve the needs of high net worth (HNW) clients.

In October 2017, OppenheimerFunds announced a joint venture with The Carlyle Group to provide global private credit solutions and deliver long-term income capabilities to HNW investors. The specialised alternative investment training from CAIA will be its first comprehensive program to include private credit focused education and will be made available to OppenheimerFunds consultants serving HNW teams as part of the joint venture initiative.
“Bringing the highest industry standard to our client facing staff with CAIA is unique and powerful,” says Kamal Bhatia, Director and CEO of the JV. “We want to be the trusted authority for private capital solutions to high net worth advisor teams. The rigorous learning standards of this program will elevate the quality and acumen of our teams to deliver on that goal.”
Founded in 2002, CAIA is a leading provider of education programs designed for individuals specialising in institutional-quality alternative investments. The company is pioneering efforts to bring independent and in-depth training that combines traditional alternatives with private capital expertise to help consultants serving HNW teams.    
“It has become increasingly important for client facing teams to keep up with the ever widening spectrum of alternative asset products and strategies, as well as with the regulations surrounding them,” says William J Kelly (pictured), CEO of CAIA. “Instilling both knowledge and a set of best practices is at the core of what CAIA provides to its members and the other professionals who make use of our programs. We’re very excited to be working on this initiative with OppenheimerFunds as they look to make education an important part of their solution delivery to their high net worth clients.”

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