January 17, 2019 Alert

Hi all,

Below are this week’s alerts for the Investment Network.  Enjoy! 

This Issue’s Topics: 

  • CAIA Charter Scholarships: 100WF CAIA Charter Scholarship Opportunity
  • CAIA Chicago Educational Luncheon: 2019 Outlook for Alternatives
  • FREE: Baker Tilly: Transitioning Between System and Organization Control (SOC)
    Reports Webinar

Opportunities:

CAIA Charter Scholarships: 100WF CAIA Charter Scholarship Opportunity
Applications Open January 14 – February 22, 2019

100 Women in Finance (100WF) is pleased to announce the ninth year of the 100WF CAIA Charter Scholars program. The scholarship opportunity is open to 100WF members globally interested in pursuing a career in alternative investment management with a specific focus on portfolio management.

The Chartered Alternative Investment Analyst (CAIA) Foundation will award ten scholarships to extraordinary women to pursue the CAIA Charter beginning with the Level I exam in September 2019. The 100WF CAIA Charter Scholars program is generously underwritten by PAAMCO in support of women seeking to earn the CAIA Charter designation, the highest standard of education in alternative investments.

Required program application materials include an online application form with three essays and the submission of two, typed letters of professional reference. Please ask reference providers to send letters to foundation@caia.org and include the applicant’s name and “reference letter” in the email subject line.

Applications to be considered for the 100WF CAIA Charter Scholars Program will be accepted beginning Monday, January 14, 2019. Deadline to apply: 11:59 PM ET on Friday, February 22, 2019.

For eligibility criteria and more information, click here.

Events:

CAIA Chicago Educational Luncheon: 2019 Outlook for Alternatives
Tuesday, February 5, 2018, 11:45 AM-1:00 PM
Northern Trust Global Conference Center, 50 South LaSalle St., Chicago, IL

Please join CAIA Chicago and Northern Trust for our third annual Outlook Luncheon. This year we will explore the Outlook for Alternatives including private equity and private credit. Our panelists will do a quick recap of 2018 and then discuss what they expect to be the most attractive segments of the market in 2019, trends and areas of concern. Please join us for a great discussion to kick-off 2019.

This event is complimentary for CAIA Members, and there is a $10 fee for non-members. As there is a limited capacity for the event we ask that you please register as early as possible to reserve your spot.

Panelists include: Chris Bires, 50 South Capital; Karen Rode, The Townsend Group, an Aon Company; and Moderator, Aimee Wight, Breckin Bay.

To register, click here.

FREE: Baker Tilly: Transitioning Between System and Organization Control (SOC)  Reports Webinar
Tuesday, February 12, 2019, 11:00 AM-12:00 PM

In 2011, the American Institute of Certified Public Accountants (AICPA) retired the SAS70 standard and replaced it with the SOC 1 and SOC 2® reporting vehicles. Service organizations have been providing their customers, clients and key stakeholders with controls assurance via one of these reports. Typically, a company would receive either a SOC 1 OR a SOC 2® report. However, many organizations receiving SOC 1 are also seeking a SOC 2® examination in response to their customers’ demand.

In this webinar, Baker Tilly discusses the key differences between the SOC 1 and SOC 2® report, and why a company receiving a SOC 1 report would need or benefit from a SOC 2® report. The Baker Tilly presenters are Mark Boettcher and Andrew Wittig.

To register, click here. 

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