The State of the Alts Industry

In this inaugural episode of Alternative Allocations, host Tony Davidow interviews John Bowman from the CAIA Association (CAIA), discussing "The State of the Alts Industry." According to research conducted by CAIA, over the last twenty years, total investable assets allocated to alternative investments have increased 150% with alternatives now representing about 15% of the total investable universe. Davidow and Bowman discuss the "democratization" of alternatives and lessons learned from institutions. They discuss the growth of alternatives across the wealth management community, and the confluence of events that make this an ideal time to consider allocating to alternatives – the current market environment, product innovation, and access to institutional-quality managers.

John serves as Executive Vice President for the CAIA Association, overseeing the industry-leading CAIA charter, thought leadership and content development, and CAIA's Asia Pacific strategy. John has devoted over 20 years to the asset management industry to recover the narrative of the value that the investment profession brings to society. John previously served as Managing Director for the Americas for CFA Institute and as a portfolio manager at Mellon Growth Advisors (MGA) and State Street Global Advisors (SSgA). John is a prolific writer and commentator, frequently appearing in industry and business publications such as the Wall Street Journal, The New York Times, Pension and Investments, Financial Advisor, The Independent, Wealthmanagement.com and CNBC, and various podcasts.

CAIA - Chartered Alternative Investment Analyst Association

John L Bowman, CFA | LinkedIn

Alternatives by Franklin Templeton

The cost of being too liquid white paper

Tony Davidow, CIMA® | LinkedIn