blog

Insights

November 21, 2012

Darren Ritchie attaining the CAIA designation

In Awards & Recognition, Coldstream Happenings

Congratulations to Coldstream Senior Analyst Darren Ritchie for attaining the CAIA designation.

The Chartered Alternative Investment Analyst (“CAIA”) program comprises a two-tier exam process through which one may earn the CAIA charter, the global mark of distinction in alternative investments.  The CAIA program curriculum covers various topics within the alternative universe, including professional standards and ethics, regulation, private equity, real estate, commodities and managed futures, hedge funds, structured credit, manager due diligence, risk management, and portfolio management.  Since its inception in 2003, more than 5,400 individuals in over 75 countries have earned the CAIA designation, and thousands more have become candidates in the CAIA program.  The CAIA Association was co-founded by the Alternative Investment Management Association, the global trade association for the alternative industry, and the Center for International Securities and Derivatives Markets at the University of Massachusetts, a leader in alternative investment research and education.

Insights Tags

Related Articles

July 23, 2024

Coldstream Ranks in PBJ’s OR & S.W. WA Largest Money Management Firms List

Portland Business Journal released its list of largest Oregon & S.W. Washington Money Management Firms. Coldstream is honored to have ranked #22! We are honored to serve our Oregon clients who have made us part of their financial journey. View the full list of rankings. Disclaimer: This list is compiled based on responses to a [...]

July 9, 2024

Arnerich Massena joins Coldstream

SEATTLE – JULY. 9, 2024 – We are excited to announce our merger with Arnerich Massena, Inc. (“Arnerich Massena”), a Portland, Oregon-based investment advisory firm managing approximately $2 billion in client assets. Founded over 30 years ago, Arnerich Massena is led by co-CEOs Reegan Rae, CPWA®, and Bryan Shipley, CFA®, CAIA®. Like Coldstream, the firm [...]

June 26, 2024

Top 100 Largest Private Companies in WA

We are proud to be ranked in the 2024 Largest Private Companies in Washington State list from the Puget Sound Business Journal. Coldstream is honored to have ranked #93! This achievement reflects our relentless dedication, hard work, and the incredible support from our amazing community. We are thankful to have a team dedicated to bringing [...]