We are pleased to announce that consultant Luka Arnerich has earned his Chartered Alternative Investment Analyst® (CAIA®) designation. The CAIA® designation is the globally recognized credential for professionals managing, analyzing, distributing, and regulating alternative investments, and demonstrates deep knowledge, expertise, and credibility in alternative investing.
As a consultant for Arnerich Massena’s institutional practice, Luka Arnerich consults to corporate and not-for-profit organizations. He is experienced in defined benefit and defined contribution plan management, including investment menu design and investment manager research, and brings a long history of consulting to endowments and foundations. He joined Arnerich Massena in 2013 and has more than ten years of experience in the financial industry. Read Luka’s full biography here.
“Luka has done incredible work helping our clients build portfolios that include both traditional and alternative investments,” says Terri Schwartz, managing director of institutional services and firm principal. “This credential reflects his expertise and skill in understanding and working with a broad range of investment vehicles, including hedge funds, private equity, commodities, and real assets. With Arnerich Massena’s conviction in incorporating alternative investments into portfolios where appropriate, Luka’s CAIA® designation is another indication that our clients are in solid, knowledgeable hands.”
Tony Arnerich, CEO, co-CIO, and firm principal notes, “At Arnerich Massena, we pride ourselves on our depth of investment research and knowledge, with a long history of specialization and expertise in alternative investments. We are focused on bringing together our collective ability to build client portfolios that are forward-looking and based on world-class research. I have great pride in the profound depth of knowledge Luka brings to the table, and it’s wonderful to see his hard work and dedication reflected in this designation.”
“The CAIA curriculum was a rigorous and in-depth program of study that added to the tools and skills I can offer to our clients,” says Luka Arnerich. “I’m excited to bring another layer of understanding and expertise to my work on client portfolios, and am committed to continuing to build on those resources. This was a milestone step forward in a learning process that I expect will last a lifetime.”