CAIA Association
March 19, 2024
Chartered Alternative Investment Analyst Association®

Next is Here: The Rise of Total Portfolio Approach

By John L. Bowman, CFA, President of the CAIA Association. 

 

In 1806, American Frederic Tudor famously sailed to the French Antilles to sell ice to the Martinique islanders. Having experienced refreshing cold drinks and ice cream during New England summers, he envisioned bringing Long Island Ice Teas and Cookies and Cream decadence to the much more sweltering Caribbean climate. 

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