Other Industry Events, Virtual Events & Programming

Liberalizing the Accredited Investor Rule: Challenges and Benefits — by CAIA Association

May 26, 2020 | 2:00 PM - 3:00 PM

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Should retail investors be allowed to participate in private capital? Do the social and financial risks outweigh the long term benefits? With so much capital formation shifting to the private markets, are retirement goals at risk by relying solely on public markets? Bill Kelly, CEO, CAIA, and John Bowman, Senior Managing Director, CAIA, join a panel of experts to provide a balanced and objective dialogue about how the industry should weigh these complex topics.


Andrea Auerbach
Partner and Head of Global Private Investments – Cambridge Associates    

Barbara Roper
Director of Investor Protection – Consumer Federation of America     

Lawrence Calcano
Chief Executive Officer – iCapital Network