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The Small Business Investor Alliance and Chartered Alternative Investment Analyst Association (CAIA) Announce Partnership
[April 10, 2014]

The Small Business Investor Alliance and Chartered Alternative Investment Analyst Association (CAIA) Announce Partnership

WASHINGTON --(Business Wire)--

The Small Business Investor Alliance (SBIA), the leading association for lower middle market private equity funds and investors, and the Chartered Alternative Investment Analyst (CAIA) Association, the global authority in alternative investment education, today announced a partnership to further thought leadership and analysis within the private capital investment industry.

The partnership will benefit members of both SBIA and the CAIA Association, combining the SBIA's comprehensive understanding of private equity in the lower middle market with the CAIA Association's broad industry expertise in the alternative investment sphere. Opportunities created by the partnership include educational content for members, joint public awareness initiatives, conferences, data sharing, thought leadership collaborations, and discounts for SBIA members that take the CAIA Charter Level 1 & 2 exams. Candidates that pass the exams will be eligible to receive the internationally-recognized Chartered Alternative Investment Analyst designation.

"Our partnership with the CAIA Association is unique for us in terms of the broad scope of content our members will be able to access through the cross-pollination of content and data that this collaboration brings," said Brett Palmer, President of SBIA. "We are excited to be partnering with one of the leading alternative investment organizations and together sharing best practices and thught leadership that will benefit the members of both of our organizations and further knowledge within the private capital investment industry."

"With increasing interest from our membership in lower middle market private equity investments, this partnership with the SBIA represents a natural fit for each association. Together, the SBIA and CAIA Association will increase industry awareness and further educate the public on the important contribution alternative investments provide in business growth both domestically and globally," said William (Bill) Kelly, CEO of CAIA.

Members of both organizations benefit from collaborative thought leadership projects, including email newsletters, shared speaking opportunities at SBIA and CAIA conferences, special events and in-depth reports on the critical issues impacting today's alternative investment industry.

About the Small Business Investor Alliance (SBIA)

The Small Business Investor Alliance (SBIA) is the premier organization of lower middle market private equity funds and investors. SBIA works on behalf of its members as a tireless advocate for policies that promote competitive markets and robust domestic investment for growing small businesses. SBIA has been playing a pivotal role in promoting the growth and vitality of the private equity industry for more than 50 years. For more information, visit or call (202) 628-5055.

About the Chartered Alternative Investment Analyst Association (CAIA)

The CAIA Association, a non-profit organization founded in 2002, is the world leader and authority in alternative investment education. The Fundamentals of Alternative Investments Certificate Program® is a natural extension of CAIA's mission to provide solutions to specific market needs for alternative investment education. The CAIA Association is best known for the CAIA Charter®, an internationally recognized credential granted upon successful completion of a rigorous two-level exam series, combined with relevant work experience. Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a global network of 6,700 alternative investment leaders located in 80+ countries, who have demonstrated a deep and thorough understanding of alternative investing. Having grown rapidly, the CAIA Association now supports vibrant chapters located in financial centers around the world and sponsors more than 120 educational and networking events each year. For more information, please visit

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