Case Study: Chartered Alternative Investment Analyst Association achieves professional, organized global chapter communication and increased member engagement with PGi's Operator Assisted Audio Conferencing

Professional Association Connects Growing Global Chapters with Operator Assisted Calls

The Chartered Alternative Investment Analyst Association (CAIA) is a global professional body for alternative investment education with members in over 80 countries and 18 active chapters. As the organization grew, email and a members-only website proved insufficient for timely, interactive communication across time zones, and early quarterly calls became disorganized during Q&A without professional moderation.

CAIA adopted PGi’s Operator Assisted Audio Conferencing to run its quarterly chapter calls, using operator-moderated Q&A, customizable scripts and pre-event support. The change produced cleaner, more professional meetings, higher engagement and attendance, plus recordings and analytics for follow-up—helping CAIA retain members, scale outreach without extra travel, and better target chapter services.

Chartered Alternative Investment Analyst Association

Heather Morales

Chapter Relations Manager