Marius A. Holzer, CFA, CAIA, CIPM

A multi-faceted career of 30 years in the financial industry, fostering strategic and operational excellence as advisor, coach, project leader, and manager of origination as well as back office units provided Marius with a wealth of cross-functional experiences and professional knowledge. Marius is a trained economist and certified expert in information technology with an MBA from INSEAD. He is a CFA, CAIA and CIPM charter holder and earned a certificate in Advanced Risk and Investment Management of Yale School of Management/EDHEC.

What My Old Bathtub Taught Me About Evergreen Funds

October 15, 2026May 27, 2025 by Marius A. Holzer, CFA, CAIA, CIPM

Our 100-year-old clawfoot tub drains slowly by design. So do evergreen private-market funds. What to know about getting your money out before you put it in.

When the CFO Isn’t Real: Pass-Phrases Are the Last Line of Defense

October 15, 2026May 22, 2025 by Marius A. Holzer, CFA, CAIA, CIPM

A finance clerk wired $25 million after a video call with deepfaked executives. When faces and voices can be cloned, a pass-phrase agreed offline may be the last control that works.