Aaron FilbeckDirector, Global Content Development at CAIA AssociationPanellist, Host
Profile
Aaron Filbeck serves as Director, Global Content Development at CAIA Association, where he supports the curation, development, and execution of the organization’s content strategy and CAIA Charter Program curriculum.
Aaron has published on topics including ESG investing, liquid alternatives, commodities, and asset pricing/factor investing.
Prior to his role at CAIA Association, Aaron served as a portfolio manager at The Joseph Group Capital Management, a registered investment adviser (RIA) in Columbus, OH.
He oversaw manager research and portfolio construction efforts for $500 million worth of high net worth individuals and institutional retirement plans.
Aaron earned a B.S. with distinction in Finance and a Master of Finance from Penn State University. He holds the CAIA, CFA and CIPM designations.
Agenda Sessions
Key growth drivers for alternatives in the wealth space
, 10:30View SessionLP-only breakfast: Total portfolio approach: utilizing the tools of the modern asset owner
, 09:00View Session