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February 2022
CST UTC -6 Time ZoneVirtual event

Aaron Filbeck
Director, Global Content Development at CAIA Association


Aaron Filbeck serves as Director of 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, CIPM, and FDP designations.

Agenda Sessions

  • Chair’s opening remarks