Wealth Management Network David Bodamer sat down with CAIA’s Aaron Filbeck, who leads UniFi, to learn more about how the CAIA Association contributes to alternative investment education. They discussed recent changes to CAIA’s core program designed to provide industry experts with a comprehensive understanding of alternative investment methods and their role in asset allocation.
Aaron specializes in:
- How CAIA is adapting its curriculum to modern evolutions in finance
- What obstacles does CAIA encounter when developing new courses?
- How the accessibility of alternative strategies and asset types is affected by other factors
- What is CAIA’s primary mission in providing education and helping individuals make informed portfolio decisions?
- and more
Contact Aaron Philbeck:
Contact David Bodamer:
About our guests:
Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP oversees UniFi by CAIA™, a learning platform dedicated to educating the private wealth management industry about alternative investments. He was previously responsible for leading and implementing the CAIA Association’s content agenda, thought leadership initiatives, and content development for the CAIA Charter Initiative.
