Month: February 2024

Wealth Management INVEST: How Can Alternative Investments Benefit Portfolios

Wealth Management INVEST: How Can Alternative Investments Benefit Portfolios’s David Bodamer sits down with Aaron Filbeck, who leads UniFi by CAIA, to delve into how the CAIA association contributes to the education surrounding alternative investments. They explore the recent overhaul of the CAIA’s core program, designed to equip industry experts with a thorough grasp of alternative investment approaches and their role in asset allocation. 

Aaron focuses on:

  • How CAIA is adapting courses for modern evolution within the financial space
  • What obstacles did CAIA face in developing its new courses
  • How has the accessibility of alternative strategies and asset types been influenced by other factors
  • What is the overarching mission of CAIA in terms of providing education and aiding individuals in making informed portfolio decisions
  • And more

Connect With Aaron Filbeck:

Connect With David Bodamer:

About Our Guest:

Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP oversees UniFi by CAIA™, a learning platform dedicated to educating the private wealth management industry on 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 Program.