Event Speakers

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Matthew is the Chief Investment Officer and Portfolio Manager with Westmount Wealth Management, a Vancouver based Portfolio Management and Financial Planning firm. His focus is on the construction, execution, and monitoring of the Westmount model portfolios. Matthew was named as a 2019 Young Gun by Wealth Professional Magazine, which recognizes the top 20 investment professionals in Canada under age 40. With over fifteen years in the industry, he is a Chartered Investment Manager and a CERTIFIED FINANCIAL PLANNER® professional.

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 CAIA Association's content agenda, thought leadership initiatives, and content development for the CAIA Charter Program. Aaron is a frequent speaker and writer on various topics of alternative investments and his work has been published in CAIA’s educational programs, numerous academic journals, books, and industry publications. Aaron’s industry experience lies in private wealth management, where he oversaw asset allocation, portfolio construction, and manager research efforts for high-net-worth individuals and institutional retirement plans. He earned a B.S. with distinction in Finance and a Master of Finance from Penn State University. He holds the Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certificate in Investment Performance Measurement (CIPM), and Financial Data Professional (FDP) designations, and is a CERTIFIED FINANCIAL PLANNER™. He is a Past President of CFA Society Columbus and serves as a board director and Programs Chair for CFA Society Philadelphia. Aaron is an adjunct professor and serves on multiple advisory boards for Penn State University.

Jerry is the Manager, Investments with the IWA-Forest Industry Pension Plan (IWA-FIPP) based in Burnaby, BC. As part of the internal investment team, Jerry covers both public and private market asset classes, assisting with strategic asset mix determination, investment manager due diligence and performance monitoring. Prior to joining IWA-FIPP, Jerry provided oversight of BC Hydro’s pension investment program and also spent time with Leith Wheeler Investment Counsel and Aon Investment Consulting. Jerry is a CFA and CAIA charterholder and an active member with the Pension Investment Association of Canada.

Andrea has been serving institutional investors since 2009, with an emphasis on investments for much of her career. Andrea has worked with a variety of clients ranging in size and plan type, with a current focus on capital accumulation plans. Due to her background, she takes a keen interest in the fund lineup that sponsors offer to their members. Andrea assists sponsors in the articulation and documentation of their investment beliefs, and helps align the structure of the fund lineup to match those ideals. In reviewing performance of the plan, Andrea helps clients interpret their plan statistics to make informed decisions, to improve member engagement and retirement outcomes. Andrea also works closely with TELUS Health’s Investment Consulting team, in developing ongoing independent investment oversight of funds. She leads the Target Date Fund research efforts, and sits on a committee assessing research conducted on all asset classes by TELUS Health’s investment analysts.