Event Speakers

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Simon Cawdery is resident in Cayman, a former investment manager with global multi-asset class research and management experience including equity, credit, hedge funds, private equity and real estate funds. He holds degrees in Economics from the London School of Economics, and Banking and Finance from the University of Manchester. Simon began his career on the buy-side, researching credit and collateralised debt, then equities at Barclays Capital, before joining ING as a sell-side equity analyst. He then moved into portfolio management in the Cayman Islands, first at Butterfield Bank and then at EFG Bank. In 2013 Simon set up his two current businesses; one an investment consulting business that also offers hosted investment and risk management services to fund managers, and the second, a governance firm that provides independent directors to investment funds and other structures. Simon is a past president of the CFA Society Cayman Islands, a former President Council Representative for the CFA Institute representing Latin America and the Atlantic Islands and is a CFA Charterholder. Simon has also completed the UK Investment Management Certificate and the UK Registered Representative examination

Lewis Cohen is a Financial Advisor at LOM Financial Group, specializing in Wealth Management since 2019. Based in the Cayman Islands, Lewis leverages a diverse background in financial services, including previous roles at London Capital Group, where he served as Head of Sales and Sales Account Manager between 2016 and 2018. He holds a Bachelor of Arts in History from Canterbury Christ Church University and is skilled in market research, trading, portfolio management, financial markets, and change management. With extensive experience in team leadership and account management, Lewis is a well-rounded professional with a deep understanding of the financial markets.

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.

Jessica Jablonowski, CFA is Managing Director of Radix Financial Cayman and serves as lead Investment Advisor for the firm’s Cayman-based clients. She is also a Portfolio Manager of the firm’s private fund, Radix Financial First Pillar. Originally from Philadelphia, Jessica relocated to the Cayman Islands in 2012, trading in snowy winters for year-round summer. Prior to joining Radix in 2022, Jessica worked for RBC Royal Bank, helping affluent clients and their families manage wealth and achieve their financial goals in both private banking and investment advisory capacities. During her early career, she worked for a US-based investment advisory firm, where she was responsible for conducting research and due diligence on external asset managers, mutual funds, and exchange-traded funds (ETFs) utilized on the firm's advisor platform. Jessica graduated from Pennsylvania State University with a Bachelor's in Finance and holds the Chartered Financial Analyst (CFA) designation.

William (Bill) J. Kelly, CAIA is the CEO of the CAIA Association. Bill has been a frequent industry speaker, writer, and commentator on alternative investment topics around the world since taking the leadership role at the CAIA Association in January, 2014. Previously, Bill was the CEO of Boston Partners and one of seven founding partners of the predecessor firm, Boston Partners Asset Management which, prior to a majority interest being sold to Robeco Group in Rotterdam in 2002, was an employee-owned firm. Bill’s career in the institutional asset management space spans over 30 years where he gained extensive managerial experience through successive CFO, COO and CEO roles. In addition to his current role, Bill is a tireless advocate for shareholder protection and investor education and is currently the Chairman and lead independent director for the Boston Partners Trust Company. He has previously served as an independent director and audit committee chair for ’40 Act Mutual Funds and other financial services firms. He is also currently an Advisory Board Member of the Certified Investment Fund Director Institute which strives to bring the highest levels of professionalism and governance to independent fund directors around the world. A member of the board of the CAIA Association, Bill also represents CAIA in similar capacities via their global partnerships with other associations and global regulators. Bill began his career as an accountant with PwC and is a designated Audit Committee Financial Expert in accordance with SEC rules.