Event Profile

CAIA Switzerland - Zurich - Democratization of Alternative Investments: Trends and Insights for Wealth Managers

Date(s):
June 4, 2025
Note:
All times listed are in local time
Venue:
UBS Forum St Peter
St. Peterstrasse 19
zurich, ZH 8001 
Fee(s):
Free Event
Description:

CAIA Switzerland
Democratization of Alternative Investments: Trends and Insights for Wealth Managers
 

CAIA Switzerland, in collaboration with UBS, invites you to an engaging discussion on how private markets are reshaping the future of wealth management.
 
The wealth management industry is experiencing a profound evolution, with private capital increasingly being offered to individual investors. This transition raises important questions for firms seeking to participate in this new landscape: What's the starting point? What are the first steps? What challenges and pitfalls might be expected along the way, and how are other firms navigating this change?
 
This shift coincides with a "perfect storm" in the financial landscape. Women now control 32% of global wealth, a figure that continues to grow as we move through 2025. This transcends mere demographic evolution; it fundamentally reimagines how wealth is advised and invested, creating both challenges and opportunities for firms adapting to these converging trends.
 
Join us for a forward-looking conversation at the intersection of innovation, inclusion, and investment strategy.

 

AGENDA 

12:00 - Registrations

 

12:30 - Welcome remarks

 

12:35 - Interview discussion on Democratization of Alternative Investments: Trends and Insights for Wealth Managers in collaboration with:

 

  • Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP - Managing Director, Global Content Strategy at CAIA Association presenting “Crossing the Threshold. Mapping a Journey Towards Alternative Investments in Wealth Management”. Download here.  

 

  • Antonia Sariyska, CAIA - Sustainable and impact investing at UBS Global Wealth Management presenting “Gender-lens investment: The state of Women in 2025”. Download here.

Interviewer:

Laura Merlini, CAIA, CIFD - Managing Director, EMEA at CAIA Association

 

13:20 - Q&A


13:45 - Networking

 

Please register early as space is limited 

Important notes before the event:

  • This event is organized by dedicated CAIA members, who generously volunteer their personal time. Should you decide to register, we greatly appreciate your commitment to attending.
  • If you find that you are unable to attend, please inform us at least 48 hours before the event. Your timely cancellations enable us to offer your spot to someone on the waitlist and help minimize food and energy waste
  • Kindly note that registrations must be completed in advance, as walk-ins will not be permitted. Given the event's limited capacity, we encourage you to register as early as possible to secure your spot. If the attendance limit is expanded, we will promptly notify you.
  • Registering a guest is possible but complete Guest’s details must be filled in. In case of overbooking, priority will be given to CAIA Members.

Thank you for your understanding and cooperation.

If you have questions or concerns regarding registration for this event, please contact CAIA EMEA Chapter Relations.

This event is organized in collaboration with: 

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UBS Forum St Peter
Aaron Filbeck
Job Title: Managing Director
Organization: CAIA Association
Speaker Type: Panelist


Aaron sits on CAIA Association’s executive leadership team and leads its global content strategy. This includes the development of thought leadership, research, and content agendas, content marketing and brand, and industry events. He also oversees strategy for CAIA’s 20 chapters across the U.S., Canada, and Latin America. Previously, Aaron founded UniFi by CAIA™, an online platform dedicated to educating the private wealth management industry on alternative investments. He has also sat in various other content development and educational programming roles at CAIA. 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 defined contribution plan sponsors and participants. 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.


Laura Merlini
Job Title: Managing Director, EMEA
Organization: CAIA Association
Speaker Type: Moderator


Laura Merlini, CAIA, CIFD, is Managing Director, EMEA, for the CAIA Association since March 2012. She is a senior alternative investment professional with experience in strategic leadership, management skills and alternative investment knowledge in market outreach, brand development, reputation and member engagement. She formerly worked at Fortis Bank in Milan, Madrid, and Geneva. Since obtaining her CAIA Charter Certification in 2007, she has been an active member-volunteer, not only as the Co-founder of the CAIA Iberia Chapter in Madrid in 2008, but also as the Co-head of the CAIA Switzerland Chapter in Geneva as of 2010. Additionally, she chaired the 100 Women in Finance Educational Committee in Geneva between 2016 and 2018. Laura earned a BA in Business Administration at Bocconi University in Milan, received the CEMS MIM (Community of European Management Schools) MSc in International Management in 2002, and is a member of the Inaugural Class (2014) of the Executive Master in Positive Psychology, Leadership and Strategy from IE in Madrid. She strongly believes that governance is the core of a healthy financial industry, and this conviction led her to become a Certified Investment Fund Director accredited by the CIFD Institute in Ireland in 2015. Laura is also currently a member of the UN PRI HF Advisory Committee and a NED at Agave Advisors, an independent wealth manager firm based in Geneva. She is often invited to speak at conferences, roundtables and webinars on alternative investments. Having earned a Sommelier diploma, in her free time, she enjoys wine tasting as well as opera and art.


Antonia Sariyska
Job Title: Sustainable and Impact Investing Strategist
Organization: UBS Switzerland AG
Speaker Type: Panelist


Antonia is a Sustainable and Impact Investing Strategist in the Chief Investment Office of UBS Global Wealth Management. She leads the effort on sustainable investing within alternative investments (including private markets and hedge funds), and on impact investing. Prior to UBS, Antonia worked on deal-sourcing for family-driven venture capital investments, led fundraising efforts for an entrepreneurship education foundation, co-founded a clean tech startup in energy efficiency, and worked for the European Commission on development cooperation. In addition, she teaches a course on Sustainable Finance at ESCP Berlin and is an author of the CFA UK Impact Investing certificate. Antonia is a CAIA Charterholder, with an MBA from INSEAD in Singapore and France, dual Bachelors degree in Financial Services from the American University of Moscow (Russia) and the University of Westminster (UK), and a Masters in Communications from Vrije Universiteit Brussel (Belgium).