Speakers

Patricia Alejo, CFA, CAIA


Patricia has recently joined the Investments Team of the Inter-American Development Bank -IDB- as an Investment Officer, responsible for managing the corporates and banks portfolio, as well as leading the ESG implementation, among other Asset Management and Advisory projects of the bank.

Previously, Patricia worked as a Senior Investment Officer of Pontificia Universidad Javeriana for more than 10 years, accountable for the asset allocation, execution and monitoring of the university endowment, identifying the best investment opportunities, and performing manager selection activities. In addition, Patricia headed the ESG efforts of the endowment since 2019, developing practices and procedures included in all the investments and due diligence processes.

Aaron Filbeck
Organization: CAIA Association


Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP leads CAIA Association’s global thought leadership and content development agenda, content marketing efforts, 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 an RIA focused on serving high-net-worth individuals and institutional retire