Speakers

Alex Dotov
Organization: TIAA


Alexander Dotov is the Head of Investment Risk Management for the Alternatives Asset Classes at TIAA. He is responsible for oversight of about $20 billion of assets across Private Equity, Private Credit, Energy & Infrastructure, Agriculture and Timberland backing the TIAA General Account and for assisting in the risk oversight of TIAA’s operating and investment subsidiaries such as Nuveen, LLC. Prior to TIAA, Alex served as Senior Risk Officer at NYCRS, the fourth largest public pension plan system in the United States. At NYCRS, he oversaw about $200 billion pension assets across listed equities, fixed income securities and alternatives by selecting, implementing, and utilizing a risk and performance attribution multi-asset platform and by assisting in investment manager due diligence, tactical asset allocation, the adoption of ESG metrics and hedging. Prior to his role in the public sector, Alex was a Managing Director at New York Life Insurance Company where he oversaw about $9 billion of multi-asset strategies backing the NYL General Account. Before NYL, Alex spent 12 years in various trading, structuring and risk advisory roles on structured finance, derivatives and financial institution solutions desks at Citi and Barclays serving bank, insurance, pension, and asset management clients. Alex is based in New York. He graduated summa cum laude B.A. with a double major in Mathematics and Economics from Franklin & Marshall College, PA. He serves on the advisory board of EDHECinfra, a provider of market indices, benchmarks, and valuation analytics for investors in unlisted infrastructure equity and debt.


Aaron Filbeck
Organization: CAIA Association


Aaron 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.


Masao Matsuda
Organization: Crossgates Investment Mgmt


Masao Matsuda has over three decades of experience in the global financial services industry. He has acted as CEO of a US broker-dealer and CEO/CIO of investment management firms. Throughout his career, he has specialized in asset allocation, alternative and traditional investments, and in financial risk management. He has written papers that appeared in various CAIA publications, as well as in GARP’s Risk Intelligence. He is experienced as a corporate director for operating and holding companies, and as a fund director for offshore investment vehicles. He is a Partner at Alpha Governance Partners. Prior to founding Crossgates Investment and Risk Management, Masao spent 18 years with the Nikko group of companies of Japan. For the last seven years of his career at Nikko, he served as President/CEO of various Nikko entities in the US. He received his Ph.D. in International Relations from Claremont Graduate University. He holds CAIA and FRM designations.


Meghan Swiber
Organization: Bank of America Global Research


Meghan Swiber is a director in U.S. Rates Strategy at BofA Global Research. She joined BofA Securities in 2020 and is responsible for publishing research and trade recommendations covering U.S. Rates and Macro strategy. Swiber specializes in formulating views on the inflation market, treasury supply and demand dynamics, as well as flows and positioning. Before joining the firm, she was a member of the CIO team at JPMorgan Chase Private Bank for two years where she analyzed cross-asset returns and helped inform the CIO’s views on the macro landscape and central bank policy. Previously, Swiber was an associate in the Markets Group at the Federal Reserve Bank of New York. She spent five years on the open markets trading desk where she conducted analysis on global macroeconomic conditions and financial markets. Swiber earned a bachelor’s degree from Georgetown University and is a CFA charter holder. She is based in New York.