|
|
CAIA LatAm Virtual Event Rethinking Allocation for a Dynamic Market Landscape (TPA) with Aaron Filbeck
Date(s):
July 9, 2025
Note: All times listed are in local time
Venue:Webinar
Fee(s):Free Event
Description:Join us as we trace the evolution of investment strategies through the lens of the Total Portfolio Approach (TPA), as outlined in CAIA's seminal report, Innovation Unleashed: The Rise of the Total Portfolio Approach. In an era defined by constant change, TPA equips investors to identify and capitalize on emerging opportunities, fostering the development of resilient and dynamic portfolios. As the investment landscape continues to evolve—where virtually every asset class is now considered an alternative—the future of investing beckons.
Are you ready to explore this transformative journey?
Zoom Webcast | Wednesday, July 9th | 3 PM - 4 PM ET
|
|
|
|
|
|
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. Ms. Alejo’s former experience includes risk management at a multilateral institution focused on foreign reserves management for some Latin-American countries, and she also worked at the Colombian Ministry of Finance. Ms. Alejo holds a BS in Finance from Universidad Externado de Colombia, plus postgraduate studies in Risk Management and executive education programs.
Aaron Filbeck
Job Title: Managing Director
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 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
|
|
|
|
|
|