CAIA & CFA Hong Kong : Alternative Investments and Portfolio Construction: A Risk-Based Framework
September 28, 2023
Location : HKU iCube
4005-07, Two Exchange Square, Central
We are excited to announce a collaborative educational luncheon event brought to you by CAIA Association and CFA Society Hong Kong.
Join us for an enriching experience that combines the expertise of both organizations in the finance and investment industry. This event aims to provide a platform for knowledge exchange, networking.
Alternative investments now represent over $21 trillion in global assets under management, drawing continued interest from institutional asset owners and high net worth investors alike. However, alternative investments are very diverse, and the underlying strategies behave differently from one another. Therefore, these strategies can and should be used for various purposes in a diversified portfolio. This presentation will discuss the current state of the industry and introduce a new framework for incorporating alternative investments into a diversified portfolio.
Light lunch will be served.
Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
Managing Director and Head of UniFi by CAIA™
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.