In this episode of the Alternative Allocations podcast series, Aaron and I discuss asset allocation and portfolio construction, and the merits of goals-based investing. We also dive into the current market environment, the versatility of alternatives, the need for education, and total portfolio allocation.   

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.

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 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.

Resources:

CAIA - Chartered Alternative Investment Analyst Association
Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP | LinkedIn
Alternatives by Franklin Templeton
Franklin Templeton Alternatives Education
The cost of being too liquid white paper
Tony Davidow, CIMA® | LinkedIn