WealthManagement.com's David Bodamer sits down with Aaron Filbeck, who runs CAIA's UniFi, to learn more about how CAIA contributes to alternative investment education. They explore the recent revision of CAIA's core program, designed to equip industry experts with a thorough grasp of alternative investment approaches and their role in asset allocation.
Aaron focuses on:
- How CAIA is adapting courses to the modern evolution within the financial space
- What obstacles did CAIA encounter in developing new courses?
- How the accessibility of alternative strategies and asset types has been affected by other factors
- What is CAIA's primary mission in terms of providing education and assisting individuals in making informed portfolio decisions
- And more
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About our guest:
Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP oversees UniFi by CAIA™, a learning platform dedicated to educating the private wealth management industry for alternative investments. He was previously responsible for leading and implementing the CAIA Association's content agenda, thought leadership initiatives and content development for the CAIA Charter Program.