7: $18T in Alternative Investments, 1 Premier Association Serving the Industry – Conversation with Aaron Filbeck of CAIA | How to Think Like An Allocator | Why Allocators and Asset Managers Fail to Communicate | Research on Qualitative vs Quantitative Billion Dollar Backstory

As Managing Director and Head of UniFi by CAIA™, Aaron Filbeck oversees content and product strategy for the UniFi by CAIA™ Program. 

In this episode, Aaron and I discuss:
His backstory: from wanting to be an architect to becoming a Director at CAIAWhy the world needs an association like CAIA / Who CAIA is forCAIA’s research on qualitative vs quantitative due diligence (AKA culture eats Sharpe ratio for breakfast)Why allocators and asset managers fail to communicateThe key questions managers can ask to identify their own differentiatorsHow the alt space has expanded from just hedge funds to many other types of strategiesWhy the fascination with 60/40 allocation is misguided
More About Aaron Filbeck
Aaron’s work has been published by Oxford University Press and The Journal of Investing, and covers topics such as ESG/sustainable investing, liquid alternatives, commodities, and asset pricing/factor investing. He is a frequent writer and speaker on these topics. Aaron is also an adjunct professor and serves on multiple advisory boards for Penn State University.
Resources mentioned in this episode:
Book: Factfulness: Ten Reasons We're Wrong About the World--and Why Things Are Better Than You Think by Hans Rosling


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