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 Due Diligence (aka Culture Eats Sharpe Ratio for Breakfast)
Billion Dollar Backstory
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Introduction
Stacey Havener is obsessed with startups, stories, and sales. Storytelling has fueled her success as a female founder in the toughest boys club, Wall Street. Aaron Philback's journey began as an allocator, conducting due diligence on asset managers. Now he's an educator trying to help them. Think of this as the capital raising class you wish you had in college, mixed with happy hour.
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