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 CAIA
- Why the world needs an association like CAIA / Who CAIA is for
- CAIA’s research on qualitative vs quantitative due diligence (AKA culture eats Sharpe ratio for breakfast)
- Why allocators and asset managers fail to communicate
- The key questions managers can ask to identify their own differentiators
- How the alt space has expanded from just hedge funds to many other types of strategies
- Why 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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