Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP's Avatar

Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP

@aaronfilbeck.bsky.social

Managing Director at CAIAAssociation. ENFJ. Music nerd. Interested in alternative investments, passionate about improving investor outcomes.

21 Followers  |  24 Following  |  3 Posts  |  Joined: 22.11.2024  |  1.2459

Latest posts by aaronfilbeck.bsky.social on Bluesky


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Rethinking Portfolio Objectives for Institutional Investors | Portfolio for the Future | CAIA By Steve Novakovic, CAIA, CFA, Managing Director of Educational Programming, CAIA Association

Risk-based or goals-based investing? Can they be the same thing?

caia.org/blog/2024/12...

15.12.2024 20:25 — 👍 2    🔁 0    💬 1    📌 0
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The Multi-Period Conundrum of Private Market Performance Metrics | Portfolio for the Future | CAIA By Massimiliano Saccone, CFA, Founder & CEO, XTAL Strategies One of the useful legacies of the now-vacated SEC’s Private Fund Advisers Rule[i] is a clear and current definition of the purpose of repor...

You can’t eat IRR, but can you eat any other performance metrics in private capital?

caia.org/blog/2024/12...

07.12.2024 19:27 — 👍 1    🔁 0    💬 0    📌 0

Hello there.

24.11.2024 03:19 — 👍 3    🔁 0    💬 0    📌 0

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