Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
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aaronfilbeck.bsky.social
Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
@aaronfilbeck.bsky.social
21 followers 24 following 3 posts
Managing Director at CAIAAssociation. ENFJ. Music nerd. Interested in alternative investments, passionate about improving investor outcomes.
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aaronfilbeck.bsky.social
Risk-based or goals-based investing? Can they be the same thing?

caia.org/blog/2024/12...
Rethinking Portfolio Objectives for Institutional Investors | Portfolio for the Future | CAIA
By Steve Novakovic, CAIA, CFA, Managing Director of Educational Programming, CAIA Association
caia.org
December 15, 2024 at 8:25 PM
aaronfilbeck.bsky.social
You can’t eat IRR, but can you eat any other performance metrics in private capital?

caia.org/blog/2024/12...
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...
caia.org
December 7, 2024 at 7:27 PM
aaronfilbeck.bsky.social
Hello there.
November 24, 2024 at 3:19 AM