Aaron Filbeck
Managing Director, Content & Community Strategy | CAIA Association
- Role
- Managing Director, Content & Community Strategy at Caia Association
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Aaron Filbeck
I’m a member of the executive leadership team at CAIA Association, focused on strengthening the organization’s role as a trusted voice for the alternative investments industry. I support asset owners, wealth managers, and asset managers navigating portfolio construction, manager selection, and private markets.My experience spans investment strategy, product development, thought leadership, investor education, and team leadership. I closely engage with institutional investors, wealth platforms, and asset managers on asset allocation, portfolio construction, manager research, and the implementation of alternative investments.Earlier in my career, I worked directly in high-net-worth investment strategy and portfolio management. I serve as an industry ambassador through speaking, writing, and media engagements, helping investment professionals translate market complexity into practical decisions.Experience across: executive leadership; product and platform strategy; investment strategy and portfolio construction; private markets and hedge funds; wealth management; and industry engagementStrengthsFinder: Futuristic, Ideation, Strategic, Individualization, RelatorMBTI: ENFJEnneagram: 3w4
Experience
Managing Director, Content & Community Strategy
Nov 2024 — Present · Philadelphia, PA, US
Member of the executive leadership team at CAIA Association, focused on strengthening the organization’s role as a trusted voice for asset owners, wealth managers, and asset managers navigating portfolio construction and private markets- Lead cross-functional teams responsible for thought leadership, brand strategy, and community engagement, aligning content and programming with CAIA member priorities and industry trends- Serve as a subject matter expert in investment strategy, private markets, and wealth management, advising senior leaders across asset managers, wealth platforms, and institutional investor communities- Develop frameworks and narratives that support decision-makers on navigating portfolio construction and investment strategy challenges, including the integration of alternative investments into client portfolios- Represent CAIA externally as a public speaker, moderator, and writer, engaging executives, CIOs, advisors, and policymakers on the evolution of private markets and portfolio design.
Education
Penn State University
M.S., Finance
Penn State Erie, The Behrend College
Bachelor of Science (B.S.), Finance
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