Alternative Investments and Portfolio Construction: A Risk-Based Framework

CPT/CE Eligibility (A Recognized CPT Provider)

(CODE: 230928LU-CEX)

We are excited to announce a collaborative educational event brought to you by CFA Society Hong Kong and CAIA. Join us for an enriching experience that combines the expertise of both organizations in the finance and investment industry. This event aims to provide a platform for knowledge exchange, networking.

Alternative investments now represent over $21 trillion in global assets under management, drawing continued interest from institutional asset owners and high net worth investors alike. However, alternative investments are very diverse, and the underlying strategies behave differently from one another. Therefore, these strategies can and should be used for various purposes in a diversified portfolio. This presentation will discuss the current state of the industry and introduce a new framework for incorporating alternative investments into a diversified portfolio.

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About the Speaker

Mr. Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
Managing Director and Head of UniFi by CAIA™

Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP oversees UniFi by CAIA™, a learning platform dedicated to educating the private wealth management industry on alternative investments. He was previously responsible for leading and implementing CAIA Association’s content agenda, thought leadership initiatives, and content development for the CAIA Charter Program.

Aaron is a frequent speaker and writer on various topics of alternative investments and his work has been published in CAIA’s educational programs, numerous academic journals, books, and industry publications. Aaron’s industry experience lies in private wealth management, where he oversaw asset allocation, portfolio construction, and manager research efforts for high-net-worth individuals and institutional retirement plans. 

He earned a B.S. with distinction in Finance and a Master of Finance from Penn State University. He holds the Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certificate in Investment Performance Measurement (CIPM), and Financial Data Professional (FDP) designations, and is a CERTIFIED FINANCIAL PLANNER™. He is a Past President of CFA Society Columbus and serves as a board director and Programs Chair for CFA Society Philadelphia. Aaron is an adjunct professor and serves on multiple advisory boards for Penn State University.

Rating General- Material presented will be basic and of interest to a general audience having no background in the area. 

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CFA Societies Global Passport Program

CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates.  Please contact CFA Society Hong Kong at events@cfahk.org to register.

Remarks

• CFA Societies Global Passport Program Eligible.
• Registration is requested, no walk-in will be entertained.
• The event will be conducted in English.
• Members will be entitled to receive CPT Attendance Letter at NO extra costs after attending the FULL event. Please see below for further details.
• To qualify for CPT/CE hours, all participants must attend the full event. After the seminar, Society staff will verify participants’ check-in and check-out time from the registration system for the purpose of issuing CPT Attendance Letters. No pro-rata credit hours will be awarded.
• Your membership status may be verified.
• Please take good care of your belongings. CFA Society Hong Kong is not responsible for any personal loss.
• A seminar reminder will be sent out 1 day before the event. If you have not received the email confirmation and reminder, it is the delegate’s responsibility to contact CFA Society Hong Kong to confirm their place.
• For attendance-taking purpose, participants’ names and company names (if any) may be given to the co-organizers of this event.
• Should there be any changes to the event dates and other arrangements, we will notify participants via SMS and/or email.  Notices will also be posted on Society’s website.  Please stay alert with our notifications.
• The event organizers reserve the right to change the format, date or speakers of the event due to unforeseen circumstances without prior notice.
• In case of dispute, the decision of CFA Society Hong Kong is final, and no further correspondences will be entertained. 
• By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.
• 1. The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
• 2. In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.

Personal Information Collection Statement

• Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here.  
• CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org.