The Joseph Group

Portfolios at Your Place – May 2022

May 24, 2022


A Discussion About Alternative Investments with Aaron Filbeck, CAIA, CFA, CIPM, FDP

Aaron Filbeck started his career as an Investment Analyst and Portfolio Manager with The Joseph Group and is now Managing Director for the CAIA (Chartered Alternative Investment Analyst Association), a global professional body dedicated to alternative investments and sponsor for the CAIA charter.

Join us as Aaron returns to his roots and through an interview with Travis Upton, Partner, CEO and Chief Investment Officer, discusses the landscape of alternative investments from an academic and practitioner perspective. The discussion will focus on objective-based portfolios and how different alternative investments (outside of mainstream stocks and bonds) can be used as tools to further client objectives across different strategies. The combination of Aaron’s intimate knowledge of TJG portfolio construction and his global thought leadership related to alternative investments make this a can’t miss event!





Your Place, Ohio 43215