In this week's episode, Greg and Joe are joined by Aaron Filbeck, Managing Director at the Chartered Alternative Investment Association (CAIA). They had a candid discussion around private markets and sustainability. Some topics and trends discussed include GP/LP alignment around ESG and sustainability, how E and S and G factors are getting more granular within private capital, and how stakeholders at private vs. public companies are impacted by sustainability initiatives. The cherry on top is a mutual affinity for Christopher Nolan movies! Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!
In this week's episode, Greg and Joe are joined by Aaron Filbeck, Managing Director at the Chartered Alternative Investment Association (CAIA). They had a candid discussion around private markets and sustainability. Some topics and trends discussed include GP/LP alignment around ESG and sustainability, how E and S and G factors are getting more granular within private capital, and how stakeholders at private vs. public companies are impacted by sustainability initiatives. The cherry on top is a mutual affinity for Christopher Nolan movies!
Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!
Links that are referenced in the podcast are below:
As Managing Director and Head of UniFi by CAIA™ , Aaron oversees content and product strategy for the UniFi by CAIA™ Program. Prior to this, Aaron was responsible for the strategic direction of CAIA Association's content agenda, thought leadership, and member education initiatives, and supported content development for the CAIA Charter Program. His work has been published by Oxford University Press and The Journal of Investing, and covers topics such as ESG/sustainable investing, liquid alternatives, commodities, and asset pricing/factor investing. He is a frequent writer and speaker on these topics. Aaron’s practitioner experience lies in private wealth management, where he served as portfolio manager, overseeing 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), Financial Data Professional (FDP) designations, is a CERTIFIED FINANCIAL PLANNER™, and holds the CFA Institute's Certificate in ESG Investing. He is a Past President of CFA Society Columbus and serves on the CFA Society Philadelphia Programs Committee. Aaron is an adjunct professor and serves on multiple advisory boards for Penn State University.