January 2024: The Next $20 Trillion in Alternative Investments
Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP
Since starting my career in investments, I have been drawn by investments outside of the traditional realm. Given my background in engineering, I have also always been drawn by complexity and more importantly by deconstructing complex ideas/structures. This inclination, in addition to constant intellectual curiosity and an innate passion for global dynamics, naturally led me to pursue the CAIA.
Gabriele works as an Investment Manager at AQUIS Capital, covering hedge fund solutions and managing two global multi-strategy fund of hedge funds portfolios, being a member of the investment committee. He joined AQUIS Capital in May 2021 as an Investment Analyst focusing on hedge fund research. Prior to this experience, he worked as an ESG Project Analyst at Vontobel Asset Management, after starting his career in the Global Asset and Wealth Management Research Department at PwC Luxembourg.
As an account manager, Luca supports the relationship management and business development efforts for Wellington Management’s clients and prospects in Switzerland’s wealth management channel. His responsibilities include assisting clients with long-term investment strategy and resolving day-to-day client issues, as well as regularly participating in meetings with clients to discuss new investment- and business-related issues. He is located in our Zurich office.
Deborah is a Senior Vice President and part of the Client Solutions team EMEA at iCapital. She is focusing on building partnerships with Wealth Managers across EMEA, with a focus on the DACH and Middle Eastern regions. Prior to joining the firm, Deborah has been part of StepStone’s Private Debt Business Development team for the Swiss market. Prior to joining StepStone, she was with Lombard Odier Private Banking on the Strategic Business Development team. Before that, she was a client associate for Private Markets investments at Neuberger Berman (Switzerland) GmbH and Credit Suisse AG.
"As CEO for Phenix Capital BV, I help institutional investors and asset owners with impact investing by providing transparency, access and accountability to this market. Through our impact investment database, advisory work, events and publications, we support pension funds, insurance companies, sovereign wealth funds, banks, wealth managers and family offices."
"Currently working on custody banking services transition and business integration program post CACEIS acquisition of RBC I&TS European and Malaysian funds business operations, I have previously worked in a variety of roles in the areas of Fund Accounting, Custody, Depository, Operational Risk Control & Project Management.
Seasoned valuation professional with more than fourteen years of international experience in fast-paced investment advisory environments, having led culturally diverse teams across the globe.
Experienced both as a valuation advisor for top tier professional services firms as well as an internal valuation specialist for leading alternative investment firms.
Passionate about valuation and modelling, Rafaël support clients in solving complex valuation problems across in the alternative investments industry.
Tommaso is Deputy Head of Tax at State Street Bank in Luxembourg, with a primary focus on alternative investment funds. Before joining State Street, he served as an advisor in both Luxembourg and Italy, gaining expertise in investment structuring and strategic tax planning.
Tommaso is also deeply passionate about blockchain technology and crypto assets. He is Co-Founder and Board Member of Olympus Initiative SAS, a French private investment company located in Paris, with a strong emphasis on digital assets.
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