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UniFi by CAIA™ – The Future of Wealth Management
The democratization of alternative investments beyond the institutional allocator salutes a new investor – the individual. Clients are finding their desired financial outcomes to be ever more elusive, resulting in a wave of new and innovative investment products coming to market. While this sparks investor interest, it also highlights a critical education gap across the entire value chain of the private wealth management industry. This panel discussion will explore the evolution of the private wealth management industry, whose investment toolkit is increasingly being augmented by the ongoing democratization of alternative investment strategies, and further introduce CAIA Association’s recently announced learning platform, UniFi by CAIA™.

Speakers:
• Claire Sawyer; Relationship Manager, UniFi by CAIA™
• Anna Snider, CAIA; Head of Due Diligence, Global Wealth and Investment Management at Bank of America
• Fran Kinniry, CFA – Principal, Head of Vanguard Investment Advisory Research Center at Vanguard.
• Aaron Filbeck, CAIA, CFA, CIPM, FDP; Managing Director and Head of UniFi by CAIA™ at CAIA Association
• Bill Kelly, CAIA; Chief Executive Officer at CAIA Association (moderator)

Jun 7, 2022 11:00 AM in Eastern Time (US and Canada)

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Speakers

Bill Kelly, CAIA
President & CEO @CAIA Association
Bill has been a frequent industry speaker, writer, and commentator on alternative investment topics around the world since taking the leadership role at the CAIA Association in January, 2014. Previously, Bill was the CEO of Boston Partners and one of seven founding partners of the predecessor firm, Boston Partners Asset Management which, prior to a majority interest being sold to Robeco Group in Rotterdam in 2002, was an employee-owned firm. Bill’s career in the institutional asset management space spans over 30 years where he gained extensive managerial experience through successive CFO, COO and CEO roles. In addition to his current role, Bill is a tireless advocate for shareholder protection and investor education and is currently the Chairman and lead independent director for the Boston Partners Trust Company. A member of the board of the CAIA Association, Bill also represents CAIA in similar capacities via their global partnerships with other associations and global regulators.
Anna Snider
Head of Due Diligence, Global Wealth @Bank of America/Merrill Lynch
Anna Snider is a Managing Director and Head of Due Diligence for the Chief Investment Office (CIO) within Bank of America Corporation. In this role, she leads the Due Diligence team and is responsible for manager research and implementation guidance across all asset classes supporting Bank of America Private Bank and Merrill. She is a voting member of the Global Wealth & Investment Management Investment Strategy Committee (GWIM ISC), which sets asset allocation guidance. Anna also co-leads the Sustainable and Impact investing initiative for the wealth management businesses, focusing on investment solutions research and development, metrics and measurement. She holds the Chartered Alternative Investment Analyst (CAIA) designation. Anna serves as chair of the board for High Water Women. She was cited within Barron’s magazine as one of The 20 Most Influential People in Environmental, Social & Corporate Governance Investing” and is an Aspen Institute First Mover Fellow.
Fran Kinniry, CFA
Principal, Head of Vanguard Investment Advisory Research Center @The Vanguard Group
Francis (Fran) Kinniry is a senior investment executive at The Vanguard Group with a history of initiating and leading investment startups. Fran is currently the head of the Investment Advisory Research Center within Vanguard’s Financial Advisor Services department. The research center, launched in 2022, creates investment research and partners with the investment advisory community to continue the rapid diffusion of best-in- class investment, wealth management, and behavioral-coaching techniques. Together this research and partnership will continue to improve end-investor advisory results and simultaneously maximize the advisory practice outcomes. Before joining Vanguard, he was a partner and senior portfolio manager for Executive Investment Advisors, Inc., an institutional asset management firm. Previously, he was a portfolio manager for H. Katz Capital, a venture capital and hedge fund manager.
Aaron Filbeck, CAIA, CFA, CIPM, FDP
Managing Director and Head of UniFi by CAIA™ @CAIA Association
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.