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Adjusted for Risk: Client Communication Is Key to Investing AlternativesAdjusted for Risk: Client Communication Is Key to Investing Alternatives

UniFi by CAIA's Aaron Filbeck details the evolution of alternative investments and the importance of client communication.

Ryan Nauman, Market Strategist

November 5, 2024

Aaron Filbeck, managing director and head of UniFi by CAIA, joins Ryan Nauman in this very interesting conversation about the evolution of alternative investments and their democratization.

With alternative investments becoming more accessible to investors, Aaron talks about the importance of client communication, the impact alternative ETFs have on liquidity and when alternatives are not appropriate.

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About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

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