CFA Society Boston with CAIA Association on Private Equity 

The meteoric rise of private equity AUM seemed unstoppable throughout the 2010s. Then COVID-19, inflation, SVB, and a rapid reversal in monetary policy happened in the window of a few years in the early 2020s. How do we balance these exogenous events with the secular trend of capital formation? Where do we go from here? Join Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, CAIA’s Managing Director and Head of UniFi by CAIA™ and Steve McCourt, co-CEO of Meketa, as they explore these topics and discuss the future of private equity in 2023 and beyond. 

Join CFA Society Boston and CAIA Association virtually on Tuesday, October 10, 2023, from 12:00 PM - 1:00 PM, for a discussion on the future of private equity.

Speakers 
Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP oversees UniFi by CAIA™, a learning platform dedicated to educating the private wealth management industry on alternative investments. He was previously responsible for leading and implementing CAIA Association's content agenda, thought leadership initiatives, and content development for the CAIA Charter Program.

Aaron is a frequent speaker and writer on various topics of alternative investments and his work has been published in CAIA’s educational programs, numerous academic journals, books, and industry publications. Aaron’s industry experience lies in private wealth management, where he oversaw 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), and Financial Data Professional (FDP) designations, and is a CERTIFIED FINANCIAL PLANNER™. He is a Past President of CFA Society Columbus and serves as a board director and Programs Chair for CFA Society Philadelphia. Aaron is an adjunct professor and serves on multiple advisory boards for Penn State University.

Stephen P. McCourt, CFA, Managing Principal/Co Chief Executive Officer, Meketa
Mr. McCourt joined Meketa in 1994 and has over 25 years of investment experience. Mr. McCourt is Co Chief Executive Officer of the firm. He serves as the lead consultant for several institutional funds, with public, Taft Hartley, endowment, and non profit plan sponsors. His consulting work includes investment policy design, strategic and tactical asset allocation modeling, asset liability modeling, investment education, and investment manager analysis. In addition, Mr. McCourt sits on Meketa’s Board of Directors and is a member of our Private Markets Policy, Meketa’s Fiduciary Management (OCIO) Investment, and Diversity Leadership Committees.

Mr. McCourt is a member of the University of California San Diego (UCSD) Economics Leadership Council, which strives to bridge research theory with practical real world experiences. He also is a Member of the Advisory Council for the Pacific Center for Asset Management, a UCSD research institute that directs academic research applicable to large institutional asset owners. He speaks at numerous industry events including the Investment Education Symposium, the Corporate Funds Summit, the Endowment and Foundation Forum, the Global Investing Summit, the Private Equity Summit, and the International Foundation of Employee Benefit Plans (IFEBP) Annual Employee Benefits Conference. Mr. McCourt’s research papers entitled “Monitoring Investment Managers” and “Pension Fund Investing and the State of American Public Finance” have been published in the IFEBP’s Employee Benefit Issues publication.

He received his graduate degree, a Master of Liberal Arts (ALM) in History, from Harvard University, and his undergraduate degree in Economics and Political Science from the University of Vermont. Mr. McCourt holds the Chartered Financial Analyst® designation from the CFA Institute and is a member of the CFA Society San Diego. He is also a member of the International Foundation of Employee Benefit Plans. 

Passport Program 
Members of any CFA society may attend at the CFA Society Boston member rate. If you are only a member of CFA Institute, you do not qualify for the Society member rate.

Professional Learning Credits
CFA Boston has determined that this event qualifies for 1 PL credit hour under the guidelines of CFA Institute's Professional Learning Program.  If you are a CFA Institute member and a CFA Society Boston member, PL credit for your participation in this event will be automatically recorded in your PL tracking tool. Otherwise, you may upload 1 PL credit to your CFA Institute account in the PL tracking tool. 

Registration 
Members can register by logging into their Boston specific account. If you do not receive a confirmation email, please ensure you have completed the entire checkout process. Non-members and CFA Society Global members must create an account, or log into their Boston specific account, to register for this program. Confirmation details will be sent following registration.

To create an account please follow these steps:

1. Please create an account
2. Once your account has been created, go to the home page and select the event.
3. Scroll to the bottom of the page to register yourself.
4. Proceed through the ‘cart’ to process your payment or complimentary $0.00 program fee.
5. You’ll receive an email confirming your payment and registration.

Meeting Safety and Responsibility Policy
All registrants and attendees of all CFA Society Boston programming agree to the Meeting Safety and Responsibility Policy. The CFA Society Boston Meeting Safety and Responsibility Policy includes the following:  

• Personal Safety and Security
• Unacceptable Behavior
• Responsible Drinking
• Privacy Policy
• Zero-Tolerance

Click here to view the complete Meeting Safety and Responsibility Policy.