UniFi by CAIA Crossing the Threshold - 1

CONTENTS
2 Foreword: William J. Kelly, CAIA
4 Preface: The Adventure of Learning
6 Executive Summary: Setting Off on the Alternative
Investments Journey in Wealth Management - Aaron
Filbeck, CAIA, CFA, CFP®, CIPM, FDP
11 Building a New World: The Democratization of
Alternative Investments - Sandy Kaul
18 Crossing the Threshold: Forging Alliances, Navigating
Challenges, and Recognizing Opportunities
19 Asking Important Questions: Determining Client
Appropriateness - Fran Kinniry, CFA
26 A Better Way Forward: Aligning Portfolios with
Goals - Sylvia Kwan, PhD, CFA, CAIA
32 Overcoming Obstacles: Implementing an
Alternative Investments Allocation - Shannon
Saccocia, CFA, CIMA®
37 The Return Journey: A New Path Forward - Aaron
Filbeck, CAIA, CFA, CFP®, CIPM, FDP
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UniFi by CAIA Crossing the Threshold

Table of Contents for the Digital Edition of UniFi by CAIA Crossing the Threshold

UniFi by CAIA Crossing the Threshold - Cover
UniFi by CAIA Crossing the Threshold - IFC
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UniFi by CAIA Crossing the Threshold - Back Cover
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