Educational Alpha
Listen in on conversations with host Bill Kelly, CAIA Association’s CEO and an eclectic group of guests within the world of finance. Hear about their professional or personal journeys, career and life advice, and perspectives on the industry. There’s always more to the story …
Episodes
In this episode, Bill speaks with Kostiantyn Shost, a CAIA Member from Ukraine, who shares his unique perspective on professionalism and resilience amidst the country's ongoing conflict. Born into a military family with a globally diverse upbringing, Kostiantyn details his journey from various global posts to settling in Ukraine. Despite the severe backdrop of war, he maintains a commitment to professionalism and community serv...
In this episode, Bill interviews Andrew Ang, a former Professor of Business and current investment expert at BlackRock, discussing the nuanced application of factor investing in both public and private markets. Andrew shares his journey from academia to industry, emphasizing the integration of data and technology in investment strategies. The conversation explores the critical aspects of factor investing, the democratization of sop...
In this episode Bill sits down with Tim Hodgson, co-founder of the Thinking Ahead Institute, to discuss the transformative journey of the investment industry. Starting from Tim's early career as an institutional investment consultant to the inception of the Thinking Ahead Institute in 2015, they explore the evolution from a business-centric to a more purpose-driven approach. They reflect on CAIA’s most recent collaborative effo...
In this episode Bill speaks with Daniil Shapiro of Cerulli Associates to explore significant trends shaping the asset and wealth management landscape. Shapiro, with a background rich in risk management and product development, offers a comprehensive overview of the challenges and opportunities within alternative investments, ETFs, and the evolving demands of the advisory market. This episode not only addresses the intricacies of al...
This episode of Educational Alpha features Bill in a heartwarming discussion with four of his five children, offering a rare glimpse into the interplay of family life with professional aspirations. The episode spans personal stories, career choices, and the profound influence of familial bonds on personal development. Sam, Zach, Abby, and Will, alongside reflections on their absent brother Max, share insights from their diverse pat...
In this episode, Bill welcomes Stephen McCourt from Meketa Investment Group to discuss the significant shifts within the investment landscape. Stephen shares his journey from joining a small consulting firm to becoming a co-CEO, alongside the evolution of Meketa. He provides an in-depth analysis of private markets, emphasizing the importance of private equity and infrastructure investments. Stephen delves into the challenges and de...
In this episode Bill sits down with Christine Barry, CEO of CeriFi, exploring the intersection of education technology and professional certifications. The episode delves into CeriFi's innovative approach to consolidating educational resources for financial professionals, including preparation for high-stakes certifications like CFP and CFA. Christine discusses the impact of generative AI on learning platforms, the importance o...
In this episode, Bill is joined by Michael Green, discussing his journey from consultancy to leading roles in investment firms, including his current position at Simplify Asset Management. Michael delves into his extensive background, the transformative changes in the ETF space, and the conceptualization of tail risks in investments. The conversation also explores the implications of digital assets and the evolution of market strat...
In this episode, Bill welcomes Michelle DiGruttolo, a seasoned intelligence professional with a 25-year career in army intelligence, and a former daily intelligence briefer for President Barack Obama. Michelle discusses her extensive background, offering insights into geopolitical risks and the evolution of security clearances. She also delves into the implications of current geopolitical dynamics, highlighting the shift from a uni...
In this episode, host Bill welcomes Kevin Donohoe from Abbey Capital to discuss the intricate world of hedge funds and managed futures. Kevin provides an extensive overview of his background, initially aspiring to be a lawyer and eventually finding his passion in finance and trading. As the head of research at Abbey Capital, Kevin shares insights into the company's evolution, its managed futures strategy, and the importance of ...
In this episode, Bill is joined by Don Steinbrugge, the CEO and Founder of Agecroft Partners. With his extensive asset management and hedge fund background, Don offers an in-depth analysis of current trends in the hedge fund industry. This episode covers a broad spectrum of topics, from industry growth and investment strategies to the impact of ETFs and cryptocurrency. Don’s insights into risk management, strategy sizing, and the c...
In this episode, Bill welcomes Robin Fabiano, an experienced educator and administrator. They discuss the crucial issue of mental health in the educational sector, focusing on its effects on students and teachers. The conversation includes insights into the changing landscape of mental health challenges, the role of social media, and strategies for improving mental health support in schools. Listen in!
In this episode, Bill is joined by author Jared Dillian, discussing his journey from a radio show host to an accomplished author. They explore themes of financial stress and risk management, delving into Jared's philosophy of living a stress-free financial life. The conversation touches upon Jared's views on ambition, his diverse career including a stint as a DJ, and his future literary endeavors. Listen in!
In this episode, Bill hosts Sarah Samuels, a partner at NEPC. Sarah shares her journey from an administrative assistant to a senior role in the investment world, discussing the importance of getting into the game and embracing responsibilities. They explore the evolving landscape of private markets, the impact of geopolitical risks, and the significance of financial education. Sarah also talks about her children's book, "B...
In this episode, Bill is joined by Chrysanthy Vakla, Deputy CEO of Susten, for an in-depth discussion on sustainable energy and its future. Chrys, with her extensive background in finance and venture capital, shares her insights on the dynamic landscape of renewable energy and climate technology. The conversation covers Chrys's professional journey from the concept of energy transition to the role of venture capital in fosterin...
In this episode of Educational Alpha, Bill speaks with Chris Addy, CEO of Castle Hall Diligence. They enter the multifaceted world of operational due diligence, exploring its evolution, current challenges, and the profound impact of technological advancements. The conversation also touches upon various industry shifts, including the role of regulation, transparency issues, and the dynamic nature of asset management. Listen in!
In this episode, Bill sits down with David Breach, President and COO of Vista Equity Partners. With over two decades in the industry, David shares his journey from a non-traditional background into the private equity world. The conversation delves into the transformative nature of enterprise software investments, the implications of market shifts, and the strategies for successful asset management. Listen in as they discuss the imp...
In this episode of Educational Alpha, Bill welcomes Zoe Cruz, a pioneer in the financial world. Zoe shares her invaluable experiences from Morgan Stanley to the establishment of her venture, Menai, shedding light on the digital asset revolution, the importance of regulatory frameworks, and the evolving nature of finance. The discussion explores the potential and pitfalls of digital currencies, the impact of technology on traditiona...
In this episode of Educational Alpha, Bill, along with special guests Chris Tarui and Aaron Filbeck, examines the evolving landscape of investments, highlighting the crucial role of education and democratization in asset management. They discuss the potential shift of trillions of dollars into alternative investments, emphasizing informed decision-making and responsible leadership. The conversation explores regulatory aspects, tech...
Welcome back to Season two of Educational Alpha! In our first episode of the season, we sit down with Josh Lerner, a renowned professor at Harvard Business School and an economics and private equity expert. They explore the complex world of private equity, discussing its evolution, the blend of public and private markets, and the future of investment strategies. Josh shares his journey into private equity and provides a deep dive i...
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