Educational Alpha

By CAIA Association

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Episodes: 69

Description

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 …

Episode Date
S2: Conversation with Joe Simonian, Chairman, FDP Institute
Sep 18, 2024
S2: Conversation with Mark Anson, CEO and CIO, Commonfund
Sep 11, 2024
S2: Conversation with Chad Braun, Co-Founder and Managing Partner, Fifth Corner
Jun 26, 2024
S2: Conversation with Kevin McCreadie, CEO and CIO, AGF Management
Jun 18, 2024
S2: Conversation with Cathy Marcus, Co-CEO & Global COO, PGIM Real Estate
Jun 12, 2024
S2: Conversation with Charles-Henry Monchau, Chief Investment Officer, SYZ Group
Jun 05, 2024
S2: Conversation with Corey Hoffstein, CEO & CIO, Newfound Research
May 29, 2024
S2: Conversation with Kostiantyn Shost, Co-Founder, OKIS
May 22, 2024
S2: Conversation with Andrew Ang, Managing Director, Head of Factors, Sustainable and Solutions, BlackRock
May 15, 2024
S2: Conversation with Tim Hodgson, Co-Founder, Thinking Ahead Institute
May 08, 2024
S2: Conversation with Daniil Shapiro, Director, Product Development, Cerulli Associates
May 01, 2024
S2: The Stocks and Bonds of the Kelly Family: Investing in One Another
Apr 24, 2024
S2: Conversation with Stephen McCourt, Managing Principal and Co-CEO, Meketa Investment Group
Apr 17, 2024
S2: Conversation with Christine Barry, CEO, CeriFi
Apr 10, 2024
S2: Conversation with Michael Green, Portfolio Manager & Chief Strategist, Simplify Asset Management
Apr 03, 2024
S2: Conversation with Michelle DiGruttolo, Global Geopolitical Risk Advisor, Sage Raven Advisors
Mar 27, 2024
S2: Conversation with Kevin Donohoe, Head of Research, Abbey Capital
Mar 20, 2024
S2: Conversation with Don Steinbrugge, CEO and Founder, Agecroft Partners
Mar 13, 2024
S2: Conversation with Robin Fabiano, Director of Special Education
Mar 06, 2024
S2: Conversation with Jared Dillian, The Daily Dirtnap
Feb 27, 2024
S2: Conversation with Sarah Samuels, Partner, NEPC
Feb 21, 2024
S2: Conversation with Chrys Vakla, Deputy CEO, Susten
Feb 14, 2024
S2: Conversation with Chris Addy, President and CEO, Castle Hall Diligence
Feb 07, 2024
S2: Conversation with David Breach, President and COO, Vista Equity Partners
Jan 31, 2024
S2: Conversation with Zoe Cruz, Founder and CEO, Menai Financial Group
Jan 24, 2024
S2: Conversation with Chris Tarui, T. Rowe Price, and Aaron Filbeck, UniFi by CAIA™
Jan 17, 2024
S2: Conversation with Josh Lerner, Jacob H. Schiff Professor of Investment Banking, Harvard Business School
Jan 10, 2024
S1: Retrospective with Producer Suzie Rodkey
Dec 20, 2023
S1: Conversation with Olwyn Alexander, Global Asset & Wealth Management Leader & Partner PwC, Ireland
Dec 13, 2023
S1: Conversation with Jack Inglis, CEO, AIMA
Dec 06, 2023
S1: Conversation with Jacob Miller, Co-Founder, Opto Investments
Nov 29, 2023
S1: Conversation with Jane Abitanta, Founder & CEO, Perceval Associates
Nov 22, 2023
S1: Conversation with Ashton McFadden, Founding Partner, Jamesbeck
Nov 15, 2023
S1: Conversation with Kyle Samuels, Founder and Chief Executive Officer, Creative Talent Endeavors
Nov 08, 2023
S1: Conversation with Edmund Murphy, President & CEO, Empower
Nov 01, 2023
S1: Conversation with Desi Heathwood, Chairman, Boston Partners
Oct 25, 2023
S1: Conversation with James Burron, Executive Director, CAASA
Oct 19, 2023
S1: Conversation with Brian Digney, Director, Research & Content, SBAI
Oct 11, 2023
S1: Conversation with Patrick Mahoney, CEO, Financial Planning Association
Oct 04, 2023
S1: Conversation with Gillian Kemmerer, Anchor, Asset TV
Sep 27, 2023
S1: Conversation with Ben Hunt, Co-Founder and CEO, Second Foundation Partners and Author of Epsilon Theory
Sep 20, 2023
S1: Conversation with Shundrawn Thomas, Founder and Managing Partner, Copia Group
Sep 13, 2023
S1: Conversation with Lawrence Calcano, Chairman and Chief Executive Officer, iCapital, Inc.
Sep 06, 2023
S1: Conversation with Sarah Williamson, CEO, FCLTGlobal
Aug 30, 2023
S1: Conversation with Marko Papic, Partner, and Chief Strategist, Clocktower Group
Aug 23, 2023
S1: Conversation with Thomas Deinet, Executive Director, Standards Board for Alternative Investments (SBAI)
Aug 16, 2023
S1: Conversation with Jane Buchan, CEO, Martlet Asset Management
Aug 09, 2023
S1: Conversation with Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton
Aug 02, 2023
S1: Conversation with Christoph Knaack, CEO, Preqin
Jul 26, 2023
S1: Conversation with Tracy Vegro, CEO, The Chartered Institute for Securities & Investment (The CISI)
Jul 12, 2023
S1: Conversation with Christine Bourron, Founder, Pi-eX
Jul 05, 2023
S1: Convestion with Randy Cohen, Senior Lecturer, Harvard Business School
Jun 28, 2023
S1: Conversation with Stacy Havener, Founder and CEO of Havener Capital
Jun 21, 2023
S1: Conversation with Stuart MacDonald, Chairman of Aaro Capital & Managing Partner at Bride Valley Partners
Jun 14, 2023
S1: Conversation with Fiona Frick, Founder and Managing Partner, Circe Invest
Jun 07, 2023
S1: Conversation with Hossein Kazemi, PhD, CFA, Professor of Finance, Isenberg School of Management, University of Massachusetts and Senior Advisor, CAIA Association and FDP Institute
May 31, 2023
S1: Conversation with David Lee Kuo Chuen, Professor, Singapore University of Social Sciences (SUSS)
May 24, 2023
S1: Conversation with Mario Therrien, CFA , Head of Investment Funds and External Management at Caisse de dépôt et placement du Québec (CDPQ)
May 17, 2023
S1: Conversation with Jennifer Murphy, CFA, founder and CEO of Runa Digital Assets, LLC and Alex Botte, CFA, CAIA, Head of Client & Portfolio Solutions at Runa Digital Assets, LLC
May 09, 2023
S1: Conversation with Stefania Di Bartolomeo, Founder, Physis Investment
May 03, 2023
S1: Conversation with Dale Favors, Managing Partner, Adaptive Growth Leadership
Apr 26, 2023
S1: Conversation with Dr. Ashby Monk, Researcher on long-term investing at Addepar and Stanford University
Apr 19, 2023
S1: Conversation with Jaclyn Foroughi, CAIA, CFA, Cofounder and Managing Partner of Brazen Impact
Apr 12, 2023
S1: Conversation with Brian Portnoy, CFA, Founder & CEO, Shaping Wealth
Apr 05, 2023
S1: Conversation with Dick Pfister, CAIA, Founder & CEO, AlphaCore
Mar 29, 2023
S1: Conversation with Dr. Margaret Cullen, Founder & Principal, Think Governance, Ltd.
Mar 22, 2023
S1: Conversation with Robert J. Rubinstein, founder, and CEO of TBLI Group
Mar 15, 2023
S1: Conversation with Troy Prince, CAIA, founder, and CEO, Wall Street Bound, Inc.
Mar 08, 2023
S1: Conversation with Dr. Bronwyn King, Founder, and CEO of Tobacco Free Portfolios
Mar 01, 2023