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PODCAST

Educational Alpha

CAIA Association

Listen in on conversations with host Bill Kelly 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 …

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All Episodes

00:40:33

S3: Conversation with Andrew Akers, Lead Quantitative...

Educational Alpha ·

2025/02/19

In this episode, Bill welcomes Andrew Akers, lead quantitative research analyst at PitchBook, to dive deep into private equity and private market replication strategies. Andrew shares his journey from traditional finance to quantitative analysis, discussing the key findings from his seminal paper on private equity replication. The conversation examines the nuances of equity risk premia, operational alpha, and the challenges of building a replicable index for private markets. They also explore the

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00:46:53

S3: Conversation with Harry Markopolos, Managing...

Educational Alpha ·

2025/02/12

Welcome back to Season three of Educational Alpha! In this first episode, Bill welcomes Harry Markopolos, the renowned financial fraud investigator and whistleblower best known for uncovering the Bernie Madoff Ponzi scheme. Harry shares his journey from portfolio management to forensic finance, detailing his relentless pursuit of exposing fraudulent financial schemes. The conversation covers the challenges he faced in getting the SEC to act on the Madoff case, the inner workings of Ponzi schemes,

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00:43:01

S2: Conversation with John L. Bowman, CFA, President,...

Educational Alpha ·

2024/12/18

In this season finale of Educational Alpha, host Bill Kelly welcomes John Bowman, the incoming CEO of CAIA Association. Reflecting on the evolution of CAIA and their professional journeys, the two explore major themes shaping the investment landscape—diversification, digitization, and democratization. They discuss the organization's transition from Bill's tenure to John's, emphasizing CAIA's mission to educate and advocate for better portfolio construction, transparency, and investor outcomes

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00:49:00

S2: Conversation with Kenneth Heinz, President, Hedge...

Educational Alpha ·

2024/12/11

In this episode, Bill interviews Kenneth Heinz, President of HFR, to explore the evolving landscape of hedge funds. Kenneth shares insights into HFR’s growth from its inception in 1992 to its current position as an industry leader. The conversation delves into hedge fund strategies, performance benchmarking, and the role of transparency in driving trust and innovation. Kenneth also highlights emerging trends such as the rise of pod shop structures, the growing impact of cryptocurrency, and the

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00:42:32

S2: Conversation with David Frazee, Founder, CEO,...

Educational Alpha ·

2024/12/04

In this episode, Bill sits down with David Frazee, a Silicon Valley-based venture capitalist and innovation advocate, to explore the dynamic intersections of venture capital, global entrepreneurship, and the democratization of innovation. David shares his fascinating career journey from high-tech law to investing in groundbreaking startups, many of which have become unicorns. The conversation covers the challenges and opportunities in venture capital, including the evolving dynamics of liquidity,

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00:35:01

S2: Conversation with Will Goodhart, Chief Executive,...

Educational Alpha ·

2024/11/27

In this episode, Bill welcomes Will Goodhart, Chief Executive of CFA UK, for a reflective discussion on leadership, professional evolution, and the challenges of addressing sustainability in finance. Will shares insights from his two-decade-long tenure, including his journey from journalism to leading one of the most respected professional bodies in finance. The conversation dives into the importance of serving end investors, the role of professional bodies in fostering ethical and technical

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00:37:27

S2: Conversation with Brett Christophers, Professor,...

Educational Alpha ·

2024/11/20

In this episode, host Bill engages with Brett Christophers, Professor of Human Geography and author, to explore the intersections of private equity, climate investment, and the realities of capitalism in tackling global issues. He delves into the premise of his book, The Price is Wrong, questioning the reliance on private capital to drive decarbonization and assessing the potential limits of profitability in achieving climate goals. Their conversation addresses policy gaps, the importance of

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00:35:09

S2: Conversation with Yann Robard, Managing Partner,...

Educational Alpha ·

2024/11/13

In this episode, host Bill Kelly sits down with Yann Robard, founder of Dawson, to explore the evolving dynamics of private equity markets. Yann shares his unique career journey, from a furniture store startup to leading initiatives at the Canada Pension Plan Investment Board, and ultimately founding Dawson. They discuss the rise and development of the private equity secondary market, the evolution of structured liquidity solutions, and the anticipated growth in private markets, and more

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00:40:18

S2: Conversation with Jennifer Choi, CEO,...

Educational Alpha ·

2024/11/06

In this episode, host Bill Kelly welcomes Jennifer Choi, CEO of ILPA (Institutional Limited Partners Association), to discuss the dynamic landscape of private equity, its governance, and the evolving role of limited partners (LPs). Jennifer shares insights from her extensive career, starting with consulting and private equity emerging markets, to leading ILPA. This conversation provides a deep dive into the mechanisms driving change in private equity and the critical role LPs play in ensuring

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00:46:46

S2: Conversation with Scott McMunn, CEO, Loan Market...

Educational Alpha ·

2024/10/30

In this episode, host Bill Kelly welcomes Scott McMunn, CEO of the Loan Market Association (LMA), to discuss the dynamic shifts in private credit and the significant role that trade associations play in today’s financial landscape. Scott shares his career journey from asset management to leading the LMA, highlighting the challenges and opportunities in the evolving loan markets. The conversation dives into the growth of private credit, the influence of non-bank financial intermediaries, and the

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00:37:26

S2: Conversation with Aishah Ahmad, former Deputy...

Educational Alpha ·

2024/10/23

In this episode, host Bill Kelly welcomes Aishah Ahmad, Board member at the Financial Alliance for Women and former Deputy Governor of the Central Bank of Nigeria, to discuss diverse topics including innovation, regulation, climate action, and female leadership shedding light on the financial landscape in Africa. Aishah shares her fascinating career in finance and transition into regulatory roles, in a conversation rich with lessons on perseverance, leadership, and the future of finance in emerging

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00:33:47

S2: Conversation with Keith Black, PhD, CFA, CAIA,...

Educational Alpha ·

2024/10/16

In this episode, Bill welcomes Keith Black, a longtime colleague and cryptocurrency expert, to discuss the rapidly evolving world of digital assets. Keith shares insights from his extensive career, including his early work in commodity derivatives, hedge funds, and institutional consulting, as well as his role in the Chartered Alternative Investment Analyst (CAIA) Association. The conversation dives into Keith's move toward digital assets and cryptocurrencies, highlighting key topics such as the

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00:40:09

S2: Conversation with Nell Mackenzie, EMEA Hedge Fund...

Educational Alpha ·

2024/10/09

In this episode, host Bill Kelly welcomes Nell Mackenzie, a financial journalist with a diverse background, including a 20-year career as a professional actress and time spent trading crude oil on the NYMEX floor. Nell shares her unique journey from acting to financial journalism, highlighting the formative experiences that led her to cover the dynamic world of hedge funds. Listen in!

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00:41:23

S2: Conversation with Melissa Ma, Co-Founder and...

Educational Alpha ·

2024/10/02

In this episode, host Bill Kelly sits down with Melissa Ma, Co-Founder and Managing Partner of Asia Alternatives, to explore the evolving landscape of private equity in Asia. Melissa shares her journey from Goldman Sachs to co-founding Asia Alternatives, providing deep insights into the firm’s strategic focus on Asia's private equity markets. The discussion covers the significance of demographics, geopolitical risks, and the role of technology in shaping investment strategies. Listen in!

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00:38:01

S2: Conversation with Jeff Shafer, CEO and...

Educational Alpha ·

2024/09/25

In this episode, host Bill Kelly welcomes Jeff Schafer, an expert in impact investing, to discuss the evolving landscape of alternative investments and the significant potential of Africa as an investment destination. Jeff shares his journey from traditional finance to a focus on impact investing, emphasizing the importance of aligning financial returns with social good. Listen in!

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00:37:13

S2: Conversation with Joe Simonian, Chairman, FDP...

Educational Alpha ·

2024/09/18

In this episode, host Bill Kelly welcomes Joe Simonian, a prominent figure in the world of financial data science and the Chairman of the Financial Data Professional (FDP) Institute. Joe shares insights from his extensive career, spanning over 18 years in global asset management and financial data science. The discussion traverses the evolution of quantitative tools in finance, the nascent but promising applications of generative AI, and the critical need for synthetic datasets in investment

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00:37:21

S2: Conversation with Mark Anson, CEO and CIO,...

Educational Alpha ·

2024/09/11

In this episode, host Bill Kelly sits down with Mark Anson, CEO and CIO of Commonfund, to explore the evolution of the endowment model and its ongoing relevance in today's investment landscape. Mark shares his extensive experience, from managing the California Public Employees' Retirement System (CalPERS) to leading Commonfund, providing insights into private equity, the growth of interval funds, and the impact of generative AI on portfolio management. Listen in!

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00:35:53

S2: Conversation with Chad Braun, Co-Founder and...

Educational Alpha ·

2024/06/26

In this episode, Bill talks with Chad Braun, co-founder of Fifth Corner, about the nuances of real estate investments. Chad shares his journey from public accounting to leading a public REIT and finally to his work at Fifth Corner. The discussion covers the differences between public and private real estate investments, the concept of irreplaceable corners, and the impact of e-commerce on retail spaces. Chad also explains the importance of demographic data in investment decisions and the benefits of

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00:41:05

S2: Conversation with Kevin McCreadie, CEO and CIO,...

Educational Alpha ·

2024/06/18

In this episode, host Bill Kelly is joined by Kevin McCreadie, CEO and CIO of AGF Management. They discuss the evolving landscape of asset management, focusing on the challenges and opportunities presented by market disruptions, democratization, and tax efficiency. Kevin shares insights from his extensive career, highlighting AGF's innovative approach to global investments and the importance of tailored financial products. The conversation explores the significance of active management, the need

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00:23:42

S2: Conversation with Cathy Marcus, Co-CEO & Global...

Educational Alpha ·

2024/06/12

In this episode, host Bill welcomes Cathy Marcus, Co-CEO and Global COO at PGIM Real Estate. Cathy shares her extensive experience in the real estate sector, highlighting the evolution of the market, particularly in the context of the COVID-19 pandemic. The discussion covers the complexities of office space investments, the growing importance of ESG requirements, and the potential of data centers driven by advances in technology. Cathy also addresses the challenges and opportunities in democratizing

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104 results

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