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PODCAST

Educational Alpha

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

00:32:29

S2: Conversation with Chrys Vakla, Deputy CEO, Susten

Educational Alpha ·

2024/02/14

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 fostering innovative energy solutions. Listen in!

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00:44:59

S2: Conversation with Chris Addy, President and CEO,...

Educational Alpha ·

2024/02/07

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!

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00:36:42

S2: Conversation with David Breach, President and...

Educational Alpha ·

2024/01/31

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 importance of governance, the impact of technological advancements, and

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00:39:20

S2: Conversation with Zoe Cruz, Founder and CEO,...

Educational Alpha ·

2024/01/24

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 traditional finance, and the profound implications for future generations and

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00:45:24

S2: Conversation with Chris Tarui, T. Rowe Price, and...

Educational Alpha ·

2024/01/17

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, technology's role in democratization, and the significant impact of

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00:37:47

S2: Conversation with Josh Lerner, Jacob H. Schiff...

Educational Alpha ·

2024/01/10

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 into commitment strategies, manager selection, and the influence of

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00:08:51

S1: Retrospective with Producer Suzie Rodkey

Educational Alpha ·

2023/12/20

10 months, 41 episodes, over 1000 followers and more than 11, 500 listens, and Educational Alpha closes out its first season! CAIA Association CEO, Bill Kelly and an eclectic group of guests within the world of finance shared their professional or personal journeys, career and life advice, and perspectives on the industry.There was always more to the story … In this brief retrospective episode, Bill Kelly and producer, Suzie Rodkey look back at Season 1, reflecting on a few unforgettable moments

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00:34:57

S1: Conversation with Olwyn Alexander, Global Asset &...

Educational Alpha ·

2023/12/13

In this episode, Bill is joined by the highly-regarded Olwyn Alexander from PwC, a maestro of wealth management. Together, they explore the intricate canvas of asset management, delve into the transformation of recruitment trends, and discuss promising global opportunities. They shed light on the climate change crisis and Bill's recent impactful journey through the Middle East. They also navigate the complex corridors of innovative technologies like Chat GPT and Blockchain and the ensuing demand

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00:32:31

S1: Conversation with Jack Inglis, CEO, AIMA

Educational Alpha ·

2023/12/06

In this episode, we dive into a fascinating conversation with Jack Inglis, a prominent figure in the financial industry. He shares insights on a wide range of topics, from the challenges of international regulation alignment to the evolving landscape of alternative investments. Discover why due diligence and transparent value-add are crucial when considering hedge fund investments and learn about the importance of diversification and risk-adjusted returns. Jack also comments on global cooperation in

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00:39:30

S1: Conversation with Jacob Miller, Co-Founder, Opto...

Educational Alpha ·

2023/11/29

In this installment, we have special guest, Jacob Miller, the co-founder of Opto Investments, joining us to delve into the fascinating world of private markets. Throughout the episode, we explore Opto Investments' approach, which focuses on providing diversified access to beta and identifying capital partners that offer differentiated opportunities. With a strong belief in the crucial role of Registered Investment Advisors (RIAs), Jacob highlights the importance of prescribing suitable remedies

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00:30:52

S1: Conversation with Jane Abitanta, Founder & CEO,...

Educational Alpha ·

2023/11/22

In today's episode, Jane Abitanta, founder and CEO of Perceval Associates, a leadership and communications coaching company for the asset management industry, shares her insights and experiences working with institutional and wealth managers. The discussion explores the changing landscape of the asset management industry, particularly regarding gender diversity and the transition of wealth from institutions to individuals. Jane sheds light on her role in helping clients improve their

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00:34:07

S1: Conversation with Ashton McFadden, Founding...

Educational Alpha ·

2023/11/15

In this installment, Bill is joined by Ashton McFadden, an expert in the asset management industry. Ashton begins by acknowledging the lack of diversity in the field while discussing the changes that are being made to address this issue. They delve into the different reasons for entering the industry and highlight the necessary skill sets. The conversation takes a closer look at the impact of COVID-19 on the search space and the use of technology, such as LinkedIn, to make talent more accessible

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00:35:37

S1: Conversation with Kyle Samuels, Founder and Chief...

Educational Alpha ·

2023/11/08

In today's episode, Bill welcomes Kyle Samuels, known for his expertise in the field of diversity hiring and insights into the challenges and opportunities it presents. Together, they discuss the importance of proactive advocacy in the job market, the significance of building a strong professional network, and the societal judgment surrounding college choices. They also dive into the complexities of diversity hiring, exploring the benefits, potential pitfalls, and the need for true diversity

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00:33:17

S1: Conversation with Edmund Murphy, President & CEO,...

Educational Alpha ·

2023/11/01

For this informative discussion, we have the privilege of hosting Edmund Murphy, an esteemed expert in the field of retirement services. With a keen understanding of the intricacies of the industry, Edmund imparts wisdom on a wide range of crucial topics, including the importance of user experience and operational excellence, as well as the challenges involved in providing accessible financial services to individuals from diverse backgrounds. As we navigate the complex realm of retirement planning,

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00:32:11

S1: Conversation with Desi Heathwood, Chairman,...

Educational Alpha ·

2023/10/25

In today's episode, we are joined by Desi Heathwood, a seasoned professional in the financial services industry. Desi brings a wealth of experience and wisdom gained throughout his career, and shares thoughts on topics that we can all relate to – how to care for both money and health as we age, the importance of putting clients first, and retirement planning. Listen in as we delve into the fascinating world of finance, relationships, and personal well-being in this thought-provoking

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00:29:50

S1: Conversation with James Burron, Executive...

Educational Alpha ·

2023/10/19

In this episode, Bill sits down with James Burron, the executive director of the Canadian Association of Alternative Strategies and Assets (CAASA). James shares his insights on the alts industry and how CAASA is making waves in Canada. Their discussion covers topics ranging from James’ background, adopting generative AI, the evolving landscape of diversification, the 60-40 investment strategy, and the expectations around private markets. Get ready for an informative and engaging discussion as we

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00:37:40

S1: Conversation with Brian Digney, Director,...

Educational Alpha ·

2023/10/11

In today's episode, Bill speaks with CAIA Member Brian Digney, an expert in operational due diligence and a true advocate for enhancing the transparency and professionalism within the industry. Throughout, Brian shares intriguing anecdotes and observations, drawing on real-life scenarios and peppered with past experiences. They delve into the significance of operational plumbing within the industry, the rise of illiquid investments, and the vital role that operational due diligence plays in

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00:32:08

S1: Conversation with Patrick Mahoney, CEO, Financial...

Educational Alpha ·

2023/10/04

In today's episode, Bill Kelly is joined by the CEO of the Financial Planning Association, Patrick Mahoney. A wealth of knowledge in the industry, Patrick shares his insights on the intricacies of the ever-evolving financial planning profession including the most pressing matters surrounding it today. Patrick draws insightful comparisons with established fields like dentistry, emphasizing the critical importance of education and credentials in shaping varying levels of expertise. Get ready to

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00:28:37

S1: Conversation with Gillian Kemmerer, Anchor, Asset TV

Educational Alpha ·

2023/09/27

For this episode, Bill welcomes a very special guest, sports and business journalist, Gillian Kemmerer. She shares how her experiences as a hockey player and a locker room reporter gave her more empathy for her guests, opened her eyes to the importance of diversity in the workplace, and instilled an appreciation for the evolution of the role of female reporters in the sports industry. But the conversation doesn't stop there. Gillian shares her insights on the importance of democratizing

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00:30:36

S1: Conversation with Ben Hunt, Co-Founder and CEO,...

Educational Alpha ·

2023/09/20

In today's episode, we are joined by special guest Ben Hunt, a seasoned professional with a diverse background. Bill and Ben share a common history, having worked together in the past, and now they're here discussing truth, transparency, and the power of narratives. Ben takes us through his three distinct career paths, from academia to entrepreneurship and ultimately landing in the world of investments. However, it was a pivotal moment that led him to explore a new approach to managing money

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