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Educational Alpha

Educational Alpha

By CAIA Association

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 …

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S1: Conversation with Brian Portnoy, CFA, Founder & CEO, Shaping Wealth

Educational AlphaApr 05, 2023

00:00
20:02
S2: Conversation with Michelle DiGruttolo, Global Geopolitical Risk Advisor, Sage Raven Advisors

S2: Conversation with Michelle DiGruttolo, Global Geopolitical Risk Advisor, Sage Raven Advisors

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 unipolar to a multipolar world, and the impact of global changes on security and investment strategies. Listen in!

Mar 27, 202433:47
S2: Conversation with Kevin Donohoe, Head of Research, Abbey Capital

S2: Conversation with Kevin Donohoe, Head of Research, Abbey Capital

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 multi-manager approaches in asset management. The discussion also covers various aspects of Commodity Trading Advisors (CTAs), different trading strategies within managed futures, and the significance of uncorrelated returns in investment portfolios. Listen in!

Mar 20, 202434:48
S2: Conversation with Don Steinbrugge, CEO and Founder, Agecroft Partners

S2: Conversation with Don Steinbrugge, CEO and Founder, Agecroft Partners

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 changing dynamics of the hedge fund space provide invaluable perspectives for industry professionals and enthusiasts. Listen in!

Mar 13, 202436:29
S2: Conversation with Robin Fabiano, Director of Special Education

S2: Conversation with Robin Fabiano, Director of Special Education

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!


Mar 06, 202435:46
S2: Conversation with Jared Dillian, The Daily Dirtnap

S2: Conversation with Jared Dillian, The Daily Dirtnap

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!

Feb 27, 202430:57
S2: Conversation with Sarah Samuels, Partner, NEPC

S2: Conversation with Sarah Samuels, Partner, NEPC

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, "Braving Our Savings," aimed at teaching financial fluency to young readers. Listen in!

Feb 21, 202435:48
S2: Conversation with Chrys Vakla, Deputy CEO, Susten

S2: Conversation with Chrys Vakla, Deputy CEO, Susten

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!

Feb 14, 202432:29
S2: Conversation with Chris Addy, President and CEO, Castle Hall Diligence

S2: Conversation with Chris Addy, President and CEO, Castle Hall Diligence

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!

Feb 07, 202444:60
S2: Conversation with David Breach, President and COO, Vista Equity Partners

S2: Conversation with David Breach, President and COO, Vista Equity Partners

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 the future of private equity in a changing financial landscape.

Jan 31, 202436:42
S2: Conversation with Zoe Cruz, Founder and CEO, Menai Financial Group

S2: Conversation with Zoe Cruz, Founder and CEO, Menai Financial Group

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 global markets. Zoe's insights illuminate the path of innovation, inviting you to consider the vast possibilities that lie ahead in the world of finance and digital assets. Listen in!

Jan 24, 202439:21
S2: Conversation with Chris Tarui, T. Rowe Price, and Aaron Filbeck, UniFi by CAIA™

S2: Conversation with Chris Tarui, T. Rowe Price, and Aaron Filbeck, UniFi by CAIA™

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 manager selection on investment outcomes. As the industry stands at a crossroads, they advocate for a cautious and educated approach, highlighting the potential for long-term growth and diversified portfolios.

Jan 17, 202445:25
S2: Conversation with Josh Lerner, Jacob H. Schiff Professor of Investment Banking, Harvard Business School

S2: Conversation with Josh Lerner, Jacob H. Schiff Professor of Investment Banking, Harvard Business School

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 generative AI in the industry. Join us as we explore these intricate topics and uncover valuable insights with one of the leading minds in the field.

Jan 10, 202437:47
S1: Retrospective with Producer Suzie Rodkey

S1: Retrospective with Producer Suzie Rodkey

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. Also, we’ll update you on the launch of Season 2 on January 10, with Josh Lerner, American economist known for his research in venture capital, private equity, and innovation and entrepreneurship. Listen in!

Dec 20, 202308:51
S1: Conversation with Olwyn Alexander, Global Asset & Wealth Management Leader & Partner PwC, Ireland

S1: Conversation with Olwyn Alexander, Global Asset & Wealth Management Leader & Partner PwC, Ireland

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 for more intelligent market regulation. Listen in!

Dec 13, 202334:58
S1: Conversation with Jack Inglis, CEO, AIMA

S1: Conversation with Jack Inglis, CEO, AIMA

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 addressing environmental, social, and governance (ESG) issues and the impact of regulation on the asset management industry. Get ready for an engaging and informative discussion as we unravel the complexities and opportunities in the world of finance. Listen in!

Dec 06, 202332:31
S1: Conversation with Jacob Miller, Co-Founder, Opto Investments

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

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 for clients' retirement goals and capital while sharing his insights from the selection of top managers to the growing importance of education and long-term investments. Listen in!

Nov 29, 202339:31
S1: Conversation with Jane Abitanta, Founder & CEO, Perceval Associates

S1: Conversation with Jane Abitanta, Founder & CEO, Perceval Associates

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 communication strategies and effectively overcome challenges in conveying their investment processes. This episode is filled with valuable insights and perspectives on navigating the evolving world of asset management. Listen in!

Nov 22, 202330:52
S1: Conversation with Ashton McFadden, Founding Partner, Jamesbeck

S1: Conversation with Ashton McFadden, Founding Partner, Jamesbeck

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. Furthermore, Ashton emphasizes the value of integrating virtual platforms like Zoom into the hiring process, promoting diversity and providing more career opportunities. Get ready to gain insightful knowledge and actionable advice. Listen in! 

Nov 15, 202334:08
S1: Conversation with Kyle Samuels, Founder and Chief Executive Officer, Creative Talent Endeavors

S1: Conversation with Kyle Samuels, Founder and Chief Executive Officer, Creative Talent Endeavors

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 beyond gender and race. Plus, they touch on the evolving landscape of pay structures based on location. Get ready to expand your understanding of diversity, leadership, and career advancement in this thought-provoking episode. Listen in!

Nov 08, 202335:38
S1: Conversation with Edmund Murphy, President & CEO, Empower

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

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, he sheds light on accommodating a mobile workforce and developing strategies to promote fulfilling retirements. Listen in on this exploration of the dynamic field of retirement services.

Nov 01, 202333:17
S1: Conversation with Desi Heathwood, Chairman, Boston Partners

S1: Conversation with Desi Heathwood, Chairman, Boston Partners

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 episode.

Oct 25, 202332:12
S1: Conversation with James Burron, Executive Director, CAASA

S1: Conversation with James Burron, Executive Director, CAASA

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 explore the world of alternative strategies. Listen in!

Oct 19, 202329:51
S1: Conversation with Brian Digney, Director, Research & Content, SBAI

S1: Conversation with Brian Digney, Director, Research & Content, SBAI

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 detecting trends and risks. Moreover, Brian explores the delicate balance between risk and reward, outlining the key factors that institutional investors consider when partnering with emerging managers. Listen in! 

Oct 11, 202337:41
S1: Conversation with Patrick Mahoney, CEO, Financial Planning Association

S1: Conversation with Patrick Mahoney, CEO, Financial Planning Association

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 absorb valuable insights as we navigate the complex realm of financial planning. Listen in! 

Oct 04, 202332:09
S1: Conversation with Gillian Kemmerer, Anchor, Asset TV

S1: Conversation with Gillian Kemmerer, Anchor, Asset TV

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 education before product democratization, the concept of "illiquidity premium," and the need for greater access to private market opportunities for investors. Listen in

Sep 27, 202328:37
S1: Conversation with Ben Hunt, Co-Founder and CEO, Second Foundation Partners and Author of Epsilon Theory

S1: Conversation with Ben Hunt, Co-Founder and CEO, Second Foundation Partners and Author of Epsilon Theory

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 in a world where fundamentals seemed to lose their significance. This journey culminated in Ben's creation of the popular blog newsletter, Epsilon Theory, which now reaches over 120,000 readers. Get ready for an enlightening discussion that will challenge your thinking and shed light on the untapped potential of understanding the stories we tell ourselves. Listen in!

Sep 20, 202330:37
S1: Conversation with Shundrawn Thomas, Founder and Managing Partner, Copia Group

S1: Conversation with Shundrawn Thomas, Founder and Managing Partner, Copia Group

In today's episode we have the honor of hosting an industry titan, Shundrawn Thomas. With over 25 years of impactful leadership in financial services, he brings a wealth of knowledge and perspective to this fascinating conversation. A South Side Chicago native, Shundrawn’s life experiences have colored his views on everything from societal economics to the critical role of education and faith. He particularly shines in his ability to marry investment performance with positive societal change. As the founder and managing partner of the Copia Group, he's breaking down barriers by providing economic opportunities and access to capital for underrepresented entrepreneurs. This discussion delves deep into the importance of diversity in business, the hurdles in securing capital, and the transformative work Shundrawn is spearheading. Listen in!


Sep 13, 202334:34
S1: Conversation with Lawrence Calcano, Chairman and Chief Executive Officer, iCapital, Inc.

S1: Conversation with Lawrence Calcano, Chairman and Chief Executive Officer, iCapital, Inc.

In this episode we're joined by Lawrence Calcano, Chairman and CEO of iCapital, Inc. who will be sharing his expertise on private equity, alternative investments, and the importance of understanding liquidity in the market. Lawrence emphasizes that investors must be prepared for their capital to be tied up for several years, sheds light on how general partners drive performance improvements in the companies they invest in, and much more. Listen in on this educational journey as Lawrence shares his wealth of knowledge on navigating the intricate world of alternative investments.

Sep 06, 202329:30
S1: Conversation with Sarah Williamson, CEO, FCLTGlobal

S1: Conversation with Sarah Williamson, CEO, FCLTGlobal

In this episode, Sarah Williamson, CEO of FCLTGlobal, shares her insights on various subjects, including the differences between public and private investments, the critical transition to clean energy, and the modernization of pension systems. Delving into tools for investors and their long-term value impact, Sarah emphasizes the importance of climate considerations in portfolio management and critiques the outdated US pension system, highlighting the efficiency of the Australian superannuation system. Listen in!

Aug 30, 202333:32
S1: Conversation with Marko Papic, Partner, and Chief Strategist, Clocktower Group

S1: Conversation with Marko Papic, Partner, and Chief Strategist, Clocktower Group

In this episode we are joined by Marko Papic, a renowned expert in geopolitical risk. Marko shares his insights on the shifting dynamics of a multipolar global environment and its impact on climate change. Get ready for an intellectually stimulating conversation as we uncover the intersection of politics, finance, and global challenges. Stay tuned for an episode packed with expertise and thought-provoking insights on geopolitics and its implications for investors. Listen in!

Aug 23, 202334:58
S1: Conversation with Thomas Deinet, Executive Director, Standards Board for Alternative Investments (SBAI)

S1: Conversation with Thomas Deinet, Executive Director, Standards Board for Alternative Investments (SBAI)

In this episode, we welcome noteworthy guest, Thomas Deinet, who joins host Bill Kelly to discuss the fascinating journey of the Standards Board for Alternative Investments (SBAI), which was formerly known as Hedge Fund Standards Board, and its mission to establish industry-wide standards. Thomas takes us back to the pressure faced by the hedge fund industry during the financial crisis, the birth of the SBAI, and the importance of transparency and collaboration in improving industry practices. You'll be privy to an insightful conversation about investor education, regulatory challenges, and the future of the financial services industry. Listen in!

Aug 16, 202332:32
S1: Conversation with Jane Buchan, CEO, Martlet Asset Management

S1: Conversation with Jane Buchan, CEO, Martlet Asset Management

In this episode Bill welcomes esteemed guest Jane Buchan, a prominent advocate for diversity and a pioneer in the alternative finance space. They discuss the significance of diversification and demographic adaptation in risk management, the shift from traditional to decentralized finance, and the future trajectories within this field. Jane also shares her notable career experiences, such as co-founding PAAMCO and her association with the Financial Data Professional Institute, lending her expertise to talk about operational efficiency, alpha generation, and the data science challenges in financial markets. Listen in!

Aug 09, 202327:30
S1: Conversation with Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton

S1: Conversation with Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton

In this episode Bill and guest Tony Davidow, author of Goals-Based Investing: A Visionary Framework for Wealth Management, discuss the evolving landscape of investing and the significance of adapting to it. Together, they examine relevant topics including the impact of inflation on investment strategies, the trend of consolidation, the importance of diversification, and much more! Throughout their discussion, Tony emphasizes the value of education on alternative investments, access to world-class managers, and the incorporation of private credit and real estate in retirement portfolios. Listen in!

Aug 02, 202327:15
S1: Conversation with Christoph Knaack, CEO, Preqin

S1: Conversation with Christoph Knaack, CEO, Preqin

In this episode, Bill speaks with the CEO at Preqin, Christoph Knaack, about the private capital industry, including challenges and strengths of balancing asset holding with realizing value. They explore topics such as transparency, secondaries, and the denominator effect, as well as the need for education, regulation, and technology. Christoph also shares insights from Preqin which focuses on alternative assets, while discussing the evolving industry and its growth potential.

Jul 26, 202326:26
S1: Conversation with Tracy Vegro, CEO, The Chartered Institute for Securities & Investment (The CISI)

S1: Conversation with Tracy Vegro, CEO, The Chartered Institute for Securities & Investment (The CISI)

In this episode, Tracy Vegro, a prominent figure in the financial services sector, joins Bill to discuss the significance of relevance, inclusion, and certainty in an uncertain world. The conversation covers integrity, ethics, culture, collaboration, and global economic development. Tracy shares insights on careers, digitization, AI, legal and regulatory fields, diversity, and the role of professional bodies.

Jul 12, 202332:14
S1: Conversation with Christine Bourron, Founder, Pi-eX

S1: Conversation with Christine Bourron, Founder, Pi-eX

In this episode, Bill interviews Christine Bourron, the founder of Pi-eX, a company that tracks the public auction market data in the art industry. The episode covers various topics, including fractionalization, NFTs, investing in art, and the democratization of access to products. Christine outlines Pi-eX’s methodology for creating an auction market index and the challenges of investing in art.

Jul 05, 202325:57
S1: Convestion with Randy Cohen, Senior Lecturer, Harvard Business School
Jun 28, 202333:42
S1: Conversation with Stacy Havener, Founder and CEO of Havener Capital

S1: Conversation with Stacy Havener, Founder and CEO of Havener Capital

In this episode, Bill catches up with Stacy Havener, founder and CEO of Havener Capital. They discuss the importance of storytelling in the asset management industry and how it can shift the focus from asset gathering to creating value for clients while also diving into how the biases, norms, and outdated ways of thinking  can be the antagonist in a story and how it's crucial to understand the client's hopes and dreams. Listen in!

Jun 21, 202325:26
S1: Conversation with Stuart MacDonald, Chairman of Aaro Capital & Managing Partner at Bride Valley Partners

S1: Conversation with Stuart MacDonald, Chairman of Aaro Capital & Managing Partner at Bride Valley Partners

In this episode, Bill catches up with industry titan, Stuart MacDonald, Chairman of Aaro Capital. Stuart’s wealth of experience from over 30 years across top-tier global investment companies; his deep expertise in capital raising across alternative investment management and bankable technologies; his service on varied non-profit boards, and hosting the award-winning alternative investment radio show, The Naked Short Club, makes for an insightful and fascinating conversation. Listen in!

Jun 14, 202324:45
S1: Conversation with Fiona Frick, Founder and Managing Partner, Circe Invest

S1: Conversation with Fiona Frick, Founder and Managing Partner, Circe Invest

In this episode, Bill talks with Fiona Frick, founder of Circe Invest and expert on investment allocation and sustainability issues. With over 30 years of experience in asset management, including 12 years as a CEO, Fiona is recognized by the financial industry as one of the most influential women in European finance. Dedicated to creating bridges between the finance industry, sustainability, and academia, she is a respected speaker on economics, financial markets, investment allocation, and the growth of sustainable finance. Listen in!

Jun 07, 202322:51
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

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

In this episode, Bill sits down with colleague Hossein Kazemi, Professor of Finance at the University of Massachusetts and Senior Advisor to CAIA Association and the Financial Data Professional Institute, to understand the new chatbot from OpenAI that is inspiring awe, fear, and stunts – ChatGPT. Hossein defines what the “G”, the “P”, and the “T” stand for, and the power and limitations of the tool that is even more advanced than we think.  Listen in!

May 31, 202331:44
S1: Conversation with David Lee Kuo Chuen, Professor, Singapore University of Social Sciences (SUSS)

S1: Conversation with David Lee Kuo Chuen, Professor, Singapore University of Social Sciences (SUSS)

In this episode, Bill catches up with David Lee Kuo Chuen,  professor of social sciences at Singapore University whose professional career could be described as a “diverse portfolio”. From his early days as a hedge fund manager, to researching bitcoin, crypto, and blockchain technology, to an educator of fintech and social impact, David’s career spans decades of continuous movement toward the forefront of investment and technology. Listen in!

May 24, 202326:01
S1: Conversation with Mario Therrien, CFA , Head of Investment Funds and External Management at Caisse de dépôt et placement du Québec (CDPQ)

S1: Conversation with Mario Therrien, CFA , Head of Investment Funds and External Management at Caisse de dépôt et placement du Québec (CDPQ)

In this episode, Bill talks with Mario Therrien, Head of Investment Funds and External Management at CDPQ, a global investment group based in Montréal. The conversation spans from Mario’s insight on how working with a pension fund provides him with a deeper sense of the impact of generating alpha. Mario expresses how he strives to leave the industry in a better place than when he started. Listen in!

May 17, 202326:05
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

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

In this episode, Bill catches up with two guests from the digital assets space, Jennifer Murphy, Founder & CEO of Runa Digital Assets and Alex Botte, Head of Client & Portfolio Solutions at Runa. It’s no secret that the evolution of the “Web” has transformed our world. Its first phase, Web 1, opened the unprecedented availability of information, and Web 2’s interactive social and mobile applications created some of the world’s most powerful networks and most valuable companies. Listen in to hear how Jennifer and Alex believe digital assets to be the start of Web3.

May 09, 202325:08
S1: Conversation with Stefania Di Bartolomeo, Founder, Physis Investment

S1: Conversation with Stefania Di Bartolomeo, Founder, Physis Investment

In this episode, Bill hears from Stefania Di Bartolomeo, Founder of Physis Investment and self-described “Quant Humanist”. Early on, Stefania became the youngest impact investing fund manager in Europe. Since then, she has worked to fill the need for a “different” level of transparency to answer the next “big question” – How do we measure the impact of money on the planet? Listen in!

May 03, 202323:24
S1: Conversation with Dale Favors, Managing Partner, Adaptive Growth Leadership

S1: Conversation with Dale Favors, Managing Partner, Adaptive Growth Leadership

In this episode, Bill chats with one of his professional mentors, Dale Favors, Managing Partner for Adaptive Growth Leadership. The two discuss everything from developing leaders who build diverse teams, to the effect of culture and leadership on business growth. Listen in to learn more on how education comes with experience, exposure, and most importantly, access.

Apr 26, 202321:08
S1: Conversation with Dr. Ashby Monk, Researcher on long-term investing at Addepar and Stanford University

S1: Conversation with Dr. Ashby Monk, Researcher on long-term investing at Addepar and Stanford University

In this episode, Bill talks with Ashby Monk, whom he describes as a “rock-star” in the industry. Their intriguing discussion breaks down Ashby’s recently co-authored paper the Investor Identity: The Ultimate Driver of Returns. This one is a real “behind the curtain” peek at the argument being made about institutional investors’ “identity” being the leading driver of returns within a portfolio. Listen in!

Apr 19, 202326:17
S1: Conversation with Jaclyn Foroughi, CAIA, CFA, Cofounder and Managing Partner of Brazen Impact

S1: Conversation with Jaclyn Foroughi, CAIA, CFA, Cofounder and Managing Partner of Brazen Impact

In this episode, Bill meets up with CAIA Member, Jaclyn Foroughi, cofounder and managing partner of Brazen Impact and a lecturer in management at Stanford Graduate School of Business. The two dig deeper into the distinct difference between the often-confused terms of impact and ESG, as well as her passion and perspective on what the next generation stands to inherit - beyond money. Listen in!

Apr 12, 202318:29
S1: Conversation with Brian Portnoy, CFA, Founder & CEO, Shaping Wealth

S1: Conversation with Brian Portnoy, CFA, Founder & CEO, Shaping Wealth

In this episode, Bill ponders the changing of the guard within the investment landscape – a generational shift among investment professionals, the emergence of a new investor, and the impending tremendous transfer of wealth to come. He is joined by Brian Portnoy, Founder and CEO of Shaping Wealth, and a leading expert on the psychology of money. Fascinating discussion on money, minds, and markets. Listen in!

Apr 05, 202320:02
S1: Conversation with Dick Pfister, CAIA, Founder & CEO, AlphaCore

S1: Conversation with Dick Pfister, CAIA, Founder & CEO, AlphaCore

In this episode, Bill talks with one of the earliest CAIA designation adopters, Dick Pfister, Founder and CEO of AlphaCore. Pfister’s storied career in finance began as a floor trader at the Chicago Mercantile Exchange and has taken a remarkable path that may just parallel the evolution of the industry and client expectations of alternative investments on portfolio outcomes. Listen in.


Mar 29, 202318:16