Improving Capital Allocation Outcomes - Bill Kelly, CEO of the CAIA Association

Past Performers - by InvestOrama

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2+ y ago 19:21

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In this Career Talk episode of The Fintech Files, George Aliferis speaks to William J. (Bill) Kelly, protector of the investor, global ambassador, and CEO of the CAIA Association. We discuss his career, the role of certifications such as the CAIA, and alternative investments.

CAIA is the global professional body dedicated to alternative investments, seeking greater alignment, transparency, and knowledge for all investors.

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🧑🏽‍🎓Registrations are now open for the March 2022 CAIA exam: https://bit.ly/CAIAexam

TIMESTAMPS

00:00 Introduction: Bill Kelly, CEO of the CAIA Association

02:57 Bill's career in investment management

06:01 Moving to Alternative Investments

08:28 The Liability approach to portfolio construction

10:34 On the democratization of alternatives

14:25 The CAIA, Accreditations and Careers

CONNECT WITH BILL KELLY

https://www.linkedin.com/in/william-j-kelly-ab50a947/

https://twitter.com/CAIA_BillKelly

https://caia.org/

CONNECT WITH GEORGE ALIFERIS

http://twitter.com/fintechorama

http://instagram.com/fintechorama

https://www.linkedin.com/in/georges-aliferis-caia-60078312/ #CAIA

89 episodes

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