In this episode of The Blunt Dollar, I sit down with Bill Kelly, a true veteran of the asset management world with over 40 years of experience and former CEO of the CAIA Association. From co-founding Boston Partners to steering CAIA into a global standard for alternatives education, Bill has seen (and shaped) the evolution of the investment industry from the inside out.

We dive into the lessons he’s learned leading both scrappy startups and established institutions, why investor education matters more than ever, and the opportunities and risks in today’s democratising private markets.

Here’s what we cover:

💼 Bill’s career journey — from CPA at PwC to CEO of CAIA and beyond
📈 The evolution of alternative investments and the democratisation of private markets
⚠️ Why financial literacy and fiduciary duty are essential safeguards for investors
🧠 Bridging the gap between data scientists and investment professionals through the FTP Institute
🤖 AI, quantum computing, and the next wave of disruption in finance

If you’re interested in asset management, alternative investments, and the future of investor education, this one’s for you.

And if you haven’t already, make sure to subscribe to The Blunt Dollar for more raw and honest finance conversations.

Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.

New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.

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Enjoy the episode!

Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.

The One Skill Every Young Finance Pro Must Master - William Kelly