Educational Alpha

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.

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.

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!

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!

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!

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!

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!

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! 

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!

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.