Educational Alpha

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!

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.

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.

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.

In this episode, Bill catches up with Randy Cohen, a seasoned educator who has taught investments and alts at Harvard Business School for 25 years. Randy dives into the current state of education and how the pace of technological change is disrupting the job market, leading to stress on educational institutions to keep up with new demands. He also explores the use of AI technology in education and recommends a book that predicted the invention of the iPad - Amazon Unbound by Jeff Bezos. This insightful discussion easily shifts to his thoughts on entrepreneurship and how private equity can add value to public markets. Listen in! Links: CAIA - Educational Alpha - https://caia.org/content/educational-alpha-podcast HBS - Alternative Investments course - https://online.hbs.edu/courses/alternative-investments/ Dangerous Vision Podcast - https://www.mabvi.org/resources/dangerous-vision/ Field X course - https://www.hbs.edu/coursecatalog/6333.html

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!

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!

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!

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!

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!