Educational Alpha

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.

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!

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! 

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! 

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! 

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!

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!

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.

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!

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!