Educational Alpha

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value impact, Sarah emphasizes the importance of climate considerations in portfolio management and critiques the outdated US pension system, highlighting the efficiency of the Australian superannuation system.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!

In this episode, we welcome noteworthy guest, Thomas Deinet, who joins host Bill Kelly to discuss the fascinating journey of the Standards Board for Alternative Investments (SBAI), which was formerly known as Hedge Fund Standards Board, and its mission to establish industry-wide standards. Thomas takes us back to the pressure faced by the hedge fund industry during the financial crisis, the birth of the SBAI, and the importance of transparency and collaboration in improving industry practices. You'll be privy to an insightful conversation about investor education, regulatory challenges, and the future of the financial services industry. Listen in!

In this episode Bill welcomes esteemed guest Jane Buchan, a prominent advocate for diversity and a pioneer in the alternative finance space. They discuss the significance of diversification and demographic adaptation in risk management, the shift from traditional to decentralized finance, and the future trajectories within this field. Jane also shares her notable career experiences, such as co-founding PAAMCO and her association with the Financial Data Professional Institute, lending her expertise to talk about operational efficiency, alpha generation, and the data science challenges in financial markets. Listen in!

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