Listen in on conversations with host Bill Kelly and an eclectic group of guests within the world of finance. Hear about their professional or personal journeys,...
S2: Conversation with John L. Bowman, CFA, President, CAIA Association
In this season finale of Educational Alpha, host Bill Kelly welcomes John Bowman, the incoming CEO of CAIA Association. Reflecting on the evolution of CAIA and their professional journeys, the two explore major themes shaping the investment landscape—diversification, digitization, and democratization. They discuss the organization's transition from Bill's tenure to John's, emphasizing CAIA's mission to educate and advocate for better portfolio construction, transparency, and investor outcomes. Bowman also lays out a roadmap for CAIA's future, highlighting challenges and opportunities within a rapidly evolving financial ecosystem. This conversation is not only a handover of leadership but also a deep dive into the principles driving the Association forward. Listen in!
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43:01
S2: Conversation with Kenneth Heinz, President, Hedge Fund Research (HFR)
In this episode, Bill interviews Kenneth Heinz, President of HFR, to explore the evolving landscape of hedge funds. Kenneth shares insights into HFR’s growth from its inception in 1992 to its current position as an industry leader. The conversation delves into hedge fund strategies, performance benchmarking, and the role of transparency in driving trust and innovation. Kenneth also highlights emerging trends such as the rise of pod shop structures, the growing impact of cryptocurrency, and the importance of democratization in investment strategies. Listen in!
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49:00
S2: Conversation with David Frazee, Founder, CEO, Demystifying Silicon Valley
In this episode, Bill sits down with David Frazee, a Silicon Valley-based venture capitalist and innovation advocate, to explore the dynamic intersections of venture capital, global entrepreneurship, and the democratization of innovation. David shares his fascinating career journey from high-tech law to investing in groundbreaking startups, many of which have become unicorns. The conversation covers the challenges and opportunities in venture capital, including the evolving dynamics of liquidity, the rise of entrepreneurial ecosystems in emerging markets, and how risk capital drives transformative innovation. Listen in!
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42:32
S2: Conversation with Will Goodhart, Chief Executive, CFA Society UK
In this episode, Bill welcomes Will Goodhart, Chief Executive of CFA UK, for a reflective discussion on leadership, professional evolution, and the challenges of addressing sustainability in finance. Will shares insights from his two-decade-long tenure, including his journey from journalism to leading one of the most respected professional bodies in finance. The conversation dives into the importance of serving end investors, the role of professional bodies in fostering ethical and technical competence, and the urgency of addressing climate change. Listen in!
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35:01
S2: Conversation with Brett Christophers, Professor, Department of Human Geography, Uppsala University
In this episode, host Bill engages with Brett Christophers, Professor of Human Geography and author, to explore the intersections of private equity, climate investment, and the realities of capitalism in tackling global issues. He delves into the premise of his book, The Price is Wrong, questioning the reliance on private capital to drive decarbonization and assessing the potential limits of profitability in achieving climate goals. Their conversation addresses policy gaps, the importance of long-term investment vehicles, and the role of public versus private sectors in leading sustainable change. Listen in!
Listen in on conversations with host Bill Kelly and an eclectic group of guests within the world of finance. Hear about their professional or personal journeys, career and life advice, and perspectives on the industry. There’s always more to the story …
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