Educational Alpha
By CAIA Association
Educational AlphaJan 31, 2024
S2: The Stocks and Bonds of the Kelly Family: Investing in One Another
This episode of Educational Alpha features Bill in a heartwarming discussion with four of his five children, offering a rare glimpse into the interplay of family life with professional aspirations. The episode spans personal stories, career choices, and the profound influence of familial bonds on personal development. Sam, Zach, Abby, and Will, alongside reflections on their absent brother Max, share insights from their diverse paths—ranging from finance and medicine to marketing and college experiences. The conversation frames the significance of "Bring Your Kid to Work Day," evolving work-life dynamics in the face of a global pandemic, and the invaluable lessons learned from their brother Max. This episode not only celebrates the Kelly family's unique journey but also underscores the enduring impact of family values on shaping futures.
S2: Conversation with Stephen McCourt, Managing Principal and Co-CEO, Meketa Investment Group
In this episode, Bill welcomes Stephen McCourt from Meketa Investment Group to discuss the significant shifts within the investment landscape. Stephen shares his journey from joining a small consulting firm to becoming a co-CEO, alongside the evolution of Meketa. He provides an in-depth analysis of private markets, emphasizing the importance of private equity and infrastructure investments. Stephen delves into the challenges and developments within the consultant model, reflecting on his experiences and the industry's future trajectory. Listen in!
DISCLAIMER: (PLEASE VIEW FULL DISCLAIMER HERE) The Primark Meketa Private Equity Fund and Meketa Infrastructure Fund is considered highly speculative, illiquid, and should only be considered by investors who can bear such risk for an indefinite period of time and can afford a complete loss of investment. This investment product is not suitable for all investors. There is no guarantee that any income will be generated, or distributions will be made.
S2: Conversation with Christine Barry, CEO, CeriFi
In this episode Bill sits down with Christine Barry, CEO of CeriFi, exploring the intersection of education technology and professional certifications. The episode delves into CeriFi's innovative approach to consolidating educational resources for financial professionals, including preparation for high-stakes certifications like CFP and CFA. Christine discusses the impact of generative AI on learning platforms, the importance of embracing technology in education, and the critical role of ethics in an AI-driven world. Listen in!
S2: Conversation with Michael Green, Portfolio Manager & Chief Strategist, Simplify Asset Management
In this episode, Bill is joined by Michael Green, discussing his journey from consultancy to leading roles in investment firms, including his current position at Simplify Asset Management. Michael delves into his extensive background, the transformative changes in the ETF space, and the conceptualization of tail risks in investments. The conversation also explores the implications of digital assets and the evolution of market strategies. Listen in!
S2: Conversation with Michelle DiGruttolo, Global Geopolitical Risk Advisor, Sage Raven Advisors
In this episode, Bill welcomes Michelle DiGruttolo, a seasoned intelligence professional with a 25-year career in army intelligence, and a former daily intelligence briefer for President Barack Obama. Michelle discusses her extensive background, offering insights into geopolitical risks and the evolution of security clearances. She also delves into the implications of current geopolitical dynamics, highlighting the shift from a unipolar to a multipolar world, and the impact of global changes on security and investment strategies. Listen in!
S2: Conversation with Kevin Donohoe, Head of Research, Abbey Capital
In this episode, host Bill welcomes Kevin Donohoe from Abbey Capital to discuss the intricate world of hedge funds and managed futures. Kevin provides an extensive overview of his background, initially aspiring to be a lawyer and eventually finding his passion in finance and trading. As the head of research at Abbey Capital, Kevin shares insights into the company's evolution, its managed futures strategy, and the importance of multi-manager approaches in asset management. The discussion also covers various aspects of Commodity Trading Advisors (CTAs), different trading strategies within managed futures, and the significance of uncorrelated returns in investment portfolios. Listen in!
S2: Conversation with Don Steinbrugge, CEO and Founder, Agecroft Partners
In this episode, Bill is joined by Don Steinbrugge, the CEO and Founder of Agecroft Partners. With his extensive asset management and hedge fund background, Don offers an in-depth analysis of current trends in the hedge fund industry. This episode covers a broad spectrum of topics, from industry growth and investment strategies to the impact of ETFs and cryptocurrency. Don’s insights into risk management, strategy sizing, and the changing dynamics of the hedge fund space provide invaluable perspectives for industry professionals and enthusiasts. Listen in!
S2: Conversation with Robin Fabiano, Director of Special Education
In this episode, Bill welcomes Robin Fabiano, an experienced educator and administrator. They discuss the crucial issue of mental health in the educational sector, focusing on its effects on students and teachers. The conversation includes insights into the changing landscape of mental health challenges, the role of social media, and strategies for improving mental health support in schools. Listen in!
S2: Conversation with Jared Dillian, The Daily Dirtnap
In this episode, Bill is joined by author Jared Dillian, discussing his journey from a radio show host to an accomplished author. They explore themes of financial stress and risk management, delving into Jared's philosophy of living a stress-free financial life. The conversation touches upon Jared's views on ambition, his diverse career including a stint as a DJ, and his future literary endeavors. Listen in!
S2: Conversation with Sarah Samuels, Partner, NEPC
In this episode, Bill hosts Sarah Samuels, a partner at NEPC. Sarah shares her journey from an administrative assistant to a senior role in the investment world, discussing the importance of getting into the game and embracing responsibilities. They explore the evolving landscape of private markets, the impact of geopolitical risks, and the significance of financial education. Sarah also talks about her children's book, "Braving Our Savings," aimed at teaching financial fluency to young readers. Listen in!
S2: Conversation with Chrys Vakla, Deputy CEO, Susten
In this episode, Bill is joined by Chrysanthy Vakla, Deputy CEO of Susten, for an in-depth discussion on sustainable energy and its future. Chrys, with her extensive background in finance and venture capital, shares her insights on the dynamic landscape of renewable energy and climate technology. The conversation covers Chrys's professional journey from the concept of energy transition to the role of venture capital in fostering innovative energy solutions. Listen in!
S2: Conversation with Chris Addy, President and CEO, Castle Hall Diligence
In this episode of Educational Alpha, Bill speaks with Chris Addy, CEO of Castle Hall Diligence. They enter the multifaceted world of operational due diligence, exploring its evolution, current challenges, and the profound impact of technological advancements. The conversation also touches upon various industry shifts, including the role of regulation, transparency issues, and the dynamic nature of asset management. Listen in!
S2: Conversation with David Breach, President and COO, Vista Equity Partners
In this episode, Bill sits down with David Breach, President and COO of Vista Equity Partners. With over two decades in the industry, David shares his journey from a non-traditional background into the private equity world. The conversation delves into the transformative nature of enterprise software investments, the implications of market shifts, and the strategies for successful asset management. Listen in as they discuss the importance of governance, the impact of technological advancements, and the future of private equity in a changing financial landscape.
S2: Conversation with Zoe Cruz, Founder and CEO, Menai Financial Group
In this episode of Educational Alpha, Bill welcomes Zoe Cruz, a pioneer in the financial world. Zoe shares her invaluable experiences from Morgan Stanley to the establishment of her venture, Menai, shedding light on the digital asset revolution, the importance of regulatory frameworks, and the evolving nature of finance. The discussion explores the potential and pitfalls of digital currencies, the impact of technology on traditional finance, and the profound implications for future generations and global markets. Zoe's insights illuminate the path of innovation, inviting you to consider the vast possibilities that lie ahead in the world of finance and digital assets. Listen in!
S2: Conversation with Chris Tarui, T. Rowe Price, and Aaron Filbeck, UniFi by CAIA™
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.
S2: Conversation with Josh Lerner, Jacob H. Schiff Professor of Investment Banking, Harvard Business School
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.
S1: Retrospective with Producer Suzie Rodkey
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!
S1: Conversation with Olwyn Alexander, Global Asset & Wealth Management Leader & Partner PwC, Ireland
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!
S1: Conversation with Jack Inglis, CEO, AIMA
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!
S1: Conversation with Jacob Miller, Co-Founder, Opto Investments
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!
S1: Conversation with Jane Abitanta, Founder & CEO, Perceval Associates
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!
S1: Conversation with Ashton McFadden, Founding Partner, Jamesbeck
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!
S1: Conversation with Kyle Samuels, Founder and Chief Executive Officer, Creative Talent Endeavors
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!
S1: Conversation with Edmund Murphy, President & CEO, Empower
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.
S1: Conversation with Desi Heathwood, Chairman, Boston Partners
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.
S1: Conversation with James Burron, Executive Director, CAASA
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!
S1: Conversation with Brian Digney, Director, Research & Content, SBAI
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!
S1: Conversation with Patrick Mahoney, CEO, Financial Planning Association
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!
S1: Conversation with Gillian Kemmerer, Anchor, Asset TV
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!
S1: Conversation with Ben Hunt, Co-Founder and CEO, Second Foundation Partners and Author of Epsilon Theory
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!
S1: Conversation with Shundrawn Thomas, Founder and Managing Partner, Copia Group
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!
S1: Conversation with Lawrence Calcano, Chairman and Chief Executive Officer, iCapital, Inc.
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.
S1: Conversation with Sarah Williamson, CEO, FCLTGlobal
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!
S1: Conversation with Marko Papic, Partner, and Chief Strategist, Clocktower Group
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!
S1: Conversation with Thomas Deinet, Executive Director, Standards Board for Alternative Investments (SBAI)
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!
S1: Conversation with Jane Buchan, CEO, Martlet Asset Management
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!
S1: Conversation with Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton
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!
S1: Conversation with Christoph Knaack, CEO, Preqin
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.
S1: Conversation with Tracy Vegro, CEO, The Chartered Institute for Securities & Investment (The CISI)
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.
S1: Conversation with Christine Bourron, Founder, Pi-eX
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.
S1: Convestion with Randy Cohen, Senior Lecturer, Harvard Business School
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
S1: Conversation with Stacy Havener, Founder and CEO of Havener Capital
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!
S1: Conversation with Stuart MacDonald, Chairman of Aaro Capital & Managing Partner at Bride Valley Partners
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!
S1: Conversation with Fiona Frick, Founder and Managing Partner, Circe Invest
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!
S1: Conversation with Hossein Kazemi, PhD, CFA, Professor of Finance, Isenberg School of Management, University of Massachusetts and Senior Advisor, CAIA Association and FDP Institute
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!
S1: Conversation with David Lee Kuo Chuen, Professor, Singapore University of Social Sciences (SUSS)
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!
S1: Conversation with Mario Therrien, CFA , Head of Investment Funds and External Management at Caisse de dépôt et placement du Québec (CDPQ)
In this episode, Bill talks with Mario Therrien, Head of Investment Funds and External Management at CDPQ, a global investment group based in Montréal. The conversation spans from Mario’s insight on how working with a pension fund provides him with a deeper sense of the impact of generating alpha. Mario expresses how he strives to leave the industry in a better place than when he started. Listen in!
S1: Conversation with Jennifer Murphy, CFA, founder and CEO of Runa Digital Assets, LLC and Alex Botte, CFA, CAIA, Head of Client & Portfolio Solutions at Runa Digital Assets, LLC
In this episode, Bill catches up with two guests from the digital assets space, Jennifer Murphy, Founder & CEO of Runa Digital Assets and Alex Botte, Head of Client & Portfolio Solutions at Runa. It’s no secret that the evolution of the “Web” has transformed our world. Its first phase, Web 1, opened the unprecedented availability of information, and Web 2’s interactive social and mobile applications created some of the world’s most powerful networks and most valuable companies. Listen in to hear how Jennifer and Alex believe digital assets to be the start of Web3.
S1: Conversation with Stefania Di Bartolomeo, Founder, Physis Investment
In this episode, Bill hears from Stefania Di Bartolomeo, Founder of Physis Investment and self-described “Quant Humanist”. Early on, Stefania became the youngest impact investing fund manager in Europe. Since then, she has worked to fill the need for a “different” level of transparency to answer the next “big question” – How do we measure the impact of money on the planet? Listen in!
S1: Conversation with Dale Favors, Managing Partner, Adaptive Growth Leadership
In this episode, Bill chats with one of his professional mentors, Dale Favors, Managing Partner for Adaptive Growth Leadership. The two discuss everything from developing leaders who build diverse teams, to the effect of culture and leadership on business growth. Listen in to learn more on how education comes with experience, exposure, and most importantly, access.