Educational Alpha

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 …

S3: Conversation with Jon Caplis, Founder and CEO, PivotalPath
May 14, 2025 – 00:44:15
S3: Conversation with Steve Novakovic, Managing Director, Educational Programs, CAIA Association
May 7, 2025 – 00:50:49
S3: Conversation with Roger Vincent, Founder and CIO, Summation Capital
Apr 30, 2025 – 00:48:36
S3: Conversation with Ruth Yang, Managing Director, Global Head of Private Market Analytics, S&P Global Ratings
Apr 23, 2025 – 00:44:07
S3: Conversation with Andre Maciel, Founder, Volpe Capital
Apr 16, 2025 – 00:37:56
S3: Conversation with George Aliferis, Founder, Orama
Apr 9, 2025 – 00:40:32
S3: Conversation with Fernando De Leon, Founder and CEO, Leon Capital Group
Apr 2, 2025 – 00:37:49
S3: Conversation with Thomas Kim, Managing Director, Independent Directors Council, Investment Company Institute
Mar 26, 2025 – 00:39:40
S3: Conversation with Daniel Liebau, Founding Chairman, Lightbulb Capital
Mar 19, 2025 – 00:38:34
S3: Conversation with James Cheo, Chief Investment Officer, Southeast Asia and India, HSBC Global Private Banking and Wealth
Mar 12, 2025 – 00:37:07
S3: Conversation with Monique Frederick, Head of Wealth Management, Butterfield Bank (Cayman) Limited
Mar 5, 2025 – 00:39:29
S3: Conversation with Tom Tull, Former Chief Investment Officer, Employees Retirement System of Texas
Feb 26, 2025 – 00:36:23
S3: Conversation with Andrew Akers, Lead Quantitative Research Analyst, PitchBook
Feb 19, 2025 – 00:40:33
S3: Conversation with Harry Markopolos, Managing Member, Forensic Decisions PR LLC
Feb 12, 2025 – 00:46:53
S2: Conversation with John L. Bowman, CFA, President, CAIA Association
Dec 18, 2024 – 00:43:01
S2: Conversation with Kenneth Heinz, President, Hedge Fund Research (HFR)
Dec 11, 2024 – 00:49:00
S2: Conversation with David Frazee, Founder, CEO, Demystifying Silicon Valley
Dec 4, 2024 – 00:42:32
S2: Conversation with Will Goodhart, Chief Executive, CFA Society UK
Nov 27, 2024 – 00:35:01
S2: Conversation with Brett Christophers, Professor, Department of Human Geography, Uppsala University
Nov 20, 2024 – 00:37:27
S2: Conversation with Yann Robard, Managing Partner, Dawson
Nov 13, 2024 – 00:35:09
S2: Conversation with Jennifer Choi, CEO, Institutional Limited Partners Association
Nov 6, 2024 – 00:40:18
S2: Conversation with Scott McMunn, CEO, Loan Market Association
Oct 30, 2024 – 00:46:46
S2: Conversation with Aishah Ahmad, former Deputy Governor of the Central Bank of Nigeria
Oct 23, 2024 – 00:37:26
S2: Conversation with Keith Black, PhD, CFA, CAIA, FDP, CDAA, Managing Director, RIA Channel
Oct 16, 2024 – 00:33:47
S2: Conversation with Nell Mackenzie, EMEA Hedge Fund Correspondent, Thomson Reuters
Oct 9, 2024 – 00:40:09
S2: Conversation with Melissa Ma, Co-Founder and Managing Partner, Asia Alternatives
Oct 2, 2024 – 00:41:23
S2: Conversation with Jeff Shafer, CEO and Co-Founder, CommonGood Capital
Sep 25, 2024 – 00:38:01
S2: Conversation with Joe Simonian, Chairman, FDP Institute
Sep 18, 2024 – 00:37:13
S2: Conversation with Mark Anson, CEO and CIO, Commonfund
Sep 11, 2024 – 00:37:21
S2: Conversation with Chad Braun, Co-Founder and Managing Partner, Fifth Corner
Jun 26, 2024 – 00:35:53
S2: Conversation with Kevin McCreadie, CEO and CIO, AGF Management
Jun 18, 2024 – 00:41:05
S2: Conversation with Cathy Marcus, Co-CEO & Global COO, PGIM Real Estate
Jun 12, 2024 – 00:23:42
S2: Conversation with Charles-Henry Monchau, Chief Investment Officer, SYZ Group
Jun 5, 2024 – 00:34:09
S2: Conversation with Corey Hoffstein, CEO & CIO, Newfound Research
May 29, 2024 – 00:40:29
S2: Conversation with Kostiantyn Shost, Co-Founder, OKIS
May 22, 2024 – 00:28:41
S2: Conversation with Andrew Ang, Managing Director, Head of Factors, Sustainable and Solutions, BlackRock
May 15, 2024 – 00:37:33
S2: Conversation with Tim Hodgson, Co-Founder, Thinking Ahead Institute
May 8, 2024 – 00:40:30
S2: Conversation with Daniil Shapiro, Director, Product Development, Cerulli Associates
May 1, 2024 – 00:40:59
S2: The Stocks and Bonds of the Kelly Family: Investing in One Another
Apr 24, 2024 – 00:49:56
S2: Conversation with Stephen McCourt, Managing Principal and Co-CEO, Meketa Investment Group
Apr 17, 2024 – 00:39:53
S2: Conversation with Christine Barry, CEO, CeriFi
Apr 10, 2024 – 00:38:22
S2: Conversation with Michael Green, Portfolio Manager & Chief Strategist, Simplify Asset Management
Apr 3, 2024 – 00:44:22
S2: Conversation with Michelle DiGruttolo, Global Geopolitical Risk Advisor, Sage Raven Advisors
Mar 27, 2024 – 00:33:46
S2: Conversation with Kevin Donohoe, Head of Research, Abbey Capital
Mar 20, 2024 – 00:34:47
S2: Conversation with Don Steinbrugge, CEO and Founder, Agecroft Partners
Mar 13, 2024 – 00:36:28
S2: Conversation with Robin Fabiano, Director of Special Education
Mar 6, 2024 – 00:35:45
S2: Conversation with Jared Dillian, The Daily Dirtnap
Feb 27, 2024 – 00:30:57
S2: Conversation with Sarah Samuels, Partner, NEPC
Feb 21, 2024 – 00:35:48
S2: Conversation with Chrys Vakla, Deputy CEO, Susten
Feb 14, 2024 – 00:32:29
S2: Conversation with Chris Addy, President and CEO, Castle Hall Diligence
Feb 7, 2024 – 00:44:59