Educational Alpha - podcast cover

Educational Alpha

CAIA Association•caia.org
Business
Non-Profit
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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Episodes

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.

Apr 26, 2023•21 min•Season 1Ep. 9

S1: Conversation with Dr. Ashby Monk, Researcher on long-term investing at Addepar and Stanford University

In this episode, Bill talks with Ashby Monk, whom he describes as a “rock-star” in the industry. Their intriguing discussion breaks down Ashby’s recently co-authored paper the Investor Identity: The Ultimate Driver of Returns. This one is a real “behind the curtain” peek at the argument being made about institutional investors’ “identity” being the leading driver of returns within a portfolio. Listen in!

Apr 19, 2023•26 min•Season 1Ep. 8

S1: Conversation with Jaclyn Foroughi, CAIA, CFA, Cofounder and Managing Partner of Brazen Impact

In this episode, Bill meets up with CAIA Member, Jaclyn Foroughi, cofounder and managing partner of Brazen Impact and a lecturer in management at Stanford Graduate School of Business. The two dig deeper into the distinct difference between the often-confused terms of impact and ESG, as well as her passion and perspective on what the next generation stands to inherit - beyond money. Listen in!

Apr 12, 2023•18 min•Season 1Ep. 7

S1: Conversation with Brian Portnoy, CFA, Founder & CEO, Shaping Wealth

In this episode, Bill ponders the changing of the guard within the investment landscape – a generational shift among investment professionals, the emergence of a new investor, and the impending tremendous transfer of wealth to come. He is joined by Brian Portnoy, Founder and CEO of Shaping Wealth, and a leading expert on the psychology of money. Fascinating discussion on money, minds, and markets. Listen in!

Apr 05, 2023•20 min•Season 1Ep. 6

S1: Conversation with Dick Pfister, CAIA, Founder & CEO, AlphaCore

In this episode, Bill talks with one of the earliest CAIA designation adopters, Dick Pfister, Founder and CEO of AlphaCore. Pfister’s storied career in finance began as a floor trader at the Chicago Mercantile Exchange and has taken a remarkable path that may just parallel the evolution of the industry and client expectations of alternative investments on portfolio outcomes. Listen in.

Mar 29, 2023•18 min•Season 1Ep. 5

S1: Conversation with Robert J. Rubinstein, founder, and CEO of TBLI Group

In this episode, Bill catches up with Robert Rubinstein, social entrepreneur and driving force behind TBLI Capital – the world’s leading impact investing authority and network focused on education, advising, and connecting investors. Listen in and hear what Robert means when he says, “I have full confidence in the greed of people”.

Mar 15, 2023•22 min•Season 1Ep. 3

S1: Conversation with Troy Prince, CAIA, founder, and CEO, Wall Street Bound, Inc.

In this episode, Bill chats with Troy Prince, CEO and Founder of Wall Street Bound – a New York City-based nonprofit finance education and training organization. A Wall Street veteran, Troy’s idea to support diverse and underrepresented talent discover careers in the financial services industry took hold over 15 years ago! Hear more about its impact and other defining moments like meeting Warren Buffet, the book he credits with igniting his passion for finance, and why he was determined to learn...

Mar 08, 2023•22 min•Season 1Ep. 2

S1: Conversation with Dr. Bronwyn King, Founder, and CEO of Tobacco Free Portfolios

In this episode, Bill talks with a tireless champion for tobacco-free investment, Dr. Bronwyn King. An Australian radiation oncologist, Bronwyn made the horrifying discovery in 2010 that her pension money was being invested in big tobacco. In that moment, she realized that she was working hard to help people suffering from the effects of tobacco use, while investing in the very products that were responsible for their pain. She just couldn’t let that be. Listen in to hear how she started Tobacco...

Mar 01, 2023•26 min•Season 1Ep. 1
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