Insightful interviews and discussions with leading portfolio managers, investors and entrepreneurs from the world of alternative investment Since 2014 Host Charley Wright has interviewed CEO‘s, Chief Investment Officers, Portfolio Managers, Authors, Newsletter Writers, Economists, et al, all on the subject of ”Alternative Investments” - Equities, Private Credit, Real Estate, Tactical investment Strategies, Commodities and Metals, Unique Investment Strategies, Opportunity Zones, Defined Outcome Strategies, Disruptive Innovation Strategies, et al.
Episodes
Thursday Aug 25, 2016
Alternative Investment Education With Bill Kelly
Thursday Aug 25, 2016
Thursday Aug 25, 2016
In this episode of Strategic Investor Radio, host Charley Wright interviews Bill Kelly, the CEO of the Chartered Alternative Investment Analyst (“CAIA”) Association. Bill began his career as a CPA for Price Waterhouse before moving on to asset management, where he had a nearly 30-year career on the “buy side.” Ultimately, he was the founding partner of an asset management firm that sold to Robeco, and he says this experience gave him a great deal of insight into how the industry runs.
Today, Bill is the CEO of the CAIA Association, and he says “our product is education.” The CAIA began conducting classes in 2003, when there were only 43 students – including previous Strategic Investor Radio guest Dick Pfister, who proudly boasts of his “#10” CAIA charter. Now the CAIA Association has more than 8,400 members in 90 different countries, and its annual class sizes are in the neighborhood of 6,000 students.
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