Improving Capital Allocation Outcomes - Bill Kelly, CEO of the CAIA Association

In this Career Talk episode of The Fintech Files, George Aliferis speaks to William J. (Bill) Kelly, protector of the investor, global ambassador, and CEO of the CAIA Association. We discuss his career, the role of certifications such as the CAIA, and alternative investments. 

CAIA is the global professional body dedicated to alternative investments, seeking greater alignment, transparency, and knowledge for all investors. 

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🧑🏽‍🎓Registrations are now open for the March 2022 CAIA exam: https://bit.ly/CAIAexam

TIMESTAMPS 

00:00 Introduction: Bill Kelly, CEO of the CAIA Association 

02:57 Bill's career in investment management 

06:01 Moving to Alternative Investments 

08:28 The Liability approach to portfolio construction 

10:34 On the democratization of alternatives 

14:25 The CAIA, Accreditations and Careers

CONNECT WITH BILL KELLY 

https://www.linkedin.com/in/william-j-kelly-ab50a947/ 

https://twitter.com/CAIA_BillKelly 

https://caia.org/ 

CONNECT WITH GEORGE ALIFERIS

http://twitter.com/fintechorama 

http://instagram.com/fintechorama 

https://www.linkedin.com/in/georges-aliferis-caia-60078312/ #CAIA

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