Ex-CAIA CEO Bill Kellly on Democratization, Due Diligence & that Larry Fink Letter | William J. Kelly, CAIA- Educational Alpha

Bill Kelly, CAIA former CAIA CEO, returns to discuss his new venture, Educational Alpha. Bill and George explore the importance of financial education, the perils of democratizing investment products, and the role of long-term thinking in retirement planning. Bill also shares insights into his podcasting journey and highlights the significance of due diligence and critical thinking for investors.

My interview by Bill on Educational Alpha: https://podcasts.apple.com/us/podcast/educational-alpha/id1675164756

My previous interview with Bill in 2021: https://podcasts.apple.com/gb/podcast/improving-capital-allocation-outcomes-bill-kelly-ceo/id1511595070?i=1000540736905

RESOURCES

William J. Kelly, CAIA on Linkedin: https://www.linkedin.com/in/william-j-kelly-caia-ab50a947/

Educational Alpha: https://educationalalpha.com/

CAIA: https://caia.org/

📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)

🎧 Audio version of the Podcast: https://pod.link/1511595070

📹Subscribe on YouTube: https://www.youtube.com/@investology_podcast

This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/

ABOUT

William J. Kelly, CAIA has over four decades of experience in the financial services industry as a CEO, a leader in alternative investments education, and an Independent Director. My common denominator has always been to put the client first.

ABOUT THE INVESTOLOGY PODCAST

A podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.

ABOUT GEORGE ALIFERIS (HOST)

George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/

Ex-financial markets marketer: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFs

Founder of Orama a podcast and video agency working with the finance industry

CAIA Charterholder (Chartered Alternative Investment Analyst Association)

Masters from HEC, Paris & UTDT, Buenos Aires

Greek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2

TIMESTAMPS

(00:00) Bill Kelly's New Venture: Educational Alpha

(01:56) The Importance of Financial Literacy and Education

(03:20) Bill Kelly's Podcasting Journey

(04:54) Challenges in Educating Investors

(09:11) Democratization of Financial Education

(12:55) Mind the education gap

(22:07) Larry Fink's Investor Letter

(27:15) The Evolution of Retirement Planning

(32:02) The Importance of Long-Term Investing

(35:51) Mindset or Education?

(39:48) Conclusion and Final Thoughts

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