Aug 19, 2021
Our guest for this episode, is
Bill Kelly, CEO of the CAIA Association, a position he has held
since 2014. Previously, Bill was the CEO of Boston Partners and one
of the seven founding partners of Boston Partners Asset
Management. He is a tireless advocate for shareholder
protection and investor education and a frequent industry speaker,
writer, and commentator on alternative investment topics around the
world.
In this episode, we explore the specialization of credentialing in
the investment industry, the relevance of the chartered
alternative investment designation (known as CAIA), the
stackable program available to CFA charterholders, and the
prospect of broadening investor access to alternatives to meet
individual retirement needs.