Educational Alpha CAIA Association

In this episode Bill interviews Charles Henry Monchau, Chief Investment Officer at a Swiss private bank, renowned for its innovative approach in the banking sector. Charles shares his extensive international experience and insights into the evolution of private banking, emphasizing the integration of digital assets and pioneering private equity investments. The discussion explores the importance of staying updated with market developments and the impact of technological advancements like blockchain and AI on the financial industry. It also touches on challenges and opportunities that the current economic environment presents, highlighting the strategic approach to asset diversification and investment in emerging technologies. Listen in!

In this episode, host Bill Kelly is joined by Corey Hoffstein, a notable figure in quantitative finance and co-founder of Newfound Research. Corey revisits his unexpected journey from an aspiring video game developer to a financial strategist driven by a passion for quantitative finance.The discussion centers around the concept of "return stacking," a strategy developed to enhance portfolio diversification without sacrificing traditional asset classes. This innovative approach aims to leverage modern financial tools to navigate and harness the complexities of today's investment landscape, enhancing potential returns while managing risk through diversified beta rather than chasing elusive alphas. Listen in!

In this episode, Bill speaks with Kostiantyn Shost, a CAIA Member from Ukraine, who shares his unique perspective on professionalism and resilience amidst the country's ongoing conflict. Born into a military family with a globally diverse upbringing, Kostiantyn details his journey from various global posts to settling in Ukraine. Despite the severe backdrop of war, he maintains a commitment to professionalism and community service through his active participation in the CFA Society of Ukraine. Listen in!




https://www.leleka.care/

The Leleka Foundation provides life-saving first-aid kits to frontline embedded medical staff. 

In this episode, Bill interviews Andrew Ang, a former Professor of Business and current investment expert at BlackRock, discussing the nuanced application of factor investing in both public and private markets. Andrew shares his journey from academia to industry, emphasizing the integration of data and technology in investment strategies. The conversation explores the critical aspects of factor investing, the democratization of sophisticated investment strategies for individual investors, and the potential of artificial intelligence in enhancing investment models. Listen in!

In this episode Bill sits down with Tim Hodgson, co-founder of the Thinking Ahead Institute, to discuss the transformative journey of the investment industry. Starting from Tim's early career as an institutional investment consultant to the inception of the Thinking Ahead Institute in 2015, they explore the evolution from a business-centric to a more purpose-driven approach. They reflect on CAIA’s most recent collaborative effort with Thinking Ahead Institute, while developing a new framework of ethics principles designed to illuminate the investment industry as an interconnected ecosystem. They talk about the collaboration between asset owners and managers, the pursuit of professionalism in the industry, and the intricate dynamics of private and public market investments. They also address global pension systems, demographic shifts, and the ethical considerations vital for sustaining trust and transparency in the investment landscape. Listen in!

In this episode Bill speaks with Daniil Shapiro of Cerulli Associates to explore significant trends shaping the asset and wealth management landscape. Shapiro, with a background rich in risk management and product development, offers a comprehensive overview of the challenges and opportunities within alternative investments, ETFs, and the evolving demands of the advisory market. This episode not only addresses the intricacies of alternative investments and their place in retail and institutional portfolios but also underscores the necessity for innovative approaches to meet the changing needs of investors and advisors alike. Listen in!