[AGM Podcast] CAIA CEO Bill Kelly on educating the world about alternative investments

Today we have a special guest who is one of the foremost leaders in the alternatives industry.

Bill Kelly is the CEO of the Chartered Alternative Investment Analyst Association (CAIA), the leading global educational and professional credentialing body dedicated to delivering greater knowledge and alignment for investors in the alternative investments space.

Bill and I had a fascinating conversation. His thoughtful and eloquent views on the evolution of the alternatives space led us to talk about:

• How the “Retirement Promise” has impacted consumers and investors and what it means for alternative investments.

• The importance of being a fiduciary.

• How CAIA consistently evolves their educational program to cover emerging trends like crypto and DeFi.

• How partnerships with leading investment platforms in the alts space like iCapital help to move the industry forward.

Bill brings an operator’s perspective to CAIA. Prior to joining CAIA in 2014, Bill was the CEO of Boston Partners and one of seven founding partners of the predecessor firm, Boston Partners Asset Management, which was sold to $215 billion global asset manager Robeco in 2002. He then led Robeco’s US operations as CEO.

Bill’s illustrious career in institutional asset management spans over 30 years, where he’s been in CEO, COO, and CFO roles across a number of firms. He is also currently the Chairman and Lead Independent Director for the Boston Partners Trust Company, which has over $2 billion in AUM.

Bill has been an independent board member at Salient Partners, a $16 billion investment advisory firm, and an Independent Trustee at Bank of America’s $50 billion mutual fund complex business.

He’s also an Advisory Board Member of the Certified Investment Fund Director Institute, which strives to bring the highest levels of professionalism and governance to independent fund directors around the world.

Bill is a lifelong learner and a tireless advocate for shareholder protection and investor education, which led him to his current role at CAIA. He has helped grow the membership to over 11,000 members and 31 chapters across 95 countries.

CAIA serves a critical role in the alternative investments industry – they educate industry stakeholders and fiduciaries on the most current knowledge and best practices across the evolving landscape of alts.

They have a sophisticated credentialing and thought leadership program that equips everyone from fund managers to distributors of alternative investment products to individuals who want to learn about alts with the tools they need to understand the industry as CAIA looks to consistently raise the standards across the industry.

Thanks Bill for sharing such important and interesting thoughts on the alts space and for providing critical education to the space through CAIA.

You can find this episode on Spotify here, Apple Podcasts here, and Transistor here.

I hope you enjoy.

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