Bill Kelly – Alternative Investments (EP.49)
September 2, 2019

Bill Kelly, CEO of the CAIA organization and self-described evangelist for alternative investment education and investor due diligence joins Phil to talk all things alts. The discussion includes:

  • Bill’s background and why he joined the CAIA association
  • CAIA’s mission and thought leadership
  • What is an alternative investment?
  • The viability of Hedge Funds as an investment vehicle
  • CAIA exam material
  • The stacking initiative
  • Liquid alternatives as a growing segment in mutual funds and ETFs
  • Giving back
  • Financial Data Professional (FDP) program

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