Educational Alpha

This episode of Educational Alpha features Bill in a heartwarming discussion with four of his five children, offering a rare glimpse into the interplay of family life with professional aspirations. The episode spans personal stories, career choices, and the profound influence of familial bonds on personal development. Sam, Zach, Abby, and Will, alongside reflections on their absent brother Max, share insights from their diverse paths—ranging from finance and medicine to marketing and college experiences. The conversation frames the significance of "Bring Your Kid to Work Day," evolving work-life dynamics in the face of a global pandemic, and the invaluable lessons learned from their brother Max. This episode not only celebrates the Kelly family's unique journey but also underscores the enduring impact of family values on shaping futures.

In this episode, Bill welcomes Stephen McCourt from Meketa Investment Group to discuss the significant shifts within the investment landscape. Stephen shares his journey from joining a small consulting firm to becoming a co-CEO, alongside the evolution of Meketa. He provides an in-depth analysis of private markets, emphasizing the importance of private equity and infrastructure investments. Stephen delves into the challenges and developments within the consultant model, reflecting on his experiences and the industry's future trajectory. Listen in!

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In this episode Bill sits down with Christine Barry, CEO of CeriFi, exploring the intersection of education technology and professional certifications. The episode delves into CeriFi's innovative approach to consolidating educational resources for financial professionals, including preparation for high-stakes certifications like CFP and CFA. Christine discusses the impact of generative AI on learning platforms, the importance of embracing technology in education, and the critical role of ethics in an AI-driven world. Listen in!

In this episode, Bill is joined by Michael Green, discussing his journey from consultancy to leading roles in investment firms, including his current position at Simplify Asset Management. Michael delves into his extensive background, the transformative changes in the ETF space, and the conceptualization of tail risks in investments. The conversation also explores the implications of digital assets and the evolution of market strategies. Listen in!

In this episode, Bill welcomes Michelle DiGruttolo, a seasoned intelligence professional with a 25-year career in army intelligence, and a former daily intelligence briefer for President Barack Obama. Michelle discusses her extensive background, offering insights into geopolitical risks and the evolution of security clearances. She also delves into the implications of current geopolitical dynamics, highlighting the shift from a unipolar to a multipolar world, and the impact of global changes on security and investment strategies. Listen in!

In this episode, host Bill welcomes Kevin Donohoe from Abbey Capital to discuss the intricate world of hedge funds and managed futures. Kevin provides an extensive overview of his background, initially aspiring to be a lawyer and eventually finding his passion in finance and trading. As the head of research at Abbey Capital, Kevin shares insights into the company's evolution, its managed futures strategy, and the importance of multi-manager approaches in asset management. The discussion also covers various aspects of Commodity Trading Advisors (CTAs), different trading strategies within managed futures, and the significance of uncorrelated returns in investment portfolios. Listen in!

In this episode, Bill is joined by Don Steinbrugge, the CEO and Founder of Agecroft Partners. With his extensive asset management and hedge fund background, Don offers an in-depth analysis of current trends in the hedge fund industry. This episode covers a broad spectrum of topics, from industry growth and investment strategies to the impact of ETFs and cryptocurrency. Don’s insights into risk management, strategy sizing, and the changing dynamics of the hedge fund space provide invaluable perspectives for industry professionals and enthusiasts. Listen in!

In this episode, Bill welcomes Robin Fabiano, an experienced educator and administrator. They discuss the crucial issue of mental health in the educational sector, focusing on its effects on students and teachers. The conversation includes insights into the changing landscape of mental health challenges, the role of social media, and strategies for improving mental health support in schools. Listen in!

In this episode, Bill is joined by author Jared Dillian, discussing his journey from a radio show host to an accomplished author. They explore themes of financial stress and risk management, delving into Jared's philosophy of living a stress-free financial life. The conversation touches upon Jared's views on ambition, his diverse career including a stint as a DJ, and his future literary endeavors. Listen in!

In this episode, Bill hosts Sarah Samuels, a partner at NEPC. Sarah shares her journey from an administrative assistant to a senior role in the investment world, discussing the importance of getting into the game and embracing responsibilities. They explore the evolving landscape of private markets, the impact of geopolitical risks, and the significance of financial education. Sarah also talks about her children's book, "Braving Our Savings," aimed at teaching financial fluency to young readers. Listen in!