Educational Alpha

In today's episode, Jane Abitanta, founder and CEO of Perceval Associates, a leadership and communications coaching company for the asset management industry, shares her insights and experiences working with institutional and wealth managers. The discussion explores the changing landscape of the asset management industry, particularly regarding gender diversity and the transition of wealth from institutions to individuals. Jane sheds light on her role in helping clients improve their communication strategies and effectively overcome challenges in conveying their investment processes. This episode is filled with valuable insights and perspectives on navigating the evolving world of asset management. Listen in!

In this installment, Bill is joined by Ashton McFadden, an expert in the asset management industry. Ashton begins by acknowledging the lack of diversity in the field while discussing the changes that are being made to address this issue. They delve into the different reasons for entering the industry and highlight the necessary skill sets. The conversation takes a closer look at the impact of COVID-19 on the search space and the use of technology, such as LinkedIn, to make talent more accessible. Furthermore, Ashton emphasizes the value of integrating virtual platforms like Zoom into the hiring process, promoting diversity and providing more career opportunities. Get ready to gain insightful knowledge and actionable advice. Listen in! 

In today's episode, Bill welcomes Kyle Samuels, known for his expertise in the field of diversity hiring and insights into the challenges and opportunities it presents. Together, they discuss the importance of proactive advocacy in the job market, the significance of building a strong professional network, and the societal judgment surrounding college choices. They also dive into the complexities of diversity hiring, exploring the benefits, potential pitfalls, and the need for true diversity beyond gender and race. Plus, they touch on the evolving landscape of pay structures based on location. Get ready to expand your understanding of diversity, leadership, and career advancement in this thought-provoking episode. Listen in!

For this informative discussion, we have the privilege of hosting Edmund Murphy, an esteemed expert in the field of retirement services. With a keen understanding of the intricacies of the industry, Edmund imparts wisdom on a wide range of crucial topics, including the importance of user experience and operational excellence, as well as the challenges involved in providing accessible financial services to individuals from diverse backgrounds. As we navigate the complex realm of retirement planning, he sheds light on accommodating a mobile workforce and developing strategies to promote fulfilling retirements. Listen in on this exploration of the dynamic field of retirement services.

In today's episode, we are joined by Desi Heathwood, a seasoned professional in the financial services industry. Desi brings a wealth of experience and wisdom gained throughout his career, and shares thoughts on topics that we can all relate to – how to care for both money and health as we age, the importance of putting clients first, and retirement planning. Listen in as we delve into the fascinating world of finance, relationships, and personal well-being in this thought-provoking episode.

In this episode, Bill sits down with James Burron, the executive director of the Canadian Association of Alternative Strategies and Assets (CAASA). James shares his insights on the alts industry and how CAASA is making waves in Canada. Their discussion covers topics ranging from James’ background, adopting generative AI, the evolving landscape of diversification, the 60-40 investment strategy, and the expectations around private markets. Get ready for an informative and engaging discussion as we explore the world of alternative strategies. Listen in!

In today's episode, Bill speaks with CAIA Member Brian Digney, an expert in operational due diligence and a true advocate for enhancing the transparency and professionalism within the industry. Throughout, Brian shares intriguing anecdotes and observations, drawing on real-life scenarios and peppered with past experiences. They delve into the significance of operational plumbing within the industry, the rise of illiquid investments, and the vital role that operational due diligence plays in detecting trends and risks. Moreover, Brian explores the delicate balance between risk and reward, outlining the key factors that institutional investors consider when partnering with emerging managers. Listen in! 

In today's episode, Bill Kelly is joined by the CEO of the Financial Planning Association, Patrick Mahoney. A wealth of knowledge in the industry, Patrick shares his insights on the intricacies of the ever-evolving financial planning profession including the most pressing matters surrounding it today. Patrick draws insightful comparisons with established fields like dentistry, emphasizing the critical importance of education and credentials in shaping varying levels of expertise. Get ready to absorb valuable insights as we navigate the complex realm of financial planning. Listen in! 

For this episode, Bill welcomes a very special guest, sports and business journalist, Gillian Kemmerer. She shares how her experiences as a hockey player and a locker room reporter gave her more empathy for her guests, opened her eyes to the importance of diversity in the workplace, and instilled an appreciation for the evolution of the role of female reporters in the sports industry. But the conversation doesn't stop there. Gillian shares her insights on the importance of democratizing education before product democratization, the concept of "illiquidity premium," and the need for greater access to private market opportunities for investors. Listen in! 

In today's episode, we are joined by special guest Ben Hunt, a seasoned professional with a diverse background. Bill and Ben share a common history, having worked together in the past, and now they're here discussing truth, transparency, and the power of narratives. Ben takes us through his three distinct career paths, from academia to entrepreneurship and ultimately landing in the world of investments. However, it was a pivotal moment that led him to explore a new approach to managing money in a world where fundamentals seemed to lose their significance. This journey culminated in Ben's creation of the popular blog newsletter, Epsilon Theory, which now reaches over 120,000 readers. Get ready for an enlightening discussion that will challenge your thinking and shed light on the untapped potential of understanding the stories we tell ourselves. Listen in!