Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Content provided by George Aliferis, CAIA, George Aliferis, and CAIA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by George Aliferis, CAIA, George Aliferis, and CAIA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Ex-CAIA CEO Bill Kellly on Democratization, Due Diligence & that Larry Fink Letter | William J. Kelly, CAIA- Educational Alpha
Manage episode 476167696 series 2883738
Content provided by George Aliferis, CAIA, George Aliferis, and CAIA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by George Aliferis, CAIA, George Aliferis, and CAIA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Bill Kelly, CAIA former CAIA CEO, returns to discuss his new venture, Educational Alpha. Bill and George explore the importance of financial education, the perils of democratizing investment products, and the role of long-term thinking in retirement planning. Bill also shares insights into his podcasting journey and highlights the significance of due diligence and critical thinking for investors.
My interview by Bill on Educational Alpha: https://podcasts.apple.com/us/podcast/educational-alpha/id1675164756
My previous interview with Bill in 2021: https://podcasts.apple.com/gb/podcast/improving-capital-allocation-outcomes-bill-kelly-ceo/id1511595070?i=1000540736905
RESOURCES
William J. Kelly, CAIA on Linkedin: https://www.linkedin.com/in/william-j-kelly-caia-ab50a947/
Educational Alpha: https://educationalalpha.com/
CAIA: https://caia.org/
📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)
🎧 Audio version of the Podcast: https://pod.link/1511595070
📹Subscribe on YouTube: https://www.youtube.com/@investology_podcast
This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/
ABOUT
William J. Kelly, CAIA has over four decades of experience in the financial services industry as a CEO, a leader in alternative investments education, and an Independent Director. My common denominator has always been to put the client first.
ABOUT THE INVESTOLOGY PODCAST
A podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.
ABOUT GEORGE ALIFERIS (HOST)
George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/
Ex-financial markets marketer: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFs
Founder of Orama a podcast and video agency working with the finance industry
CAIA Charterholder (Chartered Alternative Investment Analyst Association)
Masters from HEC, Paris & UTDT, Buenos Aires
Greek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2
TIMESTAMPS
(00:00) Bill Kelly's New Venture: Educational Alpha
(01:56) The Importance of Financial Literacy and Education
(03:20) Bill Kelly's Podcasting Journey
(04:54) Challenges in Educating Investors
(09:11) Democratization of Financial Education
(12:55) Mind the education gap
(22:07) Larry Fink's Investor Letter
(27:15) The Evolution of Retirement Planning
(32:02) The Importance of Long-Term Investing
(35:51) Mindset or Education?
(39:48) Conclusion and Final Thoughts
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com
111 episodes
Share
Manage episode 476167696 series 2883738
Content provided by George Aliferis, CAIA, George Aliferis, and CAIA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by George Aliferis, CAIA, George Aliferis, and CAIA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Bill Kelly, CAIA former CAIA CEO, returns to discuss his new venture, Educational Alpha. Bill and George explore the importance of financial education, the perils of democratizing investment products, and the role of long-term thinking in retirement planning. Bill also shares insights into his podcasting journey and highlights the significance of due diligence and critical thinking for investors.
My interview by Bill on Educational Alpha: https://podcasts.apple.com/us/podcast/educational-alpha/id1675164756
My previous interview with Bill in 2021: https://podcasts.apple.com/gb/podcast/improving-capital-allocation-outcomes-bill-kelly-ceo/id1511595070?i=1000540736905
RESOURCES
William J. Kelly, CAIA on Linkedin: https://www.linkedin.com/in/william-j-kelly-caia-ab50a947/
Educational Alpha: https://educationalalpha.com/
CAIA: https://caia.org/
📩 George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)
🎧 Audio version of the Podcast: https://pod.link/1511595070
📹Subscribe on YouTube: https://www.youtube.com/@investology_podcast
This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/
ABOUT
William J. Kelly, CAIA has over four decades of experience in the financial services industry as a CEO, a leader in alternative investments education, and an Independent Director. My common denominator has always been to put the client first.
ABOUT THE INVESTOLOGY PODCAST
A podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.
ABOUT GEORGE ALIFERIS (HOST)
George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/
Ex-financial markets marketer: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFs
Founder of Orama a podcast and video agency working with the finance industry
CAIA Charterholder (Chartered Alternative Investment Analyst Association)
Masters from HEC, Paris & UTDT, Buenos Aires
Greek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2
TIMESTAMPS
(00:00) Bill Kelly's New Venture: Educational Alpha
(01:56) The Importance of Financial Literacy and Education
(03:20) Bill Kelly's Podcasting Journey
(04:54) Challenges in Educating Investors
(09:11) Democratization of Financial Education
(12:55) Mind the education gap
(22:07) Larry Fink's Investor Letter
(27:15) The Evolution of Retirement Planning
(32:02) The Importance of Long-Term Investing
(35:51) Mindset or Education?
(39:48) Conclusion and Final Thoughts
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com
111 episodes
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Similar to INVESTOLOGY: re-think investment management
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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continue reading
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continue reading
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continue reading
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