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Educational Alpha

CAIA Association
Investment Strategies
Geopolitical Risks
Risk Management
Cerifi
Private Markets
Jared Dillian
Private Equity
Mental Health
Exchange-Traded Funds
Family Values
Energy Transition
Financial Education
Children's Book
Mental Illness
Financial Stress
Social Media
Education
Hedge Fund Industry
Managed Futures
Hedge Funds

Listen in on conversations with host Bill Kelly and an eclectic group of guests within the world of finance. Hear about their professional or personal journeys, career and life advice, and perspectives on the industry. There’s always more to the story …

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Artwork for Educational Alpha

Latest Episodes

In this episode, Bill sits down with George Aliferis, founder of Orama, host of the Investology podcast, and a fellow CAIA Member, to explore the evolving dynamics of private markets, democratized investing, and the importance of long-term thinking. ... more

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In this episode, Bill welcomes Fernando De Leon, founder of Leon Capital Group, to explore the intricacies of private capital, real estate investments, and long-term wealth creation. Fernando shares his unique upbringing along the U.S.-Mexico border ... more

YouTube

In this episode, Bill welcomes Independent Directors Council Managing Director Thomas Kim to explore the evolving role of independent fund directors in today’s financial landscape. They discuss the history and growth of the mutual fund industry, the ... more

YouTube

In this episode, Bill welcomes Daniel Liebau, an expert in blockchain and decentralized finance, to discuss the evolving world of Decentralized Autonomous Organizations (DAOs). Daniel shares insights into his background in traditional finance and tec... more

Key Facts

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Recent Guests

Fernando De Leon
Founder and CEO of Leon Capital Group
Leon Capital Group
Episode: S3: Conversation with Fernando De Leon, Founder and CEO, Leon Capital Group
Thomas Kim
Managing Director of the Independent Directors Council
Independent Directors Council
Episode: S3: Conversation with Thomas Kim, Managing Director, Independent Directors Council, Investment Company Institute
Daniel Liebau
Expert in blockchain and decentralized finance
Episode: S3: Conversation with Daniel Liebau, Founding Chairman, Lightbulb Capital
Monique Frederick
CFA charterholder and financial expert passionate about empowering women through financial literacy.
Head of Wealth Management, Butterfield Bank (Cayman) Limited
Episode: S3: Conversation with Monique Frederick, Head of Wealth Management, Butterfield Bank (Cayman) Limited
Tom Tull
Former Chief Investment Officer, Employees Retirement System of Texas
Episode: S3: Conversation with Tom Tull, Former Chief Investment Officer, Employees Retirement System of Texas
Andrew Akers
Lead Quantitative Research Analyst at PitchBook
PitchBook
Episode: S3: Conversation with Andrew Akers, Lead Quantitative Research Analyst, PitchBook
Harry Markopolos
Renowned financial fraud investigator and whistleblower, best known for uncovering the Bernie Madoff Ponzi scheme.
Forensic Decisions PR LLC
Episode: S3: Conversation with Harry Markopolos, Managing Member, Forensic Decisions PR LLC
John L. Bowman
Incoming CEO of CAIA Association, expert in investment management
CAIA Association
Episode: S2: Conversation with John L. Bowman, CFA, President, CAIA Association
Kenneth Heinz
President of HFR
Hedge Fund Research (HFR)
Episode: S2: Conversation with Kenneth Heinz, President, Hedge Fund Research (HFR)

Host

Bill Kelly
Host focusing on educational conversations in finance with a diverse range of experts.

Reviews

5.0 out of 5 stars from 26 ratings
  • In depth reflections on the investment management space with a stellar line up of guests

    Bill doesn’t just ask questions, he leverages his unique perspective and vast experience as an operator and educator to reflect on the investment space and allows his guests to do the same. Where so many investment podcasts provides “beta”, this one generates “alpha” for investors’ minds.

    Apple Podcasts
    5
    George A from Investology
    United Kingdoma month ago
  • Insightful

    A great pod from a seasoned professional in the Alt’s investment space. Recommend!

    Apple Podcasts
    4
    D0ggo17
    Australiaa year ago
  • Alts Education, All the Time

    Thrilled to gain on demand intelligence and insights from Bill and the CAIA team. About time!

    Apple Podcasts
    5
    Dexta_Dark
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the insights given by industry professionals, highlighting the show's educational value. Many commend the discussions on emerging financial trends and the focus on personal growth through financial literacy. There is also appreciation for the engaging and informative nature of the content provided.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

S3: Conversation with Thomas Kim, Managing Director, Independent Directors Council, Investment Company Institute
Q: What advice do you give someone who wants to become a fund director?
Familiarize yourself with the fund space and understand the roles and responsibilities of independent trustees, as well as the governance aspects involved.
S3: Conversation with Daniel Liebau, Founding Chairman, Lightbulb Capital
Q: What are some risks associated with DAOs?
One significant risk is the difficulty in identifying responsible parties within a DAO, which raises accountability challenges in governance.
S3: Conversation with Daniel Liebau, Founding Chairman, Lightbulb Capital
Q: What is a DAO?
A DAO is an organization that exists online where like-minded individuals collaborate to achieve a common goal, facilitated through governance processes using smart contracts.
S2: Conversation with Brett Christophers, Professor, Department of Human Geography, Uppsala University
Q: What would be the solution for energy transition if you were appointed as the global czar?
The focus should be on rich country governments pooling resources to fund energy transitions in developing countries with high fossil fuel dependency and great need for energy investment.
S2: Conversation with Will Goodhart, Chief Executive, CFA Society UK
Q: What does the future of sustainable investing look like from your perspective?
Will expressed optimism about the potential benefits of sustainable investing while acknowledging the challenges in changing public perception and understanding.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
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Household Income
Social Media Reach

Frequently Asked Questions About Educational Alpha

What is Educational Alpha about and what kind of topics does it cover?

Conversations hosted by an experienced figure in finance focus on the various aspects of the financial industry, with a strong emphasis on emerging topics such as blockchain, decentralized finance, and wealth management. Episodes often feature insights from notable guests who share their career journeys, personal anecdotes, and valuable perspectives on contemporary financial trends and challenges. The discussions highlight the importance of financial literacy, investor education, and evolving market dynamics, appealing to listeners interested in personal finance, investment strategies, and industry developments. Unique aspects include the exploration of women’s empowerment in finance and the incorporation of technology in investment practic... more

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Which podcasts are similar to Educational Alpha?

These podcasts share a similar audience with Educational Alpha:

1. Enterprising Investor
2. Capital Allocators – Inside the Institutional Investment Industry
3. At Any Rate
4. Goldman Sachs Exchanges
5. Goldman Sachs The Markets

How many episodes of Educational Alpha are there?

Educational Alpha launched 2 years ago and published 91 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Educational Alpha?

Recent guests on Educational Alpha include:

1. Fernando De Leon
2. Thomas Kim
3. Daniel Liebau
4. Monique Frederick
5. Tom Tull
6. Andrew Akers
7. Harry Markopolos
8. John L. Bowman

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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