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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
Hedge Funds
Managed Futures

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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Latest Episodes

In this episode, Bill Kelly speaks with Winston Ma, adjunct professor at NYU and former managing director at CIC, to unpack the intersection of tech, law, and finance in today’s AI-driven economy. Winston shares his career trajectory across legal, in... more

In this episode, host Bill Kelly welcomes Aaron Filbeck of the CAIA Association for a wide-ranging discussion on the growing momentum behind expanding access to private market investments within retirement plans. They explore the implications of a re... more

YouTube

In this episode, Bill Kelly is joined by Kane Brenan, CEO of TIFF, and Anne Duggan, Managing Director at TIFF, to explore the firm’s origins, investment philosophy, and the evolving landscape of institutional investing. Kane and Anne share how TIFF w... more

YouTube

In this episode, Bill speaks with Jennifer Fonstad, seasoned venture investor and co-founder of Owl Capital. With nearly 30 years in venture capital, Jennifer shares her journey from Bain and Harvard Business School to investing in companies like Spa... more

Key Facts

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Recent Guests

Winston Ma
Adjunct professor at NYU and former managing director at CIC
NYU, Global Public Investment Funds Forum
Episode: S3: Conversation with Winston Ma, Executive Director, Global Public Investment Funds Forum (GPIFF), Adjunct Professor on Sovereign Investors, NYU School of Law
Aaron Filbeck
Managing Director, Global Content Strategy, CAIA Association
CAIA Association
Episode: S3: Conversation with Aaron Filbeck, Managing Director, Global Content Strategy, CAIA Association
Jennifer Fonstad
Seasoned venture investor and co-founder of Owl Capital
Owl Capital
Episode: S3: Conversation with Jennifer Fonstad, Managing Partner, Owl Capital
Eoin Motherway
A seasoned finance professional who bridges traditional finance and decentralized finance.
Episode: S3: Conversation with Eoin Motherway Independent Chair and INED to Funds, Management Companies, Fin/RegTechs, eMoney Institutions and Digital Assets/Tokenisation
Annelise Osborne
Author of 'From Hoodies to Suits' and veteran in both traditional finance and the evolving digital asset space
Kadena
Episode: S3: Conversation with Annelise Osborne, Chief Business Officer, Kadena
Jon Caplis
Founder and CEO of PivotalPath
PivotalPath
Episode: S3: Conversation with Jon Caplis, Founder and CEO, PivotalPath
Steve Novakovic
Managing Director of Educational Programs for CAIA Association
CAIA Association
Episode: S3: Conversation with Steve Novakovic, Managing Director, Educational Programs, CAIA Association
Roger Vincent
Founder and CIO of Summation Capital
Summation Capital
Episode: S3: Conversation with Roger Vincent, Founder and CIO, Summation Capital
Ruth Yang
Global Head of Private Market Analytics at S&P Global Ratings
S&P Global Ratings
Episode: S3: Conversation with Ruth Yang, Managing Director, Global Head of Private Market Analytics, S&P Global Ratings

Host

Bill Kelly
Host of Educational Alpha, bringing insights from his extensive experience in finance and education to facilitate meaningful conversations about industry trends and personal development in the finance sector.

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 Kingdom7 months ago
  • Insightful

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

    Apple Podcasts
    4
    D0ggo17
    Australia2 years 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 States3 years ago

Listeners Say

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

The diversity of guests and topics is a frequently appreciated aspect, pointing to a well-rounded exploration of various finance-related themes.
Listeners commend the engaging and educational nature of the discussions, highlighting the host's ability to generate meaningful conversations that go beyond surface-level insights.
Many reviews suggest that the podcast successfully bridges the gap between theory and real-world application in finance, making it a valuable resource for professionals in the field.

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 Jennifer Fonstad, Managing Partner, Owl Capital
Q: What advice do you give to the next generation entering this space?
Take calculated risks and lean into what could be rather than what can't be, as often the downside isn't as significant as one might fear.
S3: Conversation with Jennifer Fonstad, Managing Partner, Owl Capital
Q: What advice would you give to entrepreneurs looking to make their companies investment worthy?
Entrepreneurs should consider and bring together the team, market, and product dimensions to their business for successful fundraising and building.
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.

Audience Metrics

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

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

Frequently Asked Questions About Educational Alpha

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

The content is centered around insightful conversations with various guests from the finance sector, where they share their professional journeys and industry experiences. The discussions frequently touch on themes such as investment management, alternative investments, and the evolving dynamics of the financial landscape, as well as practical career advice. Noteworthy is the emphasis on diverse perspectives ranging from startup financing to institutional investing and the implications of emerging technology like blockchain and AI within finance.

This podcast stands out for its engaging format, where the host not only asks questions but also brings in his experience to generate deep reflections and valuable insights for listeners, making i... more

Where can I find podcast stats for Educational Alpha?

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How many listeners does Educational Alpha get?

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What are the audience demographics for Educational Alpha?

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How many subscribers and views does Educational Alpha have?

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Which podcasts are similar to Educational Alpha?

These podcasts share a similar audience with Educational Alpha:

1. Capital Allocators – Inside the Institutional Investment Industry
2. Masters in Business
3. Exchanges
4. The Markets
5. Money Stuff: The Podcast

How many episodes of Educational Alpha are there?

Educational Alpha launched 3 years ago and published 102 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Educational Alpha?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Educational Alpha?

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What guests have appeared on Educational Alpha?

Recent guests on Educational Alpha include:

1. Winston Ma
2. Aaron Filbeck
3. Jennifer Fonstad
4. Eoin Motherway
5. Annelise Osborne
6. Jon Caplis
7. Steve Novakovic
8. Roger Vincent

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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