Educational Alpha

S3: Conversation with Paul Smith, Director, Financial Modeling Institute (FMI)

In this season 3 finale of Educational Alpha, host Bill Kelly is joined by Paul Smith, Director at the Financial Modeling Institute (FMI), to explore themes of profession

S3: Conversation with Brett Hickey, CEO and Founder, Star Mountain Capital

In this episode, host Bill Kelly sits down with Brett Hickey, Founder and CEO of Star Mountain Capital, to explore the landscape of lower middle market private credit. Br

S3: Conversation with Matt Shechtman and Tad Fallows, Long Angle

In this episode, host Bill Kelly welcomes Tad Fallows and Matt Shechtman from Long Angle, a private community of high-net-worth individuals focused on wealth preservation

S3: Conversation with Andreas Bezner, CEO and Co-Founder, Stableton

In this episode, host Bill Kelly speaks with Andreas Bezner, CEO and Co-Founder of Stableton, to explore how secondary markets are transforming access to late-stage priva

S3: Conversation with Ryan Patel, Global Business Executive and Board Director, Drucker School of Management

In this episode, host Bill Kelly is joined by global business executive and commentator Ryan Patel. Known for his cross-industry influence, Ryan shares how his multifacet

S3: Conversation with Matt Curtolo, LP/GP Advisor

In this episode, host Bill Kelly sits down with Matt Curtolo to unpack the evolving dynamics between LPs and GPs, and what changing investor profiles mean for private mar

S3: Conversation with Winston Ma, Executive Director, Global Public Investment Funds Forum (GPIFF), Adjunct Professor on Sovereign Investors, NYU School of Law

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

S3: Conversation with Aaron Filbeck, Managing Director, Global Content Strategy, CAIA Association

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 m

S3: Conversation with Kane Brenan and Anne Duggan, TIFF Investment Management

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 t

S3: Conversation with Jennifer Fonstad, Managing Partner, Owl Capital

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

S3: Conversation with Eoin Motherway Independent Chair and INED to Funds, Management Companies, Fin/RegTechs, eMoney Institutions and Digital Assets/Tokenisation

In this episode, Bill welcomes Eoin Motherway, a seasoned finance professional whose career spans investment banking, fund accounting, and digital asset management. Eoin

S3: Conversation with Annelise Osborne, Chief Business Officer, Kadena

In this episode, Bill sits down with Annelise Osborne, author of From Hoodies to Suits and a veteran in both traditional finance and the evolving digital asset space. Ann

S3: Conversation with Jon Caplis, Founder and CEO, PivotalPath

In this episode, Bill speaks with Jon Caplis, founder and CEO of PivotalPath, to explore how his firm is redefining hedge fund transparency and trust for institutional in

S3: Conversation with Steve Novakovic, Managing Director, Educational Programs, CAIA Association

In this episode, Bill welcomes Steve Novakovic, Managing Director of Educational Programs for CAIA Association, to discuss the evolving nature of endowment investing, the

S3: Conversation with Roger Vincent, Founder and CIO, Summation Capital

In this episode, Bill welcomes Roger Vincent, founder of Summation Capital, to explore the evolving private equity landscape. Roger shares insights from his 30-year caree

S3: Conversation with Ruth Yang, Managing Director, Global Head of Private Market Analytics, S&P Global Ratings

In this episode, Bill welcomes Ruth Yang, Global Head of Private Market Analytics at S&P Global Ratings. Ruth shares her extensive background in credit and leveraged fina

S3: Conversation with Andre Maciel, Founder, Volpe Capital

In this episode, Bill welcomes Andre Maciel, founder of Volpe Capital and former leader of SoftBank’s Latin America operations. They explore the evolution of venture capi

S3: Conversation with George Aliferis, Founder, Orama

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 pri

S3: Conversation with Fernando De Leon, Founder and CEO, Leon Capital Group

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 weal

S3: Conversation with Thomas Kim, Managing Director, Independent Directors Council, Investment Company Institute

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