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What About Beta?

01:08:00

Mar 24, 2020 11:33 AM

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Speakers

William J. Kelly
CEO @CAIA
William (Bill) J. Kelly is the CEO of the CAIA Association. Bill has been a frequent industry speaker, writer, and commentator on alternative investment topics around the world since taking the leadership role at the CAIA Association in January, 2014. Previously, Bill was the CEO of Boston Partners and one of seven founding partners of the predecessor firm, Boston Partners Asset Management which, prior to a majority interest being sold to Robeco Group in Rotterdam in 2002, was an employee-owned firm. Bill’s career in the institutional asset management space spans over 30 years where he gained extensive managerial experience through successive CFO, COO and CEO roles. In addition to his current role, Bill is a tireless advocate for shareholder protection and investor education and is currently the Chairman and lead independent director for the Boston Partners Trust Company.
Aaron Filbeck, CAIA, CFA, CIPM
Associate Director of Financial Research @CAIA
Aaron Filbeck is the Associate Director of Financial Research at CAIA Association. In his role, Aaron is involved with the development of the CAIA Charter Program curriculum, supports the Association’s academic partnership program, and serves as assistant editor of Alternative Investment Analyst Review, a practitioner focused journal published by the Association. Prior to his role at CAIA, Aaron was a portfolio manager for a registered investment adviser where he oversaw portfolio construction and manager research efforts for high net worth individuals. Aaron holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certificate in Performance Measurement (CIPM) designations. He is a member of the CFA Institute and Vice President of CFA Society Columbus.
John Bowman
Senior Managing Director @CAIA
John serves as Senior Managing Director for the CAIA Association, overseeing the curriculum and exams teams and co-managing CAIA's global business development efforts. John has devoted over 20 years to the asset management industry to recover the narrative of the value that the investment profession bring to society. He is a staunch public advocate for market integrity, long-termism, investor outcomes, diversity, human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession. John previously served as Managing Director for the Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central America, South America and the Caribbean. Bowman joined CFA Institute in 2004 after holding several industry positions. He served as a portfolio manager at Mellon Growth Advisors (MGA), where he was responsible for portfolio construction and stock selection for the MGA International Growth and MGA Global Growth strat