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CAIA Association’s “10 Lessons in Finance” – Lesson 10 : In Conversation with William Kelly

01:04:00

Sep 4, 2020 05:31 PM

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Speakers

William J. Kelly
Chief Executive Officer @CAIA Association
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.
Joanne Murphy
Managing Director, Asia Pacific, Industry Relations @CAIA Association
Jo has been based in Asia, predominately in Hong Kong, for over 20 years. During her tenure she has held a number of senior management positions, leading sales, business development, marketing, and CRM divisions and has both built and managed large and effective regionally-located teams. After moving to Hong Kong with Morgan Stanley, Jo also worked for both HSBC and Deutsche Bank covering intermediary, buy and sell side roles and held an entrepreneurial position at Triple A Partners. She now focuses on the education environment. All these roles have had a consistent focus on the Alternative Investment industry. Jo enjoys the reputation of being capable, committed, and commercial, was voted “Asia’s most influential woman in AI” and one of “The 25 most influential people in Asian hedge funds.” She is a founding member of Hong Kong’s AIMA Chapter, holds a number of Board positions, and is a Fellow of UniSIM University.