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CAIA Charter Information Session

00:57:00

May 11, 2020 11:28 AM

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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.
Aaron Filbeck, CAIA, CFA, CIPM
Associate Director of Content Development @CAIA Association
Aaron Filbeck serves as Associate Director of Content Development at CAIA Association, where he supports the curation, development, and execution of the organization’s content strategy and CAIA Charter Program curriculum. A demonstrated writer, Aaron has published on topics such as environmental, social and governance (ESG) investing, liquid alternatives, commodities, and asset pricing/factor investing. Prior to his role at CAIA Association, Aaron served as a portfolio manager at The Joseph Group Capital Management, a registered investment adviser (RIA) in Columbus, OH. Here, he oversaw manager research and portfolio construction efforts for $500 million worth of high net worth individuals and institutional retirement plans. Aaron earned a B.S. with distinction in Finance and a Master of Finance from Penn State University. He holds the Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), and Certificate in Performance Measurement (CIPM) desginations.