educational alpha podcast

Listen in on conversations with host Bill Kelly, CAIA Association’s CEO 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 …

Latest Episode

Conversation with Tim Hodgson, Co-Founder, Thinking Ahead Institute
educational alpha podcast

In this episode Bill sits down with Tim Hodgson, co-founder of the Thinking Ahead Institute, to discuss the transformative journey of the investment industry. Starting from Tim's early career as an institutional investment consultant to the inception of the Thinking Ahead Institute in 2015, they explore the evolution from a business-centric to a more purpose-driven approach. They reflect on CAIA’s most recent collaborative effort with Thinking Ahead Institute, while developing a new framework of ethics principles designed to illuminate the investment industry as an interconnected ecosystem. They talk about the collaboration between asset owners and managers, the pursuit of professionalism in the industry, and the intricate dynamics of private and public market investments. They also address global pension systems, demographic shifts, and the ethical considerations vital for sustaining trust and transparency in the investment landscape. Listen in!

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