Brandon Kremer, CAIA, CFA

Starting out as an Investment Analyst in private wealth management I recognized early on that school had prepared me well for equity and fixed income analysis but was lacking in training for evaluating managers. I chose to sit for the CAIA exams to improve my skills in manager due diligence and to have a better understanding of liquid alternatives.

CEO Bill Kelly Underscores Due Diligence and the Importance of "doing your homework!"

In this candid conversation with Sona Blessing, Research Specialist and author of Alternative Alternatives, CAIA CEO William J. Kelly frames firsthand insights on a catalogue of critical risks that are not just relevant to asset allocators and managers, but nudges policy makers and each of us to take on, and contribute to the urgent challenges at hand.