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Educational Alpha
CAIA Association
100 episodes
1 week ago
Listen in on conversations with host Bill Kelly 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 …
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Non-Profit
Business
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All content for Educational Alpha is the property of CAIA Association and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Listen in on conversations with host Bill Kelly 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 …
Show more...
Non-Profit
Business
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S3: Conversation with Aaron Filbeck, Managing Director, Global Content Strategy, CAIA Association
Educational Alpha
40 minutes 56 seconds
2 weeks ago
S3: Conversation with Aaron Filbeck, Managing Director, Global Content Strategy, CAIA Association

In this episode, host Bill Kelly welcomes Aaron Filbeck of the CAIA Association for a wide-ranging discussion on the growing momentum behind expanding access to private market investments within retirement plans. They explore the implications of a recent executive order focused on 401(k) access, the structural differences between DB and DC plans, and the potential benefits and risks of democratizing private market exposure. The conversation probes the importance of fiduciary responsibility, the role of innovation in target date funds, and the evolving narrative around long-term investing and investor protection.

Educational Alpha
Listen in on conversations with host Bill Kelly 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 …