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Educational Alpha
CAIA Association
104 episodes
6 days 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 George Aliferis, Founder, Orama
Educational Alpha
40 minutes 32 seconds
7 months ago
S3: Conversation with George Aliferis, Founder, Orama

In this episode, Bill sits down with George Aliferis, founder of Orama, host of the Investology podcast, and a fellow CAIA Member, to explore the evolving dynamics of private markets, democratized investing, and the importance of long-term thinking. George shares his unconventional path—from financial markets to filming Michelin-star chefs, and back into fintech content creation. Together, they probe the marketing practices in alternative investing, the pitfalls of liquidity and wrappers, and the critical role of education and governance in a more accessible financial landscape. The episode also features reflections on Swensen-style investing, the challenges of retail access to alts, and whether fractional ownership of wine or art is more hobby than portfolio play.

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 …