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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 Monique Frederick, Head of Wealth Management, Butterfield Bank (Cayman) Limited
Educational Alpha
39 minutes 29 seconds
8 months ago
S3: Conversation with Monique Frederick, Head of Wealth Management, Butterfield Bank (Cayman) Limited

In this episode, Bill interviews Monique Frederick, a CFA Charterholder and financial expert passionate about empowering women through financial literacy. Monique shares her journey from a background in computer information systems to a career in wealth management, emphasizing her dedication to educating and guiding women toward financial freedom. They discuss the generational shifts in financial decision-making, the importance of early financial education, and strategies for overcoming emotional and cultural barriers to investing. Monique's book, Embracing Your Money Power: A Woman's Guide to Financial Freedom, serves as a focal point for addressing the gaps in financial literacy and the tools individuals need to achieve financial confidence.

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 …