Exponential Etfs Exceptional Podcast

Bill Kelly, CEO of the CAIA organization and self-described evangelist for alternative investment education and investor due diligence joins Phil to talk all things alts. The discussion includes: Bill’s background and why he joined the CAIA association CAIA’s mission and thought leadership What is an alternative investment? The viability of Hedge Funds as an investment vehicle CAIA exam material The stacking initiative Liquid alternatives as a growing segment in mutual funds and ETFs Giving back Financial Data Professional (FDP) program