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CAIA Ireland - Cork - Alternative Investments: Understanding the Underlying Opportunities and Risks
Date(s):
September 25, 2024
Note: All times listed are in local time
Venue:University College Cork - The Boole Library
University College Cork, College Road
Cork, CO T12 ND89
Fee(s):Free Event
Description:CAIA Ireland Alternative Investments: Understanding the Underlying Opportunities and Risks Room: BOOLE 1 The so-called Endowment Model, which first brought alternative assets into the investor’s allocation mix, is now almost six decades old. What were once asset classes have now become complex industries where the premium on due diligence has never been more high or important. Understanding some of these risks and opportunities will underscore the importance of a more professional and informed approach to asset allocation. Agenda: 17:00 - Welcome by Dr. John O’Brien 17:10 - Introduction to CAIA Association by Fanny Audeoud 17:20 - Presentation on Alternative Investments: Understanding the Underlying Opportunities and Risks by: William J. Kelly, CAIA - CEO of CAIA Association 17:55 - Q&A 18:15 - Social Important notes before the event: - This event is organized by dedicated CAIA members, who generously volunteer their personal time. Should you decide to register, we greatly appreciate your commitment to attending.
- If you find that you are unable to attend, please inform us at least 48 hours before the event. Your timely cancellations enable us to offer your spot to someone on the waitlist and help minimize food and energy waste.
- Kindly note that registrations must be completed in advance, as walk-ins will not be permitted. Given the event's limited capacity, we encourage you to register as early as possible to secure your spot. If the attendance limit is expanded, we will promptly notify you.
- Registering a guest is possible but complete guest’s details must be filled in. In case of overbooking, priority will be given to CAIA Members.
Thank you for your understanding and cooperation. If you have questions or concerns regarding registration for this event, please contact CAIA EMEA Chapter Relations.
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William Kelly
Job Title: Founder and Managing Member
Organization: CAIA Association
Speaker Type: Keynote
William (Bill) J. Kelly, CAIA is the CEO of the CAIA Association. Bill has been a frequent industry speaker, writer, and commentator on alternative investment topics around the world since taking the leadership role at the CAIA Association in January, 2014. Previously, Bill was the CEO of Boston Partners and one of seven founding partners of the predecessor firm, Boston Partners Asset Management which, prior to a majority interest being sold to Robeco Group in Rotterdam in 2002, was an employeeowned firm. Bill’s career in the institutional asset management space spans over 30 years where he gained extensive managerial experience through successive CFO, COO and CEO roles. In addition to his current role, Bill is a tireless advocate for shareholder protection and investor education and is currently the Chairman and lead independent director for the Boston Partners Trust Company. He has previously served as an independent director and audit committee chair for ’40 Act Mutual Funds and other financial services firms. He is also currently an Advisory Board Member of the Certified Investment Fund Director Institute which strives to bring the highest levels of professionalism and governance to independent fund directors around the world. A member of the board of the CAIA Association, Bill also represents CAIA in similar capacities via their global partnerships with other associations and global regulators. Bill began his career as an accountant with PwC and is a designated Audit Committee Financial Expert in accordance with SEC rules.
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