Event Speakers

Go Back

William (Bill) J. Kelly, CEO of the CAIA Association, is an asset management industry veteran with extensive managerial and boardroom experience gained through successive CFO, COO, CEO and Independent Board director roles. He has led both start-ups and full scale global organizations. Bill is the former CEO of Robeco Investment Management, a subsidiary of the Netherlands-based global asset management organization with over $200 billion of assets under management, where he oversaw all aspects of United States business, including portfolio management, distribution and product development. He also was responsible for the strategic growth, introduction, and positioning of new managed products in the US and Europe, including alternative investments. Bill was a founder and former CEO of Boston Partners Asset Management, a self-funded partnership enterprise, which became one of the industry’s largest and most successful start-up money management organizations. Previous to that, he served as CFO of The Boston Company Asset Management and earlier in his career held various positions at Bear Stearns and was an auditor at PricewaterhouseCoopers. Follow Bill Kelly on Twitter @CAIA_BillKelly

Jo has been in Asia for almost 20 years, predominantly based in Hong Kong but with two valuable years spent in Singapore. She has held a number of senior Asia Pacific management positions, successfully leading sales, business development, marketing and client relationship management divisions for major institutions and has both built and managed large and effective regionally located teams. Jo was expatriated to Hong Kong, with Morgan Stanley, in early 1997 and has worked for a number of global institutions during her time in Asia covering intermediary, buy and sell side, entrepreneurial and most recently in the education business environment throughout the Alternative Investment industry.

Currently working as Assistant General Manager in the Enquiry and Adjudication Department, Securities and Exchange Board of India (SEBI), Mumbai, India. Joined SEBI in August 2001 as Manager and worked in Investigation & Enforcement Department and handled various cases of market manipulation, insider trading, IPO frauds and cases related to corporate disclosures. Prior to joining SEBI, was a banker with Bank of India for a brief period. Holds Master Degree in Economics and is also a CFA and CAIA Charterholder. Published various articles on mutual funds, equity and derivatives market in newspapers and journal in India. Also, he is a regular blogger on IAIP’s wordpress.

Sameer S. Somal is the Chief Financial Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. Prior to co-founding Blue Ocean Global, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. Sameer serves on CFP Board’s Council on Education, is an active member at CFA Institute, and serves on the Advisory Executive Council of the Women Economic Forum (WEF). He is a frequent speaker at global conferences and educates on the soft skills, technology, diversity, financial planning, entrepreneurship, investments, and leadership.