Event Speakers

CAIA Boston - The Increasing Role of Complex Data Management & Analysis in Investment Management

  • Date: October 24, 2019
  • Location: Downtown Harvard Club of Boston

Speakers

Bill Kelly
Organization: CAIA Association


William (Bill) J. Kelly is the CEO of the Chartered Alternative Investment Analyst Association (“CAIA”), the global leader in alternative investment education with approximately 10,000 chartered Members in 90 different countries. The CAIA Charter is an international credential focused exclusively on demonstrated professionalism through the mastery of topics across the alternative investment spectrum. 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 employee-owned 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. Follow Bill Kelly on Twitter @CAIA_BillKelly


Joseph Simonian
Organization: Acadian Asset Management


Joseph Simonian is senior investment strategist at Acadian Asset Management. Before joining Acadian, Joseph was the director of Quantitative Research for the Portfolio Research and Consulting Group at Natixis Investment Managers. Prior to that, he was a principal research analyst in the Global Institutional Solutions Group at Fidelity Investments. He was also previously a vice president at JPMorgan Asset Management and PIMCO. Joseph holds a Ph.D. from the University of California, Santa Barbara; an M.A. from Columbia University; as well as a B.A. from the University of California, Los Angeles. Joseph is a noted contributor to leading finance journals and is also a prominent speaker at investment events worldwide. He is currently the co-editor of the Journal of Financial Data Science and Advisory Board member for the Financial Data Professional Institute.