Event Profile

CAIA Pacific Northwest presents Total Portfolio Approach with CAIA CEO Bill Kelly

Date(s):
September 3, 2024
Note:
All times listed are in local time
Venue:
Russell Investments
401 Union St
FL18
Seattle, WA 98101 
Fee(s):
Free Event
Description:

Join us as we explore the evolution of investment strategies through the lens of the TPA through CAIA’s seminal report: Innovation Unleashed: The Rise of Total Portfolio Approach. In an era where change is the only constant, TPA may empower investors to seize opportunities in the pursuit of a more resilient and dynamic investment portfolio. The investment realm has shifted; today, everything is considered an alternative. Are you ready to embrace the future of investing?
 
Date &Time:
Tuesday, September 3rd 
4-6 PM PT

Location:
Russell Investments Center

1301 Second Avenue,
18th floor
Seattle, WA 98101 

Find it on Map

Russell Investments
Bill Kelly
Job Title: CEO
Organization: CAIA Association


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 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