Event Profile

CAIA Global Member Town Hall - Date 1

Date(s):
October 21, 2020
Note:
All times listed are in local time
Venue:
Webinar
 
Fee(s):
Free Event
Description:

CAIA Global Member Town Hall  

2020 has brought challenges and disruptions we never could have anticipated. Still, like the smart investor does for their client, the nimble organization looks ahead, evaluates, and acts with commitment and purpose for the long-term sustainability of its mission – whether it’s a strong portfolio, or a strong brand.

That is why we invite you to join CAIA CEO, Bill Kelly, and John Bowman, Senior Managing Director, and other CAIA leadership for our Q4 Global Member Town Hall. They will offer perspective on shifts in the market and how CAIA is rising to the challenge, provide highlights from the many pivots we’ve encountered, and illustrate ways in which we are engaging allocators to better understand where the industry is moving.

Time & Date
Wednesday, October 21, 2020

2:00 PM to 3:00 PM EDT

Location
Zoom Webcast

Login details sent upon registration

 

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John Bowman
Organization: CAIA Association


John serves as Senior Managing Director for the CAIA Association, overseeing the industry leading CAIA charter, thought leadership and content development, and CAIA's Asia Pacific strategy. John has devoted over 20 years to the asset management industry to recover the narrative of the value that the investment profession bring to society. He is a staunch public advocate for market integrity, long-termism, investor outcomes, diversity, human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession. John previously served as Managing Director for the Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central America, South America and the Caribbean. Bowman joined CFA Institute in 2004 after holding several industry positions. He served as a portfolio manager at Mellon Growth Advisors (MGA), where he was responsible for portfolio construction and stock selection for the MGA International Growth and MGA Global Growth strategies. Bowman also served as a portfolio manager for the International Growth Opportunities Strategy at State Street Global Advisors (SSgA) in its Global Fundamental Strategies Group. John is a prolific writer and commentator, frequently appearing in industry and business publications such as the Wall Street Journal, The New York Times, Pension and Investments, Financial Advisor, The Independent, Wealthmanagement.com and CNBC. Bowman earned a BS in Business Administration from Mary Washington College and is a CFA charterholder.


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.