Storytelling is the secret weapon finance forgot

In this episode of The Blunt Dollar, I sit down with Bill Kelly, a true veteran of the finance and asset management world with over 40 years of experience and former CEO of the CAIA Association. From co-founding Boston Partners to steering CAIA into a global standard for financial education, Bill has seen (and shaped) the evolution of the investment industry from the inside out.

We dive into the lessons he’s learned leading both scrappy startups and established institutions, why investor education matters more than ever, and the opportunities and risks in today’s democratising private markets.

Here’s what we cover:

💼 Bill’s career journey, from CPA at PwC to CEO of CAIA and beyond

📈 The evolution of alternative investments and the democratisation of investing and personal finance

⚠️ Why financial literacy, money management, and fiduciary duty are essential safeguards for investors

🧠 Bridging the gap between quantitative finance, data scientists, and investment professionals through the FTP Institute

🤖 AI, self improvement, and the next wave of disruption in finance

If you’re new to investing for beginners or exploring how to make money and build wealth through compound interest, dividend investing, or even the stock market for beginners, this conversation gives you timeless lessons from one of the most respected educators in finance.

And if you haven’t already, make sure to subscribe to The Blunt Dollar for more raw and honest finance conversations.

New episodes drop every week right here on YouTube.

You can also follow me on LinkedIn for more behind-the-scenes content and upcoming guest updates:   / ignacio-ramirez-moreno-cfa  

Enjoy the episode!

Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Always consult a qualified financial professional before making financial decisions.