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Educational Alpha

CAIA Association
Investment Strategies
Geopolitical Risks
Private Markets
Risk Management
Cerifi
Jared Dillian
Private Equity
Mental Health
Exchange-Traded Funds
Family Values
Energy Transition
Financial Education
Children's Book
Mental Illness
Financial Stress
Social Media
Education
Hedge Fund Industry
Managed Futures
Hedge Funds

Listen in on conversations with host Bill Kelly and an eclectic group of guests within the world of finance. Hear about their professional or personal journeys, career and life advice, and perspectives on the industry. There’s always more to the story …

PublishesTwice monthlyEpisodes107Founded3 years ago
Number of ListenersCategories
BusinessNon-Profit

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Artwork for Educational Alpha

Latest Episodes

In this episode, host Bill Kelly sits down with Brett Hickey, Founder and CEO of Star Mountain Capital, to explore the landscape of lower middle market private credit. Brett shares how his early experiences shaped his approach to entrepreneurship, le... more

In this episode, host Bill Kelly welcomes Tad Fallows and Matt Shechtman from Long Angle, a private community of high-net-worth individuals focused on wealth preservation, personal growth, and alternative investing. Tad and Matt share their entrepren... more

In this episode, host Bill Kelly speaks with Andreas Bezner, CEO and Co-Founder of Stableton, to explore how secondary markets are transforming access to late-stage private tech companies. Andreas shares his entrepreneurial journey, the evolution of ... more

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In this episode, host Bill Kelly is joined by global business executive and commentator Ryan Patel. Known for his cross-industry influence, Ryan shares how his multifaceted experience helps him assess innovation, leadership, and the evolving workplac... more

Key Facts

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Recent Guests

Brett Hickey
Founder and CEO of Star Mountain Capital
Star Mountain Capital
Episode: S3: Conversation with Brett Hickey, CEO and Founder, Star Mountain Capital
Andreas Bezner
CEO and co-founder of Stableton
Stableton
Episode: S3: Conversation with Andreas Bezner, CEO and Co-Founder, Stableton
Matt Curtolo
LP/GP Advisor with extensive experience in private markets and investment strategies.
Episode: S3: Conversation with Matt Curtolo, LP/GP Advisor
Winston Ma
Adjunct professor at NYU and former managing director at CIC
NYU, Global Public Investment Funds Forum
Episode: S3: Conversation with Winston Ma, Executive Director, Global Public Investment Funds Forum (GPIFF), Adjunct Professor on Sovereign Investors, NYU School of Law
Aaron Filbeck
Managing Director, Global Content Strategy, CAIA Association
CAIA Association
Episode: S3: Conversation with Aaron Filbeck, Managing Director, Global Content Strategy, CAIA Association
Jennifer Fonstad
Seasoned venture investor and co-founder of Owl Capital
Owl Capital
Episode: S3: Conversation with Jennifer Fonstad, Managing Partner, Owl Capital
Eoin Motherway
A seasoned finance professional who bridges traditional finance and decentralized finance.
Episode: S3: Conversation with Eoin Motherway Independent Chair and INED to Funds, Management Companies, Fin/RegTechs, eMoney Institutions and Digital Assets/Tokenisation
Annelise Osborne
Author of 'From Hoodies to Suits' and veteran in both traditional finance and the evolving digital asset space
Kadena
Episode: S3: Conversation with Annelise Osborne, Chief Business Officer, Kadena
Jon Caplis
Founder and CEO of PivotalPath
PivotalPath
Episode: S3: Conversation with Jon Caplis, Founder and CEO, PivotalPath

Host

Bill Kelly
Host of Educational Alpha, who engages with guests from the finance industry to discuss their professional journeys and insights about the financial landscape.

Reviews

5.0 out of 5 stars from 26 ratings
  • In depth reflections on the investment management space with a stellar line up of guests

    Bill doesn’t just ask questions, he leverages his unique perspective and vast experience as an operator and educator to reflect on the investment space and allows his guests to do the same. Where so many investment podcasts provides “beta”, this one generates “alpha” for investors’ minds.

    Apple Podcasts
    5
    George A from Investology
    United Kingdom9 months ago
  • Insightful

    A great pod from a seasoned professional in the Alt’s investment space. Recommend!

    Apple Podcasts
    4
    D0ggo17
    Australia2 years ago
  • Alts Education, All the Time

    Thrilled to gain on demand intelligence and insights from Bill and the CAIA team. About time!

    Apple Podcasts
    5
    Dexta_Dark
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many recommend the podcast for its quality of information and the relevant themes addressed, indicating it's a favorite for those looking to enhance their financial acumen.
The host's ability to leverage his experience in finance and education is frequently highlighted as a strong point, illustrating a unique perspective that differentiates the content.
Listeners appreciate the insightful discussions and industry expertise of the guests featured, often noting that these conversations offer significant value in understanding complex financial topics.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

S3: Conversation with Jennifer Fonstad, Managing Partner, Owl Capital
Q: What advice do you give to the next generation entering this space?
Take calculated risks and lean into what could be rather than what can't be, as often the downside isn't as significant as one might fear.
S3: Conversation with Jennifer Fonstad, Managing Partner, Owl Capital
Q: What advice would you give to entrepreneurs looking to make their companies investment worthy?
Entrepreneurs should consider and bring together the team, market, and product dimensions to their business for successful fundraising and building.
S3: Conversation with Thomas Kim, Managing Director, Independent Directors Council, Investment Company Institute
Q: What advice do you give someone who wants to become a fund director?
Familiarize yourself with the fund space and understand the roles and responsibilities of independent trustees, as well as the governance aspects involved.
S3: Conversation with Daniel Liebau, Founding Chairman, Lightbulb Capital
Q: What are some risks associated with DAOs?
One significant risk is the difficulty in identifying responsible parties within a DAO, which raises accountability challenges in governance.
S3: Conversation with Daniel Liebau, Founding Chairman, Lightbulb Capital
Q: What is a DAO?
A DAO is an organization that exists online where like-minded individuals collaborate to achieve a common goal, facilitated through governance processes using smart contracts.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About Educational Alpha

What is Educational Alpha about and what kind of topics does it cover?

Engaging in enlightening conversations, the discussions focus on various aspects of finance and investment, featuring industry experts and professionals as guests. Topics often revolve around private equity, alternative investments, and the evolving landscape influenced by advancements in technology such as AI and blockchain. With an emphasis on personal growth and wealth preservation, the dialogues explore the intersections of finance with mental health and ethical governance, providing valuable insights for listeners interested in the nuances of the financial world and its broader implications. This podcast stands out for its commitment to educating listeners about complex financial topics while promoting accessibility and democratization... more

Where can I find podcast stats for Educational Alpha?

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What are the audience demographics for Educational Alpha?

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How many subscribers and views does Educational Alpha have?

To see how many followers or subscribers Educational Alpha has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Educational Alpha?

These podcasts share a similar audience with Educational Alpha:

1. Exchanges
2. Capital Allocators – Inside the Institutional Investment Industry
3. The View From Apollo
4. My First Million
5. Masters in Business

How many episodes of Educational Alpha are there?

Educational Alpha launched 3 years ago and published 107 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Educational Alpha?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Educational Alpha?

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What guests have appeared on Educational Alpha?

Recent guests on Educational Alpha include:

1. Brett Hickey
2. Andreas Bezner
3. Matt Curtolo
4. Winston Ma
5. Aaron Filbeck
6. Jennifer Fonstad
7. Eoin Motherway
8. Annelise Osborne

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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