Tag: Advice for Investors

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Improving Alpha: William J. Kelly, CAIA on disrupting data transparency in the institutional markets

Improving Alpha: William J. Kelly, CAIA on disrupting data transparency in the institutional markets

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As institutional investments become increasingly intricate, it is crucial to bring transparency (and perhaps even enlightenment) to both GPs and LPs. Large data sets and the scale of innovative technology shows no signs of decelerating for those seeking alpha. Serving as a cautionary tale for this installment of Improving Alpha, a famous quote by renowned British Economist Ronald H. Coase once said, “ if you torture the data long enough, it will confess to anything”.

Join Michael Oliver Weinberg as he sits down with William (Bill) J. Kelly, CAIA, President & CEO of the CAIA Association, in this captivating episode. In just :40 minutes, Bill shares his insightful perspectives on the ever-increasing regulation of private markets and the importance of data transparency. Dive into the fascinating world of AI and large language models, and explore the latest trends in ESG. Don’t forget to click on the audio play button at the top of this page to uncover even more valuable insights.

Further highlights cover: 

  • a brief overview of CAIA and FDP, explaining their origins and their roles in the alternative investments industry
  • the critical importance of being able to upskill and cross-skill the cast of characters that define the investment process, and how the process has changed over the last 10 years.
  • will artificial intelligence ever be able to build a comprehensive mosaic around cash flow, manager letters, and more.
  • learning what’s on the minds of larger allocators when it comes to increasing regulation by the SEC, and would real opinions be presented better with a ‘truth serum’ cocktail on data transparency.
  • the huge potential of doing well at one pillar of ESG, while simultaneously nuking another pillar. 
  • And more!

Connect with Michael Oliver Weinberg: 

Connect with William (Bill) Kelly:

About William (Bill) Kelly:

William (Bill) J. Kelly, CAIA is the President & 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. 

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Vidrio Financial, and/or our host, Michael Oliver Weinberg. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

The release date may not correspond to the recording date.

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Improving Alpha: Jose Eduardo Siman on Succession Planning Challenges and Innovating the Family Office

Improving Alpha: Jose Eduardo Siman on Succession Planning Challenges and Innovating the Family Office

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Given the continued volatility and inflationary pressures in the financial markets, many family offices are looking to shift their asset allocation to help provide better performance and lower overall risk. With pressures mounting, we wanted to get a sense of how global family offices are answering the innovation question for not only their current technology solutions but also in terms of succession planning.

In our latest episode of Improving Alpha: Innovation in Investing, ESG & Technology, Michael Oliver Weinberg sits down with Jose Eduardo Siman, President, Intradeco Inc. who talks about what is needed for family offices to succeed today, in terms of governance, innovation and more.

Jose discusses: 

  • how the Warren Buffet model of decentralization from holding company to subsidiaries may be a future innovation.
  • how Jose strives to reinvest 70% of the profits while allocating 5% into socially responsible projects.
  • innovation by way of improving his retail sales operations, recycling textiles, and reducing overall sanitation costs through these processes.
  • succession planning and how to separate governance/ownership from management for the next generation of professionals to take over operations.
  • fraud and how he dealt with an investment that didn’t turn out to be what was expected even following lengthy due diligence discussions.
  • And more….

Connect with Michael Oliver Weinberg: 

To learn more about our host visit: https://www.vidrio.com/blog/improving-alpha-podcast-jose-siman-family-office-challenges

About Jose Eduardo Siman:

Born in San Salvador, El Salvador. Mr. Siman received an MBA from the Columbia University Graduate School of Business, New York, New York in 1969. Mr. Siman began his professional career with Procter and Gamble in Toronto, Canada, before joining his family’s business in 1979. Since, this business has grown from one department store in San Salvador, El Salvador to a multinational business group with significant operations in retailing, consumer finance, apparel manufacturing and real estate in twenty six countries throughout the Caribbean, Central America and the United States currently living in the United States. Mr. Siman is President of the Salvadoran American Humanitarian Foundation (SAHF), Miami, Florida. 

 

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Vidrio Financial, and/or our host, Michael Oliver Weinberg. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.