Tue, Jun 19, 2018
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

The Chartered Alternative Investment Analyst (CAIA) Association announces the appointment of William J. Kelly to become CAIA’s next Chief Executive Officer

Wednesday, January 08, 2014
Opalesque Industry Update - The Chartered Alternative Investment Analyst (CAIA) Association’s Board of Directors has appointed William (Bill) J. Kelly, an asset management industry veteran, as CEO of the CAIA Association effective January 13, 2014. Mr. Kelly brings extensive managerial and boardroom experience gained through successive CFO, COO, CEO and independent board director roles.

“Bill has led both start-ups and full scale global organizations,” said Jane Buchan, CAIA, Chair of the CAIA Association Board of Directors. “He brings vision, industry experience, and broad expertise to build upon CAIA’s success and steer its future growth. The Board fully endorses his appointment as CEO and is confident he will ensure that the CAIA Association continues to be the global leader in alternative investment education.”

Mr Kelly served as CEO of Robeco Investment Management, a subsidiary of the Netherlands-based global asset management organization with over $200 billion of assets under management, where he oversaw all aspects of United States business, including portfolio management, distribution and product development. He also was responsible for the strategic growth, introduction, and positioning of new managed products in the US and Europe, including alternative investments.

Mr. Kelly was a founder and former CEO of Boston Partners Asset Management, a self-funded partnership enterprise, which became one of the industry’s largest and most successful start-up money management organizations. He also served as CFO of The Boston Company Asset Management and earlier in his career held various positions at Bear Stearns and was an auditor at PricewaterhouseCoopers. Mr. Kelly currently serves on the boards of three large financial institutions.

“I am deeply honored to have been appointed to lead the CAIA Association,” said Mr. Kelly. “The organization has a stellar reputation within the industry, and is well positioned to continue generating greater awareness and support for the CAIA Charter worldwide.”

The appointment comes at the end of a rigorous international search to identify a strong and experienced leader to take the Association forward. CAIA’s current CEO and co-founder, Florence Lombard, announced her retirement last March, but agreed to stay in place until a new CEO could be appointed.

Under Ms. Lombard’s leadership, the organization has grown to a membership of 6,700 Charter Holders in more than 80 countries. CAIA also expanded the number of its global chapters to 17 located across 12 countries, and increased the number of academic partners to 22 leading universities worldwide.

“Florence has made extraordinary contributions to CAIA as co-founder, board member, and most recently as CEO,” said Jane Buchan. “She has provided outstanding leadership and unwavering commitment to CAIA from its earliest days, and the impact she has made is significant and lasting.”

CAIA

Press Release

BM

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Lyxor recommends stockpicking strategies, L/S equity hedge funds well equipped for turbulent markets[more]

    Matthias Knab, Opalesque: Market developments in May saw some trend reversals across the fixed income and commodity space. On the one hand, the unfolding of the Italian political crisis coincided with a rebound of U.S. Treasuries during the second half of May. On the other hand, the rising likeli

  2. North America - George Soros: 'Everything that could go wrong has gone wrong'[more]

    From Marketwatch.com: George Soros, tell us how you really feel. 'Everything that could go wrong has gone wrong. [Trump] is willing to destroy the world.' The 87-year-old billionaire clearly isn't shy about expressing his generally liberal views and distaste for Trump's "America First" platform,

  3. Paper: The performance of stocks actively pitched by hedge funds[more]

    Using a novel dataset drawn from investment conferences from 2008 to 2013, I show that hedge funds take advantage of the publicity of these conferences to strategically release their book information to drive market demand. Specifically, hedge funds sell pitched stocks after the conferences to ta

  4. North America - US fundraising for special purpose acquisition vehicles hits record this year[more]

    From AFR.com: Special purpose acquisition vehicles (spacs) are hitting the US market at the fastest rate on record, attracting the likes of Goldman Sachs and hedge fund investor Daniel Loeb for the two largest such deals in 2018. Spacs have raised $US4.5bn so far in 2018, the largest amount fo

  5. Investing - Man Group and AQR try to take aim at private equity industry, Hedge funds poised to be winners in AT&T-Time Warner deal[more]

    Man Group and AQR try to take aim at private equity industry From FT.com: The popularity of private equity investments has prompted asset managers such as Man Group and AQR to devise strategies that aim to replicate PE returns but at a much lower cost to investors. Both companies a