Wed, May 25, 2016
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. Paul Tudor’s hedge fund trims fee amidst poor performance, keep investors[more]

    Komfie Manalo, Opalesque Asia: Paul Tudor’s $11.6bn hedge fund firm Tudor Investment Corp. announced on Monday it would slash down fees of one of its biggest fund to 2.25% of assets and 25% of profits amidst backlash arising from poor performa

  2. West Virginia objects to Alpha Natural sale to hedge fund[more]

    From AP/Heraldcourier.com: West Virginia's environmental authority has filed an objection to the proposed $500 million sale of Alpha Natural Resources' assets to a hedge fund, arguing that the deal could leave the state holding hundreds of millions in reclamation liabilities. The Register-Hera

  3. Mitch Petrick leaves Carlyle as his hedge fund unit suffers losses while assets expand[more]

    Komfie Manalo, Opalesque Asia: Mitch Petrick will be leaving Carlyle Group as head of its hedge funds unit overseeing about $34bn as of March 31, after several funds under his management suffered losses while assets expanded, various media reported. Petrick joined Carlyle in 2010 and was a former

  4. Institutions - Kentucky pension leans into hedge funds amid governance turmoil, Korea's NPS names finalists for initial $1 billion hedge fund-of-funds allocation[more]

    Kentucky pension leans into hedge funds amid governance turmoil From AI-CIO.com: The Kentucky Retirement Systems moved to increase its hedge fund allocation as controversy reigned over fund leadership. Following a string of high-profile hedge fund exits, the Kentucky Retirement Systems (

  5. Fund Profile - The hedge fund that couldn't stay open long enough for a big payday[more]

    From Bloomberg.com: Toby Dodson waited six months for his bet against a fragile Portuguese bank to pay off. But before the reckoning, word came down from his hedge fund bosses at Achievement Asset Management in Chicago: get ready to clear out your desk and unwind your trades, we’re shutting down. Th