Sat, Oct 1, 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. Opalesque Exclusive: BlackRock taps Artivest for alternative investment platform partnership[more]

    Bailey McCann, Opalesque New York: BlackRock will be working with New York-based Artivest to provide a platform for broader distribution of BlackRock alternatives funds. Artivest is a technology-driven alternative investment platform that also offers brokerage services. BlackRock has approximatel

  2. Eden Rock buys Gottex stake in ERG Asset Management[more]

    Matthias Knab, Opalesque: Eden Rock Group announced the purchase of Gottex’s stake in ERG Asset Management and so the firm is now wholly owned by Eden Rock. The two firms established the joint venture in 2011 to focus on providing cost effective solutions to funds holding illiquid investments, as

  3. "Hedge fund industry needs to shrink"[more]

    Komfie Manalo, Opalesque Asia: Writing for CNBC, Josh Brown, creator of The Reformed Broker blog and financial advisor for Ritholtz We

  4. Strategy - Voyager Management wants to invest in smaller hedge funds[more]

    From Valuewalk.com: Voyager Management, a $475 million fund of funds, is looking to downsize the hedge fund’s in which they invest, looking for smaller funds with assets under management that enable the fund to be nimble. The fund is looking for noncorrelation and will consider long / short equity

  5. Asia - Quant hedge funds are China's hot new export, Europe banks return to Korean brokerage market; target debt, alternative products[more]

    Quant hedge funds are China's hot new export From Bloomberg.com: Add China’s quant shops to the list of hedge funds branching out across Asian markets. Quantitative money managers from the world’s second-largest economy are opening offshore funds at a never-before-seen pace, according to