Educational Alpha
Episodes
S1: Conversation with Dr. Ashby Monk, Researcher on long-term investing at Addepar and Stanford University
19 Apr 2023
Contributed by Lukas
In this episode, Bill talks with Ashby Monk, whom he describes as a “rock-star” in the industry. Their intriguing discussion breaks down Ashby’s...
S1: Conversation with Jaclyn Foroughi, CAIA, CFA, Cofounder and Managing Partner of Brazen Impact
12 Apr 2023
Contributed by Lukas
In this episode, Bill meets up with CAIA Member, Jaclyn Foroughi, cofounder and managing partner of Brazen Impact and a lecturer in management at Stan...
S1: Conversation with Brian Portnoy, CFA, Founder & CEO, Shaping Wealth
05 Apr 2023
Contributed by Lukas
In this episode, Bill ponders the changing of the guard within the investment landscape – a generational shift among investment professionals, the e...
S1: Conversation with Dick Pfister, CAIA, Founder & CEO, AlphaCore
29 Mar 2023
Contributed by Lukas
In this episode, Bill talks with one of the earliest CAIA designation adopters, Dick Pfister, Founder and CEO of AlphaCore. Pfister’s storied career...
S1: Conversation with Dr. Margaret Cullen, Founder & Principal, Think Governance, Ltd.
22 Mar 2023
Contributed by Lukas
In this episode, Bill welcomes Dr. Margaret Cullen to the discussion about all things governance. A preeminent person in the field of governance in Ir...
S1: Conversation with Robert J. Rubinstein, founder, and CEO of TBLI Group
15 Mar 2023
Contributed by Lukas
In this episode, Bill catches up with Robert Rubinstein, social entrepreneur and driving force behind TBLI Capital – the world’s leading impact in...
S1: Conversation with Troy Prince, CAIA, founder, and CEO, Wall Street Bound, Inc.
08 Mar 2023
Contributed by Lukas
In this episode, Bill chats with Troy Prince, CEO and Founder of Wall Street Bound – a New York City-based nonprofit finance education and training ...
S1: Conversation with Dr. Bronwyn King, Founder, and CEO of Tobacco Free Portfolios
01 Mar 2023
Contributed by Lukas
In this episode, Bill talks with a tireless champion for tobacco-free investment, Dr. Bronwyn King. An Australian radiation oncologist, Bronwyn made t...