Bill Kelly, CEO of the CAIA organization and self-described evangelist for alternative investment education and investor due diligence joins Phil to talk all things alts. The discussion includes:

• Bill’s background and why he joined the CAIA association
• CAIA’s mission and thought leadership
• What is an alternative investment?
• The viability of Hedge Funds as an investment vehicle
• CAIA exam material
• The stacking initiative
• Liquid alternatives as a growing segment in mutual funds and ETFs
• Giving back
• Financial Data Professional (FDP) program