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What About Beta?


May 19, 2020 11:42 AM

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William J. Kelly
William (Bill) J. Kelly is the CEO of the CAIA Association. Bill has been a frequent industry speaker, writer, and commentator on alternative investment topics around the world since taking the leadership role at the CAIA Association in January, 2014. Previously, Bill was the CEO of Boston Partners and one of seven founding partners of the predecessor firm, Boston Partners Asset Management which, prior to a majority interest being sold to Robeco Group in Rotterdam in 2002, was an employee-owned firm. Bill’s career in the institutional asset management space spans over 30 years where he gained extensive managerial experience through successive CFO, COO and CEO roles. In addition to his current role, Bill is a tireless advocate for shareholder protection and investor education and is currently the Chairman and lead independent director for the Boston Partners Trust Company.
Aaron Filbeck, CAIA, CFA, CIPM
Associate Director of Financial Research @CAIA
Aaron Filbeck is the Associate Director of Financial Research at CAIA Association. In his role, Aaron is involved with the development of the CAIA Charter Program curriculum, supports the Association’s academic partnership program, and serves as assistant editor of Alternative Investment Analyst Review, a practitioner focused journal published by the Association. Prior to his role at CAIA, Aaron was a portfolio manager for a registered investment adviser where he oversaw portfolio construction and manager research efforts for high net worth individuals. Aaron holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certificate in Performance Measurement (CIPM) designations. He is a member of the CFA Institute and Vice President of CFA Society Columbus.