CAIA Association Appoints Kelly as New Chief Executive

CAIA CEO Bill Kelly
Bill Kelly joins CAIA Association as the new Chief Executive Officer.

The Chartered Alternative Investment Analyst (CAIA) Association, which was founded in 2002 to provide alternative investment education and certification, has hired William J. Kelly as its new Chief Executive Officer. Kelly has a long history in the asset management industry having been one of the founders, and ultimately the CEO, of Boston Partners Asset Management (now Robeco Boston Partners.) Kelly replaces Florence Lombard who announced her retirement last year and has stayed with the organization until the new CEO was appointed. Lombard was a co-founder and board member of the CAIA.

In his role at Boston Partners, Kelly was responsible for the strategic growth, introduction, and positioning of new managed products in the US and Europe, including alternative investments, which should bode well for the CAIA as it looks to continue its global growth. “Bill has led both start-ups and full scale global organizations,” said Jane Buchan, CAIA, Chair of the CAIA Association Board of Directors, in a statement from the organization. “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.”

The CAIA Association grants the CAIA charter to industry practitioners upon the successful completion of a rigorous two-level qualifying exam. The Association also provides education to the asset management industry through the dissemination of research, webinars and videos.

To find out more about the CAIA Association, click here.

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