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CFA Society of Austin and CAIA Joint Social
Thursday, October 13, 2022 at 4:30 pm | JW Marriott

Panel Discussion followed by Networking Cocktail Reception

                  When:
Thursday, October 13, 2022
          4:30 pm - Check In
5:00 - 6:00 pm - Operational Alpha Panel
6:00 - 7:30 pm - Networking

Where:
JW Marriott
110 East 2nd Street
Austin, Texas 78701

Topic:
Operational Alpha

Featuring:
Moderator
Courtney Dunn
Vice President / Program Chair, CFA Society of Austin 

Panelists
William (Bill) Kelly
Chief Executive Officer, CAIA

Ken Akoundi, PhD
Founder & Chief Knowledge Officer, Cordatius LLC
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Complimentary food and beverages will be served.
Network with members and guests.

Members of CAIA - no charge
Members of CFA Society of Austin - no charge
CFA Candidates - no charge
Non-Members / Guests - $40 each

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William (Bill) Kelly
Chief Executive Officer, CAIA

William (Bill) Kelly has been a frequent industry speaker, writer, and commentator on alternative investment topics globally since taking the CAIA Association’s leadership role in 2014. Previously, Bill was 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 30+ years where he gained extensive managerial experience through successive CFO, COO and CEO roles. 

Ken Akoundi, PhD
Founder & Chief Knowledge Officer, Cordatius LLC

Influenced by the lack of expertise available to Long-term Investors, Ken  founded Cordatius, an agency-based management consulting company focusing on the investment offices of the long-term investors, across policies, technology, processes, and operations. Since 2016, Cordatius has placed itself on the forefront of investment office digital transformation. Ken was the President of ASPN Solutions (a spin-off of Protégé Partners), Head of Capital Markets business for EletrifAI (a spin-off of McKinsey), Head ofPension Strategies and Solutions group at Deutsche Bank, and Head of Risk Management at Optima Fund Management. In 1998, he co-founded RiskMetrics Group (acquired by MSCI) where he held the position of Chief Knowledge Officer. In 1998, Ken founded Investor DNA. Ken began his career at J.P. Morgan after completing a Doctorate in Civil Engineering at NYU’s Tandon School of Engineering.