Educational Alpha Podcast

May 1, 2024

Daniil Shapiro, Director at Cerulli Associates, speaks with host, Bill Kelly to explore significant trends shaping the asset and wealth management landscape.

Listen to the Podcast


Shapiro's rich background in risk management and product development, provides a comprehensive overview of the challenges and opportunities within alternative investments, exchange-traded funds (ETFs), and the evolving demands of the advisory market. This episode addresses the intricacies of alternative investments and their place in retail and institutional portfolios while also underscoring the necessity for innovative approaches to meet the changing needs of investors and advisors alike.

Related Resources

  • Annual report
  • The Cerulli Edge

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