In this season 3 finale of Educational Alpha, host Bill Kelly is joined by Paul Smith, Director at the Financial Modeling Institute (FMI), to explore themes of professionalism, sustainability, and long-term career growth in finance. Paul shares insights from his diverse global career, including his thoughts on AI, asset management, and the need for renewed trust in financial services. The conversation also tackles demographic shifts, global sustainability efforts, and the evolving role of finance in solving pressing global challenges.

In this episode, host Bill Kelly sits down with Brett Hickey, Founder and CEO of Star Mountain Capital, to explore the landscape of lower middle market private credit. Brett shares how his early experiences shaped his approach to entrepreneurship, leadership, and long-term investing. The conversation covers the evolution of private credit post-GFC, structural inefficiencies in the lower middle market, and Star Mountain’s strategy for generating value through operational expertise, alignment of interest, and AI-driven insights. They also address diversification risks, executive underwriting, and maintaining discipline while scaling responsibly.

In this episode, host Bill Kelly welcomes Tad Fallows and Matt Shechtman from Long Angle, a private community of high-net-worth individuals focused on wealth preservation, personal growth, and alternative investing. Tad and Matt share their entrepreneurial backgrounds, discuss how Long Angle fosters unbiased peer learning, and explore the value of collective access to private market investments. The conversation also touches on health and wellness, mental health pressures tied to technology, and strategies for asset allocation, diversification, and tax-efficient planning in the wake of concentrated liquidity events.