Educational Alpha Author: CAIA Association Listen in on conversations with host Bill Kelly and an eclectic group of guests within the world of finance. Hear about their professional or personal journeys, career and life advice, and perspectives on the industry. Theres always more to the story Be a guest on this podcast Language: en Genres: Business, Non-Profit Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

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S3: Conversation with Matt Shechtman and Tad Fallows, Long Angle
Episode 24
Wednesday, 26 November, 2025

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.

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