Looking Around the Corner: CAIA CEO John Bowman's Case for Rethinking Investing (PART I)

"The more people that take part in the service or the product, the more valuable the product becomes over time." — John Bowman In Part I of this interview, host Angelo Calvello sits down with John Bowman, CEO of the CAIA Association, to unpack Vision 2035, CAIA's strategic plan built from a listening tour of 120 executives worldwide. Bowman argues investing's siloed career paths are relics of a calmer era, making the case for historians and machine learning experts to sit with investment teams from day one. John Bowman was appointed CEO of the CAIA Association in January 2025. He has devoted over 25 years to the asset management industry, advocating for market integrity, long-termism, investor outcomes, diversity, human dignity, and educational standards. John previously served as Managing Director for the Americas at CFA Institute and, before that, as a portfolio manager for non-US equity strategies at Boston Company and SSgA. A prolific speaker and writer, he has appeared in the Wall Street Journal. John earned a BS from Mary Washington College and is a CFA Charterholder. In This Episode: (00:00) Rapid-fire warm-up questions and CFA versus CAIA (06:47) The global listening tour behind CAIA's Vision 2035 (12:12) Lessons learned eighteen months into the four pillars (14:49) Systems-level thinking replaces investing's siloed career paths (20:24) CAIA's new systems thinking paper and AI's role (29:04) Rebuilding the CAIA curriculum for an AI-augmented analyst (30:48) Building a multidisciplinary investment team and fair compensation (37:38) Closing thoughts and a preview of part two Like, subscribe, and share this episode with someone who might be interested, and please take time to leave us a review! Dr. Angelo Calvello is a serial innovator and co-founder of multiple investment firms, including Rosetta Analytics and Blue Diamond Asset Management. He leverages his extensive professional network and reputation for authentic thought leadership to curate conversations with genuinely innovative allocators and thinkers. As the "Dissident" columnist for Institutional Investor and former "Doctor Is In" columnist for Chief Investment Officer (winner of the 2016 Jesse H. Neal Award), Calvello has become a leading voice challenging conventional investment wisdom. Beyond his professional pursuits, Calvello serves as Chairman of the Maryland State Retirement and Pension System's Climate Advisory Panel, Chairman of the Board of Outreach with Lacrosse and Schools (OWLS Lacrosse), a nonprofit organization creating opportunities for at-risk youths in Chicago, and trustee for a Chicago-area police pension fund. His career-long focus on leveraging innovation to deliver superior client outcomes makes him the ideal host for cutting-edge institutional investing conversations. Resources: CAIA Association: https://caia.org John Bowman's CAIA contact page: https://caia.org/contact/john-l-bowma... John Bowman on LinkedIn:   / johnlbowmancfa   Vision 2035: https://caia.org/vision-2035/ The World Rewired Report: https://caia.org/reports/the-world-re... Systems Thinking Report: https://caia.org/reports/an-expanding... Website: https://againstconsensus.com YouTube channel:    / @againstconsensus   LinkedIn:   / against-consensus   Podcast page: https://www.fin-news.com/category/pod... Fin News website link: https://www.fin-news.com/ Angelo Calvello email: acalvello@c79llc.com Dr. Angelo Calvello LinkedIn:   / angelocalvello