Beyond Stocks And Bonds: Investing In Innovation With William Kelly, CEO, CAIA Association (S1.E10)

William (Bill) J. Kelly is the President & CEO of the CAIA Association. He was previously the CEO of Boston Partners and one of the seven founding partners of Boston Partners Asset Management.  In this episode, Zack and William discuss:1. Are You Truly Diversified? The 60-40 Portfolio Misconception2. Choosing the Right Venture Debt Manager3. Why Baby Boomers Should Embrace Innovation in Investments4. Ideal Principles For Investing  LinkedIn: https://www.linkedin.com/in/william-j-kelly-caia-ab50a947/Twitter: https://twitter.com/CAIA_BillKellyWebsite: https://caia.org/Article: https://www.hbscny.org/events/register-caia-ceo-bill-kelly-on-the-portfolio-of-the-future-allocation-democratization-and-education-virtual/Blog: https://caia.org/blog/2022/12/14/educational-alpha-what-baffles-me To see short videos of all our best investing tips check out our:Instagram: ⁠https://www.instagram.com/7in7show/TikTok: ⁠https://www.tiktok.com/@7in7showYouTube: ⁠https://www.youtube.com/@7in7showFacebook: ⁠https://www.facebook.com/7in7showTwitter/X: ⁠https://twitter.com/7in7showLinkedIn: ⁠https://www.linkedin.com/in/zackellison/iTunes: ⁠https://podcasts.apple.com/us/podcast/7-in-7-show-with-zack-ellison/id1681652927 ⁠ Spotify: ⁠https://open.spotify.com/show/0f2NGukm1OcZYCgVbiwlZXWebsite: ⁠https://7in7show.com/ Work with A.R.I.: ⁠https://www.applied-real-intelligence.com/DISCLAIMER: https://7in7show.com/disclaimer/