William (Bill) J. Kelly (https://caia.org/) 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 Misconception 2. Choosing the Right Venture Debt Manager 3. Why Baby Boomers Should Embrace Innovation in Investments 4. Ideal Principles For Investing  LinkedIn: https://www.linkedin.com/in/william-j-kelly-caia-ab50a947/ Twitter: https://twitter.com/CAIA_BillKelly Website: 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/@7in7show YouTube: ⁠https://www.youtube.com/@7in7show  Facebook: ⁠https://www.facebook.com/7in7show Twitter: ⁠https://twitter.com/7in7show  LinkedIn: ⁠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/0f2NGukm1OcZYCgVbiwlZX Website: ⁠https://7in7show.com/  Work with A.R.I.: ⁠https://www.applied-real-intelligence.com/  DISCLAIMER: https://7in7show.com/disclaimer/