William (Bill) J. Kelly (@CAIA_BillKelly) 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:
- Are You Truly Diversified? The 60-40 Portfolio Misconception
- Choosing the Right Venture Debt Manager
- Why Baby Boomers Should Embrace Innovation in Investments
- Ideal Principles For Investing
A venture debt investment manager focused on providing financing solutions to innovative, high-growth startups in recession-resistent sectors and underserved regions in North America.