Viola Private Wealth’s Daniel Kelly on the evolution toward endowment-style investing

Podcast: Global Investment Institute · Australia’s leading provider of conferences for capital allocators.

Opublikowano: 2026-06-04

Daniel Kelly, Chief Investment Officer, Viola Private Wealth | Daniel discusses the changing landscape across Australia’s wealth management industry and the move toward an endowment-style investment approach. He shares how the composition of the traditional 60-40 portfolio is changing to comprise a different mix of investments today, and the drivers behind this evolution toward investing in alternatives and private markets. Listen to the full interview where we ask Daniel: - How have recent trends of onshoring, deglobalisation and a more multi-polar world affected your investment philosophy and asset allocation? - How are you at...