Daniel Kelly
Chief Investment Officer at Viola Private Wealth, responsible for building portfolios for high-net-worth families and specialising in private markets, alternative investments, and portfolio construction.
Best podcasts with Daniel Kelly
Ranked by the Snipd community
19 snips
Dec 17, 2025 • 48min
Best of the Best: Building a portfolio of great managers - Daniel Kelly | Viola Private Wealth
Daniel Kelly, Chief Investment Officer at Viola Private Wealth, shares insights on building resilient investment portfolios for high-net-worth families. He discusses the innovative Core Squared Satellite model, emphasizing the importance of managing liquidity and diversifying with five alternative asset classes. Daniel reveals red flags in fund managers, the evolving landscape of AI in investing, and untapped opportunities in Australia’s private markets. His advice? Focus on well-structured ETFs while leveraging expert strategies to enhance portfolio performance.
16 snips
May 12, 2025 • 44min
Ask an Adviser: The news rules of portfolio construction - Daniel Kelly | Viola Private Wealth
Daniel Kelly, Chief Investment Officer of Viola Private Wealth, shares his insights on updating traditional portfolio strategies. He discusses the importance of adapting to market volatility and capitalizing on downturns. Kelly emphasizes the role of alternative investments in building resilience and highlights the significance of rigorous fund evaluation and the need for expert guidance. He also explores the rise of private credit and infrastructure, along with the transformative role of AI in investing, advocating for a tailored, long-term approach to asset allocation.
