Daniel Kelly

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.