GLOBAL INVESTMENT INSIGHTS

“Global markets present some fantastic opportunities and are much deeper than those found in Australia. We are particularly focused on exploring offshore funds in the alternative investment category to ensure we are harvesting the alpha opportunities present in North America, Europe and APAC markets.”

- Daniel Kelly is the Chief Investment Officer (CIO) at Viola Private Wealth, with over a decade of experience in private and investment banking. As CIO, Daniel leads the firm’s investment strategy, driving innovation and delivering market-leading solutions for clients.

A seasoned investment strategist, Daniel has worked with some of Australia’s most affluent families and individuals, providing sophisticated, tailored solutions across multiple asset classes, including equities, fixed income, alternative investments, and derivatives.

In this exclusive interview with Global Investment Institute, Daniel discusses Viola Private Wealth’s current investment focus, the evolution of modern portfolio construction, the rising demand for alternative investments, key allocation preferences in the current environment, and how Viola Private Wealth helps clients remain emotionally anchored through periods of market volatility.

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“We see investor interest moving away from pooled vehicles toward customised separately managed accounts for both institutional, family office and high-net-worth clients. Specifically, we see demand for ‘Enhanced Equity’ mandates where the performance objective fits within a strictly defined tracking risk level, together with a custom overlay that fits into three main categories: Sustainability or ESG objectives, After-Tax objectives, and Options Enhancement.”

- Ray Carroll is the Chief Investment Officer for Breton Hill, the quantitative investing team at Neuberger Berman, where he is responsible for the performance of US$11.7 billion in investment strategies. Their team is comprised of 17 portfolio managers supported by the firm’s Data Science, Fundamental Research, Sustainable Investing, and Portfolio Solutions teams.

Ray will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum and the Equities Investment Forum, taking place on Tuesday, 9 September 2025 and Wednesday, 10 September 2025, respectively, at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“Given the recent economic and geopolitical volatility, the safe haven of legal credit offers an attractive value proposition for investors. Legal credit returns are driven by legal receivables, which are uncorrelated to financial markets, macroeconomics, and geopolitical conditions. Thus, legal credit offers a structural hedge and a truly uncorrelated income stream, which can act as a diversifier within any portfolio.”

- Justin Maleson is the Managing Director, Co-Head Legal Credit Strategy at Victory Park Capital Advisors, LLC (VPC), where he is responsible for sourcing, analysing, executing, and managing investments within the legal industry. More broadly, he is responsible for constructing a thoughtfully diversified portfolio of asset-backed legal transactions, underpinned by VPC’s disciplined investment process and rigorous risk management framework.

Justin will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum, taking place on Tuesday, 9 September 2025 at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“Right now is a tactical opportunity to invest in the global small/mid cap asset class, due to expectations of higher growth and lower valuations when compared to large-cap equities. This period of SMID underperformance has opened an attractive valuation opportunity for many smaller companies that are leveraged to exciting secular trends.”

- Jason White is the Lead Portfolio Manager for the Artisan Global Discovery Strategy at Artisan Partners, where he is responsible for making investment decisions and managing assets within the Global Discovery strategy.

Jason will be presenting at Global Investment Institute’s upcoming Equities Investment Forum, taking place on Wednesday, 10 September 2025 at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“The primary way of losing money in credit is picking the wrong credits, that subsequently default and lead to principal losses. As the economic and geopolitical environment remains uncertain, the contractual nature of credit returns is increasingly compelling. This return is predicated only on the issuer remaining creditworthy, compared with the growth that is required to sustain high valuations in equity markets.” 

- David Rosenberg is the Head of Liquid Performing Credit and Co-Portfolio Manager at Oaktree Capital Management, where he is responsible for the U.S. High Yield Bond, Global High Yield Bond, Global Credit Investment Grade and Global Credit strategies. He is also a founding member of the Global Credit Investment Committee, with over 20 years of experience at Oaktree.

David will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum, taking place on Tuesday, 9 September 2025 at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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