Educating clients on the opportunities in private assets - Jordan Ryan | Koda Capital

For the first time, Australia’s largest family offices now hold more in private markets than in public equities. 

It’s a shift that’s reshaping portfolio construction. So how can advisors respond? 

In this episode, Bryce is joined by Jordan Ryan, Private Wealth Advisor at Koda Capital, to discuss the role private assets should play in client portfolios and the realities of educating clients on this often opaque asset class.

We cover:

• Why private markets are moving from “alternative” to “traditional” investments.
• Portfolio construction with private credit, equity, and infrastructure.
• Defensive vs growth characteristics of private assets.
• Koda Capital’s approach to manager selection and capital deployment in private equity.
• Tips for educating clients in this evolving space.

———

CPD Points: This episode is currently being accredited for CPD points by the Financial Advice Association of Australia (FAAA). Check back on this page to complete the quiz below to claim your points.

——

Want more Basis Points?

Sign up to the Basis Points email

Join the conversation on LinkedIn

Watch all episodes in full and relive some of our favourite clips on YouTube

———-

In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

——-

Basis Points is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.