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.

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CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

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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. 

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