GLOBAL INVESTMENT INSIGHTS

Video | Brendan Bosman, Managing Director, Pretium

In this exclusive interview, Brendan discusses the drivers behind the demand for non-bank lenders in financing U.S. home building. He explains the size of the opportunity set for investors to fund construction and development and the parts of the market and the types of builders they focus on, and why. Brendan also shares how Pretium is uniquely positioned in originating, underwriting, executing, asset managing and servicing their loan book, and how that sets them apart in the market.

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Video | Patrik Edsparr, Chief Investment Officer & Co-Founder, Tor Investment Management

In this exclusive interview, Patrik discusses the dynamics playing out across private credit markets of Asia Pacific, the challenges with navigating the opportunity set across the region’s many jurisdictions and what the key ingredients are to achieving success. Patrik also shares his perspectives on credit risk and areas of vulnerability in U.S. private credit and the role an allocation to Asia Pacific can play at this phase of the cycle as an effective diversifier.

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Video | Andrew Garrett, Investment Director, Perpetual Wealth Management

In this exclusive interview, Andrew discusses his team’s investment philosophy and how it feeds into their approach to portfolio construction, including risk management and generating investment ideas. Andrew also shares how their investment strategy is adapting to changing market conditions in alignment with their protect and grow approach to managing client capital.

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Video | Daniel Kelly, Chief Investment Officer, Viola Private Wealth

In this exclusive interview, Daniel discusses the changing landscape across Australia’s wealth management industry and the move toward an endowment-style investment approach. He shares how the composition of the traditional 60-40 portfolio is changing to comprise a different mix of investments today, and the drivers behind this evolution toward investing in alternatives and private markets.

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Video | Kevin Marchetti, Chief Investment Officer & Head of US Direct Lending, Man Group

In this exclusive interview, Kevin discusses the private credit landscape and what investors should focus on as the lending environment becomes more complex. He highlights opportunities in the U.S. core middle market, including diversification benefits, attractive relative value, and reduced competition. Kevin also outlines the key questions investors should be asking managers today, with a focus on transparency, risk management, and capital preservation.

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Video | Nick Griffin, Founding Partner & Chief Investment Officer, Munro Partners

In this exclusive interview, Nick discusses why the stock market is not the economy and that there are many losers and only a few winners. He explains why his team focuses on investing in structurally growing companies and the main characteristics to look for in identifying those that will be the long-term winners. Nick also shares his views on structural themes that are providing the tailwinds from which winners will emerge.

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