Financial Services Podcast Network Momentum Media

In the latest episode of InvestorDaily Uncut, we delve into the burgeoning world of private credit, a sector that has captured the attention of investors globally.
Gerard Hargraves, the head of real estate lending, fixed income at Challenger, joins us to shed light on the intricacies of private credit, its growth and challenges.
Hargraves, with a rich background spanning almost three decades in engineering, project management, and finance, brings a unique perspective to the table.
He talks about regulatory changes and investor appetite driving the shift towards private debt, as well as why he remains cautious about the interest rate environment but sees opportunities in private credit’s evolution.

In this episode of Relative Return, host Laura Dew speaks with Andrew Mitchell, director and senior portfolio manager at Ophir Asset Management, about why he loves working in fund management and the lessons he’s learnt in a decade of running a firm.
Listen as they discuss:
His previous career at the Treasury. The challenging divide between running a business and managing portfolios. The importance of manager alignment and backing your own funds. Not “sweating the small stuff” when it comes to portfolio decisions. Opportunities in small-cap equities.

In this episode of the InvestorDaily Uncut podcast, host Maja Garaca Djurdjevic is joined by Mark Power, head of income credit at Qualitas, to delve into the rapid expansion of the real estate private credit market.

Power’s extensive experience in real estate finance sheds light on the evolving landscape of private real estate credit. The pair explore the regulatory changes post-Global Financial Crisis that catalysed the emergence of private lenders, filling a crucial capital gap left by traditional financiers.

Power highlights the allure of private real estate credit, citing its flexibility and vital role in project financing. The conversation also addresses Australia’s housing shortage and the evolving dynamics of the office real estate market in a post-COVID-19 world.

Power highlights the benefits of investing in private real estate credit, foreseeing a promising future fuelled by market fundamentals and growing investor appreciation.

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Michael Wilczynski, co-owner of SMSF Property Valuations, to discuss the ins and outs of getting a property valuation that SMSF members can rely on.
Wilczynski explains why this process is vital, especially given the complexities involved in valuing unique properties or those with limited comparable market sales, and how his firm ensures properties are evaluated correctly.
Listen as they discuss:
The ins and outs of getting a property properly evaluated. The nuance required to understand specific and unique markets. How regulatory requirements and non-arm’s length rules impact properties held in an SMSF.

In this episode of Relative Return, host Laura Dew speaks with Blackwattle Investment Partners managing director and chief investment officer, Michael Skinner, about setting up an asset manager and what he looks for in an investment team.
Listen as they discuss:
The preparations and planning before the launch of Blackwattle. Why the firm wanted to launch multiple funds. What he has learnt in the firm’s first year. His transition from engineering to finance. The firm’s future plans in the asset management space. 

In this special episode of Relative Return, Momentum Media’s Phil Tarrant and Jordan Coleman discuss the publishing house’s expansion into greater coverage of the wealth management space.
Listen as they discuss:
The evolving financial services landscape since the Hayne royal commission. Strategic acquisitions and developments to help the space. Money Management’s fund performance coverage via Investment Centre. The importance of financial advice to Australians. Momentum Media’s inaugural Australian Wealth Management Summit. Momentum Media’s strategic partnership with Lonsec for the Fund Manager of the Year Awards. The strategic partnership with Super Ratings for the Super Fund of the Year Awards.