Clearway Capital Podcasts

Clearway Capital

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Clearway Capital podcasts feature insightful conversations with key investment management industry participants.

Oct 18

Turning Points interviews Jason Pomatto, Managing Director from Kayne Anderson Rudnick

Listen to why the recent divergence between quality and momentum in global small-cap equities may be creating opportunities for disciplined, long-term investors. Kayne Anderson Rudnick explores the importance of competitive advantage, resilient earnings and valuation, and why active stock selection remains central to identifying businesses capable of compounding returns across market cycles. Welcome to Turning Points, Clearway Capital's podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets and how they are responding to these changes. Clearway Capital provides capital formation, placement and strategic capital advisory services to investment managers and general partners seeking to engage with institutional, wholesale and sophisticated investors and consultants across Australia and New Zealand. The Turning Points podcast series provides listeners with direct access to the insights of our partners. Episode Description In this episode of Turning Points, Cameron Harris from Clearway Capital speaks with Jason Pomatto, Managing Director from Kayne Anderson Rudnick (KAR) about KAR's investment philosophy, developed over more than four decades, and its focus on businesses with enduring competitive advantages, strong management teams, resilient earnings and the capacity to compound value over time. The discussion examines the market's increasingly narrow leadership, driven in part by enthusiasm surrounding artificial intelligence and infrastructure investment, and why this has contributed to a significant divergence between quality and lower-quality companies. Jason also explains how valuation discipline shapes KAR's investment decisions, why global small-cap markets offer substantial opportunities for active managers, and how the firm's emphasis on fundamental business characteristics remains relevant across changing economic and market environments. The podcast approximately 19 minutes in length and covers the following topics: KAR's origins and four decades of investment philosophy (1:17 - 2:17)Defining quality: competitive advantage, management and resilience (2:17 - 3:31)KAR's investment process: research, portfolio construction and sell discipline (3:31 - 6:26)Why quality small caps have underperformed speculative and momentum-driven stocks (6:26 - 8:13)Why fundamentals and quality tend to reassert themselves over market cycles (8:13 - 9:37)Valuation compression and the opportunity created by quality sell-offs (9:37 - 10:42)Active management in global small caps, market inefficiencies and AI opportunities (10:42 - 13:32)Balancing quality and valuation: what to buy versus when to buy (13:32 - 14:48)The advantages of a global small-cap investment universe (14:48 - 16:39)Why quality investing remains relevant amid AI, de-globalisation and economic uncertainty (16:39 - 18:32)Clearway Capital Established in 2008, Clearway Capital provides capital formation, placement and strategic capital advisory services to investment managers and general partners seeking to engage with institutional, wholesale and sophisticated investors and consultants across Australian and New Zealand. This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. The podcast will be provided5 to listeners on the basis that they are either Wholesale, Professional or Sophisticated investors only, within the meaning of the relevant sections of the Corporations Act. For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au
Oct 11

Turning Points interviews Andrew Hunt from Andrew Hunt Economics

Listen to Andrew’s latest global economic update where he examines the economic realities behind the AI investment boom, stretched equity valuations and the unprecedented expansion of US credit. He explores the increasingly important role of Asian capital in financing Western economies, the risks associated with tightening liquidity and why productivity growth could become the defining driver of economic and investment performance over the next decade. Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers, general partners and thought leaders about the evolution of their markets, and how they are responding to these changes. Clearway Capital provides capital formation, placement and strategic capital advisory services to investment managers and general partners seeking to engage with institutional, wholesale and sophisticated investors and consultants across Australia and New Zealand. The Turning Points podcast series provides listeners with direct access to the insights of our partners. Episode description In this episode of Turning Points, Andrew challenges some of the prevailing assumptions surrounding artificial intelligence, questioning whether the economic benefits and future demand will justify the extraordinary capital investment currently taking place. He draws parallels with historical credit booms, arguing that abundant liquidity and increasingly stretched valuations have created vulnerabilities across financial markets. The podcast approximately 42 minutes in length and covers the following topics: 1. Artificial Intelligence: Transformative technology, but will demand justify the investment? (01:21 – 05:28) 2. US equity valuations: AI optimism, market exuberance and stretched valuations. (05:28 – 09:51) 3. AI supply chain inflation: Capacity constraints, rising costs and growing financing requirements. (09:51 – 13:25) 4. The US credit boom: Excess liquidity, private credit and financial market risks. (13:25 – 17:37) 5. Economic disequilibrium: The risks of a credit slowdown and parallels with Japan's lost decade. (17:37 – 21:57) 6. Federal Reserve tightening: Bank liquidity, bond market pressures and rising yields. (21:57 – 26:23) 7. Asian capital flows: China's role in funding Western deficits and the geopolitical implications. (26:23 – 30:58) 8. Risks to global liquidity: What could disrupt Asian capital flows and the indicators to watch. (30:58 – 35:19) 9. A changing global investment landscape: Inflation, deglobalisation, stock selection and productivity. (35:19 – 40:05) 10. The outlook for 2027: AI and government borrowing, crowding out and risks to economic growth. (40:05 – 42:00) Clearway Capital Established in 2008, Clearway Capital provides capital formation, placement and strategic capital advisory services to investment managers and general partners seeking to engage with institutional, wholesale and sophisticated investors and consultants across Australian and New Zealand. This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. The podcast will be provided5 to listeners on the basis that they are either Wholesale, Professional or Sophisticated investors only, within the meaning of the relevant sections of the Corporations Act. For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au
Sep 24

Turning Points interviews Sean Taylor, Chief Investment Officer from Matthews

Listen to how artificial intelligence, semiconductors and shifting global supply chains are reshaping emerging market equities. Sean Taylor, Chief Investment Officer at Matthews, explores why earnings, rather than market narratives, remain central to the firm’s investment process. He also discusses how disciplined country and stock selection, alongside careful risk allocation, can help investors navigate an increasingly concentrated emerging markets landscape. Welcome to Turning Points, Clearway Capital's podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes. Clearway Capital provides capital formation, placement and strategic capital advisory services to investment managers and general partners seeking to engage with institutional, wholesale and sophisticated investors and consultants across Australia and New Zealand. The Turning Points podcast series provides listeners with direct access to the insights of our partners. Episode description In this episode of Turning Points, Michael Negline from Clearway Capital speaks with Sean Taylor, Chief Investment Officer at Matthews Asia, about the changing drivers of emerging market equities. The discussion explores the growing influence of AI, semiconductors, industrials and commodities, and why Matthews continues to anchor investment decisions in earnings growth and valuation rather than thematic narratives alone. Sean discusses the opportunity set across South Korea and Taiwan, Matthews' proprietary country allocation framework, and the evolving investment cases for China and India. The conversation also examines increasing benchmark concentration, how Matthews' country and specialist research teams contribute ideas to portfolios, and how its marginal contribution to active risk framework helps ensure portfolio risks remain intentional. The episode concludes with Sean's perspective on active versus passive investing in an asset class where market leadership, country exposures and investment opportunities can change rapidly. The podcast is approximately 32 minutes in length and covers the following topics: AI, semiconductors and the earnings driving emerging markets (1:19 - 3:16)South Korea and Taiwan after the recent market correction (3:16 - 5:53)What Matthews' country allocation framework is signalling across Korea, Taiwan, China and India (5:53 - 8:44)Are South Korea and Taiwan still emerging markets — or global technology exposures? (8:44 - 10:22)Navigating an increasingly concentrated emerging markets benchmark (10:22 - 15:06)How Matthews' research platform turns investment ideas into portfolio positions (15:06 - 17:44)China and India: separating macro challenges from stock-specific opportunities (17:44 - 22:50)Managing country, sector and stock risk through a disciplined active-risk framework (22:50 - 27:50)Active versus passive investing in emerging markets (27:50 - 31:24)The host for this episode is Michael Negline, Director at Clearway Capital. Matthews Matthews is a pioneering active investment manager with a 33-year heritage focused on Emerging Markets and Asia. The firms value proposition centres on its deep expertise of Emerging Markets and developing connections with clients in order to build active portfolio solutions that meet defined investment outcomes. Matthews’ highly experienced investment team is located in Hong Kong and San Francisco, and includes portfolio managers and research analysts with country and sector expertise. Matthew's investment approach blends top-down macro awareness with rigorous bottom-up fundamental research to build portfolios that differ meaningfully from their respective benchmarks and that generate differentiated and diversified alpha. A disciplined approach to portfolio construction combined with deep risk analysis provides a platform for a range of investment solutions including Global, Regional, Country and ex-China strategies. Clearway Capital Established in 2008, Clearway Capital provides capital formation, placement and strategic capital advisory services to investment managers and general partners seeking to engage with institutional, wholesale and sophisticated investors and consultants across Australian and New Zealand. For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au
Sep 14

Turning Points interviews Jankees Ruizeveld, Head of Research and Technology from Osmosis NL

Listen to how artificial intelligence is reshaping investment research, while keeping human judgement firmly at the centre of the process. Osmosis NL explores how its proprietary Sequoia platform is helping analysts process complex information faster, identify risks more consistently and broaden investment coverage, while maintaining the source traceability, discipline and accountability essential to investing. Welcome to Turning Points, Clearway Capital's podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes. Clearway Capital provides capital formation, placement and strategic capital advisory services to investment managers and general partners seeking to engage with institutional, wholesale and sophisticated investors and consultants across Australian and New Zealand. The Turning Points podcast series provides listeners with direct access to the insights of our partners. Episode description In this episode of Turning Points, Bailey Scully from Clearway Capital speaks with Jankees Ruizeveld, Head of Research and Technology at Osmosis NL. They discuss how AI is being integrated into institutional credit research and how Osmosis NL has developed Sequoia, its proprietary AI-driven research platform. The discussion explores why Osmosis NL deliberately stops short of using AI to make investment judgements, addresses one of the biggest concerns surrounding AI — hallucinations and unverifiable information — and explains why Sequoia is designed around trusted source documents and full traceability. The conversation concludes with the future developments of Sequoia and Osmosis's new sustainability data platform Baobab. The podcast is approximately 28 minutes in length and covers the following topics: 1. How is Osmosis using AI in investment-grade credit research? (1:17 - 2:46) 2. Moving analysts from reading to asking questions (2:46 - 4:41) 3. Can AI uncover risks that traditional research might miss? (4:41 - 7:0) 4. Turning speed and breadth into an investment advantage (7:0 - 10:07) 5. How Sequoia supports the entire research and Credit Committee process (10:07 - 13:14) 6. Hallucinations, black boxes and trusting AI (13:14 - 16:19) 7. Where has AI disappointed? (16:19 - 19:18) 8. Why did Osmosis build its technology in-house? (19:18 - 22:08) 9. What comes next for Sequoia? (22:08 - 24:59) 10. Will the boundary between AI and human judgement move? (24:59 - 27.45) 11. Final Thoughts (27.45 - 28) The host for this episode is Bailey Scully, Business Development Manager from Clearway Capital. Osmosis NL Osmosis NL operates as a fully funded partner of Osmosis IM UK, an award-winning sustainable equity manager. The Osmosis NL team is composed of highly experienced investment professionals each with 20+ years in credit markets and has maintained a strong track record of outperformance without defaults across multiple market cycles. Majority employee-owned and committed to long-term value creation, Osmosis NL combines a no-nonsense Dutch culture with cutting-edge technology and rigorous sustainability integration. Strategic partnerships with institutions such as the Oxford Endowment Fund (as well as Commonwealth Super Corporation) underscore its strong alignment with long-term, impact-oriented investors. Clearway Capital Established in 2008, Clearway Capital provides capital formation, placement and strategic capital advisory services to investment managers and general partners seeking to engage with institutional, wholesale and sophisticated investors and consultants across Australian and New Zealand. For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au
Aug 18

Line of Sight talks with Peter Worn, Joint Managing Director from Finura Group

Listen to a discussion between Peter Worn and Clearway Capital Solutions on how WealthTech, platforms, managed accounts and AI are reshaping fund distribution in Australia — highlighting why fund managers increasingly need to think beyond investment performance and consider platform access, data quality, operational integration and adviser workflows when competing for capital. Welcome to Line of Sight, Clearway Capital Solutions’ podcast series, where we talk to service providers, stakeholders and industry bodies that can assist fund managers and general partners in building their businesses in Australia and New Zealand. Clearway Capital provides capital formation, placement and strategic capital advisory services to investment managers and general partners seeking to engage with institutional, wholesale and sophisticated investors and consultants across Australian and New Zealand. In this episode we are joined by Peter Worn, Joint Managing Director of Finura Group. Finura Group is a specialist wealth-management technology consultancy that helps advice and financial-services businesses select, implement and make better use of technology. Its services include technology strategy, outsourced CTO support and implementation assistance, with a focus on simplifying systems and improving adviser workflows. Peter is joined joined by Dennis Mothoneos, Managing Director from Clearway Capital Solutions. The podcast is approximately 30 minutes in length and covers the following: Platforms as Distributors [00:00 - 3:27]The New Economics of Distribution [3:12 - 6:37]Performance vs Implementation [6:37 - 9:43]Why Data Quality Matters [9:43 - 11:22]The Rise of Platforms and Managed Accounts [11:22 - 14:40]Private Markets and WealthTech [14:40 - 16:56]AI and Compliance Risk [19:24 - 22:39]The Future of Wholesale Distribution [24:10 - 27:30]Who pays for the technology shift [27:30 - 30:00]About Clearway Capital Solutions Established in 2008, Clearway Capital provides capital formation, placement and strategic capital advisory services to investment managers and general partners seeking to engage with institutional, wholesale and sophisticated investors and consultants across Australian and New Zealand. For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au
May 5

Line of Sight talks with Penny Sheerin, Partner from Chapman Tripp

Listen to a discussion between Penny Sheerin and Michael Negline on why New Zealand is an increasingly attractive but distinct fund destination for offshore managers - highlighting the need to carefully consider the appropriate licensing, legal structures and distribution strategies for accessing wholesale and/or retail/KiwiSaver investors. Welcome to Line of Sight, Clearway Capital Solutions’ podcast series, where we talk to service providers, stakeholders and industry bodies that can assist fund managers and general partners in building their businesses in Australia and New Zealand. Clearway Capital Solutions is an independent and privately owned company, providing business development, placement and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants. In this episode we are joined by Penny Sheerin from Chapman Tripp. Chapman Tripp is one of New Zealand’s leading commercial law firms, advising major domestic and international clients on complex corporate, finance, and regulatory matters. The firm has a market-leading investment funds and superannuation practice, advising fund managers on structuring investment products, establishing fund vehicles such as PIEs and ETFs, and navigating New Zealand’s evolving financial markets regulatory framework. Penny is joined by Michael Negline, Director from Clearway Capital Solutions. The podcast is approximately 22 minutes in length and covers the following: Introduction & Chapman Tripp Background [00:00 – 01:42]New Zealand Market Overview [01:42 – 06:06]Investment Trends [06:06 – 09:13]Importance of PIE structures in New Zealand [09:13 – 10:42]Market Entry – Wholesale vs Retail [10:42 – 12:51]Fund Structures [12:51 – 15:44]Governance Differences (NZ vs Australia) [15:44 – 17:49]ESG in New Zealand [17:49 – 20:12]Market Entry Strategy [20:12 – 21:34]Final Takeaway [21:34 – 22:20]About Clearway Capital Solutions Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development, placement and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants. For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au
Apr 20

Turning Points interviews Andrew Hunt from Andrew Hunt Economics

Listen to Andrew’s latest global economic update where he details the impact of the Federal Reserve and Treasury's $185 billion liquidity injection on the U.S. financial system and the disruption caused by the oil price increase. He covers the potential underestimation of this impact on markets, the challenges posed by private credit issues and, despite this, the potential for lower short-term rates. In the second half Andrew discusses the importance of China's capital outflows and the potential for a global financial crisis if China revalues its currency. Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers, general partners and thought leaders about the evolution of their markets, and how they are responding to these changes. Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants. The Turning Points podcast series provides listeners with direct access to the insights of our partners. Episode description Today we are joined by global economist, Andrew Hunt of Andrew Hunt Economics, an independent firm based in the UK which provides macro-economic analysis for select clients in both the financial and commercial sectors. Prior to founding Andrew Hunt Economics in 2001, Andrew spent over 12 years in Europe and Asia as a chief economist advising both the board and asset management divisions of the Dresdner Bank Group and the equity asset management division of the Allianz Group. Andrew was recently appointed as economic advisor to Clearway Capital Solutions and has worked with members of the Clearway Capital team since the late 1990s. The podcast approximately 25 minutes in length and covers the following topics: 1. Liquidity Surge vs Geopolitical Shock (00:42 – 03:01) 2. Why Markets Are Resilient (03:01 – 05:31) 3. Private Credit Risks & Corporate Stress (05:31 – 09:11) 4. China’s Dual Role: Exporting Deflation & Inflation (10:38 – 12:44) 5. China’s Internal Crisis & Capital Repatriation Risk (15:03 – 19:45) 6. Biggest Tail Risk: China & Global Financial Shock (20:47 – 25:00) Clearway Capital Solutions Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development, placement and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants. This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. The podcast will be provided5 to listeners on the basis that they are either Wholesale, Professional or Sophisticated investors only, within the meaning of the relevant sections of the Corporations Act. For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au
Mar 8

Turning Points interviews Bob Kricheff, Global Strategist and Head of Multi-Asset Credit, Shenkman Capital

Listen to how AI-driven capital spending is reshaping global credit markets—and what it means for investment grade, high yield, and private credit investors. We explore the rise in tech debt issuance, the risks of an AI credit bubble, and the evolution of credit markets if AI earnings fall short of expectations. Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes. Clearway Capital Solutions is an independent and privately owned company, providing business development, placement and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants. The Turning Points podcast series provides listeners with direct access to the insights of our partners. Episode description Today, we are joined by Bob Kricheff, Global Strategist and Head of Multi-Asset Credit from Shenkman Capital Management to discuss how the rapid build-out of AI infrastructure is reshaping credit markets—from investment-grade issuance by hyperscalers to emerging opportunities and risks in the non-investment-grade market. The podcast is approximately 23 minutes in length and covers the following topics: 1. An introduction to Shenkman Capital Management (1:00 – 2:00) 2. Tech firms issuing debt to fund AI and the risks (2:03 – 5:55) 3. The learnings from Oracle’s debt issuance (5:57 – 7:54) 4. Hyperscalers and an AI credit bubble (7:55 – 9:28) 5. The risks in AI-linked high yield bonds (9:29 – 11:19) 6. Shenkman's thinking about AI related issuers (11:22 – 13:31) 7. The stresses likely to arise in high yield if AI earnings disappoint (13:32 – 15:23) 8. The risks to corporate credit from the adoption of AI (15:25 – 17:29 ) 9. The impact on private credit of private equity led LBO issuance (17:32 – 19:51 ) 10. The impact of US banks rescinding leverage lending guidance on private credit (19:53 - 21:28) 11. Final thoughts and changes for credit markets in 2026 (21:31 - 23:18) The host for this episode is Dennis Mothoneos, Managing Director from Clearway Capital Solutions. Shenkman Capital Management Shenkman Capital is an independently owned corporation with a 39-year history of adhering to proprietary bottom-up fundamental credit research, process-driven rules-based decisions and the avoidance of defaults across their portfolios. Shenkman Capital offers leveraged loans (senior secured loans), high-yield bonds, short duration high yield bonds, multi-strategy credit, structured credit, and stressed/distressed credit approaches to investors. Shenkman Capital has a substantial client base in Australia. Clearway Capital Solutions Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development, placement and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants. For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au

See All (31)

Clearway Capital podcasts feature insightful conversations with key investment management industry participants.

Creator

Clearway Capital
Years Active

2022 - 2026
Episodes

31
Rating

Clean
Show Website

Clearway Capital Podcasts

Clearway Capital Podcasts

Episodes

Turning Points interviews Jason Pomatto, Managing Director from Kayne Anderson Rudnick

Turning Points interviews Andrew Hunt from Andrew Hunt Economics

Turning Points interviews Sean Taylor, Chief Investment Officer from Matthews

Turning Points interviews Jankees Ruizeveld, Head of Research and Technology from Osmosis NL

Line of Sight talks with Peter Worn, Joint Managing Director from Finura Group

Line of Sight talks with Penny Sheerin, Partner from Chapman Tripp

Turning Points interviews Andrew Hunt from Andrew Hunt Economics

Turning Points interviews Bob Kricheff, Global Strategist and Head of Multi-Asset Credit, Shenkman Capital

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