This episode of Inside Private Credit explores the role of external fund trustees in private credit and why their importance is increasing as the asset class continues to grow. Host Andrew Torrington, CIO of Woodbridge, is joined by Ben Jacob from Equity Trustees to unpack what a trustee actually does, the concept of independent oversight, and why trustees play a critical role in protecting investors. You’ll also hear about common misconceptions around trustees, the importance of governance and transparency in private markets, how trustees interact with fund managers and what advisers should be looking for when assessing private credit opportunities, including disclosure, risk management and investor protections. Brought to you by Woodbridge Capital in support of Woodbridge Learning. To learn more and keep up to date with our learning platform, please subscribe to our monthly newsletter at https://woodbridgecapital.com.au/learning. Disclaimer This information has been prepared for general information only by Woodbridge Capital Pty Ltd (Woodbridge) (ABN 82 656 985 572). Woodbridge Capital Pty Ltd (ABN 82 656 985 572), Authorised Representative of Woodbridge Funds Management Pty Limited (AFSL 550122). Woodbridge is the investment manager for the Woodbridge Private Credit Fund and the Woodbridge Secured Income Fund (together the Funds). This information is given in summary form and does not purport to be complete. This information may have been derived from publicly available sources that have not been independently verified. This information should not be considered as advice or a recommendation to investors and/or advisors in relation to holding, purchasing or selling securities or other financial products or instruments and does not consider your particular investment objectives, financial situation or needs. Before acting on any of this information you should consider the appropriateness of the information having regard to these matters, any relevant offer document and you should seek independent financial advice. No representation or warranty is made as to the accuracy, completeness or reliability of this information. All securities and financial product or instrument transactions involve risks, which include (among others) liquidity, operational, strategic and governance risks. This information does not constitute an offer to sell or a solicitation of an offer to subscribe or purchase or a recommendation of any securities and may not be distributed in any jurisdiction except in accordance with the legal requirements applicable in such jurisdiction. This information may contain forward looking statements – that is, statements related to future, not past, events or other matters – including, without limitation, statements regarding our intent, belief or current expectations with respect to Woodbridge business operations, market conditions, financial condition, capital adequacy, provisions for impairments and risk management practices. Investors and/or advisors are cautioned not to place undue reliance on these forward-looking statements. Woodbridge does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements or to otherwise update any forward-looking statements, whether because of new information, future events or otherwise, after the date of this information. Actual results may vary in a materially positive or negative manner. Forward looking statements and hypothetical examples are subject to uncertainty and contingencies outside Woodbridge’s control. Past performance is not a reliable indication of future performance. This information is proprietary and confidential and is intended only for the person or persons to whom it is provided to. If you have received this information in error, you are hereby notified that the information remains confidential and you may not use, disseminate, distribute or copy this information and may not disclose its contents to anyone.
