My Private Network

Private Debt and Equity

Welcome to the My Private Network Podcast!The purpose of this podcast is to educate investors about private market investing and to learn more about the concepts and opportunities available to them.Brought to you by PrivateDebtandEquity.ca, a Canada' source for all things private investment.

  1. 11/29/2024 · BONUS

    Investing for income Summit - Session Three

    Ever wonder how to combat inflation and meet your future financial needs while watching your invested retirement income grow? Your goal as an investor is to get the rate you need to achieve your financial objectives without falling prey to the unpredictability of market fluctuations. In this episode we showcase Session Three of our Investing for Income Summit - a free online webinar series. Featuring a line-up of four industry experts, this episode explores the following topics: Michael Baker Principal & Director, ICM Asset Management Topic: High-Yield Returns from Music Royalties Aly Damji Managing Partner, Forum Topic: Investing in Purpose-Built Student Accommodation Mustafa Bukhari National Team Lead, Skyline Wealth Topic: Tax-Efficient Investment Strategies Paul Tyers Managing Director, Wealth Stewards Topic: Capital Preservation & Income Generation This webinar originally aired on November 27 at 7PM EST. If you want to learn more, register today for Session Three, we're looking forward to seeing you there! https://privatedebtandequities.ca/investing-for-income-summit/ Visit our website at https://www.privatedebtandequity.ca/ to learn more. If you have any questions, contact us here: https://www.privatedebtandequity.ca/contact-us. Follow us on all our social platforms: LinkedIn - https://www.linkedin.com/company/private-debt-and-equity/ Facebook - https://www.facebook.com/profile.php?id=100093038917690&mibextid=LQQJ4d Instagram - https://www.instagram.com/privatedebtandequity/ Twitter - https://twitter.com/privatestewards If you enjoyed this episode, please subscribe and visit our website at https://www.privatedebtandequity.ca/ for any questions or to learn more!

    1h 9m
  2. 10/18/2024

    Investing for Income Through Private Lending with SAF Group

    Hosted by Bob Simpson, today's episode focuses on the opportunity to invest in private lending and what it can look like when added to your portfolio. Featuring Michael Scott, Managing Director at SAF Group, this episode takes you into how to get an income from investing in private lending through SAF Group.  Today's questions of interest: 0:00 Intro 2:18 What is your story Mike and what drew you into private lending? 5:45 What do you recommend for a portfolio? 6:22 Why would you recommend that to investors? 6:55 How is an investor, who's looking to do something within the 60/40 and the fixed income part of their portfolio, going to benefit versus traditional investments?  8:00 If you're investing in a private credit fund, what are the risks? 9:09 What does loan to value mean? 10:09 When we look at the private lending market versus the public market, what's the big difference?  12:06 So where would you say your sweet spot is on loan size?  12:56 What makes you different than the other firms in this space?  14:38 Could you give us input on the importance of the funnel? 17:14 Could you tell us about the depth and experience of your team? 18:05 Why are corporate borrowers choosing SAF group instead of just going to the bank? 21:41 What does a return profile look like for an individual investor?  23:36 How are decreasing rates going to affect the marketplace for private lending? 25:44 As we look at private credit market, what are your concerns in the market today? 29:58 What should the experience be like for reasonable returns over the next two to three years?  32:42 Final thoughts. If you enjoyed this episode, please subscribe and visit our website at https://www.privatedebtandequity.ca/ for any questions or to learn more!

    37 min
  3. 09/24/2024

    Discover The Power of Private Lending with Cortland Credit

    Hosted by Bob Simpson, today's episode focuses on the opportunity to invest in private lending and what it can look like when added to your portfolio. This episode takes you into a deep dive into a due diligence interview with Cortland Credit President, Sean Rogister. Today's questions of interest: 3:32 Sean, can you provide an overview of the company history and founding? 5:26 What's the ownership of the company look like right now? 7:00 But where are you now on employees? 8:48 How does your firm make money? 10:33 Can you just talk a bit about a typical profile of a borrower that you would work with? 12:32 Could you touch on senior secured, short term and asset based? 15:18 Could you explain the details of your Cortland report that you send out? 17:38 What percentages is factoring in your portfolio? 20:35 How would Cortland Credit deal with loans gone bad? 23:30 Can you explain the unique occurrence of the 24% Saskatchewan loan? 25:44 Do these issues in the portfolio affect performance? 27:35 Could you talk about the announcement about the successful repayment of credit facility for insulation technology group? 29:18 Can you talk about the process that you follow when you're underwriting new loans? 33:01 How many loans do you approve, what's the process? 33:53 What is your debt history? 35:12 What do you see in the portfolio that are the major risks in the portfolio? 38:02 Who's an ideal investor for this fund? 39:32 Compare investing in this fund to a bond fund. 41:58 What should investors anticipate when it comes to the fund's performance? 44:08 Could you explain the new equity linked version of your fund? 47:55 Final thoughts. If you enjoyed this episode, please subscribe and visit our website at https://www.privatedebtandequity.ca/ for any questions or to learn more!

    51 min

About

Welcome to the My Private Network Podcast!The purpose of this podcast is to educate investors about private market investing and to learn more about the concepts and opportunities available to them.Brought to you by PrivateDebtandEquity.ca, a Canada' source for all things private investment.