Clearway Capital Solutions Podcasts

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

  1. Line of Sight talks with Angelo Aspris, Assistant Professor at the University of Sydney Business School

    ٢٨ أكتوبر

    Line of Sight talks with Angelo Aspris, Assistant Professor at the University of Sydney Business School

    Listen to a discussion between Angelos Aspris and Dennis Mothoneos as they discuss how tokenization of financial and real-world assets is transforming managed investments—covering benefits, regulatory and legal implications, operational efficiencies, emerging risks, evolving roles of distributors, and the future impact of CBDCs and stablecoins. 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 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 Angelo Aspris, University of Sydney Business School.  Dr Angelo Aspris is an Assistant Professor (Senior Lecturer) at the University of Sydney Business School, specialising in market microstructure and digital asset markets; his research focuses on traditional and emerging financial markets—including equities, derivatives, cryptocurrency, and DeFi protocols—using big data analytics and financial modelling to explore how distributed ledger technology reshapes market efficiency, liquidity, and financial intermediation. The podcast is approximately 31 minutes in length and covers the following:  Understanding Tokenization and Its Impact: Describes how financial and real assets as digital tokens boosts access, efficiency, and transparency. Legal and Regulatory Considerations: Outlines current legal and governance issues and what may be needed going forward. Market Readiness, Efficiencies, and Risks: Explains how tokenisation promises cost and capital efficiencies but introduces technological risks.Evolving Role of Distributors and BDMs: Distributors must become digitally fluent by understanding blockchains, tokenisation technology and smart contracts.The Future: Project Acacia and Digital Currencies: Highlights CBDCs and stablecoins as settlement tools, while programmable compliance and automation will reshape fund distribution and regulation.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 Solutions please contact us on: www.clearwaycapital.com.au

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  2. Turning Points interviews Andrew Hunt from Andrew Hunt Economics

    ١٤ أكتوبر

    Turning Points interviews Andrew Hunt from Andrew Hunt Economics

    Listen to how Andrew examines regional resilience and weaknesses to global capital flows, the US debt trap, rising inflation and the fragility of private credit.  Andrew also discusses the ECB’s push to prioritise sovereign stability over inflation control and how quantitative easing in China risks monetary instability, whilst its sustained capital flight continues to drive property inflation in Australia and NZ. 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, 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 again 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 is economic advisor to Clearway Capital Solutions and has worked with members of the Clearway Capital team since the late 1990s.  The podcast is approximately 27 minutes in length and covers the following topics: Introduction & political/economic conditions in the Northern hemisphere (00:50 – 04:30)Why markets remain resilient (04:34 – 06:45)Europe’s stealth QE (06:45 – 09:30)The US debt trap & interest-rate outlook (09:30 – 20:15)Europe & sovereign risk (20:19 – 23:20)China’s liquidity cycle & risks (23:20 – 26:50) What’s next for 2025 (26:48 – 27:29) The host for this episode is Michael Negline, Director from Clearway Capital Solutions.  For more information on Andrew Hunt Economics please contact Clearway Capital Solutions: https://lnkd.in/eXvVdKmW  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 provided 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 Solutions please contact us on: www.clearwaycapital.com.au

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  3. Line of Sight talks with Toby Potter, Chair of Institute of Managed Account Professionals (IMAP)

    ٣ سبتمبر

    Line of Sight talks with Toby Potter, Chair of Institute of Managed Account Professionals (IMAP)

    Listen to a discussion between Toby Potter and Cameron Harris as they discuss the  rapid growth of managed accounts in Australia—SMAs, MDAs, and IMAs— benefits to investors, regulatory complexity, opportunities for fund managers, consultant dynamics, offshore comparisons and integration of illiquid alternative strategies. 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 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 Toby Potter, Chair of Institute of Managed Account Professionals (IMAP).  IMAP is an industry organisation that represents advisers, investment managers, platforms, and other businesses actively involved in offering/supporting managed accounts. Their work includes advocacy with regulators like ASIC.  Toby and Cameron Harris, Business Development Manager from Clearway Capital Solutions discuss the key considerations for offshore  and onshore fund managers who are seeking to engage with this burgeoning ecosystem.  The podcast is approximately 35 minutes in length and covers the following: Overview of Managed Accounts – SMAs, MDAs, IMAs, their structures, regulation, and levels of customisationSector Growth and Investor Drivers – AUM growth, adviser adoption, and roles of HNW/UHNWs, family offices, SMSFs, and retail.Investor Benefits and Use Cases – Transparency, estate planning, ESG, and alternatives to pooled funds.Industry Dynamics and Challenges – Impact on fund managers, consultants, distribution, pricing, and operations.Trends and Risks – Offshore comparisons, illiquid alternative strategies and super fund competition.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 Solutions please contact us on: www.clearwaycapital.com.au

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  4. Line of Sight talks with Paula McCabe, Founder & Legal Director from PMC Capital

    ٦ أغسطس

    Line of Sight talks with Paula McCabe, Founder & Legal Director from PMC Capital

    Listen to a discussion between Paula McCabe and Dennis Mothoneos as they break down what foreign fund managers need to know about entering the Australian market—covering licensing, investor types, fund structures, entry strategies, and compliance tips to successfully build a funds business in Australia.  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 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.  Today we are joined by Paula McCabe, Founder and Legal Director of PMC Legal, a law firm with extensive experience in the financial services sector, with a focus on managed funds. Paula and Dennis Mothoneos, Managing Director from Clearway Capital Solutions discuss the key regulatory and service provider considerations for offshore fund managers and general partners who are considering providing financial services in the Australian wholesale and institutional funds management markets.   The podcast is approximately 27 minutes in length and covers the following: Licensing Requirements: Outlines AFSL obligations and key exemptions for foreign managers entering the Australian market. Investor Types: Differentiates between wholesale and retail investors and related restrictions. Fund Structures: Covers options like MIS, CCIVs, and differences between trustees and responsible entities. Market Entry Strategies: Discusses feeder funds, multi-class units, and listing options like ETFs and LITs. Compliance & Operations: Highlights ongoing legal duties, tax considerations, and working with local service providers.About Clearway Capital Solutions Established in 2008, 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.   For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au

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  5. Turning Points interviews Andrew Hunt from Andrew Hunt Economics

    ٢ أبريل

    Turning Points interviews Andrew Hunt from Andrew Hunt Economics

    Listen to Andrew’s analysis on the Trump administration’s disruptive effect on bond markets yields, US risk assets and the flow-on effect to Australia and New Zealand. Andrew discusses a possible link between Scottish monetary reformer John Laws’ scheme and the US Federal Reserve funding the budget deficit with stablecoin(s) - can this provide the US with another leg to its credit boom, but this time via crypto? Andrew puts forward the conditions for a recovery in China and he argues whether the Trump administration has a point - can they break the model but also back it up with a solution?   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 is approximately 25 minutes in length and covers the following topics: 1. An introduction to Andrew Hunt and Andrew Hunt Economics (0:53 – 1:45) 2. Trump fiscal policy and its real impacts (1:45 – 4:08) 3. The subsequent outlook for bond markets and yields (4:10 – 6:50) 4. Credit booms and funding deficits with crypto (6:50 – 10:40) 5. Will US risk assets outperform? (10:40 – 15:13) 6. How does Australia and New Zealand navigate the Trump world?  (15:14 – 18:30) 7. Is China going to recover? (18:35 – 23:29) 8. Final Thoughts: Trump, disruption, breaking the model and providing the solution…  (23:20 – 25:22) The host for this episode is Michael Negline, Director from Clearway Capital Solutions.  Clearway Capital Solutions Established in 2008, 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.   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 provided 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 Solutions please contact us on: www.clearwaycapital.com.au

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  6. Turning Points interviews Ben Dear, Chief Executive Officer from Osmosis Investment Management

    ١٨ فبراير

    Turning Points interviews Ben Dear, Chief Executive Officer from Osmosis Investment Management

    Listen to how, despite the Trump administration's policies, Osmosis Investment Management is enhancing their resource efficiency process, increasing engagement and collaboration to improve the quality of environmental data reporting, and expanding into other asset classes. 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 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 Ben Dear, Chief Executive Officer of Osmosis Investment Management. In this episode, Ben discusses a range of issues including how the adherence and enhancement of Osmosis’ proprietary database and process of measuring and managing of carbon, water and waste has a positive contribution on a company’s financial performance and the potential impact of the Trump administration’s policies on sustainable investing. He also comments on the importance of engagement and Osmosis’s recent collaborative campaign to encourage corporates to disclose higher quality and more complete environmental data. Finally, Ben remarks that to further enact change, Osmosis is expanding their process into emerging markets equities and seeking to offer credit solutions.  The podcast is approximately 50 minutes in length and covers the following topics: An introduction to Osmosis and Ben Dear’s background (1:53 - 4:32)Osmosis investment philosophy managing resource efficient equity portfolios (4:34 - 10:45)The Importance of objective data, Osmosis’s research team and the importance of AI (10:00 – 14:38)It’s not just carbon: the equal importance of water and waste (14:40 – 20:20)Osmosis corporate disclosure campaign (20:22 – 26:24)The Trump administration and climate mitigation strategies (26:25 – 36:42)The quality and quantum of environmental data (36:43 – 40:26)The challenge of low quality companies and momentum driving equity markets (40:44 – 48:05)Final Thoughts (48:07 – 50:14)The host for this episode is Dennis Mothoneos, Managing Director from Clearway Capital Solutions.  Osmosis Investment Management Osmosis IM manages equity portfolios using a proprietary investment database – MoRE (Model of Resource Efficiency) – to identify companies, utilising objective publicly disclosed data, which are generating greater economic value per resource input (energy, water and waste) than sector peers. Osmosis believes that forward-thinking companies taking a proactive approach to a more sustainable future deliver greater value to shareholders.  Osmosis manages Core and active strategies to generate repeatable alpha in resource-efficient global, emerging and regional-based equity portfolios. Osmosis was established in the UK in 2009. Osmosis' assets under management are currently over US18bn.   Clearway Capital Solutions Established in 2008, 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.   For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au

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  7. Turning Points interviews Sean Taylor, Chief Investment Officer from Matthews

    ٠٤‏/١٢‏/٢٠٢٤

    Turning Points interviews Sean Taylor, Chief Investment Officer from Matthews

    Listen to how, despite many challenging years for emerging markets, a diverse range of opportunities in China, India, North-East Asia, ASEAN and LatAm, plays to the strengths of Matthews' fundamental investment philosophy and risk-controlled process. 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 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 investment partners. Episode description Today, we are joined by Sean Taylor, Chief Investment Officer for Matthews. In this episode, Sean discusses the key investment themes in emerging markets and how Matthews fundamental approach and risk-controlled process brings it together into a portfolio. The podcast is approximately 40 minutes in length and covers the following topics: An introduction to Matthews and Sean Taylor's background and responsibilities (1:50 - 5:30)Matthews' investment philosophy (5:30 - 10:45)Navigating the complexities of China's stimulus (10:45 - 17:20)Growth and valuations in India (17:25 - 21:42)The structural stories driving ASEAN markets (21:43 - 27:40)Latin America's hidden gems (27:42 - 32:03)Tech innovation in South Korea and Taiwan (32:05 - 35:26)Understanding the complexity of risk in Emerging Markets (35:29 - 38:27)Final Thoughts and Wrap Up (38:30 - 39:45)The host for this episode is Michael Negline, Director from Clearway Capital Solutions.  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 Solutions Established in 2008, 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.   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 provided 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 Solutions please contact us on: www.clearwaycapital.com.au

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  8. Turning Points interviews Ned Oakley, Head of Absolute Returns and PM from Shenkman Capital

    ١١‏/١١‏/٢٠٢٤

    Turning Points interviews Ned Oakley, Head of Absolute Returns and PM from Shenkman Capital

    Listen to how, despite tight spreads, mispriced event-driven opportunities can be exploited to deliver low double-digit returns comprising capital growth and quarterly income with significantly below equity market volatility. Episode Description 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 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 investment partners.  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 investment partners.  Today, we are joined by Ned Oakley, Head of Absolute Returns and Portfolio Manager from Shenkman Capital management. In this episode, Ned discusses the fundamental dynamics of sub-investment grade credit markets and how opportunistic style credit investing can turn tight credit spreads into an opportunity. Ned expands on how Shenkman Capital’s opportunistic style credit investing approach aims to exploit mispriced event-driven opportunities across the corporate credit spectrum to deliver capital growth and consistent, compounding quarterly income. He also describes how Shenkman Capital’s large and experienced research team helps to limit the downside by adhering to deep fundamental credit research and constructing a portfolio of primarily long but also short positions.   The host for this episode is Cameron Harris, Business Development Manager 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 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. It is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. Past performance is not a reliable indicator of future performance. The podcast is intended for wholesale clients within the meaning of section 761G or 761GA of the Corporations Act and must not be made available to any persons that are “retail clients” for the purpose of the Corporations Act. For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au

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

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