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Praemium Investment Leaders
Praemium
40 episodes
2 months ago
What separates great credit managers from good ones in today's market? Clark Koury, Managing Director and Head of Oaktree Capital's Product Specialist Group, brings thirty years of institutional wisdom to this question in a fascinating exploration of private credit markets. This episode unpacks the compelling case for private credit in today's uncertain environment. Investors are drawn to the asset class for two primary reasons: superior returns (historically 2-4% above traditional credit ma...
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Investing
Business
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All content for Praemium Investment Leaders is the property of Praemium and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
What separates great credit managers from good ones in today's market? Clark Koury, Managing Director and Head of Oaktree Capital's Product Specialist Group, brings thirty years of institutional wisdom to this question in a fascinating exploration of private credit markets. This episode unpacks the compelling case for private credit in today's uncertain environment. Investors are drawn to the asset class for two primary reasons: superior returns (historically 2-4% above traditional credit ma...
Show more...
Investing
Business
Episodes (20/40)
Praemium Investment Leaders
Private Credit Through Market Cycles: Lessons from Three Decades
What separates great credit managers from good ones in today's market? Clark Koury, Managing Director and Head of Oaktree Capital's Product Specialist Group, brings thirty years of institutional wisdom to this question in a fascinating exploration of private credit markets. This episode unpacks the compelling case for private credit in today's uncertain environment. Investors are drawn to the asset class for two primary reasons: superior returns (historically 2-4% above traditional credit ma...
Show more...
2 months ago
33 minutes

Praemium Investment Leaders
Breaking the Deflation Curse: How Corporate Governance is Renewing Japanese Equities
June-Yon Kim, Head of Japanese Equities at Lazard Asset Management, reveals why Japan is one of the most overlooked – yet compelling – equity stories today. Discover how structural reform and the end of deflation are reshaping the investment landscape, and why the Lazard Japanese Strategic Equity Fund gives Australian investors unique access to this opportunity. From "emerging market-like inefficiencies" in a developed economy, to semiconductor dominance and rising bank profits, Japan is...
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4 months ago
34 minutes

Praemium Investment Leaders
Live at AltInvest: Size matters, Small-Cap delivering outsized returns
Private equity has evolved dramatically over the past two decades, with many firms chasing progressively larger deals as they scale. Claire Smith, who leads Schroders Capital's private markets business in Australia, explains why they're deliberately swimming against this tide by maintaining a focus on small and mid-cap opportunities. During our conversation at the 2025 Premium Alt Invest Forum, Claire reveals the mathematical logic behind their strategy: "It's much easier to double the size ...
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7 months ago
12 minutes

Praemium Investment Leaders
Live from AltInvest: Navigating Market Volatility with Liquid Alternatives
What happens when traditional portfolio diversification fails? In this eye-opening conversation from the 2025 Premium Altinvest Forum in Melbourne, host Damian Chilmey sits down with Paul Fraynt, Senior Vice President and Portfolio Manager at Franklin Templeton Investment Solutions, to uncover the truth about achieving genuine protection against market volatility. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes ...
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7 months ago
10 minutes

Praemium Investment Leaders
Private Credit Secondaries: Inside the $140 Billion Market
The private credit secondaries market is experiencing explosive growth, on track to match the $140 billion private equity secondaries market by 2030. Martins Marnauza, Investment Partner at Coller Capital, walks us through this fascinating yet often overlooked corner of the alternative investments landscape. Providing liquidity to institutional investors trapped in 10-year closed-end funds has become big business. What started as a niche opportunity during the global financial crisis has evo...
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7 months ago
38 minutes

Praemium Investment Leaders
Looking outside the Mundane Seven
Uncover the opportunity of the overlooked equities in the Australian market with Dion Hershen from Yarra Capital Management, as he offers unparalleled insights into the ASX200's not-so magnificent seven - the big four banks and iron ore miners. We'll explore how these banks are experiencing stagnant earnings and dissect the implications of the market's dependence on such few sectors. Are these trends sustainable amidst Australia's slow economic growth and competitive pressures? The con...
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1 year ago
26 minutes

Praemium Investment Leaders
Liquid Assets: Investing in the world's most essential resource
Ever wonder how water can become a tradable asset like gold or stocks? Our guest, Euan Friday, Chair and CIO of Kilter Rural, shares his expert insights into the groundbreaking Australian water rights market. Get ready to navigate the detailed workings of water entitlements and allocations in Australia. Learn about the fluctuating prices of water due to varying supply and demand, and the diverse motivations of market participants – from farmers to government bodies. We'll also unpack t...
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1 year ago
38 minutes

Praemium Investment Leaders
Catastrophe Bonds: A Genuine Alternative Asset
Damian Cilmi is joined by Dr. John Seo, a trailblazer in the Catastrophe Bond market and co-founder of Fermat, as they discuss the fundamentals of catastrophe bonds, their typical maturities, the types of natural disasters they cover, and the returns they offer. Dr. Seo provides insight into the roles insurance and reinsurance companies, as well as government agencies, play in issuing these bonds. They discuss the market's evolution into a $100 billion industry which is characterised by liqu...
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1 year ago
45 minutes

Praemium Investment Leaders
The 'Great Tightening Cycle': Uncovering Opportunities in Property with Matt Sgrizzi
Praemium’s Damian Cilmi is joined by LaSalle Investment Management’s Managing Director Matt Sgrizzi for a discussion on the 'Great Tightening Cycle.' In this episode Matt sheds light on how the legacy of financial stress in real estate has historically unfolded into rewarding opportunities, particularly within the robust world of real estate investment. The conversations turns to the future of office leasing, the booming data centre sector, and the shift in retail real estate towards ...
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1 year ago
34 minutes

Praemium Investment Leaders
Harnessing High-Yield Credit
Unlock the potential of corporate credit investments as we join forces with Samantha from Ares Credit Group in a fascinating conversation that promises to shift your perspective on personal finance. We're not just talking government bonds here – imagine a portfolio enhanced with liquid credit instruments like leveraged loans, high yield bonds, and CLOs. These aren't your average investment vehicles; they're the financial world's high-performance sports cars, offering the thrill of significant...
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1 year ago
16 minutes

Praemium Investment Leaders
Mastering Private Equity: Investment Strategies and Navigating Market Uncertainties with Jose Luis Gonzalez Pastor
Discover how to navigate the dynamic private equity landscape and unlock the secrets of sophisticated investment strategies with our guest, Jose Luis Gonzalez Pastor, Managing Director at Neuburger Berman. In an era where market uncertainties loom large, we dissect private equity's resilience and its growing allure to investors, from high-net-worth individuals to retail investors seeking portfolio diversification. Venture further into the world of private equity with us as we break dow...
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1 year ago
30 minutes

Praemium Investment Leaders
2023 Bond Market Recap with Charlie Jamieson: Key Trends and Takeaways
Bond-market veteran Charlie Jamieson returns to share his insights on today's radically transformed fixed income sphere. We first had Charlie on the show in 2020, but since there have been seismic economic shifts, from inflation's ascent to the impact of swift rate hikes, Charlie dissects the complex factors influencing markets. Despite volatily, higher yields signaling fresh opportunities, his forward-focused analysis equips advisers to navigate uncertainty. Gain an expert perspective ...
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1 year ago
33 minutes

Praemium Investment Leaders
Scaling to New Heights: The Growth of Managed Accounts with Mike Martel
In this episode, we delve into the ever-changing landscape of Managed Accounts. Our guest, Mike Martel from State Street Global Advisors, brings over three decades of experience in the investment management field to provide expert insights. This episode is a window into the past and future of investment, offering valuable perspectives for both the U.S. and Australian markets. Join us as we explore the trend of blending active and passive strategies within SMAs, how it originated, and t...
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2 years ago
31 minutes

Praemium Investment Leaders
Bucking the Trend: Contrarian Investing in Australia with Dr. Suhas Nayak
What does it take to invest in the stocks that no one else wants? For Suhas Nayak, separating fact from opinion is key to finding value where the market sees none. Suhas Nayak is a portfolio manager at Allan Gray, an entirely contrarian fund manager that seeks to find diamonds in the rough in places other buyers aren't willing to go. Join host Damian Cilmi as he and Suhas discuss how Allan Gray's team of STEM qualified stock pickers stay focussed on long term objectives, the diversifica...
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2 years ago
21 minutes

Praemium Investment Leaders
Natural Capital: Investing in Australian Agriculture with Steve Jarrott
In this re-release of our most downloaded episode, Praemium's Damian Cilmi speaks with Steve Jarrott, portfolio manager with Warakirri Asset Management, about agriculture as an asset class and the unique position of Australian agriculture against the backdrop of rising inflation, shifting global economies, and climate change. Steve speaks about the development of an agriculture REIT and agriculture investment as a key component of a diversified portfolio. Praemium Limited is the issuer of the...
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2 years ago
26 minutes

Praemium Investment Leaders
Rethinking Returns: The Power of Royalty Investments with Samuel Mann
In this episode of Praemium's Investment Leaders Podcast Series, Damian Cilmi and Samuel Mann of Longreach Alternatives spotlight the investment potential of royalties across sectors like music, pharma, fishing, and resources. Mann leverages his expertise with the Longreach's PG3 Royalties Opportunities Fund to show how these assets can diversify portfolios and stabilise returns. It's a must-listen for financial advisers ready to broaden their investment knowledge. Praemium Limited is the iss...
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2 years ago
40 minutes

Praemium Investment Leaders
How platforms can streamline quality of advice amid ongoing changes
In this episode, originally featured on The IFA Show podcast, Praemium's Chief Strategy Officer, Denis Orrock, dives into the evolution of wealth management and administration platforms. Denis discusses the Quality of Advice Review (QAR) and its potential impact on superfunds transitioning to advice-style models. He explores the balance between AI-generated advice and personal consultation and emphasises the importance of effective data integration within platforms. Tune in to learn how platf...
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2 years ago
17 minutes

Praemium Investment Leaders
Key Market Drivers for FY24 & Beyond
In the latest episode of our podcast, we assemble an exceptional panel of fund managers: Tim Toohey from Yarra Capital Management, Blake Henricks from Firetrail, and John Mulquiney from Lazard. They offer their expert insights into the key market drivers for the upcoming financial year – demographics, energy transition, and macroeconomic trends. Designed to deliver insights financial advisers can use in their end of year client meetings, this episode is a compact guide to the factors ste...
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2 years ago
57 minutes

Praemium Investment Leaders
Building Resilient ESG Portfolios
Delving into the compelling domain of sustainable investing, Praemium's insightful podcast episode presents a vibrant dialogue on ESG investing, extracted from our recent in-depth webinar. The conversation is steered by Damian Cilmi, Praemium's Head of Investment Managers and Governance, and he's joined by a distinguished panel: Xuan Sheng Ou Yong from BNP Paribas Asset Management, Xinting Jia from State Street Global Advisors, and Will Baylis from Martin Currie. Our panelists demystify ESG i...
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2 years ago
59 minutes

Praemium Investment Leaders
The Wealth Transfer Challenge: Addressing Australia's Unmet Financial Needs
In this insightful podcast episode from our practice management podcast series, Advice Leaders, host Matt Van Dijk, General Manager at Praemium, and Francis Rigby, Director and Head of Advice at Financial Advice Matters, delve into the complexities of intergenerational wealth transfer. They discuss strategies for approaching sensitive inheritance discussions, the importance of early financial education, and understanding clients' life goals for tailored financial advice. Additionally, they ta...
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2 years ago
36 minutes

Praemium Investment Leaders
What separates great credit managers from good ones in today's market? Clark Koury, Managing Director and Head of Oaktree Capital's Product Specialist Group, brings thirty years of institutional wisdom to this question in a fascinating exploration of private credit markets. This episode unpacks the compelling case for private credit in today's uncertain environment. Investors are drawn to the asset class for two primary reasons: superior returns (historically 2-4% above traditional credit ma...