In this episode of The Purposeful Investor, Aden and David are joined by Investment Coordinator Nick Menegola to demystify the world of private credit (private debt). Together, they break down what private credit is, how it differs from traditional banking, and why it’s gaining so much attention in financial headlines. The team shares real-life case studies, including lessons from the GFC and the recent La Trobe fund developments, and explores the crucial topics of liquidity, risk...
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In this episode of The Purposeful Investor, Aden and David are joined by Investment Coordinator Nick Menegola to demystify the world of private credit (private debt). Together, they break down what private credit is, how it differs from traditional banking, and why it’s gaining so much attention in financial headlines. The team shares real-life case studies, including lessons from the GFC and the recent La Trobe fund developments, and explores the crucial topics of liquidity, risk...
Bonus | Financial wisdom and Kenyan tea | Meet Rakesh Shah
The Purposeful Investor
11 minutes
1 month ago
Bonus | Financial wisdom and Kenyan tea | Meet Rakesh Shah
Join us for our bonus series as Rakesh Shah, a seasoned wealth adviser at Capital Partners, shares his 18-year journey in financial planning. Discover how his family background, entrepreneurial spirit, and passion for helping clients achieve their goals have shaped his career. Rakesh opens up about his side business in Kenyan tea, his approach to retirement planning, and why he sees financial advising as more than just managing money. (00:00 - 03:00) Rakesh Shah's 18-year journey at Cap...
The Purposeful Investor
In this episode of The Purposeful Investor, Aden and David are joined by Investment Coordinator Nick Menegola to demystify the world of private credit (private debt). Together, they break down what private credit is, how it differs from traditional banking, and why it’s gaining so much attention in financial headlines. The team shares real-life case studies, including lessons from the GFC and the recent La Trobe fund developments, and explores the crucial topics of liquidity, risk...
