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Why transparency matters in private credit with Andrew Thomson from CFMG

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Manage episode 447151570 series 2939862
Content provided by Fixed Income News Australia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Fixed Income News Australia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Private credit has undergone a real renaissance in recent times both in Australia and around the world. CFMG Capital’s Andrew Thomson joins us again to lift the lid on what is driving so much investor interest in this asset class. One of the big concerns of investors about private credit has been the interconnected relationships between manager and borrower. Andrew provides us with valuable insight into CFMG’s view toward this relationship, and how they manage difficult decisions when balancing the interests of the developer and that of the investor.

We discuss the three CFMG funds, how they assess their projects, the difference between pooled and contributory schemes, and the impact lower interest rates may have on their funds and the land market in general.

  continue reading

48 episodes

Artwork
iconShare
 
Manage episode 447151570 series 2939862
Content provided by Fixed Income News Australia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Fixed Income News Australia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Private credit has undergone a real renaissance in recent times both in Australia and around the world. CFMG Capital’s Andrew Thomson joins us again to lift the lid on what is driving so much investor interest in this asset class. One of the big concerns of investors about private credit has been the interconnected relationships between manager and borrower. Andrew provides us with valuable insight into CFMG’s view toward this relationship, and how they manage difficult decisions when balancing the interests of the developer and that of the investor.

We discuss the three CFMG funds, how they assess their projects, the difference between pooled and contributory schemes, and the impact lower interest rates may have on their funds and the land market in general.

  continue reading

48 episodes

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