In this episode, our Partner and Private Wealth Manager, Ryan Loehr speaks with Peter Beske Nielsen, the Global Head of Private Wealth for EQT. Peter joined Ryan in our Sydney office, visiting from Copenhagen.

EQT is one of the world’s most reputable private market investors, managing over $216b EUR or $350b AUD investing from start up to maturity or public company (take privates), and covering two segments: real assets and private capital. Critical to EQT is a philosophy of long-term ownership and ‘future proofing’ companies - an attribute inspired by one of the most successful Swedish families and original EQT investor, the Wallenberg Family. The EQT model is to shape and execute a value-creation plan and keep an active ownership approach to transform and make companies more relevant, efficient, and future-proof – optimized for market dynamics and customer demands. For the first time, EQT has a new solution in market to democratise access to the breadth of its private market offering to private wealth investors - instead of being restricted to institutions and family offices.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

In today's episode, Craig, Tim & Ryan discuss the current state of financial markets, where they see markets heading and why we should not be afraid of investing at all-time highs. They discussed their views on where interest rates are heading and what impact this might have for investors moving forward as well as some recent learnings in discussions with fund managers.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

The two happiest days of owning a boat are the day you buy a boat and the day you sell it….other than when you are the lender to a Super Yacht manufacturer. If banks aren’t lending nowadays, then who is? Time for some discussion on the highly demanded World of private credit.

Epsilon Direct Lending specialise in lending to some of Australia and New Zealand’s most respected mid-market companies, from IT through to coffee roasters. Epsilon provide institutional and wholesale investors with stable and attractive returns, with the Founders having sourced and arranged several billions of dollars of direct loans. Joe Millward is a Founding Partner of Epsilon Direct Lending and a member of the Investment Committee. Joe has 25 years of experience in a career covering direct lending funds management, growth, and event-driven corporate financing, business strategy, compliance, operations, and finance across Europe and Australia. Joe was most recently an Executive Manager in CBA's corporate bank. He previously held the roles of Chief Operating Officer of the Corporate & Investment Banking Division at Bank of America Merrill Lynch Australia and Head of Loan Funds at the Royal Bank of Scotland pc's asset management business. Joe is a fully qualified accountant and fellow member of the ACCA.

During this podcast, Craig holds an in-depth discussion with Joe on the intricacies of lending to mid-market companies, how a deal is assessed and approved, through to lessons learned during his successful career in establishing one of Australia’s most reputable direct corporate lending companies.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.