Magic Markets #69: Investing in private debt

Episode 69 March 30, 2022 00:30:11
Magic Markets #69: Investing in private debt
Magic Markets
Magic Markets #69: Investing in private debt
/

Show Notes

You’ve gotten to know Dino Zuccollo from Westbrooke Alternative Asset Management over the past couple of months. In Episode 69 of Magic Markets, we meet more of the team members, welcoming Jonti Osher and Richard Asherson to the show to delve into the fascinating world of private debt investments.

Together with the Westbrooke team, we discussed the value of this asset class in a portfolio and how high-yield, uncorrelated returns can make a significant difference on a wealth creation journey. Westbrooke operates private debt funds in the UK and in South Africa, taking advantage of a gaping hole left by the banks in lending to certain businesses.

The content of this podcast is for information purposes only and does not constitute investment advice, nor does it represent a solicitation of any member of the public to invest in any security. The investment vehicles managed by Westbrooke Alternative Asset Management are available to qualified, sophisticated investors only. Listeners should seek professional financial advice prior to making any investment.

Visit www.westbrooke.co.za to find out more. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750.

Other Episodes

Episode 73

April 27, 2022 00:29:30
Episode Cover

Magic Markets #73: (Ad)Venture Capital

In the latest learning opportunity with the team from Westbrooke Alternative Asset Management, we welcomed Dino Zuccollo and venture capital expert James Lightbody to the show.Westbrooke’s venture capital strategies take advantage of early-stage investment opportunities with a global flavour, giving investors access to an asset class that is otherwise difficult to gain exposure to. In this show, we discuss an overview of venture capital and the ways in which it differs from investments in listed companies. This is a fascinating space that sits at the heart of the technological advancements that have changed our lives and continue to do so. The content of this podcast is for information purposes only and does not constitute investment advice, nor does it represent a solicitation of any member of the public to invest in any security. The investment vehicles managed by Westbrooke Alternative Asset Management are available to qualified, sophisticated investors only. Listeners should seek professional financial advice prior to making any investment. Visit www.westbrooke.co.za to find out more. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750. ...

Listen

Episode 51

November 10, 2021 00:28:41
Episode Cover

Magic Markets #51: Foreign Investment in SA

Natale Labia is a South African living in Italy (Milan, to be exact) and so he brings a European perspective to the show. As an ex-South African banker, Natale is familiar with our market. He applies that expertise in his role as a partner at Lionhead Capital, where he is Head of Macro Strategy and Economics. You can read more about Natale's background at this link. Some listeners may recognise his name from his regular contributions to Daily Maverick, a publication which Magic Markets co-host The Finance Ghost also contributes to on a weekly basis. In this show, we discussed a macro view on the relative valuation of South African bonds and equities compared to other markets. We also talked about sectors of interest in South Africa and how international investors view our country. Magic Markets is your invitation to be part of our global conversations on the markets and investments. ...

Listen

Episode 29

June 09, 2021 00:25:56
Episode Cover

Magic Markets #29: Investing in Agri

Wandile Sihlobo is an expert on the agriculture sector in South Africa. He is the Chief Economist of the Agricultural Business Chamber of South Africa (Agbiz) and has written numerous columns and blog posts in addition to his published book, "Finding Common Ground: Land, Equity, and Agriculture". Sihlobo is a member of the Presidential Economic Advisory Council and has served in roles at Stats SA and the International Trade Commission of South Africa. In summary: there is nobody better to speak to about the agriculture sector in South Africa. The Finance Ghost and Mohammed Nalla (Moe-Knows) discussed the investment opportunity in this sector in South Africa with Sihlobo and unpacked important topics like the strength of the rand and the levels in the value chain that are most attractive to investors. This episode of Magic Markets is brought to you by Olive Venture Capital Company, a s12J-compliant investment vehicle that is welcoming new investors until the s12J window closes at the end of June 2021. Listen to Ep 28 of Magic Markets for more information or visit the Olive VCC website. Olive VCC is an authorised financial services provider.   ...

Listen