Do you understand what you're investing in within private credit?
Frank Danieli, Managing Director and Head of Global Credit Solutions at MA Financial explains why that is so important.
From funds providing better disclosures, to advisers having a clearer understanding of what classifies as “private credit”- Danieli talks through the road ahead for the asset class.
Plus, Ally asks for his take on whether we’re in a private credit reckoning.
Chapters:
00:00 Introduction
01:34 Defining Private Credit
04:17 Diversification Beats Specialisation
07:47 Why Close A Fund?
10:31 Biggest Credit Opportunities
14:56 The Quality Concentration Trap
18:46 Due Diligence Red Flags
20:27 Questions Every Adviser Should Ask
21:36 Alternatives In Portfolios
Register for your ticket to FinFest Industry Day here!
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.50 Total Hours
Knowledge Requirements: Fixed Interest (0.25 hour), Managed Investments (0.50 hour)
Legislated CPD Area: Technical Competence (0.50 hour)
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This episode has been sponsored by MA Financial. To learn more about MA Financial’s listed and unlisted private credit strategies, visit MAFinancial.com. Thanks to MA Financial for helping us keep all our content free.
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