Innovative future of global private credit - Russel Pillemer

In today’s ROCast Murdoch sits down with Russel Pillemer, CEO of Pengana Capital Group. Russell brings extensive experience from his time as an investment banker at Goldman Sachs and shares his journey of founding and growing Pengana Capital Group, which now manages $3.5 billion across 12 strategies, ranging from domestic and global equities to domestic and global private credit.

We delve into the how to of the strategies, in particularly their innovative approach to listed private credit and trying to solve the problem of having unlisted assets inside a Listed Investment Company or Trust vehicle trading at a discount to net asset value due to volatility from market uncertainty.

If you are curious about how or why they have structured it this way? Then join us and hear Russel unpack everything from their bottom-up investment philosophy to their pioneering work in attempting to smooth the volatility for unlisted private credit in exchange traded markets for retail clients. If you are like me, then I trust you will be also eager to see how the industry responds to this new approach and curious whether it may become the new normal.

Managed Funds Discussed:

• Pengana Capital Group

• Pengana equities funds (overview)

• Pengana Private Equity Trust (ASX: PE1)

• Pengana Global Private Credit Trust (ASX:PCX)

Be sure to listen to the disclaimer at the end of this ROCast, and keep your feedback coming.

You can reach me at:

mgatti@ywm.com.au

• Apple Podcast
  
• Google Podcasts
• Spotify