Nicholas Chaplin | Generating income with hybrid securities
Nicholas shares his thoughts on how Hybrids have evolved from 1990s, to the notable CBA PERLS, to where we are today & role of secondaries.
Nicholas Chaplin is a Director & Senior Portfolio Manager for Seed Partnerships Hybrid Income Fund. Nicholas specialises in structuring and education of financial capital with a focus on Hybrid Notes. Nick spent 12 years building and leading NAB’s hybrid and structured capital origination business. Prior to Nab, he built Westpacs Hybrid capital business, for Commsec he ran a hybrid securities portfolio with over 250million and managed the HIF investment strategy within the Paraclete Funds Management Trust, which invested exclusively in prudentially regulated securities.
Nicholas shares his thoughts on how Hybrids have evolved from 1990s, to the notable CBA PERLS to where we are today, his thoughts on the Hybrid securities space with ASIC, the role secondaries plays in this space and where he thinks markets are going. The fund was established in September 2015 and as of time of recording, the fund has an annualised average return since inception of 6.38% and for the past 12 months the fund has averaged 8.23%.
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Murdoch: Adviser & CEO @ York Wealth Management. 'The Rate of Change' podcast shares the insights of some of the brightest minds in asset management.
We work with High-Net-Worth individuals, institutions & family offices to help grow & protect their wealth.
Outside of working with clients, Murdoch & his wife Yasmin, an Executive Assistant to the Chairman of Wealth at a global investment firm, have 2 young children, a boy & a girl.
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York Wealth Management Pty Ltd ABN 46 605 610 679 is an Corporate Authorised Representative of Samuel Allgate Investments Pty Ltd AFSL No. 420170; Financial Adviser Authorised Representative Number 001007979.
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Murdoch: Adviser & CEO @ York Wealth Management. 'The Rate of Change' podcast shares the insights of some of the brightest minds in asset management. ...
Expertise
Murdoch: Adviser & CEO @ York Wealth Management. 'The Rate of Change' podcast shares the insights of some of the brightest minds in asset management. ...
Expertise
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