Navigating the Private Credit Boom: Opportunities and Challenges for Investors

In this episode of the Financial Standard Podcast, Julian Clarkstone hosts a panel discussion highlighting the rise of the private credit market.

 

The Advisers in Focus event, held in Melbourne, featured industry experts Craig Schloeffel, Travis Schindler, and Calvin Richardson. The panel discussed the key drivers behind the rise of private credit, its role in investment portfolios, due diligence tips for advisers, as well as a review of the regulatory landscape.

 

The discussion also delves into investor education, market expectations, and the uncorrelated nature of private credit, offering a comprehensive look into the burgeoning asset class.

 

00:21 Event Overview: Advisers in Focus

01:45 Panel introduction and discussion kickoff

02:21 Understanding private credit

03:37 Insights from industry experts

06:43 Private credit market dynamics

18:26 Evaluating private credit funds

21:45 Regulatory spotlight and governance

26:21 Balancing liquidity and returns

31:48 Innovations in funds management

32:26 Australian vs. international portfolios

33:18 Challenges of international real estate lending

35:06 Mid-market residential lending in Australia

37:47 Impact of wholesale investor definition changes

42:00 Private credit's role in addressing housing under supply issues

45:44 Private credit as a core portfolio component

49:23 Managing defaults and risks in private credit

55:10 Final thoughts and takeaways