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Why transparency matters in private credit with Andrew Thomson from CFMG
Manage episode 447151570 series 2939862
Private credit has undergone a real renaissance in recent times both in Australia and around the world. CFMG Capital’s Andrew Thomson joins us again to lift the lid on what is driving so much investor interest in this asset class. One of the big concerns of investors about private credit has been the interconnected relationships between manager and borrower. Andrew provides us with valuable insight into CFMG’s view toward this relationship, and how they manage difficult decisions when balancing the interests of the developer and that of the investor.
We discuss the three CFMG funds, how they assess their projects, the difference between pooled and contributory schemes, and the impact lower interest rates may have on their funds and the land market in general.
47 επεισόδια
Manage episode 447151570 series 2939862
Private credit has undergone a real renaissance in recent times both in Australia and around the world. CFMG Capital’s Andrew Thomson joins us again to lift the lid on what is driving so much investor interest in this asset class. One of the big concerns of investors about private credit has been the interconnected relationships between manager and borrower. Andrew provides us with valuable insight into CFMG’s view toward this relationship, and how they manage difficult decisions when balancing the interests of the developer and that of the investor.
We discuss the three CFMG funds, how they assess their projects, the difference between pooled and contributory schemes, and the impact lower interest rates may have on their funds and the land market in general.
47 επεισόδια
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