The insider's guide to private credit: Red flags, risk & the road ahead
About this episode
Frank Danieli discusses the intricacies of private credit investing and the importance of due diligence.
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 ——— 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) ——— This episode has been sponsored by MA Financial. To learn more about MA Financial’s listed and unlisted private…
Sponsors
MA Financial
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