Clearway Capital Podcasts

Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes. The Turning Points podcast series provides listeners with direct access to the insights of our investment partners.

Today, we are joined by Jordan Barrow, Portfolio Manager and Co-Head of Liquid Credit from Shenkman Capital Management. In this episode he discusses how the high-yield bond and leverage loan markets have evolved since the GFC,  what changes Shenkman has made to exploit these changes and how these these changes have been reflected in Shenkman's multi-asset credit allocations. The host for this episode is Dennis Mothoneos, Managing Director of Clearway Capital.
 
Shenkman Capital Management
Shenkman Capital Management is an independently owned corporation with a 35+ year history of adhering to proprietary bottom-up fundamental credit research, process-driven rules-based decisions and the avoidance of defaults across their portfolios. Shenkman Capital offers leveraged loans (senior secured loans), high-yield bonds, short duration high yield bonds, multi-strategy credit, structured credit and stressed/distressed credit approaches to investors. Shenkman Capital has a substantial client base in Australia. 

Clearway Capital Solutions
Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants.  

This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. The podcast will be provided to listeners on the basis that they are either Sophisticated or Professional Investors.

For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au 

Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes. The Turning Points podcast series provides listeners with direct access to the insights of our investment partners.

Today, we are joined by Lennart Hermans, Environmental Research Director from Osmosis Investment Management. In this episode, he discusses the challenges involved with navigating companies’ disclosures on environmental data, the impact of international standards on this disclosure and the benefits and downsides of companies using AI to improve reporting of environmental data. The host for this episode is Michael Negline,  Director of Clearway Capital.

Osmosis Investment Management
Osmosis IM manages developed market equity portfolios using a proprietary investment database – MoRE (Model of Resource Efficiency) – to identify companies, utilising objective publicly disclosed data, which are generating greater economic value per resource input (energy consumption, water consumption and waste production) than their sector peers. Osmosis believes that forward-thinking companies that take a proactive approach to a more sustainable future deliver greater value to their shareholders. Osmosis manages Core (Smart beta) and active, low volatility, systematic/quantitative strategies to generate repeatable alpha in resource-efficient global and regional-based equity portfolios. 

Clearway Capital Solutions
Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants.  

 This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. The podcast will be provided to listeners on the basis that they are either Sophisticated or Professional Investors.

For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au 

Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers and general partners in their respective asset classes about the evolution of their markets, and how they are responding to these changes. The Turning Points podcast series provides listeners with direct access to the insights of our investment partners.

In this episode, we talk to Mukhtader Mohammed, Co-Founder and Managing Director of Arbitrium Capital Partners, a specialist Australian fund manager who invests in event-driven special situations transactions. The host for this episode is Dennis Mothoneos, Managing Director of Clearway Capital.

Arbitrium Capital Partners
Arbitrium Capital Partners is a specialist Australian fund manager who invests in event-driven special situations transactions. Arbitrium Capital Partners provides patient, secured capital and solutions to leveraged mid-market companies with solid underlying fundamentals in circumstances where banks and non-bank institutions are unwilling to provide funding or re-financing.

Clearway Capital Solutions
Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants. 

This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. The podcast will be provided to listeners on the basis that they are either Sophisticated or Professional Investors.

For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au 

Welcome to Clearway Capital Solutions’s new podcast series where we talk to some of the service providers that can assist in building a funds management business in Australia - including answering questions regarding operations. 

Mantis Funds is an alternative fund platform that was established in 2020. Mantis specialises in building and operating Australian registered and wholesale feeder vehicles for offshore managers who wish to access the rapidly growing wealth management space locally.

Timothy Cheung is a co-founder and CEO of Mantis Funds. Timothy also serves as a partner at LSL Partners, a principal investment firm focused on growth investing and special situations in the financial services space.

Clearway Capital Solutions, based in Sydney, Australia, provides ongoing business development services and product advice and assists in gaining access to the institutional, wholesale, and sophisticated investor markets of Australia and New Zealand for local and offshore-based fund managers. Clearway Capital represents a small, diverse group of funds managers, covering alternative and traditional asset classes. In addition, Clearway Capital conducts marketing research on a project basis. 

For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au 

Welcome to Clearway Capital Solutions’s new podcast series where we talk to some of the service providers that can assist in building a funds management business in Australia - including questions regarding licencing. 

Holley Nethercote is a commercial law firm with a focus on the financial services industry. They provide legal services in several areas such as franchising, AML/CTF, financial services law, licensing-related issues, intellectual property, contracts, privacy, trademarks, trade practices, leases, and dispute resolution. Holley Nethercote also offer advice in matters relating to Australian Financial Services Licence holders. 

Michael Mavromatis is a Partner at Holley Nethercote. Michael advises on legal, compliance and regulatory requirements affecting financial services businesses. His practice areas include funds management, platforms, superannuation, IDPSs, managed accounts, payments, derivatives, conflicted remuneration and financial services generally.

Clearway Capital Solutions, based in Sydney, Australia, provides ongoing business development services and product advice and assists in gaining access to the institutional, wholesale, and sophisticated investor markets of Australia and New Zealand for local and offshore-based fund managers. Clearway Capital represents a small, diverse group of funds managers, covering alternative and traditional asset classes. In addition, Clearway Capital conducts marketing research on a project basis. 

For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au 

Welcome to Clearway Capital Solutions’s new podcast series where we talk to some of the service providers that can assist in building a funds management business - including establishing a locally domiciled investment vehicle - in Australia. 

Equity Trustees (EQT) is one of the leading providers of responsible entity and trustee services in Australia. Equity Trustees’ Corporate Trustee Services division currently has more than $100b in funds under management, acting as a responsible entity for nearly 300 funds and 100 investment managers. Equity Trustees provides a diverse range of trustee and related services across a number of sectors. 

Johnny Francis from Equity Trustees is the General Manager, Business Development and Custody, Corporate and Trustee Services from Equity Trustees.

Clearway Capital Solutions, based in Sydney, Australia, provides ongoing business development services and product advice and assists in gaining access to the institutional, wholesale, and sophisticated investor markets of Australia and New Zealand for local and offshore-based fund managers. Clearway Capital represents a small, diverse group of funds managers, covering alternative and traditional asset classes. In addition, Clearway Capital conducts marketing research on a project basis. 

For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au 

Welcome to Clearway Capital Solutions’s new podcast series. Dennis Mothoneos, Managing Director from Clearway Capital Solutions is joined by Bob Kricheff, Portfolio Manager and Global Strategist from Shenkman Capital Management, a specialist leveraged finance manager to answer 10+1 questions about Shenkman Capital. 

Shenkman Capital Management is an independently owned corporation with a 35+ year history of adhering to proprietary bottom up fundamental credit research, process driven rules based decisions and the avoidance of defaults across their portfolios. Shenkman Capital offers leveraged loans (senior secured loans), high yield bonds, short duration high yield bonds, multi-strategy credit, structured credit and stressed/distressed credit approaches to investors. Shenkman Capital have a substantial client base in Australia. For more information on Shenkman Capital, please visit  www.shenkmancapital.com.

Clearway Capital Solutions, based in Sydney and Melbourne, Australia, provides ongoing business development and product advice and assists in gaining access to the institutional, wholesale, and sophisticated investor markets of Australia and New Zealand for local and offshore-based fund managers. Clearway Capital represents a small, diverse group of funds managers, covering alternative and traditional asset classes. In addition, Clearway Capital conducts marketing research on a project basis. 

The podcast will be provided to you on the basis that you are either a Sophisticated Investor or a Professional Investor, as those terms are used in sections 708(8) or 708(11), respectively, of the Corporations Act 2001 (Cwlth). The views and opinions expressed herein are those solely of the presenter or Shenkman Capital as of the date of this email and are subject to change at any time due to market, economic or other conditions.  Such views and opinions are for informational purposes only.  Furthermore, none of the information contained herein constitutes a recommendation by any of the Shenkman Group's officers, directors, employees or affiliates that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS.

For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au 

Welcome to Clearway Capital Solutions’s new podcast series. Dennis Mothoneos, Managing Director from Clearway Capital Solutions is joined by Eric Woodworth, Deputy CIO of DSM Capital, a global equity specialist manager to answer 10+1 questions about DSM Capital.  

DSM Capital Partners  is a specialist manager of fundamental concentrated global and US growth equity strategies. DSM invests in strong but undervalued businesses with significant competitive advantages, predictable and growing earnings and solid balance sheets. DSM Capital was founded in 2001; however, the founders have worked together for much longer; Steve Memishian and Dan Strickberger originally worked together at WP Stewart & Company more than 25 years ago. The firm is entirely owned by staff. For more information on DSM Capital, please visit www.dsmcapital.com.

Clearway Capital Solutions, based in Sydney and Melbourne, Australia, provides ongoing business development and product advice and assists in gaining access to the institutional, wholesale, and sophisticated investor markets of Australia and New Zealand for local and offshore-based fund managers. Clearway Capital represents a small, diverse group of funds managers, covering alternative and traditional asset classes. In addition, Clearway Capital conducts marketing research on a project basis. 

The podcast is provided to listeners on the basis that they are either a Sophisticated Investor or a Professional Investor, as those terms are used in sections 708(8) or 708(11), respectively, of the Corporations Act 2001 (Cwlth).

For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au 

Welcome to Clearway Capital Solutions’s new podcast series. Dennis Mothoneos, Managing Director from Clearway Capital Solutions is joined by Mukhtader Mohammed and Blake Ammit from Arbitrium Capital Partners, a private credit/special situations manager to answer 10+1 questions about Arbitrium.  

Arbitrium Capital is a specialist Australian fund manager that invests in event-driven special situations transactions. Arbitrium actively provides secured loans to mid-market Australian corporates with underlying solid fundamentals but find that they cannot attract funding from traditional sources. For more information on Arbitrium Capital, please visit www.acpartners.com.au

Clearway Capital Solutions, based in Sydney and Melbourne, Australia, provides ongoing business development and product advice and assists in gaining access to the institutional, wholesale, and sophisticated investor markets of Australia and New Zealand for local and offshore-based fund managers. Clearway Capital represents a small, diverse group of funds managers, covering alternative and traditional asset classes. In addition, Clearway Capital conducts marketing research on a project basis. 

The podcast is provided to listeners on the basis that they are either a Sophisticated Investor or a Professional Investor, as those terms are used in sections 708(8) or 708(11), respectively, of the Corporations Act 2001 (Cwlth).

For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au 

Welcome to Clearway Capital Solutions’s new podcast series. Dennis Mothoneos, Managing Director from Clearway Capital Solutions is joined by Ben Dear, CEO and founder of Osmosis Investment Management, a sustainable alpha specialist manager to answer 10+1 questions about Osmosis.  

Osmosis Investment Management LLP, established in London, England, manages systematic developed market equity portfolios using a proprietary investment database to identify companies which are generating greater economic value per resource input (energy consumption, water consumption and waste production) than their peers. Osmosis believes that forward thinking companies which take a proactive approach to a more sustainable future have a demonstrably more efficient production process and will deliver greater value to their shareholders. Osmosis is regulated in the UK by the FCA. For more information about Osmosis, please see www.osmosisim.com. 

Clearway Capital Solutions, based in Sydney and Melbourne, Australia, provides ongoing business development and product advice and assists in gaining access to the institutional, wholesale, and sophisticated investor markets of Australia and New Zealand for local and offshore-based fund managers. Clearway Capital represents a small, diverse group of funds managers, covering alternative and traditional asset classes. In addition, Clearway Capital conducts marketing research on a project basis. 

The podcast is provided to listeners on the basis that they are either a Sophisticated Investor or a Professional Investor, as those terms are used in sections 708(8) or 708(11), respectively, of the Corporations Act 2001 (Cwlth).

For more information on Clearway Capital please contact us on: www.clearwaycapital.com.au