Clearway Capital Solutions Podcasts

Line of Sight talks with Penny Sheerin, Partner from Chapman Tripp

Listen to a discussion between Penny Sheerin and Michael Negline on why New Zealand is an increasingly attractive but distinct fund destination for offshore managers - highlighting the need to carefully consider the appropriate licensing, legal structures and distribution strategies for accessing wholesale and/or retail/KiwiSaver investors.  Welcome to Line of Sight, Clearway Capital Solutions’ podcast series, where we talk to service providers, stakeholders and industry bodies that can assist fund managers and general partners in building their businesses in Australia and New Zealand.  Clearway Capital Solutions is an independent and privately owned company, providing business development, placement 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.  In this episode we are joined by Penny Sheerin from Chapman Tripp.  Chapman Tripp is one of New Zealand’s leading commercial law firms, advising major domestic and international clients on complex corporate, finance, and regulatory matters. The firm has a market-leading investment funds and superannuation practice, advising fund managers on structuring investment products, establishing fund vehicles such as PIEs and ETFs, and navigating New Zealand’s evolving financial markets regulatory framework. Penny is joined by Michael Negline, Director from Clearway Capital Solutions.  The podcast is approximately 22 minutes in length and covers the following:  1. Introduction & Chapman Tripp Background [00:00 – 01:42] 2. New Zealand Market Overview [01:42 – 06:06] 3. Investment Trends [06:06 – 09:13] 4. Importance of PIE structures in New Zealand [09:13 – 10:42] 5. Market Entry – Wholesale vs Retail [10:42 – 12:51] 6. Fund Structures [12:51 – 15:44] 7. Governance Differences (NZ vs Australia) [15:44 – 17:49] 8. ESG in New Zealand [17:49 – 20:12] 9. Market Entry Strategy [20:12 – 21:34] 10. Final Takeaway [21:34 – 22:20] About Clearway Capital Solutions Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development, placement 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.   For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au

Turning Points interviews Andrew Hunt from Andrew Hunt Economics

Listen to Andrew’s latest global economic update where he details the impact of the Federal Reserve and Treasury's $185 billion liquidity injection on the U.S. financial system and the disruption caused by the oil price increase. He covers the potential underestimation of this impact on markets, the challenges posed by private credit issues and, despite this, the potential for lower short-term rates. In the second half Andrew discusses the importance of China's capital outflows and the potential for a global financial crisis if China revalues its currency. Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers, general partners and thought leaders about the evolution of their markets, and how they are responding to these changes.  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. The Turning Points podcast series provides listeners with direct access to the insights of our partners. Episode description Today we are joined by global economist, Andrew Hunt of Andrew Hunt Economics, an independent firm based in the UK which provides macro-economic analysis for select clients in both the financial and commercial sectors. Prior to founding Andrew Hunt Economics in 2001, Andrew spent over 12 years in Europe and Asia as a chief economist advising both the board and asset management divisions of the Dresdner Bank Group and the equity asset management division of the Allianz Group. Andrew was recently appointed as economic advisor to Clearway Capital Solutions and has worked with members of the Clearway Capital team since the late 1990s.  The podcast approximately 25 minutes in length and covers the following topics: 1. Liquidity Surge vs Geopolitical Shock (00:42 – 03:01) 2. Why Markets Are Resilient (03:01 – 05:31) 3. Private Credit Risks & Corporate Stress (05:31 – 09:11) 4. China’s Dual Role: Exporting Deflation & Inflation (10:38 – 12:44) 5. China’s Internal Crisis & Capital Repatriation Risk (15:03 – 19:45) 6. Biggest Tail Risk: China & Global Financial Shock (20:47 – 25:00) Clearway Capital Solutions Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development, placement 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 provided5  to listeners on the basis that they are either Wholesale, Professional or Sophisticated investors only, within the meaning of the relevant sections of the Corporations Act. For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au

Turning Points interviews Bob Kricheff, Global Strategist and Head of Multi-Asset Credit, Shenkman Capital

Listen to how AI-driven capital spending is reshaping global credit markets—and what it means for investment grade, high yield, and private credit investors. We explore the rise in tech debt issuance, the risks of an AI credit bubble, and the evolution of credit markets if AI earnings fall short of expectations. 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.    Clearway Capital Solutions is an independent and privately owned company, providing business development, placement 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. The Turning Points podcast series provides listeners with direct access to the insights of our partners. Episode description Today, we are joined by Bob Kricheff, Global Strategist and Head of Multi-Asset Credit from Shenkman Capital Management to discuss how the rapid build-out of AI infrastructure is reshaping credit markets—from investment-grade issuance by hyperscalers to emerging opportunities and risks in the non-investment-grade market. The podcast is approximately 23 minutes in length and covers the following topics: 1.     An introduction to Shenkman Capital Management (1:00 – 2:00) 2.     Tech firms issuing debt to fund AI and the risks (2:03 – 5:55) 3.     The learnings from Oracle’s debt issuance (5:57 – 7:54) 4.     Hyperscalers and an AI credit bubble (7:55 – 9:28) 5.     The risks in AI-linked high yield bonds (9:29 – 11:19) 6.     Shenkman's thinking about AI related issuers (11:22 – 13:31) 7.     The stresses likely to arise in high yield if AI earnings disappoint (13:32 – 15:23) 8.     The risks to corporate credit from the adoption of AI (15:25 – 17:29 ) 9.     The impact on private credit of private equity led LBO issuance (17:32 – 19:51 ) 10.  The impact of US banks rescinding leverage lending guidance on private credit  (19:53 - 21:28) 11.  Final thoughts and changes for credit markets in 2026 (21:31 - 23:18) The host for this episode is Dennis Mothoneos, Managing Director from Clearway Capital Solutions.  Shenkman Capital Management Shenkman Capital is an independently owned corporation with a 39-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, placement 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.   For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au

Turning Points interviews Jamie Padkin, Head of Emerging Market Research at Osmosis Investment Management

Listen to how emerging markets are central to the global sustainability challenge, yet they remain widely misunderstood by investors. Osmosis Investment Management explores how a disciplined focus on resource efficiency can reveal overlooked opportunities, challenge conventional sustainability thinking, and help drive measurable environmental and financial outcomes.  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.  Clearway Capital Solutions is an independent and privately owned company, providing business development, placement 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. The Turning Points podcast series provides listeners with direct access to the insights of our partners. Episode description Today, we are joined by Jamie Padkin, Head of Emerging Market Research from Osmosis Investment Management to explore why resource efficiency — carbon, water, and waste relative to value creation — may offer a clearer, more objective way to identify environmental leaders in these emerging market equities. We discuss disclosure gaps, greenwashing risks, engangment, China’s role, and whether investing across the whole economy can drive both stronger returns and meaningful real-world impact.  The podcast is approximately 21 minutes in length and covers the following topics: 1. An introduction to Osmosis IM (59 - 2:08) 2. Emerging Markets and the global sustainability challenge (2:10 - 3:45) 3. Environmental data disclosure in emerging markets versus developed markets (3:46 – 5:15) 4. Greenwashing and environmental data validation in emerging markets (5:17 – 7:57) 5. The importance of company engagement in emerging markets  (7:58 – 9:40) 6. Looking beyond carbon to water and waste  (9:41 – 11:33) 7. China’s disclosure trends and sustainability progress  (11:36 – 13:23) 8. Do emerging markets  offer greater environmental improvement per dollar invested than developed markets? (13:26 – 14:46) 9. Osmosis whole-economy approach (14:48 – 17:10 ) 10. Does better environmental efficiency translate into stronger financial performance in emerging markets (17:11 - 18:52) 11. Final thoughts (18:54 - 21:08) The host for this episode is Michael Negline, Director from Clearway Capital Solutions.  Osmosis Investment Management Osmosis IM manages 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, water and waste) than sector peers. Osmosis believes that forward-thinking companies taking a proactive approach to a more sustainable future deliver greater value to shareholders.  Osmosis IM manages Core and active strategies to generate repeatable alpha in resource-efficient global, emerging and regional-based equity portfolios. Osmosis IM was established in the UK in 2009. Osmosis' assets under management are currently over US17bn.   Clearway Capital Solutions Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development, placement 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.   For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au

Line of Sight talks with Angelo Aspris, Assistant Professor at the University of Sydney Business School

Listen to a discussion between Angelos Aspris and Dennis Mothoneos as they discuss how tokenization of financial and real-world assets is transforming managed investments—covering benefits, regulatory and legal implications, operational efficiencies, emerging risks, evolving roles of distributors, and the future impact of CBDCs and stablecoins. Welcome to Line of Sight, Clearway Capital Solutions’ podcast series, where we talk to service providers, stakeholders and industry bodies that can assist fund managers and general partners in building their businesses in Australia and New Zealand.  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.  In this episode we are joined by Angelo Aspris, University of Sydney Business School.  Dr Angelo Aspris is an Assistant Professor (Senior Lecturer) at the University of Sydney Business School, specialising in market microstructure and digital asset markets; his research focuses on traditional and emerging financial markets—including equities, derivatives, cryptocurrency, and DeFi protocols—using big data analytics and financial modelling to explore how distributed ledger technology reshapes market efficiency, liquidity, and financial intermediation. The podcast is approximately 31 minutes in length and covers the following:  1. Understanding Tokenization and Its Impact: Describes how financial and real assets as digital tokens boosts access, efficiency, and transparency.  2. Legal and Regulatory Considerations: Outlines current legal and governance issues and what may be needed going forward.  3. Market Readiness, Efficiencies, and Risks: Explains how tokenisation promises cost and capital efficiencies but introduces technological risks. 4. Evolving Role of Distributors and BDMs: Distributors must become digitally fluent by understanding blockchains, tokenisation technology and smart contracts. 5. The Future: Project Acacia and Digital Currencies: Highlights CBDCs and stablecoins as settlement tools, while programmable compliance and automation will reshape fund distribution and regulation. About Clearway Capital Solutions Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development, placement 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.   For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au