Igneo’s Rene Ogunbona on trends in infrastructure investing and developments in renewables

Igneo’s Rene Ogunbona on trends in infrastructure investing and developments in renewables

Rene Ogunbona, Director, Igneo Infrastructure Partners | Rene discusses the key global trends driving increased infrastructure spending and the opportunities for investors. He explains why mid-market infrastructure is an attractively differentiated sector to the large-cap space for investors to consider for their portfolios. Rene shares his perspectives on changes in the Australian renewables market and contrasts the opportunity set in wind, battery and solar. Listen to the full interview where we ask Rene:      - What are the key global trends driving increased infrastructure spending and what opportunities does this provide investors? - Why is mid-market infrastructure an attractively differentiated sector to the large-cap space? - What has changed in the Australian renewables market that makes it an attractive space to deploy capital? - Grid congestion and connection delays are often cited as the biggest constraints on renewables, how material is this in practice for investors? - How do you view the investment opportunity set between wind, battery and solar? Disclaimer The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made. International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability. All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein. Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording. All content featured in this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.

CIM Group’s Jason Schreiber on net lease real estate investing

Jason Schreiber, Principal, Co-Head of Real Estate Equity, CIM Group | Jason discusses the recent changes he has seen unfold in the net lease market and the types of sectors and tenants that are attracting the most investor interest today. He explains why net lease real estate has become more attractive to global investors, the impact of a higher rates environment on how net lease deals are underwritten and where he sees the biggest opportunities in net lease investing. Listen to the full interview where we ask Jason:      - How is today’s net lease market different from where it was just a few years ago? - What types of tenants and sectors are attracting the most investor interest right now? - Why has net lease real estate become increasingly attractive to international investors? - How are higher interest rates changing how net lease deals are underwritten? - Looking ahead, where do you see the biggest opportunities in net lease investing? Disclaimer The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made. International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability. All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein. Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording. All content featured in this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.

TCW’s Dylan Ross on private asset-backed finance (ABF)

Dylan Ross, Managing Director, Portfolio Manager & Head of Asset-Backed Finance, TCW | Dylan discusses how TCW manages its ABF investments, from portfolio construction through to risk management, with a focus on ensuring client capital is protected. He outlines the key areas of investment focus for their ABF platform, explains the rationale behind those areas of focus, and explores how the platform benefits from being integrated alongside TCW's public securitised credit business. Listen to the full interview where we ask Dylan: - How do you structure and monitor ABF investments to detect fraud risk early and ensure capital is protected even in stressed scenarios? - How does the broader experience of having TCW’s ABF platform sitting alongside a public securitised credit business support the way you underwrite and manage ABF investments? - Why does TCW’s ABF platform focus on core, repeatable asset classes over highly idiosyncratic, single‑asset financings and why is that distinction important from a risk and portfolio construction standpoint? - How do you think about first‑loss protection and where it sits in the capital stack across different ABF strategies Disclaimer The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made. International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability. All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein. Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording. All content featured in this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.

Barwon Investment Partners’ Tom Patrick on healthcare real estate investing in Australia

Tom Patrick, Partner, Head of Healthcare Property, Barwon Investment Partners | Tom discusses the key indicators suggesting why the current environment is an inflection point in the property cycle, how investors should think about the role of core real estate today, given the competition faced from fixed income and why alternative real estate sectors like healthcare property are gaining traction. Tom also shares where he would be allocating capital in today’s environment across the alternative real estate sector from healthcare and beyond, what he would be avoiding and risks to be managed. Listen to the full interview where we ask Tom: - You have described the current environment as an inflection point in the property cycle, what are the key indicators suggesting the market has turned? - How should investors think about the role of core real estate today, given the competition from fixed income after the rate reset? - Alternative sectors like healthcare property have gained traction, what differentiates them from traditional real estate exposures in a portfolio context? - To what extent is the current opportunity in healthcare property cyclical versus structural? - If you were allocating fresh capital today, where would you be most focused, and what risks would you be most conscious of in real estate investing? Disclaimer The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made. International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability. All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein. Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording. All content featured in this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.

EQT Group’s William Vettorato on private market evergreens and semi-liquids

William Vettorato, Managing Director, Head of Evergreen Fund Strategy, EQT Group | William discusses how investors around the world are using evergreens as a solution for overcoming accessibility issues and the complexity involved with private markets investing. He explains that Australian investors have been at the forefront of adopting evergreens and shares his views on what investors should consider when considering allocating, as the adoption and proliferation of evergreen products continues. Listen to the full interview where we ask William: - What are the most consistent and practical ways investors are using evergreens to build out their private market exposures? - What can Australian investors learn from global peers in allocating to evergreens? - Do you expect the proliferation of evergreen products to continue and what should investors consider when allocating? - What areas of private equity is EQT excited about deploying capital into at the moment? - What are EQT’s views on liquidity, gating and valuations in semi-liquid funds? Disclaimer The views and opinions expressed in this recording are those of the individual contributors and their respective organisations at the time of recording. They do not necessarily reflect those of Global Investment Institute (GII). These views are not intended to be, and should not be construed as, investment advice or research. They are subject to change without notice, and no representation is made as to their ongoing accuracy or reliability. Forecasts, forward looking statements, or opinions are inherently uncertain and based on assumptions, risks, and external factors which may change over time. The individuals interviewed have no obligation to update any statements made. International investments carry additional risks, including potential loss of capital, currency fluctuations, differences in accounting standards, and economic or political instability. All information contained in this recording is general in nature and does not take into account the financial objectives, situation, or needs of any individual or organisation. It should not be used as the sole basis for making investment decisions. GII strongly recommends seeking independent, fee-for-service financial advice before acting on any information contained herein. Contributors, guest speakers or interviewees may hold personal or professional financial interests in the investments discussed. The editorial team has assessed that these interests have not influenced the content of this recording. All content featured in this recording is protected by copyright. No part may be reproduced, distributed, or transmitted in any form without prior written permission from the Global Investment Institute.