Clearway Capital Solutions Podcasts

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: Introduction & Chapman Tripp Background [00:00 – 01:42]New Zealand Market Overview [01:42 – 06:06]Investment Trends [06:06 – 09:13]Importance of PIE structures in New Zealand [09:13 – 10:42]Market Entry – Wholesale vs Retail [10:42 – 12:51]Fund Structures [12:51 – 15:44]Governance Differences (NZ vs Australia) [15:44 – 17:49]ESG in New Zealand [17:49 – 20:12]Market Entry Strategy [20:12 – 21:34]Final Takeaway [21:34 – 22:20]About Clearway Capital SolutionsEstablished 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.auFor more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au 

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 descriptionToday 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 SolutionsEstablished 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 

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 descriptionToday, 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 ManagementShenkman 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 SolutionsEstablished 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 

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 descriptionToday, 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:An introduction to Osmosis IM (59 - 2:08)Emerging Markets and the global sustainability challenge (2:10 - 3:45)Environmental data disclosure in emerging markets versus developed markets (3:46 – 5:15)Greenwashing and environmental data validation in emerging markets (5:17 – 7:57)The importance of company engagement in emerging markets  (7:58 – 9:40)Looking beyond carbon to water and waste  (9:41 – 11:33)China’s disclosure trends and sustainability progress  (11:36 – 13:23)Do emerging markets  offer greater environmental improvement per dollar invested than developed markets? (13:26 – 14:46)Osmosis whole-economy approach (14:48 – 17:10 )Does better environmental efficiency translate into stronger financial performance in emerging markets (17:11 - 18:52)Final thoughts (18:54 - 21:08)The host for this episode is Michael Negline, Director from Clearway Capital Solutions. Osmosis Investment ManagementOsmosis 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 SolutionsEstablished 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 

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: Understanding Tokenization and Its Impact: Describes how financial and real assets as digital tokens boosts access, efficiency, and transparency. Legal and Regulatory Considerations: Outlines current legal and governance issues and what may be needed going forward. Market Readiness, Efficiencies, and Risks: Explains how tokenisation promises cost and capital efficiencies but introduces technological risks.Evolving Role of Distributors and BDMs: Distributors must become digitally fluent by understanding blockchains, tokenisation technology and smart contracts.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 SolutionsEstablished 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.auFor more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au 

Listen to how Andrew examines regional resilience and weaknesses to global capital flows, the US debt trap, rising inflation and the fragility of private credit.  Andrew also discusses the ECB’s push to prioritise sovereign stability over inflation control and how quantitative easing in China risks monetary instability, whilst its sustained capital flight continues to drive property inflation in Australia and NZ.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, 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 descriptionToday we are joined again 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 is economic advisor to Clearway Capital Solutions and has worked with members of the Clearway Capital team since the late 1990s. The podcast is approximately 27 minutes in length and covers the following topics:Introduction & political/economic conditions in the Northern hemisphere (00:50 – 04:30)Why markets remain resilient (04:34 – 06:45)Europe’s stealth QE (06:45 – 09:30)The US debt trap & interest-rate outlook (09:30 – 20:15)Europe & sovereign risk (20:19 – 23:20)China’s liquidity cycle & risks (23:20 – 26:50) What’s next for 2025 (26:48 – 27:29) The host for this episode is Michael Negline, Director from Clearway Capital Solutions. For more information on Andrew Hunt Economics please contact Clearway Capital Solutions: https://lnkd.in/eXvVdKmW Clearway Capital SolutionsEstablished 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 provided 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 

Listen to a discussion between Toby Potter and Cameron Harris as they discuss the  rapid growth of managed accounts in Australia—SMAs, MDAs, and IMAs— benefits to investors, regulatory complexity, opportunities for fund managers, consultant dynamics, offshore comparisons and integration of illiquid alternative strategies.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 Toby Potter, Chair of Institute of Managed Account Professionals (IMAP).  IMAP is an industry organisation that represents advisers, investment managers, platforms, and other businesses actively involved in offering/supporting managed accounts. Their work includes advocacy with regulators like ASIC.  Toby and Cameron Harris, Business Development Manager from Clearway Capital Solutions discuss the key considerations for offshore  and onshore fund managers who are seeking to engage with this burgeoning ecosystem. The podcast is approximately 35 minutes in length and covers the following:Overview of Managed Accounts – SMAs, MDAs, IMAs, their structures, regulation, and levels of customisationSector Growth and Investor Drivers – AUM growth, adviser adoption, and roles of HNW/UHNWs, family offices, SMSFs, and retail.Investor Benefits and Use Cases – Transparency, estate planning, ESG, and alternatives to pooled funds.Industry Dynamics and Challenges – Impact on fund managers, consultants, distribution, pricing, and operations.Trends and Risks – Offshore comparisons, illiquid alternative strategies and super fund competition.About Clearway Capital SolutionsEstablished 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.auFor more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au 

Listen to a discussion between Paula McCabe and Dennis Mothoneos as they break down what foreign fund managers need to know about entering the Australian market—covering licensing, investor types, fund structures, entry strategies, and compliance tips to successfully build a funds business in Australia. 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. Today we are joined by Paula McCabe, Founder and Legal Director of PMC Legal, a law firm with extensive experience in the financial services sector, with a focus on managed funds. Paula and Dennis Mothoneos, Managing Director from Clearway Capital Solutions discuss the key regulatory and service provider considerations for offshore fund managers and general partners who are considering providing financial services in the Australian wholesale and institutional funds management markets.  The podcast is approximately 27 minutes in length and covers the following:Licensing Requirements: Outlines AFSL obligations and key exemptions for foreign managers entering the Australian market. Investor Types: Differentiates between wholesale and retail investors and related restrictions. Fund Structures: Covers options like MIS, CCIVs, and differences between trustees and responsible entities. Market Entry Strategies: Discusses feeder funds, multi-class units, and listing options like ETFs and LITs. Compliance & Operations: Highlights ongoing legal duties, tax considerations, and working with local service providers.About Clearway Capital SolutionsEstablished 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.  For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au 

Listen to Andrew’s analysis on the Trump administration’s disruptive effect on bond markets yields, US risk assets and the flow-on effect to Australia and New Zealand. Andrew discusses a possible link between Scottish monetary reformer John Laws’ scheme and the US Federal Reserve funding the budget deficit with stablecoin(s) - can this provide the US with another leg to its credit boom, but this time via crypto? Andrew puts forward the conditions for a recovery in China and he argues whether the Trump administration has a point - can they break the model but also back it up with a solution?  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 descriptionToday 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 is approximately 25 minutes in length and covers the following topics:1. An introduction to Andrew Hunt and Andrew Hunt Economics (0:53 – 1:45)2. Trump fiscal policy and its real impacts (1:45 – 4:08)3. The subsequent outlook for bond markets and yields (4:10 – 6:50)4. Credit booms and funding deficits with crypto (6:50 – 10:40)5. Will US risk assets outperform? (10:40 – 15:13)6. How does Australia and New Zealand navigate the Trump world?  (15:14 – 18:30)7. Is China going to recover? (18:35 – 23:29)8. Final Thoughts: Trump, disruption, breaking the model and providing the solution…  (23:20 – 25:22)The host for this episode is Michael Negline, Director from Clearway Capital Solutions. Clearway Capital SolutionsEstablished 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 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 

Listen to how, despite the Trump administration's policies, Osmosis Investment Management is enhancing their resource efficiency process, increasing engagement and collaboration to improve the quality of environmental data reporting, and expanding into other asset classes. 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 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 descriptionToday, we are joined by Ben Dear, Chief Executive Officer of Osmosis Investment Management. In this episode, Ben discusses a range of issues including how the adherence and enhancement of Osmosis’ proprietary database and process of measuring and managing of carbon, water and waste has a positive contribution on a company’s financial performance and the potential impact of the Trump administration’s policies on sustainable investing. He also comments on the importance of engagement and Osmosis’s recent collaborative campaign to encourage corporates to disclose higher quality and more complete environmental data. Finally, Ben remarks that to further enact change, Osmosis is expanding their process into emerging markets equities and seeking to offer credit solutions. The podcast is approximately 50 minutes in length and covers the following topics:An introduction to Osmosis and Ben Dear’s background (1:53 - 4:32)Osmosis investment philosophy managing resource efficient equity portfolios (4:34 - 10:45)The Importance of objective data, Osmosis’s research team and the importance of AI (10:00 – 14:38)It’s not just carbon: the equal importance of water and waste (14:40 – 20:20)Osmosis corporate disclosure campaign (20:22 – 26:24)The Trump administration and climate mitigation strategies (26:25 – 36:42)The quality and quantum of environmental data (36:43 – 40:26)The challenge of low quality companies and momentum driving equity markets (40:44 – 48:05)Final Thoughts (48:07 – 50:14)The host for this episode is Dennis Mothoneos, Managing Director from Clearway Capital Solutions. Osmosis Investment ManagementOsmosis 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 manages Core and active strategies to generate repeatable alpha in resource-efficient global, emerging and regional-based equity portfolios. Osmosis was established in the UK in 2009. Osmosis' assets under management are currently over US18bn.  Clearway Capital SolutionsEstablished 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.  For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au 

Listen to how, despite many challenging years for emerging markets, a diverse range of opportunities in China, India, North-East Asia, ASEAN and LatAm, plays to the strengths of Matthews' fundamental investment philosophy and risk-controlled process. 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 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 investment partners.Episode descriptionToday, we are joined by Sean Taylor, Chief Investment Officer for Matthews. In this episode, Sean discusses the key investment themes in emerging markets and how Matthews fundamental approach and risk-controlled process brings it together into a portfolio. The podcast is approximately 40 minutes in length and covers the following topics:An introduction to Matthews and Sean Taylor's background and responsibilities (1:50 - 5:30)Matthews' investment philosophy (5:30 - 10:45)Navigating the complexities of China's stimulus (10:45 - 17:20)Growth and valuations in India (17:25 - 21:42)The structural stories driving ASEAN markets (21:43 - 27:40)Latin America's hidden gems (27:42 - 32:03)Tech innovation in South Korea and Taiwan (32:05 - 35:26)Understanding the complexity of risk in Emerging Markets (35:29 - 38:27)Final Thoughts and Wrap Up (38:30 - 39:45)The host for this episode is Michael Negline, Director from Clearway Capital Solutions. MatthewsMatthews is a pioneering active investment manager with a 33-year heritage focused on Emerging Markets and Asia. The firms value proposition centres on its deep expertise of Emerging Markets and developing connections with clients in order to build active portfolio solutions that meet defined investment outcomes. Matthews’ highly experienced investment team is located in Hong Kong and San Francisco, and includes portfolio managers and research analysts with country and sector expertise. Matthew's investment approach blends top-down macro awareness with rigorous bottom-up fundamental research to build portfolios that differ meaningfully from their respective benchmarks and that generate differentiated and diversified alpha. A disciplined approach to portfolio construction combined with deep risk analysis provides a platform for a range of investment solutions including Global, Regional, Country and ex-China strategies. Clearway Capital SolutionsEstablished 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 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 

Listen to how, despite tight spreads, mispriced event-driven opportunities can be exploited to deliver low double-digit returns comprising capital growth and quarterly income with significantly below equity market volatility. Episode DescriptionWelcome 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 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 investment partners. 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 investment partners. Today, we are joined by Ned Oakley, Head of Absolute Returns and Portfolio Manager from Shenkman Capital management. In this episode, Ned discusses the fundamental dynamics of sub-investment grade credit markets and how opportunistic style credit investing can turn tight credit spreads into an opportunity. Ned expands on how Shenkman Capital’s opportunistic style credit investing approach aims to exploit mispriced event-driven opportunities across the corporate credit spectrum to deliver capital growth and consistent, compounding quarterly income. He also describes how Shenkman Capital’s large and experienced research team helps to limit the downside by adhering to deep fundamental credit research and constructing a portfolio of primarily long but also short positions.  The host for this episode is Cameron Harris, Business Development Manager from Clearway Capital Solutions.Shenkman Capital ManagementShenkman 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 SolutionsEstablished 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. It is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. Past performance is not a reliable indicator of future performance. The podcast is intended for wholesale clients within the meaning of section 761G or 761GA of the Corporations Act and must not be made available to any persons that are “retail clients” for the purpose of the Corporations Act.For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au 

Listen to how an active, research-based fundamental approach can facilitate very long-term active stock positions in relatively inefficient marketsWelcome 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 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 investment partners.Episode descriptionToday, we are joined by Vivek Tanneerru, Portfolio Management from Matthews. In this episode, we are joined by Vivek Tanneerru, Portfolio Management from Matthews. Vivek discusses the abundance of investment opportunities in under-researched emerging market companies, how Matthew's active, research-based approach gives the investment platform conviction to take very long-term active stock positions relative to the index, and the key aspects of emerging markets which makes this asset class compelling going forward.The host for this episode is Michael Negline, Director of Clearway Capital.MatthewsMatthews is an active, high conviction investment manager supported by significant in-house fundamental research resources. The US and HK based research platform - which includes multi-disciplinary research analysts with sector and/or country specialities - builds robust and multi-year conviction in portfolio holdings. Matthews believes this approach combined with a particular focus on lesser known and often domestic demand driven businesses - somewhat shielded from global macroeconomic and geopolitical risks - is a key differentiator and source of alpha. Accordingly, portfolios differ meaningfully from their respective benchmarks. Furthermore, Matthews takes a pragmatic, risk-aware approach to China by avoiding the sectors/industries most at risk from government intervention. For investors seeking to avoid exposure to China, Matthews offers ex-China EM and Asia strategies. Matthews is headquartered in San Francisco, and with a significant on the ground investment and research resources in Hong Kong. Matthews manages in excess of USD9bn in emerging markets and Asian equity portfolios across the market cap spectrum, including sustainable strategies. Clearway Capital SolutionsEstablished 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 Wholesale, Professional or Sophisticated investors only, within the meaning of the relevant sections of the Corporations Act.For more information please contact Clearway Capital Solutions: www.clearwaycapital.com.auFor more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au 

Listen to why Resource Efficient portfolios in less efficient markets make a compelling investment caseWelcome 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 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 investment partners.Episode description Today, we are joined by Jamie Padkin, Senior Analyst from Osmosis Investment Management. In this episode, Jamie contrasts the levels of corporate disclosure underpinning Osmosis’ proprietary Model of Resource Efficiency (MoRE) signal across geographies and industry sectors in emerging markets compared with developed markets, and what this means for portfolio construction. Jamie also discusses how Osmosis’ research process navigates macro themes and heightened volatility in emerging markets and why Resource Efficient portfolios in less efficient markets are a compelling investment case going forward. The host for this episode is Dennis Mothoneos, Managing Director from Clearway Capital Solutions. Osmosis Investment ManagementOsmosis 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 and active, low volatility, systematic/quantitative strategies to generate repeatable alpha in resource-efficient global and regional-based equity portfolios. Osmosis was established in the UK in 2009, launched its first ‘environmental’ fund in 2010 and started managing the first of the MoRE strategies in late 2011. Osmosis has only recently begun to actively market its products and services to a broad institutional and sophisticated investor audience. Assets under management have grown to over US$16bn currently.  Clearway Capital SolutionsEstablished 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.  For more information on Osmosis Investment Management and their suite of resource efficient strategies, please contact Clearway Capital Solutions:  www.clearwaycapital.com.au  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 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 

Listen to how opportunistic credit investing can exploit multiple themes throughout the credit cycle  Episode DescriptionWelcome 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 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 investment partners. Today, we are joined by Justin Slatky, Chief Investment Officer from Shenkman Capital Management. In this episode, Justin discusses the fundamental dynamics of sub-investment grade credit, the idiosyncratic risks associated with the higher-for-longer interest rate environment and how opportunistic style credit investing can turn tight credit spreads into an opportunity. Justin further expands on how Shenkman Capital’s Opportunistic Credit strategy exploits these unique market conditions whilst delivering consistent, compounding interest income and limiting the downside by avoiding challenging credits through robust bottom-up credit research. The host for this episode is Dennis Mothoneos, Managing Director from Clearway Capital Solutions.  Shenkman Capital ManagementShenkman 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 SolutionsEstablished 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.  For more information on Shenkman Capital and their Opportunistic Credit strategy, please contact Clearway Capital Solutions:  www.clearwaycapital.com.au  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 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 

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 Eric Woodworth, Deputy Chief Investment Officer from DSM Capital Partners. Eric discusses the importance of perspective when assessing the strengths and limitations of generative AI, especially when evaluating investment opportunities. He provides DSM’s views on the potential (and sometimes apparently counter-intuitive) winners, users and losers in AI, compares today’s tech environment with the Tech Bubble of 1999, discusses the market and regulatory risks, and concludes with AI’s impact on the investment industry now and into the future. The host for this episode is Michael Negline, Director of Clearway Capital.DSM Capital PartnersDSM 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.  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 Solutions 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 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 SolutionsEstablished 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 Solutions 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 SolutionsEstablished 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 Solutions 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 PartnersArbitrium 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 Solutions 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 Solutions 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 Solutions 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 Solutions 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 Solutions 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 Solutions 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.auClearway 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 Solutions 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 Solutions please contact us on: www.clearwaycapital.com.au