Innovative future of global private credit - Russel Pillemer

Join us as Murdoch sits down with Russell Pillemer, CEO of Pengana Capital Group to discuss their view on equities and private credit.
Murdoch Gatti

York Wealth Management


In today’s ROCast Murdoch sits down with Russel Pillemer, CEO of Pengana Capital Group. Russell brings extensive experience from his time as an investment banker at Goldman Sachs and shares his journey of founding and growing Pengana Capital Group, which now manages $3.5 billion across 12 strategies, ranging from domestic and global equities to domestic and global private credit.

We delve into the how to of the strategies, in particularly their innovative approach to listed private credit and trying to solve the problem of having unlisted assets inside a Listed Investment Company or Trust vehicle trading at a discount to net asset value due to volatility from market uncertainty.

If you are curious about how or why they have structured it this way? Then join us and hear Russel unpack everything from their bottom-up investment philosophy to their pioneering work in attempting to smooth the volatility for unlisted private credit in exchange traded markets for retail clients. If you are like me, then I trust you will be also eager to see how the industry responds to this new approach and curious whether it may become the new normal.


Managed Funds Discussed:


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York Wealth Management Pty Ltd ABN 46 605 610 679 is a Corporate Authorised Representative (No. 001007972) of AD Advisory Services Pty Ltd ABN 68 005 830 802, AFSL No. 237058. Murdoch Gatti is an Authorised Representative (No. 001007979) of AD Advisory Services Pty Ltd. This article contains general advice only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on it, you should consider whether it is appropriate to you in light of your objectives, financial situation and needs, and seek professional advice where appropriate. If a financial product is referred to, you should obtain and consider the relevant Product Disclosure Statement and Target Market Determination before making any decision about it. Every reasonable effort has been made to ensure the information is accurate at the time of publication, but no representation or warranty is given as to its accuracy, completeness or currency. Views of podcast guests and other third parties are their own. Links to third-party websites are provided for convenience only; we do not endorse and are not responsible for their content. Past performance is not a reliable indicator of future performance. York Wealth Management, AD Advisory Services and their representatives may receive fees or other benefits in relation to financial products and services. Please refer to our Financial Services Guide, available from York Wealth Management, for more information.

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Murdoch Gatti
Founder | Private Wealth Adviser
York Wealth Management

Murdoch Gatti is the founder of York Wealth Management and a private wealth adviser to families, business owners and professionals. York helps clients make better long-term decisions about how their capital is invested, structured and passed on....

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