Shows
Turning Points by Clearway Capital SolutionsTurning Points interviews Ben Dear, Chief Executive Officer from Osmosis Investment ManagementListen 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...2025-02-1850 min
Turning Points by Clearway Capital SolutionsTurning Points interviews Jamie Padkin, Senior Analyst from Osmosis Investment ManagementListen 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...2024-06-2120 minTurning Points by Clearway Capital SolutionsTurning Points interviews Justin Slatky, CIO from Shenkman Capital ManagementListen 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 thei...2024-06-1323 minTurning Points by Clearway Capital SolutionsTurning Points with Jordan Barrow from Shenkman Capital ManagementWelcome 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 exp...2023-11-2018 min
Turning Points by Clearway Capital SolutionsTurning Points with Mukhtader Mohammed from Arbitrium Capital PartnersWelcome 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. 2023-10-2013 min
Turning Points by Clearway Capital Solutions10+1 questions with Bob Kricheff from Shenkman Capital ManagementWelcome 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 cre...2022-06-0720 min
Turning Points by Clearway Capital Solutions10+1 questions with Eric Woodworth from DSM Capital PartnersWelcome 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 work...2022-05-1116 min
Turning Points by Clearway Capital Solutions10+1 questions with Mukhtader Mohammed and Blake Ammit from Arbitrium Capital PartnersWelcome 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.au2022-04-0713 min
Turning Points by Clearway Capital Solutions10+1 questions with Ben Dear from Osmosis Investment ManagementWelcome 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 sus...2022-03-2935 min