Global Investment Institute

Global Investment Institute
Podcast Description
Global Investment Institute is Australia’s leading provider of conferences for capital allocators.
We connect institutional investors, family office and private wealth investment leaders with peers and global investment experts to share knowledge and thought leadership in a private, collegiate and discussion-focussed setting, conducted under Chatham House Rule.
Watch our exclusive interviews with the world’s leading investment experts and subscribe for the latest updates.
YouTube: @gii_au
Website: globalii.com.au
LinkedIn: www.linkedin.com/company/global-investment-institute
Podcast Insights
Content Themes
The podcast focuses on various investment strategies, market insights, and asset management techniques, with episodes covering subjects like best practices in direct lending, the role of Collateralised Loan Obligations in portfolios, and the significance of small-mid cap stocks for investors.

Global Investment Institute is Australia’s leading provider of conferences for capital allocators.
We connect institutional investors, family office and private wealth investment leaders with peers and global investment experts to share knowledge and thought leadership in a private, collegiate and discussion-focussed setting, conducted under Chatham House Rule.
Watch our exclusive interviews with the world’s leading investment experts and subscribe for the latest updates.
YouTube: @gii_au
Website: globalii.com.au
LinkedIn: www.linkedin.com/company/global-investment-institute
Brad Bauer, Chief Executive Officer, Värde Partners | Brad discusses the evolution of private credit globally and shares his long-term outlook for the asset class. He explores how asset owners can build more diversified exposures, where the most attractive opportunities lie, across strategies and geographies, and outlines the critical factors investors should focus on to achieve success in the rapidly evolving private credit landscape.
Listen to the full interview which covers:
– What is your long-term outlook for private credit? How do you see the industry evolving?
– How can LPs diversify their private credit exposure?
– Where do you see the most attractive investment opportunities in private credit across regions?
– Where do you see the opportunity in RE credit and why do you think this is attractive?
– What are the key success factors when investing in private credit 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.

Disclaimer
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