GLOBAL INVESTMENT INSIGHTS

“Asia’s expanding economies and evolving credit systems are generating substantial, sustained demand for private capital. Investors should look to build dedicated allocations to the region rather than treating it as an opportunistic sleeve within a broader global private credit mandate.”

- Haseeb Malik is the Head of Asia Credit at Värde Partners, where he is responsible for overseeing the firm’s Asia Credit strategy, focused on performing lending and credit capital solutions in the Asia Pacific region. He leads teams that focus on deal origination, structuring, investing and portfolio management across the platform.

Haseeb will be presenting at Global Investment Institute’s upcoming Private Credit Investment Forum, taking place on Thursday, 14 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“Asset-based finance is no longer a niche allocation but a strategic portfolio sleeve that requires thoughtful positioning. As the cycle progresses, portfolio construction should balance yield with capital preservation. Senior exposure, robust structural protections, and assets underpinned by demonstrable cash flow or hard collateral support are the foundations of a resilient asset-based finance allocation.”

- Missy Dolski is the Global Head of Asset-Based Finance at Värde Partners, where she is responsible for overseeing the firm’s Asset‑Based Finance strategy, focused on middle‑market opportunities across commercial, consumer, and fund finance assets. She leads deal origination, structuring, and portfolio management across the platform.

Missy will be presenting at Global Investment Institute’s upcoming Private Credit Investment Forum, taking place on Thursday, 14 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“Macro uncertainty is stress-testing credit portfolios. ‘Easy money’ is behind us and has furthermore created what we call a ‘credit picker's market’. Investors should interrogate a manager's credit process, not just their return profile.”

- Kevin Marchetti is the Head of Direct Lending and Chief Investment Officer at Man US Direct Lending, where he is responsible for leading the Underwriting and Portfolio Management teams, leveraging his extensive experience in risk management and middle market lending.

Kevin also serves on the Investment Committee, responsible for final approval of new and additional investments in the portfolio. 

Kevin will be presenting at Global Investment Institute’s upcoming Private Credit Investment Forum, taking place on Thursday, 14 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“Healthcare property offers exposure to non-discretionary demand, long lease tenures and, in many cases, CPI-linked rental growth. These characteristics can enhance income stability while reducing correlation with more cyclical property sectors.”

- Tom Patrick is Managing Partner and Head of Healthcare Property at Barwon Investment Partners, where he is responsible for the strategy, portfolio construction and asset management of the firm’s healthcare real estate investments. This includes sourcing and executing transactions, managing tenant relationships and overseeing capital allocation across the portfolio.

Tom will be presenting at Global Investment Institute’s upcoming Private Wealth Investment Leaders Forum, taking place on Wednesday, 13 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“The structural advantages in APAC private credit, favourable credit cycle positioning, persistent supply-demand imbalances, and declining correlation to Western markets, create a compelling opportunity set for investors.”

- Patrik Edsparr is Chief Investment Officer at Tor Investment Management, where he is responsible for portfolio construction and risk management. He also chairs the firm’s Investment Committee.

With over 30 years of direct finance and investment management experience, Patrik leads the firm's banking efforts to build a strong pipeline of high-quality proprietary deals and fully leverage this opportunity set to construct balanced pan-Asian portfolios with a strong emphasis on diversification and downside protection.  

Patrik will be presenting at Global Investment Institute’s upcoming Private Credit Investment Forum, taking place on Thursday, 14 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“While large, the credit market is not limitless in size, and there is a trade-off between quality and diversification. We believe diversification cannot save a bad credit picker. Credit investors need to remember that it is not about owning the market or even picking the winners, but about avoiding the losers.”

- Osvaldo Pereira is Global Head of Direct Lending at Park Square, where he is responsible for managing Park Square’s US$8 billon direct lending platform across Europe and the US. He sits on the Investment Committee, Executive Committee and manages the portfolios of all funds and SMAs under this key vertical in Park Square’s business.

Osvaldo will be presenting at Global Investment Institute’s upcoming Private Credit Investment Forum, taking place on Thursday, 14 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“Most of the major macro issues such as A.I. disruption, onshoring of supply chains, and energy independence are tailwinds for infrastructure assets. Creating a portfolio with exposure to unlisted infrastructure diversifies against the volatility of traditional public markets.”

- Rene Ogunbona is a Director at Igneo Infrastructure Partners, where he is responsible for originating, executing and managing unlisted infrastructure investments in Australia and New Zealand (ANZ) for Igneo's Global and Australia/New Zealand infrastructure strategies, with a particular focus on the energy sector. 

Rene will be presenting at Global Investment Institute’s upcoming Private Wealth Investment Leaders Forum, taking place on Wednesday, 13 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“The housing shortage is structural, and the retreat of traditional lenders is unlikely to reverse quickly. That creates an opportunity for real estate private credit investors who can provide flexible capital, underwrite risk carefully and actively manage assets through the cycle.”

- Brendan Bosman is a Managing Director at Pretium, where he oversees the firm's investment activities in homebuilder finance. His background has focused on financing homebuilders and residential developers. At Pretium, his role is to help lead the firm’s effort to originate, underwrite and manage debt investments across the real estate landscape, including horizontal construction, vertical construction and multi-family lending.

Brendan will be presenting at Global Investment Institute’s upcoming Private Credit Investment Forum, taking place on Thursday, 14 May 2026 in Melbourne CBD, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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