Turning Points by Clearway Capital Solutions
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.
Episodes
15 episodes
Turning Points interviews Ned Oakley, Head of Absolute Returns and PM from Shenkman Capital
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...
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Season 5
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Episode 1
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24:38
Turning Points interviews Vivek Tanneeru, Portfolio Manager, Portfolio Manager from Matthews
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 ta...
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Season 4
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Episode 3
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22:00
Turning Points interviews Jamie Padkin, Senior Analyst from Osmosis Investment Management
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 genera...
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Season 4
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Episode 2
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20:00
Turning Points interviews Justin Slatky, CIO from Shenkman Capital Management
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 inv...
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Season 4
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Episode 1
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23:10
Turning Points with Eric Woodworth from DSM Capital Partners
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 thes...
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Season 3
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Episode 4
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22:29
Turning Points with Jordan Barrow from Shenkman Capital Management
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 thes...
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Season 3
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Episode 3
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18:34
Turning Points with Lennart Hermans from Osmosis Investment Management
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 thes...
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Season 3
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Episode 2
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27:09
Turning Points with Mukhtader Mohammed from Arbitrium Capital Partners
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 thes...
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Season 3
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Episode 1
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13:14
A Short Introduction to Building an Australian Funds Business - Q&A with Tim Cheung from Mantis Funds
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.
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Season 2
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Episode 3
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19:25
A Short Introduction to Building an Australian Funds Business - Q&A with Michael Mavromatis from Holley Nethercote
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. Hol...
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Season 2
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Episode 2
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16:19
A Short Introduction to Building an Australian Funds Business - Q&A with Johnny Francis from EQT
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.&nb...
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Season 2
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Episode 1
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18:42
10+1 questions with Bob Kricheff from Shenkman Capital Management
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 le...
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Season 1
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Episode 4
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20:34
10+1 questions with Eric Woodworth from DSM Capital Partners
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 ...
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Season 1
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Episode 3
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16:01
10+1 questions with Mukhtader Mohammed and Blake Ammit from Arbitrium Capital Partners
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...
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Season 1
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Episode 2
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13:25
10+1 questions with Ben Dear from Osmosis Investment Management
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 a...
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Season 1
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Episode 1
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35:18
