Listen to a discussion between Penny Sheerin and Michael Negline on why New Zealand is an increasingly attractive but distinct fund destination for offshore managers - highlighting the need to carefully consider the appropriate licensing, legal structures and distribution strategies for accessing wholesale and/or retail/KiwiSaver investors.

Welcome to Line of Sight, Clearway Capital Solutions’ podcast series, where we talk to service providers, stakeholders and industry bodies that can assist fund managers and general partners in building their businesses in Australia and New Zealand.

Clearway Capital Solutions is an independent and privately owned company, providing business development, placement 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.

In this episode we are joined by Penny Sheerin from Chapman Tripp. Chapman Tripp is one of New Zealand’s leading commercial law firms, advising major domestic and international clients on complex corporate, finance, and regulatory matters. The firm has a market-leading investment funds and superannuation practice, advising fund managers on structuring investment products, establishing fund vehicles such as PIEs and ETFs, and navigating New Zealand’s evolving financial markets regulatory framework.

The podcast is approximately 22 minutes in length and covers the following:

1. Introduction & Chapman Tripp Background [00:00 – 01:42]
2. New Zealand Market Overview [01:42 – 06:06]
3. Investment Trends [06:06 – 09:13]
4. Importance of PIE structures in New Zealand [09:13 – 10:42]
5. Market Entry – Wholesale vs Retail [10:42 – 12:51]
6. Fund Structures [12:51 – 15:44]
7. Governance Differences (NZ vs Australia) [15:44 – 17:49]
8. ESG in New Zealand [17:49 – 20:12]
9. Market Entry Strategy [20:12 – 21:34]
10. Final Takeaway [21:34 – 22:20]

About Clearway Capital Solutions

Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development, placement 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.

For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au

For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au

Listen to Andrew’s latest global economic update where he details the impact of the Federal Reserve and Treasury's $185 billion liquidity injection on the U.S. financial system and the disruption caused by the oil price increase. He covers the potential underestimation of this impact on markets, the challenges posed by private credit issues and, despite this, the potential for lower short-term rates. In the second half Andrew discusses the importance of China's capital outflows and the potential for a global financial crisis if China revalues its currency.

Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers, general partners and thought leaders 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 Turning Points podcast series provides listeners with direct access to the insights of our partners.

Episode description

Today we are joined by global economist, Andrew Hunt of Andrew Hunt Economics, an independent firm based in the UK which provides macro-economic analysis for select clients in both the financial and commercial sectors. Prior to founding Andrew Hunt Economics in 2001, Andrew spent over 12 years in Europe and Asia as a chief economist advising both the board and asset management divisions of the Dresdner Bank Group and the equity asset management division of the Allianz Group. Andrew was recently appointed as economic advisor to Clearway Capital Solutions and has worked with members of the Clearway Capital team since the late 1990s.

The podcast approximately 25 minutes in length and covers the following topics:

1. Liquidity Surge vs Geopolitical Shock (00:42 – 03:01)

2. Why Markets Are Resilient (03:01 – 05:31)

3. Private Credit Risks & Corporate Stress (05:31 – 09:11)

4. China’s Dual Role: Exporting Deflation & Inflation (10:38 – 12:44)

5. China’s Internal Crisis & Capital Repatriation Risk (15:03 – 19:45)

6. Biggest Tail Risk: China & Global Financial Shock (20:47 – 25:00)

Clearway Capital Solutions

Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development, placement 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.

This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. The podcast will be provided5 to listeners on the basis that they are either Wholesale, Professional or Sophisticated investors only, within the meaning of the relevant sections of the Corporations Act.

For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au

Listen to how AI-driven capital spending is reshaping global credit markets—and what it means for investment grade, high yield, and private credit investors. We explore the rise in tech debt issuance, the risks of an AI credit bubble, and the evolution of credit markets if AI earnings fall short of expectations.

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, placement 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 Turning Points podcast series provides listeners with direct access to the insights of our partners.

Episode description

Today, we are joined by Bob Kricheff, Global Strategist and Head of Multi-Asset Credit from Shenkman Capital Management to discuss how the rapid build-out of AI infrastructure is reshaping credit markets—from investment-grade issuance by hyperscalers to emerging opportunities and risks in the non-investment-grade market.

The podcast is approximately 23 minutes in length and covers the following topics:

1. An introduction to Shenkman Capital Management (1:00 – 2:00)

2. Tech firms issuing debt to fund AI and the risks (2:03 – 5:55)

3. The learnings from Oracle’s debt issuance (5:57 – 7:54)

4. Hyperscalers and an AI credit bubble (7:55 – 9:28)

5. The risks in AI-linked high yield bonds (9:29 – 11:19)

6. Shenkman's thinking about AI related issuers (11:22 – 13:31)

7. The stresses likely to arise in high yield if AI earnings disappoint (13:32 – 15:23)

8. The risks to corporate credit from the adoption of AI (15:25 – 17:29 )

9. The impact on private credit of private equity led LBO issuance (17:32 – 19:51 )

10. The impact of US banks rescinding leverage lending guidance on private credit (19:53 - 21:28)

11. Final thoughts and changes for credit markets in 2026 (21:31 - 23:18)

The host for this episode is Dennis Mothoneos, Managing Director from Clearway Capital Solutions.

Shenkman Capital Management

Shenkman Capital is an independently owned corporation with a 39-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 credit, and stressed/distressed credit approaches to investors. Shenkman Capital has a substantial client base in Australia.

Clearway Capital Solutions

Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development, placement 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.

For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au