Three in Five - an SLC Management podcast

Episode 76: Andrew and John on commonalities in investment grade private credit and narrowly syndicated bank loans

Andrew Kleeman, Senior Managing Director, Head of Corporate Private Placements at SLC Management, and John Fekete, Head of Capital Markets at Crescent Capital, discuss similarities between two markets that sit on either side of the dividing line between investment grade and below investment grade.
 
This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.
 
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Episode 75: Abbe Borok on opportunities in the commercial mortgage market

Abbe Borok, Managing Director and Head of U.S. Debt. at BentallGreenOak, discusses why there could be significant opportunities for investors in the commercial mortgage market in 2023.
 
This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.
 
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Episode 74: Steve Peacher on reflection, opportunity, and the upcoming holidays

We turn the tables this episode! Chris Adair, Senior Managing Director, Head of Strategic Partnerships at SLC Management, asks Steve to reflect on 2022, his outlook for 2023, and why the holiday's are extra special for his family this year.
 
This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.
 
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Episode 73: Rich & John on investing in multi-asset credit strategies

Rich Familetti, CIO of Total Return Fixed Income at SLC Management, and John Fekete, Head of Capital Markets at Crescent Capital, discuss the potential benefits of investing in multi-asset credit strategies in the current market environment.
 
This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.
 
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Episode 72: James Slotnick on the 2022 U.S. mid-term election results

James Slotnick, Head of Government Relations at Sun Life, discusses the preliminary outcomes of the 2022 midterms in the U.S.
 
This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.
 
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Episode 71: James Slotnick on the U.S. midterm elections

James Slotnick, Head of Government Relations at Sun Life, discusses his thoughts the 2022 midterms in the U.S. ahead of election day.
This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility.
 
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Episode 70: Petra on the diversity of the investment grade private credit market

Petra Wendroth, Managing Director, Portfolio Manager, Private Fixed Income at SLC Management, discusses the variety of investors that make up the investment grade private credit market and why now is still a good time to consider the asset class.
 
This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-episode-70-petra-wendroth/
 
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Episode 69: Joelle Faulkner on investing in the success of Canadian family farms

Joelle Faulkner, founder and CEO of Area One Farms, discusses how her investment firm is helping to support the farming community throughout Canada. 
 
The information provided should not be considered a recommendation to purchase or sell any particular security or asset. It should not be assumed that any of the transactions or investments discussed were or will be profitable. A full list of recommendations can be provided from the prior 12 months upon request. This content is intended for institutional investors. The information in this podcast is not intended to provide specific financial, tax, investment, insurance, legal or accounting advice and should not be relied upon and does not constitute a specific offer to buy and/or sell securities, insurance, or investment services. Investors should consult with their professional advisors before acting upon any information contained in this podcast. Any statements that reflect expectations or forecasts of future events are speculative in nature and may be subject to risks, uncertainties and assumptions and actual results which could differ significantly from the statements. As such, do not place undue reliance upon such forward-looking statements. All opinions and commentary are subject to change without notice and are provided in good faith without legal responsibility. To review the transcript and disclosure for this podcast, please visit: https://www.slcmanagement.com/ca/en/insights/three-in-five-episode-69-joelle-faulkner/
 
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