Integro Private Wealth
In June, Integro attended the prestigious Oaktree Conference in Los Angeles, aiming to expand our access to private market investments for our local clients.
Read on to discover how these insights can benefit your portfolio and help you stay ahead in the evolving investment landscape
At Integro Private Wealth, we are dedicated to bringing our clients the best investment opportunities by researching and partnering with top private asset managers worldwide. Our team actively engages with leading investment managers and industry professionals to gain insights that benefit our clients.
Last year, Managing Partner Justin Gilmour and Director Tim Sullivan attended the Oaktree Conference in Los Angeles, where they gathered valuable insights on the strength and future potential of private market investments.
This opportunity was facilitated by our exclusive partnership between Integro Private Wealth and Spire Capital, an Australian-based firm that allows us to offer global private markets opportunities from prestigious investment managers such as JP Morgan and Blackstone. Integro Private Wealth is the only private wealth firm in Western Australia with access to Spire Capital, providing our clients with unique opportunities in private markets.
Three Key Takeaways for Clients from the Oaktree Conference in Los Angeles
Private credit will keep taking market share from traditional lenders: Oaktree Capital noted that commercial banks are scaling back their asset financing activities due to increased regulations, rising interest rates, and growing risk aversion. This creates an opportunity for alternative lenders to capture more market share in asset-backed finance, including mortgages and equipment leases.
Fixed income investing competes with equities on returns: Howard Marks, Co-Chairman of Oaktree Capital, highlighted that fixed income investments may currently offer better risk/return potential compared to equities. The high returns from liquid credit instruments and private credit are highly competitive with historical equity market returns.
Opportunities ahead in commercial real estate: John Brady, Global Head of Real Estate at Oaktree Capital, indicated we could be entering one of the most significant distressed investment cycles in commercial real estate in the past 40 years. Traditional lenders, particularly US community and regional banks, are facing balance sheet challenges due to their exposure to commercial real estate. This situation is creating substantial opportunities for providers of alternative real estate financing.
At Integro Private Wealth, we leverage these insights to help our clients navigate and capitalise on the evolving private markets landscape. Our tailored investment strategies are designed to align with our clients’ financial goals and risk profiles.
Interested in adding private markets to your investment portfolio or want to know more about this evolving investment universe?
Talk to your Integro adviser today or contact us via email at: [email protected].
