PRIVATE DEBT ROUNDTABLE




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0:00 Introductions
0:45
 Introduction to Private Debt
3:33
 What does a typical loan look like, and what do loan exits look like?
8:28
 Is private debt riskier than traditional investments?
15:23
 Canada is a small market. Where do you think the private debt market caps, and should that be a concern?
17:30
 What are the typical returns in this asset class?
20:35
 What are the typical fees in this space?
22:54 What does the future of the private debt market look like?
25:42 Are there any particular areas of the private debt market that are well positioned for growth?
29:26
 Do changes to NAFTA have the potential to affect your borrowers?
32:03
 If you were managing a retail portfolio, what allocation would you be giving to private debt?
34:42
 What is influencing the market price of your funds?
36:27 What does "Defense Investing" look like in Canada?
37:53
 Do you see concentration as a risk in your portfolio?
39:13
 What are some of the advantages of investing in Canada?
40;26 What is the typical geographic exposure and duration of your private debt fund?
44:01 How will IFRS9 impact your funds?
45:50
 How do you evaluate the investments that you offer, and do you consider them to be investment grade?
47:59
 What impact would higher interest rates have on your strategies, and would it lead to higher returns?
49:06 Could interest rates lead to higher levels of default from borrowers?
50:18
 Are there any sizing constraints in your loan book?
52:12
 How much information can you provide to investors?

Related thinking

Private Debt Reference Guide

A primer on how Private Debt has the potential to preserve capital, produce income, and provide meaningful diversification in a low / negative yield environment.




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Ninepoint Partners is an independent investment manager committed to adding value to investors’ portfolios while helping to differentiate advisors’ businesses. Ninepoint Partners has assumed portfolio management of the Canadian diversified assets of Sprott Asset Management (SAM), including actively managed hedge and mutual funds, while also offering leading resource and precious metals strategies through an exclusive sub-advisory relationship with SAM.