Private Markets Group Ltd

28/10/2025

Wealth Creation Opportunities Over The Next Five Years: The Family Office Guide to Bespoke Private Credit Investing

In this Private Markets Group Ltd (PMG) webinar extract, Khang Nguyen, Chief Credit Officer at Heron Finance, joins host Shelley Golan to discuss:

Wealth creation opportunities over the next five years – Why private credit belongs in a diversified portfolio alongside infrastructure and private equity secondaries, rather than concentrating in single strategies
Private credit as an income generator – How private credit's historical returns compare to public equities (SPY ETF's 10.5% annualised since inception versus private credit's comparable returns with lower volatility)

The case for private markets – Why 99% of American companies are private, yet most portfolios remain concentrated in 4,000 public companies, with the S&P 500 heavily weighted toward just 10 tech firms
The $1.5 trillion lending gap – How banks retreating from middle-market lending due to regulatory constraints has created unprecedented opportunities for private credit investors

Structural advantages of private credit – Why bespoke financing structures allow companies to negotiate terms that adapt to their evolving capital needs, unlike standardised bank products

Essential viewing for family offices reassessing portfolio diversification and income generation strategies.

Watch In Full: https://youtu.be/eNXyqYPN2FU

28/10/2025

In this Private Markets Group Ltd (PMG) webinar extract, Khang Nguyen, Chief Credit Officer at Heron Finance, presents the institutional framework used to evaluate and select private credit managers.

The Three P's methodology provides a systematic approach to manager due diligence:

People: Manager track record, team depth, in-house restructuring capabilities, and performance through complete credit cycles across varying market environments including COVID, rising rates, and zero-rate periods.

Performance: Risk-adjusted returns versus benchmarks and peer groups, consistency across market conditions, sector-specific strengths and weaknesses, and portfolio performance breadth.

Portfolio: Construction quality including first lien concentration, fund-level leverage ratios, loan-to-value metrics, diversification strategies, and asset quality positioning.

Heron incorporates these factors into a proprietary scoring model used to evaluate major private credit funds, ensuring rigorous manager selection and optimal portfolio construction for clients.

Watch In Full: https://youtu.be/eNXyqYPN2FU

GLOBAL PRIVATE WEALTH VOICES & UK FAMILY OFFICE INSIGHTS - Subscribe To Private Wealth Voices By Private Markets Group L...
07/09/2025

GLOBAL PRIVATE WEALTH VOICES & UK FAMILY OFFICE INSIGHTS - Subscribe To Private Wealth Voices By Private Markets Group Ltd For Exclusive Wealth Management Insights, Academic Research & Family Office Expertise

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