Henry Holm

speaker

287 appearances 1 recordings 1 series first heard Apr 2026 last heard 30 Apr

Henry Holm’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.

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Equity Mates Investing Podcast · The How’s and Why’s of Private Credit with Henry Holm · 30 Apr 2026 podcast

I'll answer both, actually.

The best company we ever came across was GE Financial Services.

It was a broad-based manufacturing business that built this world-class private credit business on top of it.

And they invested...

billions in training staff, in building systems, really robust systems, and focusing in on mid-market self-employed borrowers.

That was a number one Fortune 500 company for a long time off the back of the GFC that the financial services part of that business was disposed of and sort of broken up, sold piecemeal.

In terms of what's the best individual private credit deal, I look

My, my roles, you know, I'm, I'm in an origination role, so I've always got, I've got to say the next one, but I wouldn't be doing my job otherwise.

But actually the real answer to that question is the one you walk away from.

We always say the deal you make money on and the deal you make money for your investors on is, is the deal you, you end up don't doing.

Yeah.

You were mentioning AI earlier, and I'm not sure if you read the 2028 Global Intelligence Crisis article.

Thought piece.

Yeah.

Which was a heart stopper.

Yeah.

And just had so many long-term downstream effects to think about.

There's a counter piece to that, which was...

Covesi's What If AI Doesn't End the World.

That's a good balancing act to that.

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