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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We'll look at execution risk.

Often in our game, it's looking at construction risk.

You know, what's the strength of the builder?

Are they up to the project?

Have they got experience doing similar projects in the past?

And then the exit, you know, how sound is the repayment strategy and is it reliant on

external changes that are outside of the borrower's control.

We apply that asset borrower execution exit framework to every single loan we do.

There's normally one that becomes a focus area in respect of any particular deal.

And that's what you said about as a manager, you said about mitigating it.

If you can't mitigate it, then that's a really good indicator or you're stretching the

mitigate it, it's a really good indicator that the loan's not right.

And that's when you've got to walk away and stick true to those fundamentals.

I think they're two really different markets.

And US private credit is, by some estimates, a trillion dollars as a sector.

Australian private credit, at its best estimate, is less than 20% of that.

what managers here and what investors are investing in here, um, the underlying assets are very different.

So you've seen in the U S a trend of lending against goodwill lending against intangible assets.

So, you know, lending to SAS companies where there aren't real assets, hard assets sitting behind it.

And, you know,

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