MA Financial Group

Tune into our podcast, What Matters, to stay informed. Earlier this year Moelis & Company Vice Chairman and former House Majority Leader Eric Cantor spoke with our Vice Chairman Andrew Pridham AO about the upcoming US Election, where Eric made an early prediction on Donald Trump’s US Vice-Presidential running mate. What Matters is available on Spotify and Apple Podcasts. Be sure to never miss an episode by subscribing and following today. 

Private credit is a rapidly growing asset class in Australia. It is gaining market share as investors seek a defensive allocation and to diversify away from public market volatility, while delivering outstanding risk-adjusted returns in credit investments that are secured, collateralised or otherwise have strong downside protection features. In this insight, our Head of Credit Investments and Lending Frank Danieli breaks down the fundamentals of private credit, its key benefits, and the diverse market segments it encompasses. This insight is the first in a four-part Private Credit Investment Series where Frank delves into this dynamic asset class exploring the wide range of opportunities available for Australian investors.

What’s the first step in successful family succession planning? Walsh Bay Partners Chairman Arun Abey AM, a trusted advisor to some of Australia’s most successful family offices and individuals, shares his expertise on holistic family strategies. Arun recently joined our co-founder and Vice Chairman Andrew Pridham AO, and The Barefoot Investor Scott Pape, on our What Matters podcast.    In this episode, Arun and Scott discuss strategies for managing money, raising children and finding happiness in the cyber age. Don’t miss this insightful and inspiring episode, available now. 🎧 Listen to the episode on Spotify and Apple Podcasts. Stay up to date by subscribing and following What Matters today. https://lnkd.in/g6ikg4Ag https://lnkd.in/gVPzPNEw

Foe or friend: is private credit a threat to Australia’s banks?   In his latest interview with ausbiz’s Andrew Geoghegan our Head of Credit Investments and Lending Frank Danieli discusses the recent Citi report noting the increasing levels of competition major banks are facing from private credit, and how real the threat is for our banks.    Heavy regulation has tightened bank lending activities, creating opportunities for private lenders who can efficiently provide capital to good borrowers.    Frank explains where he sees opportunity for banks and private lenders to see each other as partners rather than competitors.  https://lnkd.in/gUN5-nrS

We’re delighted to be partnering with The Urban Developer to host their inaugural Women’s Leadership Lunch in our boardroom on 15 August.   The event will bring together influential and emerging female leaders from Australia’s construction and development industry.   Taryn Paris will moderate an expert panel of women including Zahava Elenberg, Divya Mehta, Elizabeth Stewart and our real estate credit expert Cathy Houston. 

Tech Story of the Week: The Popularity of Character.AI Young people are increasingly captivated by Character.AI, now the second most popular AI tool after ChatGPT. Character.AI handles an impressive 20,000 queries per second, which is roughly 20% of the inquiries processed by Google. This innovative platform allows users to engage in conversations with characters and even simulate interactions with historical figures as if they were alive today. In our latest feature, Executive Director Will Liang demonstrates the potential of this technology. Watch the demo to see how Character.AI could reshape digital interaction. #TechNews #AI #CharacterAI #ChatGPT #Innovation #DigitalTransformation

MA Moelis Australia is delighted to act as exclusive financial advisor to MACH Metals Australia on its acquisition of Rex Minerals Ltd (ASX:RXM) via Scheme of Arrangement.   Rex is developing the 100%-owned Hillside Project in South Australia, which is considered one of the largest undeveloped copper-gold projects in Australia.   Commenting on the deal, Adam Bill from MA Moelis said: “We congratulate the entire MACH team on the acquisition, marking a pivotal moment for the business as it continues to implement its diversification and growth ambitions across the portfolio. We look forward to seeing the Hillside project progress towards development under MACH’s ownership.” Jordi Montaner William Hughes Lachlan Harper

Could a projected copper shortage delay the world’s transition to renewable energy? In our latest instalment of Taking Stock, Executive Director Paul Hissey explains that while global copper consumption is expected to more than double by 2050, current supply is on track to decrease. Watch to find out: ◾ What are some of the stocks that may benefit from higher copper prices? ◾ What role can Australia’s mining industry play? #bhp #riotinto #finance #metalsacquisitionlimited #capstonecopper #aic #mafinanical #equities #takingstock

What’s the solution to unlock Australia’s housing affordability crisis?   In the latest episode of our What Matters podcast our Vice Chairman and renowned property expert Andrew Pridham AO talks housing with Scott Pape, aka the Barefoot Investor.   Scott and Andrew are joined by Walsh Bay Partners Chairman and co-founder Arun Abey AM, as they delve into strategies for money, children and happiness in the cyber age. Arun also shares his insights on effective family strategy planning.   Don’t miss this insightful and inspiring episode, available now.   🎧 You can access this episode on Spotify and Apple Podcasts. Stay up to date by subscribing and following What Matters today. Spotify: https://lnkd.in/guavW-2U Apple Podcasts: https://lnkd.in/g6ikg4Ag

We are delighted to share we are the Platinum Sponsor at Markets Group’s 3rd Annual Private Wealth Australia Forum being held in Sydney on 7 August. The event brings together industry leaders and experts across Australia’s private wealth sector to network and share insights and strategies. Our Head of Credit Investments and Lending Frank Danieli will be speaking on a panel as well as hosting a roundtable discussion exploring the rise of private credit as investors increasingly seek a defensive allocation prioritising downside capital protection along with regular and resilient risk-adjusted returns.