Exploring Uncertainty and Opportunity in Private Markets

In this episode of Inside the Rope, host David Clark sits down with Frewen Lam, Managing Partner at ROC Capital, to explore the ever-evolving landscape of private equity, private credit, and real assets. Frewen shares his journey from a first-generation Australian with immigrant roots to co-founding ROC, now managing $8.5 billion in assets. Key Highlights: * Frewen’s transition from public to private markets—why he believes private investments outperform. * Lessons from investing in Asia, including insights into China and India's economic trajectory. * Why agriculture and real assets are the next frontier for wealth creation. * The opportunities in private credit and secondary markets—how to buy assets at a discount. * How top investors build portfolios that balance risk and long-term returns. Frewen’s sharp insights, combined with David’s wealth advisory expertise, make this a must-listen for investors looking to refine their approach to alternative assets.