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.
