GEMCAST - Where Private and Emerging Markets Meet

As investors face a crowded developed market, Felipe Berliner, Co-Founder and Head of Structuring, and Brad McKee, Head of Private Credit, unpack what our latest EM Private Credit study reveals about shifting investor intentions and growing interest in emerging market allocations. Important Information  This podcast has been prepared solely for informational purposes by Gemcorp (as defined below),...

In episode 13 of Gemcast, we are joined be Senior Portfolio Manager Asad Hajiyev and Senior Vice President Shurong Li to discuss how Central Asia is emerging as a destination for private credit, the deals we have completed and what’s driving the trend. Important Information  This podcast has been prepared solely for informational purposes by Gemcorp (as defined below), is confidential and may not...

We are live from Cabinda, joined by Founder and CEO of Gemcorp Capital, Atanas Bostandjiev, and CEO of Imbono, Marcus Weyll. We explore the journey of the Cabinda Oil Refinery from minefield to one of Africa’s most significant downstream energy projects, securing Angola’s energy future. Important Information  This podcast has been prepared solely for informational purposes by Gemcorp (as defined b...

Felipe Berliner, Co-Founder and Head of Structuring at Gemcorp Capital, returns to Gemcast to unpick the cracks showing in developed market private credit – from rising concentration risk and covenant erosion to its growing overlap with public markets. He explains why recent events could mark a turning point for the asset class, where selectivity becomes non-negotiable, structuring matters again,...

In episode 10 of Gemcast, Pranav Khamar, Portfolio Manager at Gemcorp Capital, examines what sets African infrastructure apart, drawing on over a decade of experience tailoring capital to the context. He explores how deals are designed with a focus on asset quality and financing structures, and how currency considerations and fundamental demand drivers influence outcomes. Important Information  Th...

In episode 9 of Gemcast, Marcus Weyll, CEO of Imbono - a Gemcorp company, shares what it truly takes to develop projects from origination to operation. Marcus reflects on his decades of hands-on experience building critical infrastructure and how Imbono will continue to transform capital into reality. Important Information  This podcast has been prepared solely for informational purposes by Gemcor...

In episode 8 of Gemcast, Selim Basak, Co-Founder and Head of Origination at Gemcorp Capital, discusses deal sourcing in emerging markets. He explains the key challenges in emerging markets versus developed, the importance of your network and the importance of listening.  Important Information  This podcast has been prepared solely for informational purposes by Gemcorp (as defined below), is confid...

In episode 7 of Gemcast, Viloshan Govender, Portfolio Manager at Gemcorp Capital, discusses the huge growth in demand for critical minerals, the key drivers behind this and the crucial role the emerging world has to play in meeting this. Drawing on his career journey he sheds light on the challenges investors face and how Gemcorp Capital is using its expertise to unleash this opportunity. Importan...

In episode 6 of Gemcast we are joined by Walter Pacheco, Chairman of Kassai Capital our domestic asset manager in Angola. Walter draws on his extensive experience in developing capital markets across Africa to shed light on the importance of domestic capital, how to mobilise it and what Kassai Capital is doing to drive development in Angola. Important Information  This podcast has been prepared so...

In episode 5 of Gemcast we are joined by Founder and CEO of Gemcorp Capital, Atanas Bostandjiev. Atanas talks about the importance of contrarianism, patience and presence, the founding principles of Gemcorp Capital and how important they are when working in emerging markets.  Gemcast is the podcast from Gemcorp Capital, where emerging and private markets meet. We explore the dynamic intersection o...

In episode 4 of Gemcast we are joined by Co-Founder and CIO of Gemcorp Capital, Parvoleta Shtereva. As a self-identified emerging markets lifer, Parvoleta reflects on her career and what really matters when thinking about emerging market private credit, providing her 5 golden rules for investing in the asset class. Gemcast is the podcast from Gemcorp Capital, where emerging and private markets mee...

Gemcast Episode 3 – The Misconception Gap In this edition of Gemcast we are joined by an external guest, Max van Bassbank, Director at Alpha FMC who joins Pranav Khamar, Portfolio Manager at Gemcorp Capital, to discuss the results of our recent study, Unmasking the potential. The study asked 75 leading institutional investors about their outlook and appetite for emerging market private credit.  Th...

In episode two of Gemcast, Ahmad Al-Sati, Portfolio Manager at Gemcorp Capital introduces commodity backed private credit. Ahmad explains what the asset class is, where it crosses over with trade finance and traditional private credit, as well as what it can offer investors looking for income and diversification. Gemcast is the podcast from Gemcorp Capital, where emerging and private markets meet....

In episode one of Gemcast, Felipe Berliner, Co-Founder and Head of Structuring at Gemcorp Capital discusses the future of private credit.  Following a decade of growth, private credit is maturing, this is creating a new set of opportunities for investors to look outside developed markets, into the emerging world and into more niche areas like trade finance. Felipe explains exactly what this all me...