Stable Income. Institutional Discipline. Private Market Access.
amicaa’s Direct Lending Strategy is an open-ended fund designed for wholesale and institutional investors seeking consistent income and capital preservation through private credit. The strategy targets a minimum return of greater than 4% p.a.¹ over Australian bank bill swap rate, offering a compelling alternative to traditional fixed-income investments.
Key Features:
- Private Credit Access:
Engages in privately negotiated corporate loans, tapping into a $1 trillion Australian & New Zealand market traditionally dominated by banks.
- Risk Management:
Emphasizes capital preservation and risk-adjusted returns through rigorous credit analysis and structuring.
- Income Generation:
Provides regular income streams, making it suitable for investors seeking steady cash flows.
Our Approach
Our Investments management team
Our team are experts at analysing credit investment opportunities, including the selection of borrowers and the design of each and every transaction. This enables us to select those best suited to our clients’ goals– where investors are rewarded for risk taken and capital can be preserved.
David Wood
Chief Executive Officer David brings over 28 year’s experience in financing corporates, originating and participating in Australian Credit transactions as well as undertaking risk analysis, lending, underwriting (debt and equity) and managing loan portfolios across Australia and New Zealand. Prior to amicaa, David was Head of Investment Banking and co-head of the ANZ Corporate Loan Portfolio. Whilst at Bank of America David completed several major financings, M&A transactions, capital raising and has continued to provide strategic advice to some of the largest companies in Australia. Read more
David Hoskins
Senior Managing Director & Head Of Private Credit David brings over 25 years industry experience in both Australian and European credit markets. Prior to joining amicaa, David was Head of Acquisition Finance for CIP Asset Management (CIPAM), a division of the Challenger Group. As part of this role, David was also Co-Portfolio Manager for the CIPAM Multi-Sector Private Lending Fund and the CIPAM Private Lending Opportunities Fund. Prior to CIPAM, David spent nine years at National Australia Bank. Read more
Antoine Pfirsh
Managing Director, Private Debt Antoine brings to amicaa over 14 years' credit and special situations investing across capital structures in the Asia Pacific. Prior to joining amicaa, Antoine was Managing Director at Realside Capital, a private credit manager focused on special situations and opportunistic financings in Australasia. This followed more than 9 years with Anchorage Capital Group, where Antoine was responsible for managing special situations credit and equity investments in the Asia Pacific region. Read more
Marino Reginold
Head of Distribution Marino brings over 12 years industry experience across investment banking, investing and capital raising. Prior to joining amicaa, Marino was Head of Capital Markets at Fidante. He established the Capital Markets distribution business that was responsible for capital raising for Fidante's closed-end fund raising across the real estate, infrastructure, private equity and venture capital asset classes. Marino has overseen and raised over $1bn of private capital from private wealth and institutional investor channels. Marino previously held roles in real estate investment banking at J.P. Morgan and Macquarie where he was involved in over $30bn of M&A and capital markets transactions. Read more
Liz Bennett
Head of Business Services, Private Debt Liz brings more than 30 years’ experience in professional accounting and business partnership roles for listed companies both in Australia and Europe. Liz was Senior Manager and Business Partner at Colonial First State, responsible for supporting strategic initiatives and provided finance support to the business. Read more
David Cerveny
Senior Manager, Risk and Compliance David is a risk management professional and brings over 12 years' experience in the financial services industry. Prior to joining amicaa, David was Risk & Compliance Business Partner with responsibility for providing support and advise to the Perpetual Asset Management business on how to develop implement and optimise risk and compliance frameworks. David also acted on the investment forum committee in his capacity as a member. Prior to this, David was a Derivatives Trader at Epoch Capital. David started his career at the department of statistics at APRA. Read more
Berkely Liu
Director, Private Debt Berkeley has seven years experience in corporate finance and asset finance. Prior to starting with amicaa Berkeley was Portfolio Manager, High Yield & Acquisition at Challenger Investment Management where he structured and deployed high yield credit investments. He has also held roles at Moody’s Investors Service and at Macquarie Group Limited. Read more
Amandes Luther
Associate Director Amandes brings five years' experience as a credit analyst, working within corporate, asset and leveraged finance teams. Prior to joining amicaa, Amandes was Associate Manager, Corporate and Leveraged Finance at Macquarie Bank, following three years working as an Analyst in the Credit Risk team at Challenger. Read more
Clare O'Donnell
Analyst, Private Debt Clare has three years of experience in corporate lending. Prior to joining amicaa, Clare was an Analyst in the Client Acquisition team at the Commonwealth Bank of Australia, where she specialised in mid-market lending origination across a diverse range of industries. Read more
Our investment Committee
Our investments team is supported by an investments committee comprising executive and independent members, all of whom bring extensive industry experience through various market cycles.
David Wood
Chief Executive Officer David brings over 28 year’s experience in financing corporates, originating and participating in Australian Credit transactions as well as undertaking risk analysis, lending, underwriting (debt and equity) and managing loan portfolios across Australia and New Zealand. Prior to amicaa, David was Head of Investment Banking and co-head of the ANZ Corporate Loan Portfolio. Whilst at Bank of America David completed several major financings, M&A transactions, capital raising and has continued to provide strategic advice to some of the largest companies in Australia. Read more
David Hoskins
Senior Managing Director & Head Of Private Credit David brings over 25 years industry experience in both Australian and European credit markets. Prior to joining amicaa, David was Head of Acquisition Finance for CIP Asset Management (CIPAM), a division of the Challenger Group. As part of this role, David was also Co-Portfolio Manager for the CIPAM Multi-Sector Private Lending Fund and the CIPAM Private Lending Opportunities Fund. Prior to CIPAM, David spent nine years at National Australia Bank. Read more
Taj Sidhu
Managing Director, Head of European & Asian Private Credit Mr. Taj Sidhu is a Managing Director and Head of European Credit Opportunities, based in London. Before joining Carlyle, Mr. Sidhu was a Managing Director and Head of European Private Credit for Oz Management where he worked for almost fourteen years. Taj led Private Credit efforts in Europe, was a member of Oz Management's Global Commitments Committee, European institutional Credit Strategies Committee and European Executive Committee. Prior to joining Oz Management, Mr. Sidhu was an Investment Banking Associate at Merrill Lynch in the Financial Sponsors and Leveraged Finance groups. Mr. Sidhu received a B.Sc. in Mathematics from the University of Warwick Mathematics Institute. Mr. Sidhu is a director of the holding company of amicaa investments (amicaa Investments Holding Pty Ltd.) and has been appointed by amicaa Investments as an authorised representative for the sole purpose of acting as a member of its Investment Committee. Read more
Christian Schmitz
Managing Director, Carlyle Global Credit Mr. Christian Schmitz is a Managing Director of Carlyle's Private Credit team. Prior to joining Caryle, Mr. Schmitz was a Senior Analyst with Och-Ziff's corporate credit team, investing across the capital structure from senior secured debt to equity investments. Prior to Och-Ziff, Mr. Schmitz spent three years at Gruss Asset Management investing in both liquid equity and credit instruments. Before that, Mr. Schmitz spent six years at Goldman Sachs where he was a founding member of its European Special Situations Group. Mr. Schmitz received his degree with honors in business administration from University of Cologne, and he speaks German, Spanish, Italian, and French Read more
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DISCLAIMER
¹Target return is calculated pre-tax and net of management fees and costs. Target returns are not guaranteed and may not be achieved.