Gemcast Episode 14: From Conviction to Capital
24 June 2026
<p><iframe loading="lazy" width="560" height="420" src="https://www.youtube.com/embed/_g5ORy7YP8U?si=4ipYb7whuJNzTG-0" title="YouTube video player" frameborder="0" allowfullscreen=""><span class="fr-mk" style="display: none;"> </span> </iframe></p><p>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.</p><p>Listen and subscribe at:</p><p><a href="https://podcasts.apple.com/gb/podcast/episode-14-from-conviction-to-capital/id1818653261?i=1000773922201" target="_blank" rel="noopener noreferrer"><img loading="lazy" src="/getContentAsset/05269c87-563c-4f71-bb33-cb45a3e030a0/cb87803a-320c-480f-ab75-7b9029eaaf79/apple-podcast-icon.png?language=en" alt="apple-podcast-icon" title="apple-podcast-icon" style="width: 60px" class="fr-fic fr-fil fr-dii"></a> <a href="https://open.spotify.com/episode/4xpoPyM6pTBblgFF2zNjwc?si=CT2Qt-uTTOyc0nx6NHQjCA" target="_blank" rel="noopener noreferrer"><img loading="lazy" src="/getContentAsset/6194fe17-0588-4a00-abb9-3b64539ea2c8/cb87803a-320c-480f-ab75-7b9029eaaf79/spotify-logo.png?language=en" alt="spotify-logo" title="spotify-logo" style="width: 60px" class="fr-fic fr-dii fr-fil"></a> <a href="https://www.youtube.com/watch?v=_g5ORy7YP8U" target="_blank" rel="noopener noreferrer"><img loading="lazy" src="/getContentAsset/fe81f970-598d-4cc4-b1e7-e75b82e51d45/cb87803a-320c-480f-ab75-7b9029eaaf79/youtube-logo.png?language=en" alt="youtube-logo" title="youtube-logo" style="width: 60px" class="fr-fic fr-dii fr-fil"></a></p><p><br></p>
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Gemcast Episode 13: The Modern Silk Roads; deal making in Central Asia
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Gemcast Episode 11: Developed market private credit is under strain – time to look elsewhere?
<p>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. </p>
1 April 2026