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Looking at Alternative Credit and Fixed Income Investments | Alceon Group

HOSTS Candice Bourke & Felicity Thomas|5 May, 2023

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Today, we bring you our insightful discussion with Omar Khan, Head of Wholesale Capital, and Teresea Lea, Associate Director and Real Estate Specialist, from Alceon’s Credit Fund. These industry experts share their knowledge on alternative credit, fixed income investments, and the exceptional performance of Alceon’s Debt Income Fund.

Alceon is a multi-strategy alternative investment manager. Established in 2010 Alceon has invested over A$8.0 Billion of capital for its High net worth, family office and instructional clients across real estate, private equity and listed equity. 

We first discovered Alceon’s Debt Income Fund in late 2022 and have since included it in our clients’ fixed-interest asset allocation. This decision was influenced by the fund’s impressive track record, boasting an 8.13% p.a. return since its inception in 2019. This translates to a 28% total income distribution return or 7.38% annualised per annum.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. 

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. 

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In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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Talk Money To Me is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. 

Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

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Meet your hosts

  • Candice Bourke

    Candice Bourke

    Candice Bourke is a Senior Investment Adviser at Shaw and Partners with over six years' experience in capital markets and wealth management, specialising in investment advice including equities, listed fixed interest, ethical investing, portfolio risk management and lombard loans. She discovered her passion for finance and baguettes, when working and living in France, and soon afterwards started her own business (all before the age of 23). Candice is passionate about financial literacy for women which lead her to co found Her Financial Network, and in her downtime, you’ll find her doing any of the following: surfing, skiing, reading a book by the fire, or walking her black lab, Cooper, with a soy cappuccino in hand.
  • Felicity Thomas

    Felicity Thomas

    Felicity Thomas is a Senior Private Wealth Adviser at Shaw and Partners with over nine years experience in wealth management and strategic financial planning, covering areas including Australian and Global equities, portfolio construction and risk management, bonds, fixed interest, lombard loans, margin lending , insurance, superannuation and SMSFs. Felicity started her career in finance at BT Financial Group, speaking to customers about their superannuation and investments. This led to the realisation becoming a Financial Advisor would be the perfect marriage of her skills and interests - interpersonal relationships and economics. She is passionate about improving women’s access to financial resources and professionals, and co founded Her Financial Network. On the weekends you’ll find her on the beach, or going for an adventure with her black cavoodle, Loki.
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