The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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CAPITAL ALLOCATORS Prediction Not checkable as stated
Danieli: Private credit will grow into a tens of trillions dollar market
“It's going to be a large space. It's not going to be a couple of trillion dollars. It's going to be tens of trillions of dollars.”
Frank Danieli Jul 16, 2026 ▶ 9:52 Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
CAPITAL ALLOCATORS Assertion Supported
Danieli: Specialty finance like legal disbursement has near-zero correlation to rates
“We have other exposures like our specialty finance books, legal disbursement funding, insurance premium funding that have almost no correlation to interest rates and unemployment.”
Frank Danieli Jul 16, 2026 ▶ 18:34 Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Danieli: Private credit will adopt bank-like origination in next 20 years
“What you'll see is that if you roll for 10 years, 20 years, This industry of private credit will be all about that model of proprietary styles of origination, not that dissimilar to what a bank looks like. You're just doing it with a slightly different capital…”
Frank Danieli Jul 16, 2026 ▶ 22:54 Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
CAPITAL ALLOCATORS Assertion Supported
Danieli: MA Financial platform oversees $125 billion in managed loans
“We also have created this lending ecosystem, which is a large piece of financial infrastructure platform on which there's about a hundred and seventy-nine billion or one hundred and twenty five billion US dollars of managed loans on platforms.”
Frank Danieli Jul 16, 2026 ▶ 5:23 Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
CAPITAL ALLOCATORS Assertion Supported
Danieli: MA Financial's lending platform touches 350,000 Australian customers
“That financial infrastructure business, not only a source of access, but a huge source of data, intelligence, lifetime access of what's happening in the markets, touches 350,000 customers in the Australian economy.”
Frank Danieli Jul 16, 2026 ▶ 10:37 Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
CAPITAL ALLOCATORS Assertion Supported
Danieli: MA Financial Flagship Funds Hold 1.4M Collateral Loans Across 98 Facilities
“Flagship funds that we run might have 246 positions for the positions that are the asset based finance, which I think is today 98 different facilities. There's 1.4 million underlying loans and receivables that represent the collateral of those loans.”
Frank Danieli Jul 16, 2026 ▶ 16:51 Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
CAPITAL ALLOCATORS Assertion Supported
Danieli: 75% to 80% of Australian loans originate through brokers
“Today, 75 to 80% of loans in Australia don't go by someone going to a lender directly. They go through an intermediary, a broker.”
Frank Danieli Jul 16, 2026 ▶ 24:16 Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
CAPITAL ALLOCATORS Assertion Supported
Danieli: MA Financial Remains One-Third Staff Owned Post-Listing
“While we're listed, we're still a third owned by staff.”
Frank Danieli Jul 16, 2026 ▶ 44:33 Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Danieli: Moelis Australia held 50% post-GFC market share in restructuring advisory
“In particular, in the post-financial crisis era, the platform in Australia had about a 50% market share advising on these situations, the recapitalizations occurring from that post-GFC era through to today”
Frank Danieli Jul 16, 2026 ▶ 4:40 Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
CAPITAL ALLOCATORS Assertion Supported
Danieli: Australia's Big Four Banks Historically Controlled 80% of Lending
“There's the big four banks in Australia, and if you go back, they controlled 80% of lending.”
Frank Danieli Jul 16, 2026 ▶ 5:46 Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
CAPITAL ALLOCATORS Assertion Supported
Danieli: Australian superannuation manages $4T across institutional and self-managed funds
“That's about four trillion dollars today. It breaks down about 75% into large institutional-style funds and about a trillion dollars in self-managed funds, which are for high net worth individuals or high income earning professionals.”
Frank Danieli Jul 16, 2026 ▶ 7:43 Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
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