Johnny Brom_PCE_V2_1.mp4

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Johnny Brom_PCE_V2 (1).vtt

ENGLISH

{{00:00:11}}
We're a business that provides
strategic credit to non sponsored

{{00:00:15}}
corporates around the globe and really
focused on specific industries where

{{00:00:20}}
our investment strategy works best.

{{00:00:22}}
So we for us, we're an investment firm
that looks to embed sustainability

{{00:00:25}}
in the growth strategies of
the companies we work with.

{{00:00:28}}
And we're focused on sectors where
a sustainable transition makes real

{{00:00:32}}
business sense for the, for these
companies and for these industries.

{{00:00:34}}
So we look at palm oil in Indonesia,
where palm oil is the most

{{00:00:38}}
efficient oil seed in the world.

{{00:00:40}}
The issue is the connection
to deforestation.

{{00:00:42}}
We found companies where we can develop
a blueprint, financing them to be

{{00:00:47}}
sustainable, transition their business.

{{00:00:49}}
It unlocks economic value in the
medium and long term for them.

{{00:00:51}}
So really, from our perspective, it's
not a Impact or sustainability narrative.

{{00:00:55}}
It's really an investment strategy
unlocking from the, borrower's

{{00:00:59}}
perspective, looking for market
opportunities, unlocking premiums

{{00:01:03}}
in their customer side, and then
also de risking ourselves, through

{{00:01:08}}
their sustainability approach.

{{00:01:14}}
Ultimately we're a
private credit strategy.

{{00:01:16}}
So we think we provide, it's
an alpha strategy, right?

{{00:01:18}}
We provide a differentiated
return to our investors.

{{00:01:21}}
There's a couple of
ways we generate alpha.

{{00:01:23}}
One is actually on the origination side,
so finding these deals around the world

{{00:01:27}}
in opaque markets, mid market, corporates.

{{00:01:30}}
We think we can price deals above
the market, so we get a pricing

{{00:01:32}}
premium because of the value add we
bring on the sustainability front.

{{00:01:36}}
And then second of all, because of our
strategy, so we essentially agree with

{{00:01:39}}
our borrowers on a value creation plan and
embed that in their business, that's in

{{00:01:43}}
the covenants of our transaction as well.

{{00:01:45}}
That de risks us as we go along.

{{00:01:46}}
So we de risking, in other words,
lower expected losses in our

{{00:01:49}}
portfolio and actually creating
some pricing premium when we invest.

{{00:01:59}}
So we're very focused on certain
sectors where biodiversity and climate

{{00:02:02}}
in particular are very relevant.

{{00:02:04}}
So food and agri, for example.

{{00:02:07}}
And our approach with our
borrowers is exactly that.

{{00:02:10}}
How do they, become more
resilient businesses by mitigating

{{00:02:13}}
these risks?

{{00:02:13}}
At Sail, we're a

{{00:02:15}}
small manager at this time, 20 people.

{{00:02:17}}
We have a sustainability
team of nearly 10.

{{00:02:20}}
The team very experienced, bringing
expertise to the borrower, adding value

{{00:02:24}}
in how they build their growth strategy.

{{00:02:27}}
And that, from our perspective,
that de risks us and our investors.

{{00:02:30}}
By the company, understanding how to build
climate resilience into their business,

{{00:02:34}}
what the value is of protecting the
biodiversity from a market perspective.

{{00:02:44}}
We're very bullish that this
market is, will grow significantly.

{{00:02:46}}
Number one, we're bullish on
private credit following from

{{00:02:50}}
Apollo and Blackstone's comments.

{{00:02:52}}
This, sector is going to
grow hugely going forward.

{{00:02:55}}
We see it as a very interesting
sector for asset owners.

{{00:02:58}}
And then if you think about from
an impact perspective, actually

{{00:03:00}}
private credit allows you to invest
more globally and to ramp up quicker

{{00:03:05}}
than other approaches, right?

{{00:03:07}}
The, sponsor market, the private
equity market is still very opaque

{{00:03:10}}
in a global strategy perspective.

{{00:03:12}}
Private debt allows you to access those
markets easier and to scale up with them.

{{00:03:16}}
So for us, impact or sustainable
private credit is definitely where

{{00:03:20}}
we see a lot of growth 10 years.

{{00:03:22}}
The question for investors is, can they
find the asset managers who can actually

{{00:03:26}}
scale and invest capital in this place?

{{00:03:28}}
And that means you need to invest
in your team around the world,

{{00:03:30}}
origination capabilities, and
really trial and error, find the

{{00:03:35}}
best ways to invest in this space.

We're a business that provides
strategic credit to non sponsored

corporates around the globe and really
focused on specific industries where

So we for us, we're an investment firm
that looks to embed sustainability

in the growth strategies of
the companies we work with.

And we're focused on sectors where
a sustainable transition makes real

business sense for the, for these
companies and for these industries.

So we look at palm oil in Indonesia,
where palm oil is the most

The issue is the connection
to deforestation.

We found companies where we can develop
a blueprint, financing them to be

It unlocks economic value in the
medium and long term for them.

So really, from our perspective, it's
not a Impact or sustainability narrative.

It's really an investment strategy
unlocking from the, borrower's

perspective, looking for market
opportunities, unlocking premiums

in their customer side, and then
also de risking ourselves, through

Ultimately we're a
private credit strategy.

So we think we provide, it's
an alpha strategy, right?

We provide a differentiated
return to our investors.

There's a couple of
ways we generate alpha.

One is actually on the origination side,
so finding these deals around the world

in opaque markets, mid market, corporates.

We think we can price deals above
the market, so we get a pricing

premium because of the value add we
bring on the sustainability front.

And then second of all, because of our
strategy, so we essentially agree with

our borrowers on a value creation plan and
embed that in their business, that's in

the covenants of our transaction as well.

So we de risking, in other words,
lower expected losses in our

portfolio and actually creating
some pricing premium when we invest.

So we're very focused on certain
sectors where biodiversity and climate

And our approach with our
borrowers is exactly that.

How do they, become more
resilient businesses by mitigating

We have a sustainability
team of nearly 10.

The team very experienced, bringing
expertise to the borrower, adding value

And that, from our perspective,
that de risks us and our investors.

By the company, understanding how to build
climate resilience into their business,

what the value is of protecting the
biodiversity from a market perspective.

We're very bullish that this
market is, will grow significantly.

Number one, we're bullish on
private credit following from

This, sector is going to
grow hugely going forward.

We see it as a very interesting
sector for asset owners.

And then if you think about from
an impact perspective, actually

private credit allows you to invest
more globally and to ramp up quicker

The, sponsor market, the private
equity market is still very opaque

Private debt allows you to access those
markets easier and to scale up with them.

So for us, impact or sustainable
private credit is definitely where

The question for investors is, can they
find the asset managers who can actually