DiscoverGEMCAST - Where Private and Emerging Markets Meet
GEMCAST - Where Private and Emerging Markets Meet
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GEMCAST - Where Private and Emerging Markets Meet

Author: Gemcorp Capital

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Welcome to GEMCAST, the podcast from Gemcorp Capital that explores the dynamic intersection of two transformative global trends; the rise of emerging markets and the expansion of private capital. In each episode, we dive into the powerful opportunities that emerge where these forces converge.


From scaling renewable infrastructure in Africa to advancing fintech innovation in Central Asia, GEMCAST brings you in-depth conversations on the most pressing topics shaping the future of emerging markets—and how investors can engage with them.


Founded in 2014, Gemcorp Capital is a global asset manager committed to unleashing the vast potential of emerging markets. Since inception, we've deployed over $8 billion across a diverse range of sectors and geographies, with a focus on creating meaningful opportunities for the people and communities who drive these markets forward.


To learn more about Gemcorp Capital please visit: www.gemcorpcapital.com


Important Information:


This recording has been prepared solely for informational purposes by Gemcorp (as defined below), is confidential and may not be reproduced. 


This recording does not constitute an offer or solicitation of an offer with respect to the purchase or sale of any security and should not be relied upon when evaluating the merits of investing in any securities or form the basis of an investment decision. The information in this recording has been obtained from various third-party sources, some of them forward-looking statements and/or projections. Any forward-looking statements and/or projections are inherently subject to material business, economic and competitive risks and uncertainties, many of which are beyond Gemcorp’s control. In addition, these forward-looking statements and/or projections are subject to assumptions with respect to future business strategies and decisions that are subject to change. No representation is made or assurance given that such statements, opinions, estimates, projections and/or forecasts in this recording are complete or correct or that any objectives set out in this recording will be achieved. Gemcorp does not undertake to update this information, nor does it accept any liability for any such third-party information or any conclusions set out herein.


No statement in this recording, including any references to specific securities, assets classes and/or financial markets is intended to or should be construed as investment, legal, accounting, business or tax advice. The contents of this recording do not constitute an investment recommendation. This recording expresses no views as to the suitability of any investments described herein to the individual circumstances of any recipient. If an offer to sell investments is made in the future, it will be made by a formal prospectus, instrument of incorporation and subscription document, or similar documents and not on the basis of the information contained in this recording, and any such offer will only be made to the extent it is in accordance with the laws and regulations applicable in the jurisdiction in which such offer is being made.


This recording is not directed to, or intended for distribution to or use by, any person or entity that is a citizen or resident or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation.


6 Episodes
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In episode 6 of Gemcast we are joined by Walter Pacheco, Chairman of Kassai Capital our domestic asset manager in Angola. Walter draws on his extensive experience in developing capital markets across Africa to shed light on the importance of domestic capital, how to mobilise it and what Kassai Capital is doing to drive development in Angola. Important Information This podcast has been prepared solely for informational purposes by Gemcorp (as defined below), is confidential and may not b...
In episode 5 of Gemcast we are joined by Founder and CEO of Gemcorp Capital, Atanas Bostandjiev. Atanas talks about the importance of contrarianism, patience and presence, the founding principles of Gemcorp Capital and how important they are when working in emerging markets. Gemcast is the podcast from Gemcorp Capital, where emerging and private markets meet. We explore the dynamic intersection of these two transformative global trends, diving into the exciting opportunities that emerge...
In episode 4 of Gemcast we are joined by Co-Founder and CIO of Gemcorp Capital, Parvoleta Shtereva. As a self-identified emerging markets lifer, Parvoleta reflects on her career and what really matters when thinking about emerging market private credit, providing her 5 golden rules for investing in the asset class. Gemcast is the podcast from Gemcorp Capital, where emerging and private markets meet. We explore the dynamic intersection of these two transformative global trends, diving into the...
Gemcast Episode 3 – The Misconception Gap In this edition of Gemcast we are joined by an external guest, Max van Bassbank, Director at Alpha FMC who joins Pranav Khamar, Portfolio Manager at Gemcorp Capital, to discuss the results of our recent study, Unmasking the potential. The study asked 75 leading institutional investors about their outlook and appetite for emerging market private credit. The full report can read here: Gemcorp Capital - Understanding EM Private Credit Gemcast is th...
In episode two of Gemcast, Ahmad Al-Sati, Portfolio Manager at Gemcorp Capital introduces commodity backed private credit. Ahmad explains what the asset class is, where it crosses over with trade finance and traditional private credit, as well as what it can offer investors looking for income and diversification. Gemcast is the podcast from Gemcorp Capital, where emerging and private markets meet. We explore the dynamic intersection of these two transformative global trends, diving into the e...
In episode one of Gemcast, Felipe Berliner, Co-Founder and Head of Structuring at Gemcorp Capital discusses the future of private credit. Following a decade of growth, private credit is maturing, this is creating a new set of opportunities for investors to look outside developed markets, into the emerging world and into more niche areas like trade finance. Felipe explains exactly what this all means and why we believe emerging markets present a compelling option for private credit inves...
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