Speakers
Yehuda Gottlieb
Session
A frank peer-to-peer conversation on private credit discipline — the kind you rarely get in any other format.
Purpose: Private credit moves fast and the noise is loud; this session gives you a peer-to-peer conversation on staying disciplined — candid in the ways public broadcasts rarely are.
Discussion: Ben, PWN Member, and Yehuda will cover where the private credit market sits now, what's worth doing and what's worth avoiding, how thoughtful operators distinguish signal from noise, and what the adviser-principal relationship should look like when the market tests both.
Outcomes: You'll walk away with a clearer view of the current private credit landscape, a practitioner-grade frame for evaluating what your advisers bring you, and the questions worth asking before your next allocation decision.
Yehuda has over fifteen years experience advising middle-market and publicly listed companies across a wide range of issues including corporate strategy, mergers and acquisitions and capital raisings.
Before managing the Spotlight Group family office, Yehuda held various roles focusing on investment management, private equity, corporate advisory (M&A and ECM) and corporate strategy.
In 2003, Ben founded Link Financial Services with a vision to provide boutique, relationship-driven advice to clients who expect excellence. Over more than two decades, he has built a reputation as one of Australia’s leading wealth management advisers, recognised in Barron’s Australia Top Financial Advisers ranking.
He works closely with ultra-high-net-worth individuals, families, and family offices, guiding them through the complexities of wealth creation, preservation, and multi-generational transfer. His expertise spans financial planning, investment management, superannuation and SMSFs, retirement strategies, asset protection, and estate planning.
What sets his approach apart is a deep commitment to clarity, discretion, and tailored strategy—ensuring every client feels confident about their financial future, across all stages of life.