MA Financial Group

This content is restricted to a financial adviser audience and industry professionals only. It is not suitable for a retail audience or member of the public.

In the Spotlight –
MA Financial Group

Hosted by Michael Coles, Manager – Alternatives, Lonsec

Featuring: Frank Danieli, Managing Director & Group Executive Head of Global Credit Solutions – MA Financial Group

Episode highlights:

  • Capital buffer structure: How a unique 10% first loss buffer from MA Financial Group1 supports the MA Priority Income Fund’s focus on capital preservation.
  • A diversified portfolio: The Fund’s defensive strategy investing in asset-backed and direct corporate loans across 154 positions and over 30 credit sub-sectors at the time of recording.
  • ‘Avoiding losers, not picking winners’ credit investing philosophy: Coupled with the ‘what you have to believe’ approach to identify where credit breaks in order to preserve capital.
  • Asset-backed lending: Why banks are increasingly partnering with non-bank lenders to fund real world loans.
  • Key differentiators: Beyond scale, track record and team depth, Frank points to alignment, proprietary credit origination and workout capabilities as the key differentiators, including over $240 million co-invested by the firm and staff across its credit funds.

About MA Financial Group

MA Financial Group is a global alternative asset manager specialising in private credit, real estate and hospitality. MA Financial Group lend to property, corporate and specialty finance sectors and provide corporate advice.

At MA Financial, unlimited potential is more than just a perspective. It is an unwavering belief in the potential of our people and our clients.

MA Financial has a team of over 900 professionals across locations in Australia, China, Hong Kong, New Zealand, the Philippines, Singapore and the United States.

More information regarding MA Financial Group is available here. 

Disclaimers

Lonsec Disclaimer

Lonsec Disclaimer

This video and related content is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research). 

Lonsec Research receives a fee from the relevant fund manager / product issuer for researching financial products which may be referred to in this video, the production and distribution of this video, and other Lonsec Research services.

The information included in the video and related content is general advice only. An investor should be aware that:  
(a) the advice has been prepared without taking into account an investors’ objectives, financial situation or needs
(b) an investor should consider the appropriateness of the advice having regard to their own objectives, financial situation or needs, before acting on the advice; and 
(c) an investor should obtain a Product Disclosure Statement (PDS) (if required) relating to the product, consider the PDS and seek independent financial advice before making any decision about whether to acquire the product. 

The video and related content is not a recommendation to an investor to purchase, sell or hold any product. Past performance is not a reliable indicator of future performance. To the maximum extent permitted by law, no representation, warranty or undertaking, express or implied is made and no responsibility or liability is accepted by Lonsec Research and/or its directors, employees, agents, advisers and consultants as to the adequacy, accuracy, completeness or reasonableness of the content.

Lonsec Research retains all rights, title, and interest in its website and its content. No other party may copy, reproduce, share, publish, adapt, or use this video and related content in any way without the prior written permission from Lonsec Research. This includes use on websites, social media or any other platform. Any unauthorised use may result in legal action. Lonsec Research assumes no obligation to update this video and related content following publication.

Important documents such as Financial Services Guides and the Conflicts of Interests Statement are available on the Lonsec Research website.

© 2026 Lonsec. All rights reserved. 

MA Financial Group Disclaimer

MA Financial Group Disclaimer

MAAM RE Ltd (ACN 135 855 186) (AFSL 335783) is the responsible entity (Responsible Entity) of the MA Priority Income Fund ARSN 648 809 849 (Fund) and the issuer of the units in the Fund. The information contained in this video is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making any investment decision you should consider obtaining professional investment advice that takes into account your personal circumstances and should read the current product disclosure statement (PDS) and Target Market Determination (TMD) of the Fund. The PDS for the Fund is available at https://mafinancial.com/invest/private-credit/ma-priority-income-fund/product-disclosure-statement.pdf and the TMD for the Fund is available at https://mafinancial.com/invest/private-credit/ma-priority-income-fund/tmd.pdf. Neither the Responsible Entity nor MA Financial Group or any member in its group guarantees repayment of capital or any particular rate of return from the Fund. All opinions and estimates included in this video constitute judgments of the Responsible Entity as at the date of this video and are subject to change without notice. 

Past performance is not a reliable indicator of future performance. Capital invested in the Fund is not guaranteed. The value or return of an investment will fluctuate and an investor may lose some or all of their investment. Whilst the Responsible Entity believes the information contained in this video is based on reliable information, no warranty is given as to its accuracy and persons relying on this information do so at their own risk. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Statements contained in this video that are not historical facts are based on expectations, estimates, projections, opinions and beliefs of the Responsible Entity as at the date of this video. Such statements involve known and unknown risks, uncertainties and other factors, and should not be relied upon in making an investment decision. These views may not necessarily reflect the views of any other entity in the MA Financial Group or any member in its group. Any references in this video to targeted or projected returns of the Fund are targets only and may not be achieved. Investment in the Fund is subject to risk including possible delays in payment or loss of income and principal invested. This information is intended for recipients in Australia only.  

The Responsible Entity’s address is Level 27, Brookfield Place, 10 Carrington Street, Sydney NSW 2000. The Responsible Entity, its related bodies corporate, the Responsible Entity’s directors and employees, and the associates of each, may receive remuneration in respect of advice and other financial services provided by the Responsible Entity. The Responsible Entity has entered into various arrangements with MA Investment Management Pty Ltd in connection with the management of the Fund. In connection with these arrangements, MA Investment Management Pty Ltd may receive remuneration or other benefits in respect of the financial services it provides. 

1. Means MA Financial Group, or a subsidiary of MA Financial Group, or a fund managed by MA Financial Group or a subsidiary of MA Financial Group.

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