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About This Podcast
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.
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Recent Episodes
Episode 13: The Modern Silk Roads; deal making in Central Asia
In episode 13 of Gemcast, we are joined be Senior Portfolio Manager Asad Hajiyev and Senior Vice President Shurong Li to discuss how Central Asia is emerging as a destination for private credit, the…
Episode 12: Delivering energy security, live from Cabinda
We are live from Cabinda, joined by Founder and CEO of Gemcorp Capital, Atanas Bostandjiev, and CEO of Imbono, Marcus Weyll. We explore the journey of the Cabinda Oil Refinery from minefield to one…
Episode 11: Developed market private credit is under strain – time to look elsewhere?
Felipe Berliner, Co-Founder and Head of Structuring at Gemcorp Capital, returns to Gemcast to unpick the cracks showing in developed market private credit – from rising concentration risk and…
Episode 10: Advancing African infrastructure
In episode 10 of Gemcast, Pranav Khamar, Portfolio Manager at Gemcorp Capital, examines what sets African infrastructure apart, drawing on over a decade of experience tailoring capital to the…
Episode 9: Transforming capital into reality
In episode 9 of Gemcast, Marcus Weyll, CEO of Imbono - a Gemcorp company, shares what it truly takes to develop projects from origination to operation. Marcus reflects on his decades of hands-on…
Episode 8: Staying original
In episode 8 of Gemcast, Selim Basak, Co-Founder and Head of Origination at Gemcorp Capital, discusses deal sourcing in emerging markets. He explains the key challenges in emerging markets versus…
Episode 7: The emerging critical mineral challenge
In episode 7 of Gemcast, Viloshan Govender, Portfolio Manager at Gemcorp Capital, discusses the huge growth in demand for critical minerals, the key drivers behind this and the crucial role the…
Episode 6: Mobilising capital
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…
Episode 5: The power of principles
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…
S1E5 Episode 4: The 5 golden rules of emerging markets private credit
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…
Episode 3: The misconception gap
Gemcast Episode 3 – The Misconception GapIn 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…
S1E2 Episode 2: The world of commodity backed private credit
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…
Episode 1: Niche, global or both, the future of private credit…
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,…
Frequently Asked Questions
GEMCAST - Where Private and Emerging Markets Meet has published 13 episodes since June 2025, covering topics in Business, Investing.
GEMCAST - Where Private and Emerging Markets Meet is currently highly active with new episodes monthly. Average episode length is 22m.
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