The Income Opportunity Behind Global Commodities – Gemcorp Capital – 10.8.26

Summary:

The income opportunity behind global commodities is increasingly relevant as advisors seek differentiated sources of private-credit income and portfolio diversification.

Join Gemcorp Capital for an educational discussion of the Gemcorp Commodities Alternative Products Fund (“GCAP”), a short-duration, asset-backed private-credit strategy focused on financing physical commodity transactions. Rather than making directional bets on commodity prices, GCAP seeks to generate income by financing the purchase, storage, transport, and delivery of essential commodities, with investments backed by underlying real assets and contractual cash flows.

This webcast will explore how commodity-backed private credit works, how GCAP’s approach differs from direct commodity exposure and more traditional private-credit strategies, and the risk, structure, and portfolio considerations advisors should evaluate.

Topics To Be Discussed:

• The income opportunity associated with financing essential global commodity flows
• How commodity-backed private credit differs from directional commodity exposure, commodity futures, public commodity equities, and traditional private credit
• The role of short-duration, asset-backed lending in financing the purchase, storage, transport, and delivery of physical commodities
• Key considerations around credit underwriting, collateral, transaction structure, monitoring, and risk management
• The Gemcorp Commodities Alternative Products Fund: strategy overview, interval-fund structure, and considerations for advisors evaluating potential portfolio fit

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Ahmad Al-Sati is Portfolio Manager of the Gemcorp Commodities Alternative Products strategy (GCAP) and President of Gemcorp Capital Advisors LLC, based in New York. He is responsible for leading Gemcorp’s commodities-focused investment strategy and overseeing the firm’s U.S. advisory platform.

Ahmad brings a cross-disciplinary background spanning credit investing, special situations, and real-asset finance. His work focuses on providing bespoke capital solutions, structuring resilient capital stacks, and investing across global debt markets, with particular expertise in commodities and resource-linked businesses.

Prior to joining Gemcorp, Ahmad was President of Pandion Mine Finance and RiverMet Resource Capital, where he led investments in the precious-metals sector and managed the day-to-day operations of the registered investment adviser. Earlier in his career, he was an Investment Partner and voting member of the Investment Committee at Albright Capital, a global investment firm focused on emerging markets. He began his asset-management career managing credit and distressed funds in the United States.

Ahmad holds a JD from Columbia Law School and an MBA from NYU Stern School of Business. He is a member of the New York Bar.

Tom Hughes is Chief Marketing and Communications Officer at Gemcorp Capital, where he leads the firm’s global marketing and distribution efforts, overseeing client engagement, brand strategy, and communications.

Tom brings more than 15 years of experience in asset-management distribution. He joined Gemcorp in 2024 with a strong track record of leading award-winning teams, building distinctive brands, and running commercially effective marketing initiatives across strategies and regions.
Prior to Gemcorp, Tom was Global Head of Marketing for Asset Management at Perpetual Group, where he oversaw marketing across the firm’s boutique investment businesses. Before that, he served as Head of Marketing at J O Hambro Capital Management and held a number of senior marketing roles at Allianz Global Investors.

Tom is passionate about helping investors better understand opportunities beyond traditional listed markets and communicating the role emerging markets can play in delivering both diversification and long-term impact.

He completed executive education at ESMT Berlin and holds a Bachelor’s degree in History and Politics from the University of Southampton, a Postgraduate Diploma from the Institute of Direct and Digital Marketing, and the Investment Management Certificate from the CFA Institute.