…Let’s Talk Core Plus Real Estate Investing

Darin Bright is the Head of Core Plus Strategies at PGIM Real Estate. Darin is passionate about real estate investing and cultivating strong relationships within the investment community.

Keshav and Darin examine the tangible aspects of real estate, including its durability, which make it an appealing and accessible component of a diversified portfolio. They discuss the opportunities new technologies and U.S. demographics bring to a diverse Core Plus Real Estate strategy.

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…Let’s Talk Investing in Infrastructure

Bill Pappas is the Managing Director and Head of Core Infrastructure and Structured Credit at PGIM Private Capital. He is a veteran of structured credit and finance within the infrastructure industry.

Keshav and Bill explore the nuanced infrastructure investment landscape through the lens of private capital and alternative investment. Their discussion covers the political and regulatory landscape, the impact of technology on energy infrastructure, and how structured solutions can enhance portfolio diversification within this complex asset class.

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… Let’s Talk 2024 Alts Report

Keshav Rajagopalan speaks with Matt Harvey, Head of Direct Lending at PGIM Private Capital, Sebastiano Ferrante, Head of Europe at PGIM Real Estate, and Stephan Wessel, Managing Partner at Montana Capital Partners. Together they explore allocations and tensions in a risk-on environment, challenges in fundraising and valuations and expected institutional investment headwinds and tailwinds of 2025.

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… Let's Talk Emerging Market Debt

Keshav Rajagopalan speaks with Mariusz Banasiak, Managing Director and Head of Local Currency Rates and FX at PGIM Fixed Income. Together they explore the opportunities and challenges of emerging market debt, positive structural trends in emerging markets and managing risks in geopolitics and the consequences of the 2024 presidential election.

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… Let’s Talk Global Data Center Investments with Jim Footh

Data centers are one of the fastest-growing areas within real estate investing, driven by the increasing digitization of our lives and the evolution of AI. In this episode, Jim and our new host Keshav Rajagopalan explore the headwinds and tailwinds in the data center landscape, and where opportunity can be uncovered.

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… Let’s Talk Affordable Housing with Soultana Reigle

Soultana Reigle, Head of U.S. Equity and Senior Portfolio Manager for U.S. Value-Add Strategies at PGIM Real Estate, traverses one of the great societal challenges in the U.S. and globally, the affordable housing market and its complex economic challenges.

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… Let’s Talk Agriculture with Jamie Shen

Jamie Shen, Managing Director and Head of Agriculture at PGIM Real Estate, explores the transforming landscape of agricultural debt and equity, examine the mitigation of climate risk for investors and explore the balance of labor and mechanization in agriculture.

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… Let’s Talk Direct Lending with Matthew Harvey

Matthew Harvey, Head of the Direct Lending business for PGIM Private Capital, highlights the importance of experienced asset managers in navigating the direct lending landscape and sheds light on the steady increase of capital flowing into this evolving credit market.

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… Let’s Talk Private Equity Secondaries with Dr. Marco Wulff

Dr. Marco Wulff, CEO, Managing Partner, and co-founder of Montana Capital Partners AG, discusses the advantages and challenges of the private equity secondary market, global prospects, and the recent explosive growth of this private investment strategy.

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… Let’s Talk Value-Add Equity Real Estate Investing with Sebastiano Ferrante

Sebastiano Ferrante, Head of Europe at PGIM Real Estate, discusses Europe’s alternative investment landscape, prevailing market dynamics currently influencing institutional investing, and the risk-reward trade-off in value-add equity real estate investing.

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