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PARTNER WITH PGIM
The Institutional Relationship Group (IRG) provides specialized, regional coverage for PGIM’s top clients around the world. Developing a deep understanding of investors' goals and ambitions, the team identifies solutions and strategies from a full spectrum of asset classes, across public and private markets, to help clients achieve their objectives.
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WHY IRG?
Strategic Partner
The team’s deep investment knowledge and solutions-based thinking draws on the depth and breadth of PGIM to deliver customized investment strategies to help clients achieve their objectives.
Connecting Clients
Connecting Clients
IRG’s expertise across asset classes, sovereign wealth funds, and other large institutions serves as a conduit to PGIM’s custom products and solutions to help clients solve their unique challenges.
Global Scope
Global Scope
The team’s geographic footprint means that it has access to investment ideas from around the globe to provide clients with the best ideas and superior performance.
Solutions-Based Thinking
Solutions-Based Thinking
IRG partners closely with PGIM’s Institutional Advisory & Solutions team to help clients navigate today’s complex market environment by delivering customized portfolio-level advisory services.
Strategic Partner
Strategic Partner
The team’s deep investment knowledge and solutions-based thinking draws on the depth and breadth of PGIM to deliver customized investment strategies to help clients achieve their objectives.
Connecting Clients
Connecting Clients
IRG’s expertise across asset classes, sovereign wealth funds, and other large institutions serves as a conduit to PGIM’s custom products and solutions to help clients solve their unique challenges.
Global Scope
Global Scope
The team’s geographic footprint means that it has access to investment ideas from around the globe to provide clients with the best ideas and superior performance.
Solutions-Based Thinking
Solutions-Based Thinking
IRG partners closely with PGIM’s Institutional Advisory & Solutions team to help clients navigate today’s complex market environment by delivering customized portfolio-level advisory services.
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MEET THE TEAM
IRG operates as regional coverage leaders for institutions in North America, Europe and Asia Pacific. Please use the map below to identify your regional representative.
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CAMERON LOCHHEAD
Global Head of IRG
Managing Director
Canada & United States
cameron.lochhead@pgim.comCameron A. Lochhead is a Managing Director and Global Head of the Institutional Relationship Group (IRG) at PGIM. In this role, Mr. Lochhead oversees chief investment officer relationships with our top institutional investor clients across all PGIM businesses and manages institutional client relationships in Canada and the United States. Prior to joining PGIM in July 2016, Mr. Lochhead was a regional director for Russell ...Investments’ Americas institutional business where he advised clients on the implementation of multi-asset investment strategies and was responsible for managing relationships with leading corporate and public retirement plans and other large pools of capital. He also served as a voting fiduciary on Russell’s Retirement Plan Committee. As an original partner of Guggenheim Partners, he held several management positions and led investment advisory relationships with institutional clients and family offices. Mr. Lochhead received a B.A. degree in English from Hobart College and holds Series 3, 7, 24, 63, and 65 licenses.
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JOSH COHEN
Managing Director
Defined Contribution
josh.cohen@pgim.comJoshua R. Cohen, CFA, is a Managing Director for PGIM’s Institutional Relationship Group (IRG). Josh provides expert counsel and thought leadership to large Defined Contribution plans on investment issues ranging from plan design, Qualified Default Investment Alternatives (QDIA), implications of regulatory change and implementation. Josh works on developing innovative solutions and thought leadership to help plan participants ...accumulate the wealth needed for their retirement.
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Prior to joining PGIM, Josh was the Head of Defined Contribution for Russell Investments where he was responsible for the leadership, strategic direction, and growth of Russell Investments’ U.S. Defined Contribution (DC) asset management business across the institutional and intermediary channels. Prior to his twelve years at Russell Investments, Josh spent nine years at Hewitt Associates.
Highly regarded throughout the industry and a recognized DC thought leader, Josh served a three-year term (2013-2015) as a member of the Department of Labor’s ERISA Advisory Council on policies and regulations affecting employee benefit plans governed by the Employee Retirement Income Security Act. Josh is also actively involved with several industry organizations, including the Defined Contribution Institutional Investment Association (DCIIA), serving as an executive committee member and former Chair of the Retirement Research Board, and the Employee Benefit Research Institute (EBRI), serving as a member of the Board of Trustees and Research Chair. For 2016, Josh was identified by Chief Investment Officer (CIO) magazine as one of the world’s most influential investment thought leaders by being named to the annual Knowledge Brokers list. This marked the fourth consecutive year Josh has received this recognition.
Josh earned his BA from the University of Michigan and an MBA from the University of Chicago. Josh holds the Chartered Financial Analyst (CFA) designation.
KESHAV RAJAGOPALAN
Vice President
Institutional Client Director
Canada & United States
keshav.rajagopalan@pgim.comKeshav Rajagopalan is Vice President and Institutional Client Director in the PGIM Institutional Relationship Group (IRG). In this role, Keshav focuses on chief investment officer relationships for PGIM’s institutional clients in the United States and Canada. He is also responsible for strategic client ...initiatives globally.
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Prior to joining IRG, Keshav spent three years in PGIM Investments as co-head of the exchange-traded funds business where he was responsible for the firm’s entrance into the space, launching six actively-managed ETFs that grew to over $750 million in assets under his leadership. He also has spent time in the business strategy group at PGIM, supporting the CEO and the firm’s other senior leaders.
Keshav joined PGIM from Limestone Capital Advisors, a boutique oil and gas private equity firm focused on outbound investment from Asia into the U.S. energy sector. Prior to that, he was a Senior Associate at the global management consulting firm McKinsey & Company where he worked on strategy for financial services firms.
He received a B.A. and B.S. from The University of Texas at Austin where he graduated Phi Beta Kappa with highest honors and was elected student body president of the 50,000-student campus. He is currently an MBA Candidate in the New York University Stern School of Business Executive MBA Program.
Keshav is also an Officer in the United States Navy Reserve and is a member of the Corporate Leaders Program at the Council on Foreign Relations.
He holds FINRA Series 7, 63, and 65 licenses.
PHILIP HSIN
Managing Director
Asia Pacific ex Japan
philip.hsin@pgim.comPhilip Hsin is a Managing Director at PGIM (Singapore) Pte. Ltd. He splits his time between the Institutional Relationship Group and PGIM Fixed Income. Mr. Hsin is an Executive Director of PFIA and is responsible for distribution of PGIM Fixed Income’s services to non-Japan Asia Pacific institutional investors. Prior to joining PGIM Fixed Income, Mr. Hsin was a Relationship Manager and Vice President at Capital International, based ...in Singapore. He also held senior sales and business development positions at Barclays Global Investors (BlackRock) and Goldman Sachs Asset Management, where he worked closely with the respective client advisory groups with a focus on providing client solutions to Asian institutions. Mr. Hsin received a BS degree in Finance from Oregon State University and a MBA degree from The Kellogg School of Management at Northwestern University and The Hong Kong University of Science and Technology.
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TAISAKU KUNISAWA
Managing Director
Japan
taisaku.kunisawa@pgim.comTaisaku Kunisawa is Managing Director and Head of Client Advisory Group at PGIM Japan. He is responsible for institutional and intermediary sales, marketing, client on-boarding as well as client service. Before joining PGIM Japan in December 2017, Mr. Kunisawa spent six years at PIMCO Japan, where he was a senior client manager for financial institutions before taking the reins of pension business. Prior to that, Mr. Kunisawa ...worked at BlackRock Japan (formerly Barclays Global Investors), where he was a senior member of the team in charge of iShares (ETF Business) in Japan. Mr. Kunisawa began his career at Nippon Life Insurance in 1994. During his 14-year tenure at Nippon Life, Mr. Kunisawa assumed various roles including US Fixed Income portfolio manager at NLI International in New York.
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Mr. Kunisawa earned a BA in Economics from Kobe University. He is a Chartered Member of the Securities Analysts Association of Japan, and Certified International Investment Analyst.
HOWARD NOWELL
Managing Director
United Kingdom & Nordics
howard.nowell@pgim.comHoward Nowell is a Managing Director and Head of PGIM's Institutional Relationship Group in London, where he is responsible for managing chief investment officer relationships and other larger institutional clients in the U.K. and Europe. As an institutional business leader, Mr. Nowell has over 25 years of experience working with large global organisations across asset classes. He possesses a wealth of knowledge in investment product ...management and institutional business, with particular expertise in Consultant Relations and Business Development with large U.K. pension funds. Mr. Nowell has a strong track record in developing, leading and improving the performance of sales teams across Europe and the U.K.
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Prior to joining PGIM, Mr. Nowell served as Managing Director with BlackRock’s institutional client businesses in the U.K. During his tenure, he oversaw investment strategies for several top 100 U.K. pension schemes, with £5 billion to £20 billion of assets. He also provided insight on issues such as asset allocation and risk management.
Before joining BlackRock, Nowell was vice president, head of EMEA sales for Janus Capital Group, responsible for sales teams covering institutional and financial intermediary markets in the U.K., Europe, and the Middle East. He has also served as director of corporate marketing for UBS Global Asset Management and held a variety of roles at KPMG, where he provided strategic advice and pensions scheme design to defined contribution plans and established a new marketing team to support the employee benefit and tax practice.
He holds a bachelor’s degree in business from the University of Central Lancashire in Preston, England.
Principal
Australia & New Zealand
cameron.sinclair@pgim.comCameron Sinclair is the Head of Institutional Relationship Group, responsible for Australia and New Zealand at PGIM, the Global Investment Management Businesses of Prudential Financial, Inc. He will take on a new role created to advise superannuation funds, platforms and other large institutional investors....
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Prior to joining PGIM, Cameron was Director of Institutional Sales for Principal Global Investors, representing all their affiliates for the Australia and New Zealand region where he built, grew, and maintained stakeholder relationships across the firm’s investment boutiques.
He started his career managing institutional sales for ING Australia, as well as spending several years in the U.K. leading institutional sales for Daiwa SB Investments. Cameron holds a bachelor’s degree in business from the University of Technology Sydney.
Wolfgang Sussbauer
Director Investor Relations & Sales
wolfgang.sussbauer@pgim.comWolfgang Sussbauer, Director Investor Relationships & Sales of the Institutional Relationships Group, is responsible for developing and expanding PGIM's institutional client and consultant relationships and business opportunities within German-speaking Europe. Mr. Sussbauer joined PGIM in 2010 as a Director of Marketing for PGIM Real Estate International AG in Germany. In 2014 he became a director for PGIM Fixed Income, responsible ...for the distribution of PGIM Fixed Income’s services to investors based in Germany, Switzerland and Austria. Prior to Pramerica, Mr. Sussbauer was the Institutional Sales Director for AXA Investment Managers Deutschland GmbH, based in Frankfurt, providing client solutions to institutions and consultants in Germany. He received a degree in law from the Ludwig-Maximilians-University, Munich, and an Executive M.B.A. from IREB. He is fluent in German and English.
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UPCOMING EVENTS IN YOUR REGION
Join PGIM’s thought leaders and experts at upcoming events and conferences around the world. Our Best Ideas Breakfast Series are invitation-only events targeted to senior investment decision makers and are designed to facilitate dialogue on investment ideas, trends and challenges facing today’s investor.
Global ARC
Date: October 28-30, 2019
Location: Intercontinental Hotel, Boston, MA
Details: How should institutional investors ‘bucket’ their alternative investment allocations? Are institutional investors better served by completely ignoring categories such as ‘hedge funds’ or ‘private equity’ and instead categorizing these investments by their underlying investable asset class or liquidity profile? How do institutional investors need to reorganize their internal investment teams to accommodate this new approach? Join Bruce Phelps, Managing Director and Head of Institutional Advisory & Solutions, PGIM, as he explores the answers to these questions.
For more information, contact IRG.
DCI Defined Contribution Summit
Date: November 7-8, 2019
Location: Taj Hotel, Boston, MA
Details: The design of DC plan menus can have a significant impact on the retirement readiness of plan participants. Through an interactive workbook exercise, attendees of PGIM’s workshop at the DC Institute's Defined Contribution Summit will receive an introduction to key elements of menu design and portfolio construction.
For more information, contact IRG.
PGIM Annual Investor Lunch
Date: November 26, 2019
Location: 3 West, Basking Ridge, NJ
Details: For our second annual New Jersey investor lunch, we invite you to join your fellow investment decision makers for a conversation with PGIM Fixed Income's Chief Economist, Nathan Sheets, and Senior Portfolio Manager, Mike Collins, for a discussion of key issues for institutional investors going into 2020. Topics include portfolio implications of the China trade war, negative sovereign interest rates and global economic growth projections.
For more information, contact IRG.
Institutional Investor Allocators' Choice Awards
Date: December 3, 2019
Location: Mandarin Oriental, New York, NY
Details: PGIM is a proud sponsor of the annual Institutional Investor Allocator's Choice Awards. This year’s event will honor Michael G. Trotsky, CFA, Executive Director and Chief Investment Officer of the Massachusetts Pension Reserves Investment Management (“PRIM”), as well as six other awards exclusively for, and chosen by, asset allocators. This is an invitation only event.
For more information, contact IRG.
PGIM ASCENT: Senior Analyst Workshop
Date: December 5, 2019
Location: Prudential Tower, Newark, NJ
Details: The inaugural PGIM ASCENT program is a holistic, cross-asset class curriculum featuring subject matter experts from PGIM and Prudential, along with outside speakers, targeted to financial analyst staff of institutional pension plans and portfolios. This highly selective program will provide a unique opportunity for career development and networking with industry peers. The ASCENT class of 2019 is closed to additional participants.
If you are interested in learning more about the program or nominating a participant for the Class of 2020, please contact IRG.
Best Ideas Breakfast Series: The Future Means Business
Date: 5 November 2019
Location: PGIM London Offices, Trafalgar Square, London, UK
Details: Firms are now evolving more rapidly and radically than ever before, with profound implications for their growth, profitability and returns. The latest event in the PGIM Best Ideas Breakfast Series will be a discussion of PGIM’s recent Megatrends thought leadership piece, “The Future Means Business,” and how transformations occurring across companies globally will have major implications for CIOs and investment professionals. Speakers include Taimur Hyat, COO, PGIM, and Mark Baribeau, Head of Global Equity, Jennison Associates.
This event is invitation only. For more information, contact Howard Nowell.
Inaugural Chair of Trustee Dinner
Date: 6 November 2019
Location: The Stafford, London, UK
Details: PGIM's Inaugural Chair of Trustee Dinner will discuss the themes of our latest Megatrends paper, “The Future Means Business.” David Hunt, CEO of PGIM, and Taimur Hyat, COO, PGIM, will lead what promises to be a fascinating discussion on this megatrend.
This event is invitation only. For more information, contact Howard Nowell.
[i3] Global Investment Strategy Forum
Date: October 16-17, 2019
Location: PARKROYAL on Pickering, Singapore
Details: The seventh annual Global Investment Strategy Forum will analyze the changing market regime and structures, evaluate diversification and complexity in the portfolio as well as highlight the governance and climate change imperative, in the pursuit of long-term investing success. Peter Clark, Jennison Associates, will speak to how trends in mobile payment platforms are giving rise to new growth investment opportunities in global markets.
For more information, contact Philip Hsin.
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EVENT HIGHLIGHTS
Our Latest Best Idea: Tackling Retirement Income in DC
PGIM’s Institutional Relationship Group brought together a handful of DC experts to talk about the growing need to generate income in retirement. The discussion was part of our popular Best Ideas Event Series designed specifically for senior decision makers.
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FEATURED INSIGHTS
Institutional Advisory & Solutions
Institutional Advisory & Solutions
The Diversity of Real Assets
Constructing real asset portfolios can be complex and may cause institutional investors to ask: “What is the role of real assets my portfolios?” or “Is the combination of real assets in my portfolio meeting my investment objectives?” IAS’s latest research provides simplified answers to difficult questions surrounding real asset investing.
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PGIM Fixed Income
PGIM Fixed Income
PGIM Real Estate
PGIM Real Estate
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HOW CAN WE HELP YOU?
To help achieve your investment objectives and to learn more about the solutions and strategies available across PGIM, please contact your regional IRG representative.
To learn more about PGIM’s portfolio-level advisory services and access cross-asset class research, visit PGIM.com/IAS.