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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.
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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.
JOSH COHEN
Managing Director
Defined Contribution
josh.cohen@pgim.comJoshua R. Cohen, CFA, is a Managing Director in PGIM’s Institutional Relationship Group (IRG). Mr. Cohen 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. Mr. Cohen 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, Mr. Cohen 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, Mr. Cohen spent nine years at Hewitt Associates.
Highly regarded throughout the industry and a recognized DC thought leader, Mr. Cohen 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. Mr. Cohen 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, Mr. Cohen 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 Mr. Cohen has received this recognition.
Mr. Cohen earned his BA from the University of Michigan and an MBA from the University of Chicago. Mr. Cohen 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 PGIM’s Institutional Relationship Group (IRG). In this role, Mr. Rajagopalan 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, Mr. Rajagopalan 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.
Mr. Rajagopalan 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 also has an MBA from New York University’s Stern School of Business.
Mr. Rajagopalan serves as an Officer in the United States Navy Reserve.
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 in PGIM’s Institutional Relationship Group (IRG). Based in Singapore, he is responsible for managing chief investment officer relationships and other larger institutional clients in the Asia Pacific (ex-Japan) and overseeing the IRG ...teams based in Singapore, China, and Australia.
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Prior to his current role in IRG, Mr. Hsin spent time at PGIM Fixed Income, where he was responsible for distribution 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 B.S. in Finance from Oregon State University and an MBA from The Kellogg School of Management at Northwestern University and The Hong Kong University of Science and Technology.
SUN HAO
Managing Director
China
hao.sun@pgim.comSun Hao is a Managing Director in PGIM’s Institutional Relationship Group (IRG). Based in Shanghai, he is responsible for managing chief investment officer relationships and other larger institutional client relationships across China....
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Mr. Sun was most recently General Manager for Legg Mason’s Shanghai operations. He has also held institutional client coverage and business development roles at AllianceBernstein, Amundi, PIMCO and ING Bank.
Mr. Sun holds a bachelor’s degree from Beijing University, China and an MBA from the China Europe International Business School Shanghai. -
CAMERON SINCLAIR
Principal
Australia & New Zealand
cameron.sinclair@pgim.comCameron Sinclair is a Managing Director in PGIM’s Institutional Relationship Group (IRG). Based in Sydney, he is responsible for managing chief investment officer relationships and other larger institutional clients in Australia ...and New Zealand.
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Prior to joining PGIM, Mr. Sinclair 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. Mr. Sinclair holds a bachelor’s degree in business from the University of Technology Sydney. -
UDO VON WERNE
Managing Director
Austria, Germany and Switzerland
udo.vonwerne@pgim.comUdo von Werne is a Managing Director in PGIM’s Institutional Relationship Group (IRG). Based in Zurich, he is responsible for managing chief investment officer relationships and other larger institutional clients in the DACH regions of Germany, ...Austria and Switzerland.
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Mr. Von Werne was previously at Nikko Asset Management where he was Chief Executive Officer for the EMEA region, based in London. Prior to that he was Head of Institutional Clients, Continental Europe, at Pictet Asset Management for 15 years, based in Zurich. Previously, he has held senior roles at Zurich Financial Services and UBS in Zurich.
Mr. Von Werne has a bachelor’s degree in economics and finance from the University of Bochum, a master’s degree from the University of Cologne, and a Ph.D. from the University of St. Gall. -
Stephen Oxley
Managing Director
stephen.oxley@pgim.comStephen Oxley is a Managing Director in PGIM’s Institutional Relationship Group (IRG). Based in London, he is responsible for managing chief investment officer relationships and other larger institutional clients in continental Europe and the Middle ...East.
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Mr. Oxley has more than 30 years of investment management experience with institutional investors. Prior to joining PGIM, he was vice chairman and partner at PAAMCO Prisma, overseeing client relationships and solutions in Europe and the Middle East. Prior to that Mr. Oxley was a senior investment consultant at Watson Wyatt, where he provided investment advice to large pension fund clients and was head of the hedge fund research team.
In 2012, he was awarded the Lifetime Achievement Award by Hedge Funds Review in recognition of his long-standing service to and championship of the global Fund of Hedge Funds industry.
Mr. Oxley has completed investment management and professional services programs at London Business School and Harvard Business School and holds a B.A. degree from the Open University. In addition, he holds the Investment Management Certificate. -
TAISAKU KUNISAWA
President and CEO, PGIM Japan
Managing Director
Japan
taisaku.kunisawa@pgim.comTaisaku Kunisawa, CMA, is President & Chief Executive Officer of PGIM Japan Co., Ltd. (PGIM Japan). Prior to this, Mr. Kunisawa was Head of the Client Advisory Group at PGIM Japan, where he has oversight of the firm’s sales and client service for all ...channels, consultant relations and marketing.
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Prior to joining PGIM Japan in 2017, Mr. Kunisawa spent six years at PIMCO, where he was responsible for institutional client and consultant relationship management. From 2008, he worked at Barclays Global Investors (merged with BlackRock in 2009), where he was Director of iShares (BlackRock’s ETF brand) sales team. He began his career at Nippon Life Insurance (NLI) in 1994, where he was engaged in management of U.S. fixed income portfolios including five years at NLI International in New York.
Mr. Kunisawa earned a BA in economics from Kobe University. He is a Chartered Member of the Securities Analysts of Japan (CMA) and Certified International Investment Analyst (CIIA). -
HOWARD NOWELL
Managing Director
United Kingdom & Nordics
howard.nowell@pgim.comHoward Nowell is a Managing Director in PGIM’s Institutional Relationship Group (IRG). Based in London, he is responsible for managing chief investment officer relationships and other larger institutional clients in the ...U.K. and Nordics.
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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.
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, Mr. 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.
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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.
NMS Winter Forum
Date: February 9-11
Location: Grand Hyatt, Scottsdale, AZ
Details: The NMS Winter Forum is a premier annual gathering for endowment and foundation investors. Kathy Sayko, PGIM’s Chief Inclusion and Diversity Officer, will speak on the importance of diversity in the investment management industry.
For more information, contact IRG.
Institutional Investor DC Institute
Date: April 1-2
Location:The Four Seasons Hotel, Chicago, IL
Details:The Defined Contribution Institute is a private membership organization for the nation’s DC plan sponsors as well as supporting members from the industry’s leading asset management firms, providers, and consultants. Josh Cohen, Head of DC, PGIM, will attend this event. Speakers and agenda to be confirmed.
For more information, contact IRG.
Milken Institute Global Conference
Date: May 3-6
Location: The Beverly Hilton, Los Angeles, CA
Details: The Milken Institute Global Conference is an internationally recognized forum for people and organizations driven by a collective commitment to divergent thinking and sustainable solutions to some of the world’s greatest needs. Bringing to the stage the best and most creative thought leadership, the conference includes insights that touch every sector, from developing markets to accelerating medical research. David Hunt, President and CEO, PGIM, will speak at the event as well as additional thought leader experts from PGIM. Coinciding with the conference, PGIM’s annual Garden Reception will be held May 5 at the Peninsula Beverly Hills and will feature premier entertainment and global cuisine. The Garden Reception is by invitation only.
For more information or to receive an invitation to the Garden Reception, contact IRG.
PGIM China Investment Symposium
Date: June 17
Location: The Asia Society, New York, NY
Details: The PGIM China Investment Symposium will bring together institutional investors from across the U.S., China, and other parts of the world for a multi-faceted view on policy, economic, and investment topics related to China and its rising role in the world economy. China investment specialists from PGIM, together with industry thought leaders, will take a cross-asset class perspective on market-driving policy issues, financial trends, and emerging risks and opportunities. This event is by invitation only.
For more information or to receive an invitation, contact IRG.
European Institutional Investor Institute: Italy Summit
Date: 13 February
Location: Rome, Italy
Details: The European Institutional Investor Institute (EIII) is a private membership organisation for Heads of Sales, Marketing and Distribution. The main purpose of the Institute is to build relationships and promote educational dialogue between leading asset managers and senior investment officials from European pension funds, insurers and foundations.
For more information, contact IRG.
PGIM Chair of Trustee Dinner: Focus on Brexit
Date: 13 February
Location: The Stafford, London, United Kingdom
Details: The traditional rationale for allocations to property assets are becoming increasingly challenged. The asset class has reinvented itself over the last few years; given the requirements of specialised sectors such as technology, the demand for multi-use property and the pressures of sustainability and impact investing, we have seen the equity dynamics adjust appropriately. On the debt side, the characteristics are more akin to fixed income frameworks and look to deliver stable and repeatable income to meet clients cash flow requirements. During the course of the discussion, Peter Hayes and Mark Chamieh, PGIM Real Estate, will look to bring all of these elements together to provide some investable considerations in the post Brexit environment in both the UK market and increasingly, on a global basis. Please join us for a special evening and discussion around Brexit and the potential implications for real estate investors. This event is by invitation only.
For more information or to receive an invitation, contact IRG.
PLSA Investment Conference and Client Dinner
Date: 11-13 March
Location: EICC, Edinburgh, United Kingdom
Details: The Pensions and Lifetime Savings Association annual Investment Conference 2020 will bring together 1000 pension professionals including CIOs, pension managers, trustees, consultants and finance professionals and their advisers for the UK's largest conference of its kind. The programme offers a mix of plenary keynotes, focused stream sessions and events dedicated to learning, discussion and networking, as well as an exclusive exhibition with over 45 stands. Join PGIM attendees at our stand, and enjoy complimentary refreshments including a wine tasting courtesy of wine producer and vineyard clients of PGIM Real Estate Finance. On 11 March, PGIM will host a dinner and special evening of discussion with the former Speaker of the House of Commons, the Right Honorable John Bercow. This event is by invitation only.
For more information or to receive an invitation to the dinner on 11 March, contact IRG.
Institutional Money Kongress
Date: 25-26 March
Location: Wiesbaden, Germany
Details: The Institutional Money Kongress is one of the largest gatherings for institutional investors in Europe, and brings together over 800 institutional investors, allocators, advisors and investment managers. Matt Harvey, PGIM Private Capital, will host a workshop focused on opportunities for private debt investors.
For more information, contact IRG.
[i3] Pacific Investment Strategy Forum
Date: May 7-8
Location: Torquay, VIC, Australia
Details: In an era of continued distortion of markets, technological disruption and regulatory intervention, do we need to have a fundamental re-calibration of the portfolio moving forward? How can we overcome legacy systems, traditional models and conventional thinking to embrace the new forces at work? In its 9th annual edition, the [i3] Investment Strategy Forum will challenge the CIO and portfolio strategist to ponder these issues. Speakers to be announced.
For more information, contact IRG.
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FEATURED INSIGHTS
PGIM Vantage Point: FM Global CIO Sanjay Chawla
In the latest installment of the ‘Vantage Point’ series, PGIM sits down with FM Global CIO Sanjay Chawla to get his views on the challenges confronting markets, along with his take on the global economy, long-termism and some of the key issues facing CIOs.
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PGIM Institutional Advisory & Solutions
PGIM Institutional Advisory & Solutions
Institutional Gold!
In the current low interest rate environment, institutional investors have specifically inquired about investing in gold and the potential hedging benefits against inflation or an economic slowdown. IAS’s latest research study examines how institutions can invest in gold, the long-term performance of gold, its correlation to other institutional assets and macroeconomic variables, and the difficulties of estimating correlations, especially for long horizons.
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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.