In episode 11 of Speaking of Alternatives, Keshav Rajagopalan sits down with Alfred Lerman, Chief Investment Officer at PGIM Multi-Asset Solutions, and Mao Dong, Co-Head of Portfolio Management at PGIM Multi-Asset Solutions. The team discuss the strategic integration of alternative investments in portfolio construction. Their analysis highlights the unique potential for portfolio customisation through the synergistic blend of private and public asset classes, coupled with robust risk mitigation strategies via meticulous underwriting and stringent covenants.
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