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Podcast

Speaking of Alternatives

Speaking of Alternatives

Speaking of Alternatives is an original podcast from PGIM, providing a global perspective on the rich and diverse landscape of alternative investments. Each month, leaders cut through the complexities and get to the heart of alternative investing. They look beyond the headlines and scrutinize the latest trends and strategies driving this important asset class.

Season 1

Episode 12

...Let’s Talk Reinsurance

 

Keshav discusses with Nandini Mongia, the Group Executive Chair and CEO of Prismic Life, and Mike Thompson, Managing Director of Warburg Pincus and Head of Capital Solutions for Europe the fundamental role of reinsurance in managing risk, offering financial protection, and enabling growth within the insurance industry. Moving forward, global trends indicate a growing interest and allocation towards alternative investments and private investments.

 

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Episode 11

… Let’s Talk Portfolio Construction: The Role 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. Together they 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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Episode 10

… Let’s Talk US Core Plus

 

Keshav Rajagopalan and Darin Bright, the Head of Core Plus Strategies at PGIM Real Estate 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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Episode 9

… Let’s talk Infrastructure

 

Keshav Rajagopalan sits down with Bill Pappas, Managing Director and Head of Core Infrastructure at PGIM Private Capital. They explore the nuanced infrastructure investment landscape through the lens of private capital and alternative investments.

 

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Episode 8

… 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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Episode 7

… 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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Episode 6

… 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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Episode 5

… Let’s Talk Affordable Housing

 

Eric speaks with Soultana Reigle, Head of U.S. Equity and Senior Portfolio Manager for U.S. Value-Add Strategies, PGIM Real Estate. This conversation 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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Episode 4

… Let’s Talk Agriculture with Jamie Shen

 

 

Eric speaks with Jamie Shen, Managing Director and Head of Agriculture at PGIM Real Estate. They explore the transforming landscape of agricultural debt and equity, examine the mitigation of climate risk for investors and explore the balance of labour and mechanisation in agriculture.

 

 

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Episode 3

… Let’s Talk Direct Lending with Matthew Harvey

 

 

Eric chats with Matthew Harvey, Head of the Direct Lending business for PGIM Private Capital. This conversation 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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Episode 2

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

 

Eric chats with Dr. Marco Wulff, CEO, Managing Partner, and co-founder of Montana Capital Partners AG. They discuss 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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Episode 1

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

 

Eric sits down with Sebastiano Ferrante, Head of Europe at PGIM Real Estate. They discuss 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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For Professional Investors only.* All investments involve risk, including the possible loss of capital.

This material is for informational and educational purposes only and should not be construed as investment advice or an offer or solicitation in respect of any products or services to any persons who are prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. PGIM is the principal asset management business of Prudential Financial, Inc. and a trading name of PGIM, Inc. and its global subsidiaries. PGIM, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill or training.

The information on this website is not intended as investment advice and is not a recommendation about managing or investing your retirement savings. In making the information available on this website, PGIM, Inc. and its affiliates are not acting as your fiduciary.    

In the United Kingdom, this website may be issued by PGIM Private Alternatives (UK) Limited or PGIM Private Capital Limited.  In the European Economic Area (“EEA”), this website may be issued by PGIM Private Capital (Ireland) Limited or PGIM Luxembourg S.A. or PGIM Real Estate Germany AG.

PGIM, Inc. has its headquarters at 655 Broad Street, Newark, NJ 07102. PGIM Private Capital (Ireland) Limited has its registered office at IDA Business Park, Letterkenny, Co. Donegal, F92 FP83, Ireland. PGIM Private Capital (Ireland) Limited is authorised and regulated by the Central Bank of Ireland and registered in Ireland under company number 635793 operating on the basis of a European passport. PGIM Limited and PGIM Private Alternatives (UK) Limited have their registered offices at Grand Buildings, 1-3 Strand, Trafalgar Square, London WC2N 5HR. PGIM Limited is authorised and regulated by the Financial Conduct Authority (“FCA”) of the United Kingdom (Firm Reference Number: 193418). PGIM Private Alternatives (UK) Limited is authorised and regulated by the FCA of the United Kingdom (Firm Reference Number: 181389). PGIM Private Capital Limited has its registered address at 1 London Bridge, London SE1 9BG and is authorised and regulated by the FCA of the United Kingdom (Firm Reference Number: 172071). PGIM Luxembourg S.A., Netherlands Branch is registered with the Netherlands Chamber of Commerce under number 85998877 and has its local offices at Gustav Mahlerlaan 1212, 1088LA Amsterdam, The Netherlands. PGIM Luxembourg S.A. has its registered address at 2 Boulevard de la Foire, L-1528 Luxembourg and is authorised and regulated by the Commission de Surveillance du Secteur Financier (“CSSF”) in Luxembourg (registration number A00001218). PGIM Real Estate Germany AG has its registered address at Wittelsbacher Platz 1, 80333 Munchen, Germany and is authorised and regulated by Bundesanstalt für Finanzdienstleistungsaufsicht (“BaFin”) in Germany (registration number 10138142).

In Japan, information is provided by PGIM Japan Co., Ltd. (“PGIM Japan”) and/or PGIM Real Estate (Japan) Ltd. (“PGIMREJ”).  PGIM Japan, a registered Financial Instruments Business Operator with the Financial Services Agency of Japan offers various investment management services in Japan.  PGIMREJ is a Japanese real estate asset manager that is registered with the Kanto Local Finance Bureau of Japan.

In Hong Kong, information is provided by PGIM (Hong Kong) Limited, a regulated entity with the Securities & Futures Commission in Hong Kong to professional investors as defined in Section 1 of Part 1 of Schedule 1 of the Securities and Futures Ordinance (Cap. 571). In Singapore, information is issued by PGIM (Singapore) Pte. Ltd. (“PGIM Singapore”), a regulated entity with the Monetary Authority of Singapore under a Capital Markets Services License to conduct fund management and an exempt financial adviser. This material is issued by PGIM Singapore for the general information of “institutional investors” pursuant to Section 304 of the Securities and Futures Act 2001 of Singapore (the “SFA”) and “accredited investors” and other relevant persons in accordance with the conditions specified in Section 305 of the SFA. In South Korea, information is issued by PGIM, Inc., which is licensed to provide discretionary investment management services directly to South Korean qualified institutional investors on a cross-border basis.   

Prudential Financial, Inc. (“PFI”) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. 

*PGIM.com/Podcasts and its content is intended for informational or educational purposes only and is not directed exclusively to Professional Investors. 

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