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Access extensive insights from our teams of global strategists, portfolio managers, researchers and more. Discover how the macroeconomic environment is impacting private alternative investments around the world.

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.

Episode 10

…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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Episode 9

…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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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 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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Episode 4

… 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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Episode 3

… 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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Episode 2

… 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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Episode 1

… 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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Insights from Across PGIM

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Mar 20, 2025

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PGIM's Real Estate Co-CEO on Opportunities in Data Centers
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PGIM's Real Estate Co-CEO on Opportunities in Data Centers

Mar 6, 2025

Cathy Marcus, PGIM Real Estate Co-CEO and Global COO, sees opportunities in global living, logistics, data centers in 2025.

Private Market Investment Solutions for Cross-Border Insurance
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Private Market Investment Solutions for Cross-Border Insurance

Feb 20, 2025

A leading European re-insurance company was seeking an optimal solution to grow private market exposure to U.S. commercial real estate debt.

Will DeepSeek Reshape the AI Infrastructure Landscape?
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Will DeepSeek Reshape the AI Infrastructure Landscape?

Feb 14, 2025

DeepSeek's new open-source AI model made headlines for its cost-effectiveness and low computation needs, causing a sell-off in AI tech stocks like Nvidia.

Real Estate & Agriculture

The Expanding Opportunity for Private U.S. Real Estate Credit
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The Expanding Opportunity for Private U.S. Real Estate Credit

Apr 4, 2025

The $4.8T U.S. private CRE credit market offers stable income, downside protection, low correlation, high current income, and diverse investment opportunities.

Investment Research - Regional Insights
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Investment Research - Regional Insights

Mar 12, 2025

Explore PGIM Real Estate's latest regional insights. Gain expert perspectives to shape your strategy for today's evolving markets.

UK Residential: Institutional Capital Has a Role to Play in Growing Supply and Alleviating Affordability Challenges
Commentary

UK Residential: Institutional Capital Has a Role to Play in Growing Supply and Alleviating Affordability Challenges

Mar 24, 2025

UK residential investment market remains resilient. Institutions can play role in delivering modern, energy-efficient, well-managed and affordably let housing.

European Debt Platform
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European Debt Platform

Mar 10, 2025

Andrew Radkiewicz and Mathew Crowther discuss why they believe PGIM Real Estate is well positioned to capitalize on the real estate debt market opportunity

A New Era of Globalization

A New Era of Globalization

Mar 20, 2025

Globalization has splintered into two distinct tracks, creating new investment opportunities and risks.

Private Credit

Private Real Estate Credit: Navigating Opportunities in a Shifting Landscape
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Private Real Estate Credit: Navigating Opportunities in a Shifting Landscape

Nov 18, 2024

The private credit market is growing to $3T, with real offering resilient strategies like core commercial mortgages to mitigate risks and volatility.

A Flexible Approach for an Italian Renewables Company
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A Flexible Approach for an Italian Renewables Company

Feb 29, 2024

In December 2023, Pricoa Private Capital established a three-year, $200 million shelf facility and purchased €30 million of senior unsecured notes.

OPPORTUNITIES EMERGING FROM THE M&A SLOWDOWN
Annual Best Ideas

OPPORTUNITIES EMERGING FROM THE M&A SLOWDOWN

Jan 18, 2024

Direct lending and mezzanine present a strong investment case across economic cycles, and more opportunities will arise as M&A activity thaws.

ENERGY MEZZANINE
Energy Mezzanine

ENERGY MEZZANINE

Oct 12, 2023

A middle-market energy fund management business sponsored by PGIM Private Capital.

Private Equity

Unlocking Liquidity: The Distribution Edge of Lower Mid-market Private Equity
Annual Best Ideas

Unlocking Liquidity: The Distribution Edge of Lower Mid-market Private Equity

Jan 16, 2025

The era of private equity flourishing under low interest rates, followed by a blend of optimism after the COVID-19 pandemic, has shifted.

mcp Annual Investor Survey 2024

mcp Annual Investor Survey 2024

The report captures the views of institutional investors in private equity and provides insights into their investment strategy.

WHY THE PE SECONDARY MARKET REMAINS ATTRACTIVE
Annual Best Ideas

WHY THE PE SECONDARY MARKET REMAINS ATTRACTIVE

Jan 18, 2024

The quest for liquidity has reignited interest in the LP segment of the secondaries market.

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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).

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