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Speaking of Alternatives

PGIM
Alternative Investments
Private Capital
Infrastructure
Direct Lending
PGIM
Private Equity
Emerging Market Debt
Energy
Digital Infrastructure
Demographics
Investment Strategies
Political Macro Trends
Structured Credit
Decarbonization
Regulatory Issues
Data Centers
Geopolitical Risks
Us-China Relations
Currency Volatility
Reinsurance

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

PublishesMonthlyEpisodes18Foundeda year ago
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BusinessInvesting

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Latest Episodes

Laurie Chan is joined by Stuart Parker, Head of Global Wealth at PGIM, and Dominick Carlino, Global Head of Alternative Investments for Global Wealth at PGIM. Together, they explore the intersection of private wealth and alternative investments, offe... more

Josh Cohen, Managing Director of PGIM’s DC Solutions team, offers insights into the rapidly evolving defined contribution landscape and how alternatives may play an increasingly important role in this space.

Keshav and Josh discuss the compelling a... more

…Let’s Talk Global REIT Securities with Rick Romano, Head of PGIM Global Real Estate Securities

Rick Romano, Head of PGIM Global Real Estate Investment Trust Securities, offers insights about the multifaceted nature of hybrid real estate securities... more

Dan Matviyenko, Healthcare Portfolio Manager at Jennison, offers insights and strategies on navigating the complex and dynamic landscape of healthcare equity investing.

Laurie Chan, PGIM’s U.S. Head of Alternative Solutions, and Daniel explore heal... more

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Recent Guests

Josh Cohen
Managing Director of PGIM's DC Solutions business
PGIM
Episode: …Let’s Talk Defined Contribution with Josh Cohen, Managing Director of PGIM’s DC Solutions
Rick Romano
Head of Global Real Estate Securities at PGIM Real Estate
PGIM Real Estate
Episode: …Let’s Talk Global REIT Securities with Rick Romano, Head of PGIM Global Real Estate Securities
Enrique Lavín
Managing Director at PGIM Real Estate and Head of LatAm
PGIM
Episode: ...Let’s Talk Mexican Industrial Real Estate with Enrique Lavín, Head of PGIM Latin America
Mike Thompson
Managing Director at Warburg Pincus and Head of Capital Solutions for Europe
Warburg Pincus
Episode: ...Let’s Talk Reinsurance with Mike Thompson of Warburg Pincus & Nandini Mongia of Prismic Life
Nandini Mongia
Group Executive Chair and CEO of Prismic Life
Prismic Life
Episode: ...Let’s Talk Reinsurance with Mike Thompson of Warburg Pincus & Nandini Mongia of Prismic Life
Darin Bright
Head of Core Plus Strategies at PGIM Real Estate
PGIM Real Estate
Episode: ...Let’s Talk Core Plus Real Estate Investing with Darin Bright
Bill Pappas
Head of Core Infrastructure and Structured Credit at PGIM Private Capital
PGIM Private Capital
Episode: ...Let’s Talk Investing in Infrastructure with Bill Pappas
Mariusz Banasiak
Managing Director of PGIM Fixed Income
PGIM Fixed Income
Episode: ...Let’s Talk Emerging Market Trends with Mariusz Banasiak
Jim Footh
Managing Director of Global Data Center Investments at PGIM Real Estate
PGIM
Episode: ...Let’s Talk Data Centers with Jim Footh

Host

Keshav Rajagopalan
Managing Director and Head of Product and Strategy at PGIM Multi-Asset Solutions

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Talking Points

Recent interactions between the hosts and their guests.

…Let’s Talk Global REIT Securities with Rick Romano, Head of PGIM Global Real Estate Securities
Q: What makes now an exciting time for investing in real estate securities?
Investors can find favorable valuations as REITs have already level set and there's good demand in most property types amid limited supply in commercial real estate.
…Let’s Talk Global REIT Securities with Rick Romano, Head of PGIM Global Real Estate Securities
Q: What are global real estate securities? What is that business you lead?
Global real estate securities involve equity securities that trade on international stock exchanges and own various commercial real estate properties.
…Let’s Talk Defined Contribution with Josh Cohen, Managing Director of PGIM’s DC Solutions
Q: What is the right size of allocation to alts in a portfolio?
Josh suggests that reasonable allocations to real estate in target date funds are currently around 5% to 6%, potentially rising to 10% to 15% as acceptance increases.
…Let’s Talk Defined Contribution with Josh Cohen, Managing Director of PGIM’s DC Solutions
Q: What keeps you in the DC space today?
Josh highlights the meaningful impact on end workers and their retirement readiness as a core motivation.
...Let’s Talk Mexican Industrial Real Estate with Enrique Lavín, Head of PGIM Latin America
Q: What are you seeing as the short-term reaction to this recent tariff announcement?
Enrique observed immediate investment increases from companies like Volvo and Lego following the tariff exemption announcement, indicating renewed confidence in the market.

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Frequently Asked Questions About Speaking of Alternatives

What is Speaking of Alternatives about and what kind of topics does it cover?

Focused on the intricacies of alternative investments, this podcast features expert discussions that explore the nuances often overlooked by mainstream narratives. Through interviews with influential leaders in finance, it provides insights into various aspects of investing, from emerging market trends to the evolving landscape of real estate, healthcare equity, and infrastructure financing. The unique quality of the podcast lies in its deep dives into specialized topics, offering listeners a nuanced understanding of current developments and strategic approaches in the world of alternative investing.

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How many listeners does Speaking of Alternatives get?

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How many subscribers and views does Speaking of Alternatives have?

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Which podcasts are similar to Speaking of Alternatives?

These podcasts share a similar audience with Speaking of Alternatives:

1. The Credit Edge by Bloomberg Intelligence
2. The View From Apollo
3. The Markets
4. Capital Allocators – Inside the Institutional Investment Industry
5. The Insight by Oaktree Capital

How many episodes of Speaking of Alternatives are there?

Speaking of Alternatives launched a year ago and published 18 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Speaking of Alternatives?

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What guests have appeared on Speaking of Alternatives?

Recent guests on Speaking of Alternatives include:

1. Josh Cohen
2. Rick Romano
3. Enrique Lavín
4. Mike Thompson
5. Nandini Mongia
6. Darin Bright
7. Bill Pappas
8. Mariusz Banasiak

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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