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36 episodes with institutional investing
11 episodes with institutional investing
3 episodes with institutional investing
2 episodes with institutional investing
2 episodes with institutional investing
2 episodes with institutional investing
What does managing $600 billion teach you about risk that most investors never learn?Jeffrey Blazek, Co-CIO of Multi-Asset at Neuberger Berman, joins Prashant on VC10X to challenge the assumptions that have quietly shaped — and quietly undermined — institutional portfolios for a generation. From the macro shift that is more permanently broken than rates or geopolitics, to the asset class generating 10 to 15 percent returns with zero correlation to equities, to whether AI is the internet bubble all over again — this is one of the most substantive allocator conversations we have had on the show.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comIn this episode:— Why deglobalization is the one macro assumption that will not reverse— The difference between short-term volatility risk and the purchasing power risk that actually destroys portfolios— Why bonds have failed as a diversifier and what replaces them— Catastrophe bonds: the non-consensus case for an asset class most institutions will not touch— The $1B to $10B institutional sweet spot and why scale is not always an advantage— AI investment: real conviction, real concentration risk, and the winner-take-most bear case— What the private markets miscalibration of the last decade means for LP portfolios today— The off-script manager due diligence technique that separates process from performance— Career risk as the hidden driver of institutional conservatism— Where rates are headed and why the old fixed income playbook is goneJeffrey Blazek is Co-CIO of Multi-Asset at Neuberger Berman, a $600B global asset management firm with over 700 investment professionals across 30+ offices worldwide.Links:Neuberger - https://www.nb.com/Jeffrey on LinkedIn: https://www.linkedin.com/in/jeffrey-blazek-cfa-a0a57212Connect with Prashant: https://linkedin.com/in/choubeysahabSubscribe to VC10X newsletter - https://vc10x.beehiiv.comSubscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQVC10X website - https://vc10x.comTimestamps:(00:00) - Preview(01:39) - Introduction to Jeffrey Blazek(03:16) - Which Macro Assumptions Are Permanently Broken Today?(05:03) - Key Drivers of Long-Term Returns Most Investors Underestimate(06:24) - Coaching Clients to Embrace Appropriate Equity Exposure(07:55) - What Real Diversification Looks Like in Practice(09:51) - How Portfolio Construction Changes as Institutions Scale(11:55) - Should Investors Change Their Approach to Equity Markets Now?(13:31) - Evaluating a New Asset Class for Permanent Allocation(15:16) - AI: A Genuine Secular Shift or a Narrative-Driven Boom?(17:26) - The Bear Case for AI: Commoditization and Concentration Risk(19:30) - Uncovering a Non-Consensus Asset Class: Catastrophe Bonds(21:09) - Common Mistakes LPs Make in Private Market Allocations(22:58) - The Key to Effective Investment Manager Selection(24:25) - Analyzing Past Portfolio Mistakes: Errors of Analysis vs. Behavior(26:24) - The Gap Between Institutional Goals and Portfolio Realities(27:38) - What Drives Over-Conservatism in Institutional Investing?(29:15) - How Investment Needs Differ Across Institutions (Hospitals vs. Endowments)(31:38) - Advising Family Capital: Avoiding Common Mistakes(33:43) - Career Lessons Learned from Navigating Market Crises(36:01) - The Most Misunderstood Risk of the 2020s(37:22) - Is the AI Boom a Repeat of the Dot-Com Bubble?(38:15) - The Three Most Important Bets for the Next Decade(40:00) - Outlook on the Future Interest Rate Environment(41:19) - Where to Find Jeffrey Blazek and Neuberger Berman
Episode Summary This webinar features Jack Brennan, CIS Founding Chair & Chairman Emeritus, The Vanguard Group, and Mario Giannini, Executive Co-Chairman & Former Chief Executive Officer of Hamilton Lane, as they share their perspectives on private markets — why they matter, how they fit within a long-term institutional portfolio, and what Catholic investors should be thinking about in today's environment. The information in this Communication is provided herein is provided for informational purposes only and does not constitute an offer or a solicitation to buy, hold, or sell an interest in any CIS Fund offering. Alternative investments in private equity and hedge funds are subject to substantial risks including the potential loss of principal. Fund interests are illiquid and should be considered speculative investments. Investors are encouraged to read the offerings documents for the fund offerings discussed in this presentation carefully before investing. All data is sourced to Catholic Investment Services or other third-party sources and compiled by Catholic Investment Services. Information contained herein that has been obtained from third parties is believed to be reliable for the purposes for which it is used herein. Opinions and general information provided herein, including guest speaker(s), are current to the date of this presentation and are subject to change without notice. There can be no guarantee that the funds will achieve their investment objectives. Past performance is not indicative of future results. Financial forecasts and investment returns in this letter may significantly differ from actual results. Certain information contained in this report constitutes "forward-looking statements," which can be identified by the use of forward-looking terminology such as "may," "will," "should," "expect," "anticipate," "target," "project," "estimate," "intend," "continue" or "believe," or the negatives thereof or other variations thereon or comparable terminology. Furthermore, any projections or other estimates in this report, including estimates of returns or performance, are "forward-looking statements" and are based upon certain assumptions that may change. Due to various risks and uncertainties, actual events or results or the actual performance of the funds may differ materially from those reflected or contemplated in such forward-looking statements. Moreover, actual events are difficult to project and often depend upon factors that are beyond the control of the general partner of the relevant fund and its affiliates. © 2026 Catholic Investment Services (CIS), a registered investment advisor, and all rights reserved. Episode Links: Home - Catholic Investment Services About Us - Catholic Investment Services CIS Institute - Catholic Investment Services CIS Symposium - Catholic Investment Services Keywords Private Equity, Private Markets, Private Credit, Institutional Investing, Asset Allocation, Portfolio Construction, Venture Capital, Growth Equity, Buyout Funds, Secondaries, Illiquidity Premium, Diversification, Long-Term Investing, Alternative Investments, Hamilton Lane, Catholic Investment Services, Endowments, Foundations, Investment Strategy, Risk Management, Liquidity, Public Markets, Private Debt, AI Investing, Venture Investing, Investment Governance Episode Highlights 00:05:25–00:08:23 – Mario explains the fundamental case for private markets and why investors receive an illiquidity premium. 00:08:47–00:10:48 – The evolution of private equity from leverage-driven transactions to governance-driven value creation. 00:10:48–00:14:05 – Why private companies increasingly remain private longer and what public market investors are missing. 00:14:40–00:16:14 – Building a successful private markets portfolio through disciplined commitment pacing. 00:16:47–00:17:55 – Persistence of manager performance in private equity and venture capital. 00:18:13–00:19:40 – The importance of relationships and access in private market investing. 00:19:40–00:23:32 – Why investors often overvalue liquidity and how liquidity can become a source of investment mistakes. 00:24:32–00:25:19 – The dangers of market timing in private equity investing. 00:26:27–00:28:27 – Current distribution trends and the growing role of secondary markets. 00:31:24–00:35:05 – Understanding recent private market performance relative to public markets and the impact of AI-driven concentration. 00:35:54–00:39:18 – The case for private credit and how the landscape is changing as banks re-enter lending markets. 00:39:46–00:42:17 – Addressing common misconceptions around private equity valuations. 00:42:34–00:43:51 – How Catholic Investment Services integrates faith-consistent investing into private market strategies. 00:44:10–00:47:22 – Venture capital, buyouts, and growth equity: understanding the differences and opportunities. 00:47:48–00:49:26 – Why Mario believes private investments in retirement plans may present significant challenges for retail investors.
Want to dive deeper into topics like this? Master your journey with Physician Empowerment's Masterclass Membership—your gateway to exclusive content, expert-led sessions, and actionable strategies to elevate your personal and financial well-being. Learn more and join us today! https://www.physempowerment.ca/masterclass — In this episode, Dr. Wing Lim speaks with CFA charterholder and portfolio manager Josh Carter about private equity, alternative investments, and building an “all-weather” portfolio for Canadian physicians. Josh explains why many institutional investors, pension funds, and family offices allocate significant portions of their portfolios to private markets and other non-correlated assets instead of relying solely on public stocks and bonds. The discussion covers diversification, portfolio volatility, and why private investments can help reduce exposure to market swings driven by geopolitical events and investor sentiment. Dr. Lim and Josh explore the risks and realities of private equity investing, including liquidity constraints, due diligence, and concentration risk. They also detail the importance of working with experienced fiduciary advisors. Josh explains the differences between public and private markets, why top private equity funds can outperform traditional markets over time, and how investors should evaluate opportunities carefully. This episode offers physicians practical insight into portfolio construction, alternative assets, private equity funds, and long-term wealth management strategies. About Josh Carter: Josh Carter is a CFA charterholder, portfolio manager, and investment professional specializing in private markets and portfolio construction. He works closely with investment committees and clients to evaluate private equity, infrastructure, real estate, and alternative investment opportunities while helping investors build diversified long-term portfolios. Josh is passionate about financial education, wealth management, and helping investors understand how institutional strategies can be applied to personal portfolios. __ Physician Empowerment: Attend an upcoming Empowerment Retreat Join the Physician Empowerment Masterclass now Website: PhysEmpowerment.ca ___ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode of Private Markets 360°, we welcome Kurt Nye, CIO and Managing Partner at MAI Capital Management. Having helped grow MAI from a $2 billion boutique to roughly $70 billion in assets under management, Kurt shares his insights into how private market investing is evolving from an institutional-only allocation to a core component of wealth client portfolios. He discusses the importance of education and transparency, setting expectations around the J curve, the role of secondaries in smoothing returns and more. More S&P Global Content: 2026 Private Equity and Venture Capital Outlook Report S&P Global, Cambridge Associates, Mercer Private Markets Performance Analytics Credits: Host/Author: Chris Sparenberg and Jocelyn Lewis Guests: Kurt Nye, MAI Capital Management Producer: Georgina Lee MAI Capital Management disclaimer: Any investment in private placed securities entails a high degree of risk, including the risk of loss, and they may not be suitable for all investors. Please consult your legal, tax and/or investment professional before making any investment decision.
Send us Fan MailDevin Benton has 20+ years of institutional wholesaling experience. He joined the Internal Use Only podcast for the first live video interview in Fort Worth, TX to share some stories that detail all the nuances that went into some big successes, and the lessons he learned from even bigger losses. You can find the Institutional Sales Playbook to get an MBA in institutional sales in less than 2 hoursWant more of Internal Use Only? Subscribe to our newsletter for show updates and more.Support the show
Markets are moving higher even as headlines focus on risk and uncertainty. So why do asset prices keep climbing when so many investors expect the opposite? In this episode, you'll hear why markets may not be “getting it wrong,” with a closer look at earnings growth, strong cash flows, and largescale investment tied to AI. The broader picture highlights why fundamentals often carry more weight than nearterm concerns Join Benjamin Gossack and Damian Fernandes, Managing Directors and Portfolio Managers at TD Asset Management Inc., as they explore what's driving global markets today. Highlights include: 01:30 Why markets can reach new highs during wars and major geopolitical shocks, and why fundamentals are often underestimated 05:40 How AIdriven capital spending is supporting earnings 09:45 How cashflow growth, rather than shortterm forecasts, supports longterm outperformance 17:54 When portfolios look diversified but still depend on the same market trend For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The big sell is on. Prime Minister Mark Carney's government has promised to raise $500-billion dollars of private investment over the next five years to reposition Canada as an important player in international business. The goal is to capture billions in foreign investments by selling, in Carney's words, “what the world wants” – energy, critical minerals and an educated workforce. And a government-led summit this year to bring wealthy investors to Canadian soil will be the site of their biggest sales pitches yet. James Bradshaw, The Globe's Institutional Investing reporter, explains why Canada craves foreign investment, how those funds could help the economy and whether Carney and other Canadian leaders can woo billions in business. Questions? Comments? Ideas? Email us at thedecibel@globeandmail.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What if your next breakthrough in entrepreneurship comes not from your product, but from the relationships you build and the way you position yourself as a thought leader? In this episode, Marcia Dawood welcomes Chris Haroun—a former hedge fund manager, early investor in tech giants, and top-rated business educator—to share actionable insights for founders and business owners. With a rich background spanning Goldman Sachs, Citadel, and managing his own billion-dollar fund, Chris Haroun now channels his expertise into teaching practical business skills. He emphasizes networking, leveraging social media, and becoming a resource for others as core pillars of success—challenging traditional MBA paradigms. Packed with advice on raising capital, building credibility, and even navigating the complexities of crypto investing, this episode is essential for anyone eager to grow their business in today's fast-paced landscape. If you want real-world strategies from someone who's walked the walk, you won't want to miss it. To get the latest from Chris Haroun, you can follow him below! https://www.linkedin.com/in/charoun/ https://www.instagram.com/chrisharoun/ https://harouneducationventures.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing! Website: www.marciadawood.com Do Good While Doing Well Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com And don't forget to follow us wherever you are! Apple Podcasts: https://pod.link/1586445642.apple Spotify: https://pod.link/1586445642.spotify LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/ Instagram: https://www.instagram.com/theangelnextdoorpodcast/ Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/ TikTok: https://www.tiktok.com/@marciadawood
This week, I sat down with Mathieu Elshout to explore the journey that took him from environmental sciences into institutional real estate investing, and how he is now helping build the European property platform for one of Australia's fastest growing pension funds. Mathieu is Head of European Property at Aware Super UK. Before joining Aware Super, he spent more than a decade at PGGM managing European real estate investments through the Global Financial Crisis and subsequent recovery, and later worked at Patrizia where he helped develop the firm's sustainability and impact investing strategy. In this conversation, Mathieu shares how his early career began in environmental consultancy before gradually transitioning into the real estate sector. That background continues to shape the way he thinks about real assets today, particularly the growing importance of sustainability, long term value creation and the role real estate plays in the wider economy.  We discuss his time at PGGM and the experience of managing institutional real estate portfolios during the Global Financial Crisis. Mathieu explains how those years shaped his perspective on leverage, liquidity and market cycles, and why some of the most valuable lessons in investing are learned during periods of stress.  The conversation also explores his move to Patrizia and the development of its impact investing strategy. Mathieu explains how sustainability evolved from a niche topic into a core investment consideration, and why institutional investors increasingly see environmental and social outcomes as aligned with long term financial performance.  Finally, we discuss Aware Super's growing presence in Europe and how the Australian superannuation model is creating some of the largest and most influential pools of capital in global real estate. Mathieu explains how the fund is building its European portfolio through partnerships and platforms including investments in UK residential, Spanish rental housing and hospitality, and why alignment with operating partners is critical when deploying long term capital.  Key Topics Covered in This Episode ✅ From Environmental Science to Real Estate Mathieu's path from sustainability consultancy into institutional property investing. ✅ Lessons from the Global Financial Crisis What managing real estate portfolios through a market downturn teaches investors. ✅ Sustainability and Impact Investing How ESG and impact strategies became central to institutional real estate investing. ✅ Building Aware Super's European Platform Why the Australian pension fund model is expanding rapidly into global real estate. ✅ Investing Through Partnerships Why alignment with operating partners is essential for long term capital. EPISODE CHAPTERS 00:00 Introduction 01:32 From Environmental Science to Real Estate 06:45 Early Career and Moving into Institutional Investing 14:10 Managing Portfolios Through the Global Financial Crisis 25:34 Sustainability and Impact Investing at Patrizia 36:22 The Aware Super Platform and European Expansion 47:18 Partnerships, Platforms and Investment Strategy 56:40 Where Opportunities Exist in Today's Market 01:02:11 The £500M Investment Question And of course, I asked Mathieu the big question: Who are the People, what Property, and which Place would you invest in if you had £500 million to deploy? If you have thoughts or questions about this episode, drop them in the comments. I'd love to hear your take. The People Property Place Podcast is powered by Rockbourne, recruiting leadership talent for real estate funds, owners, investors, and developers.
IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Arevalo, editor of Institutional Investing in Infrastructure. (12/2025)
IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Arevalo, editor of Institutional Investing in Infrastructure. (12/2025)
IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Arevalo, editor of Institutional Investing in Infrastructure. (12/2025)
Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR Academyhttps://landing.renttoretirement.com/evg-masterclass-replayThis episode is sponsored by…BLUPRINT HOME LOANS:Get pre-approved with one of RTR's preferred lenders at https://bluprinthomeloans.com/renttoretirement/BAM Capital:Get access to premium real estate assets with BAM Capital. Rent to Retirement's preferred multifamily partner. https://bamcapital.com/rtr/Want to invest like the pros? In this episode of the Rent To Retirement Podcast, hosts Adam Schroeder sit down with Brad Bell, VP of Acquisitions at Roofstock, to unpack how large institutional investors choose markets, analyze deals, manage properties at scale, and adapt to changing economic cycles. Brad shares his own journey into investing, the differences between “mom & pop” investors and billion-dollar funds, the real reasons build-to-rent exploded, what metrics institutions use to select markets, and his personal top picks for long-term growth.He also explains how Roofstock's platform simplifies property management, data analysis, and acquisition for investors of all sizes. If you want to invest smarter, reduce risk, and understand how the world's largest investors allocate capital, this is the episode for you.
Rent To Retirement: Building Financial Independence Through Turnkey Real Estate Investing
Click HERE to learn how to earn $10K/month in rental income & access 50% discount on RTR Academyhttps://landing.renttoretirement.com/evg-masterclass-replayThis episode is sponsored by…BLUPRINT HOME LOANS:Get pre-approved with one of RTR's preferred lenders at https://bluprinthomeloans.com/renttoretirement/BAM Capital:Get access to premium real estate assets with BAM Capital. Rent to Retirement's preferred multifamily partner. https://bamcapital.com/rtr/Want to invest like the pros? In this episode of the Rent To Retirement Podcast, hosts Adam Schroeder sit down with Brad Bell, VP of Acquisitions at Roofstock, to unpack how large institutional investors choose markets, analyze deals, manage properties at scale, and adapt to changing economic cycles. Brad shares his own journey into investing, the differences between “mom & pop” investors and billion-dollar funds, the real reasons build-to-rent exploded, what metrics institutions use to select markets, and his personal top picks for long-term growth.He also explains how Roofstock's platform simplifies property management, data analysis, and acquisition for investors of all sizes. If you want to invest smarter, reduce risk, and understand how the world's largest investors allocate capital, this is the episode for you.
What is driving the convergence of asset classes, and how are traditional risk-return profiles being redefined as these sectors overlap? What does this evolution mean for traditional infrastructure investment models? These are a few of the questions Geraldine Barlow, managing director and head of infrastructure at Affinius Capital, tackles in conversation with Kali Arevalo, editor of Institutional Investing in Infrastructure. (11/2025)
Ian McKnight is a long-time asset management CIO who currently holds a portfolio of roles, including as Chief Investment Officer of Tontine Trust, Senior Adviser of Cartwright, Hineni Capital and Giants Shoulders Capital as well as a series of other roles. He previously was Chief Investment Officer at Royal Mail for over 13 years. Our conversation starts with Ian's start as an actuary and how he found himself gravitating towards pensions – his affinity for working with people and problem solving made him a natural fit. We discuss some of his core investment beliefs including how to take calculated risks, and use examples of some of the innovative strategies he employed while CIO at Royal Mail. We discuss how government regulation (and attitude to risk) can hamstring investment opportunities and what can be done to avert this. Ian explains Tontine Trust's potential to disrupt the annuity market by offering income for life with better returns. Ian also stressed the importance of networking, mentorship, and entrepreneurial spirit, advocating for a cultural shift in the UK to foster innovation and risk-taking.Series 5 of 2025 is kindly sponsored by Diamond Hill. Diamond Hill invests on behalf of clients through a shared commitment to its valuation-driven investment principles, long-term perspective, capacity discipline and client alignment. An independent active asset manager with significant employee ownership, Diamond Hill's investment strategies include differentiated US and non-US equity, alternative long-short equity and fixed income.
IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Arevalo (the former Kali Persall), editor of Institutional Investing in Infrastructure. (10/2025)
IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Arevalo (the former Kali Persall), editor of Institutional Investing in Infrastructure. (10/2025)
IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Arevalo (the former Kali Persall), editor of Institutional Investing in Infrastructure. (10/2025)
IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; and Kali Persall, editor of Institutional Investing in Infrastructure. (09/2025)
IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; and Kali Persall, editor of Institutional Investing in Infrastructure. (09/2025)
IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; and Kali Persall, editor of Institutional Investing in Infrastructure. (09/2025)
IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; and Kali Persall, editor of Institutional Investing in Infrastructure. (08/2025)
IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; and Kali Persall, editor of Institutional Investing in Infrastructure. (08/2025)
IREI editors convene to discuss issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; and Kali Persall, editor of Institutional Investing in Infrastructure. (08/2025)
Join us for a one on one conversation with Alex Wiggins, CFA Vice President & Chief Investment Officer with Rush University Medical Center, an academic medical center located in Chicago, Illinois, consistently recognized for its outstanding patient care, education, research, and community partnerships. As CIO, Alex leads an investment office responsible for management of the institution's investment portfolios that include operating and insurance reserves, endowment fund, and retirement plan assets totaling $4.4 billion.
IREI editors convene to discuss internal and external issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Marek Handzel, editor of Institutional Real Estate Europe; Andrea Zander, editor of Institutional Real Estate Americas; and Kali Persall, editor of Institutional Investing in Infrastructure. (07/2025)
IREI editors convene to discuss internal and external issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Marek Handzel, editor of Institutional Real Estate Europe; Andrea Zander, editor of Institutional Real Estate Americas; and Kali Persall, editor of Institutional Investing in Infrastructure. (07/2025)
IREI editors convene to discuss internal and external issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Marek Handzel, editor of Institutional Real Estate Europe; Andrea Zander, editor of Institutional Real Estate Americas; and Kali Persall, editor of Institutional Investing in Infrastructure. (07/2025)
IREI editors convene to discuss internal and external issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Persall, editor of Institutional Investing in Infrastructure. (06/2025)
IREI editors convene to discuss internal and external issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Persall, editor of Institutional Investing in Infrastructure. (06/2025)
IREI editors convene to discuss internal and external issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Persall, editor of Institutional Investing in Infrastructure. (06/2025)
IREI editors convene to discuss internal and external issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; Marek Handzel, editor of Institutional Real Estate Europe; Kali Persall, editor of Institutional Investing in Infrastructure. (05/2025)
IREI editors convene to discuss internal and external issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; Marek Handzel, editor of Institutional Real Estate Europe; Kali Persall, editor of Institutional Investing in Infrastructure. (05/2025)
IREI editors convene to discuss internal and external issues of the day, and you're invited to listen in. Joining the discussion is Loretta Clodfelter, the organization's editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; Marek Handzel, editor of Institutional Real Estate Europe; Kali Persall, editor of Institutional Investing in Infrastructure. (05/2025)
Kali Persall, editor of Institutional Investing in Infrastructure, reports the transportation sector continues to face roadblocks caused by the COVID-19 pandemic, even as there are prospects for a road to recovery in 2025? (03/2025)
Kali Persall, editor of Institutional Investing in Infrastructure, discusses the reputational risk infrastructure projects sometimes face and the importance of earning trust by by engaging key community stakeholders. (02/2025)
In this episode, Jake and Gino sit down with Jeremy Thomason, Managing Principal of Convolo Capital, to discuss his journey from corporate banking to real estate syndication. Jeremy shares his experiences in passive investing, multifamily deals, asset management, and raising capital.He reveals insider knowledge from his time at CoreLogic, breaks down how institutional investors operate, and explains why Dallas and Atlanta are his top picks for 2025.If you're looking to scale your real estate portfolio, improve your asset management skills, or understand the nuances of multifamily investing, this episode is for you.Topics Covered:How Jeremy transitioned from banking to real estateLessons learned from single-family investingRaising capital as a first-time GPThe power of institutional investors in multifamilyThe risks of floating-rate loans and why fixed debt is kingHow to avoid cash management disasters in multifamilyThe future of real estate investing in 2025Subscribe for more insights on multifamily investing and wealth-building strategies! Chapters:00:00 - Introduction 02:59 - What is a Finance Bro? 07:32 - Transitioning from Passive Investor to Syndicator 11:40 - How Big Data and AI Are Changing Real Estate 19:20 - Understanding Multifamily Debt: Agency vs. Bridge Loans 23:15 - Cash Management vs. Spreadsheet Management 31:03 - Asset Management vs. Property Management 36:37 - Why NOI Growth Matters More Than Cap Rate Compression 40:17 - The State of the Multifamily Market in 2025 45:46 - Top Real Estate Podcasts & Resources 51:04 - Best U.S. Markets for 2025 52:29 - Gino Wraps it Up We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)
On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Max Belmont, Portfolio Manager and Senior Research Analyst at First Eagle Investments. Max discusses the growing interest in gold amid global economic uncertainties, exploring its role as a potential hedge against inflation and currency devaluation. The discussion also covers the dynamics of gold mining investments, the impact of central bank policies, and the comparison between gold and digital assets like Bitcoin.Tune in for key insights on the enduring allure of gold and exploration of its strategic importance in today's investment landscape.Key TakeawaysGold is prized as a potential safe haven due to its stability and limited supply. Unlike other commodities, gold does not corrode or degrade, maintaining its value over long periods. This makes it a potential hedge against economic instability and currency devaluation.The historical context of gold, including its role during periods of hyperinflation and economic turmoil, has influenced its perception as a stable investment. Central banks have shifted from being net sellers to net buyers of gold, especially after the 2008 financial crisis and recent geopolitical tensions, such as the Russia-Ukraine conflict.While both gold and cryptocurrencies like Bitcoin are seen as alternatives to traditional financial assets, they behave differently. Gold is a "risk-off" asset, providing stability during market downturns, whereas Bitcoin is more volatile and behaves like a "risk-on" asset, similar to growth stocks.First Eagle's approach to investing in gold includes holding physical gold and investing in gold mining companies. The investment strategy focuses on valuation, resilience, duration, and optionality to ensure a margin of safety and long-term value.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.
On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Dan Ivascyn, CIO of PIMCO, as he reflects on his 26-year career at PIMCO, from trading structured products to leading their portfolio management. Dan discusses the firm's evolution, the shift from traditional to alternative fixed income strategies, and the current appeal of high-quality bonds. Hear insights on PIMCO's secular forums, Federal Reserve policies, and the potential impact of political scenarios like a Harris vs. Trump presidency. The episode also covers global volatility, debt levels, and emerging market debt opportunities. Don't miss this conversation as we go inside the curve. Key TakeawaysDan Ivascyn details how PIMCO has evolved from a focus on traditional fixed income to incorporating alternative strategies, adapting to the complexities of global markets over the past 26 years.This episode explores the significant shift in the fixed income industry from high interest rates to a current environment of higher nominal yields, including a return to traditional fixed income opportunities and the comparative value of private credit.Dan Ivascyn shares his views on the Federal Reserve's performance and expectations regarding future rate cuts, the impact of political factors on investing, and the broader implications of global economic volatility and national debt levels.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.
How can nonprofit organizations ensure their missions are financially sustainable? Join me, Kelly Brothers, Mike Genovese, and Scott Thomas Principals of CAPTRUST Sacramento, as they unpack the complex world of institutional investing and fiduciary governance. Gain insights from Mike's valuable experiences on the boards of the Crocker Art Museum and the Mercy Foundation, where he shares the evolving challenges and unwavering missions of these cultural and social pillars. This episode emphasizes the significance of long-term financial management for endowments, foundations, and associations, and the personal fulfillment that comes from supporting local organizations. In our deep dive into nonprofit mission engagement and fiduciary strategies, we stress the importance of fiduciary responsibility and maintaining robust client relationships. Learn why regular performance benchmarking and issuing RFPs are essential for competitive fees and service quality. Discover how savvy fund management can attract and retain donors, ultimately benefiting the institution's mission. These insights are vital for finance committee members and those involved in institutional investment management, ensuring they can effectively support and enhance their organizations' missions. Finally, we explore the nuances of endowment distribution and investment policies, shedding light on common practices like the rolling average distribution rate and adjustments during economic downturns. Understand the differences between true and quasi-endowments, the importance of adhering to board policies, and the critical need for documenting investment and distribution policies for institutional memory. Through real-life case studies, we illustrate the financial benefits of proper cash management and the role of advisors in guiding nonprofit committees towards optimal financial sustainability. For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me, Scott or Mike at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ Episode Highlights (00:00) Institutional Investing and Fiduciary Governance (07:45) Nonprofit Mission Engagement and Fiduciary Strategies (27:04) Endowment Distribution and Investment Policies (36:59) Nonprofit Endowment & Foundation Strategies Chapter Summaries(00:00) Institutional Investing and Fiduciary Governance Endowment investing and fiduciary governance for nonprofits, with insights from board members and advisors. (07:45) Nonprofit Mission Engagement and Fiduciary Strategies Managing endowments and foundations requires fiduciary responsibility, client-driven services, benchmarking, RFPs, and mission engagement. (27:04) Endowment Distribution and Investment Policies Nature's endowment distribution policies, true vs. quasi-endowments, documenting policies, limited power of attorney, and investment policy statements. (36:59) Nonprofit Endowment & Foundation Strategies Efficient management of endowments and foundations includes cash management, fiduciary responsibilities, and regular policy review.
In this episode, the ReSolve team chats with Ben Reeves, a seasoned financial professional with a wealth of experience in portfolio construction and investment strategies. Ben shares his journey from working at Bridgewater to facing a health crisis, and eventually joining Wealthsimple. The conversation delves into the intricacies of allocation research, portfolio design, and the challenges and opportunities in the private investment space.Topics Discussed• Ben's transition from institutional investors to portfolio construction and his learnings from Bridgewater• The impact of a health crisis on Ben's career and his shift to Wealthsimple• The essence of long-term investing and the importance of putting money at risk in a reasonable way• The exploration of privates as a first step in diversifying investment portfolios• The challenge of tracking error constraints in portfolio design and how Wealthsimple navigates this• The behavioral advantage of privates and the fear of giving up liquidity• The difficulty for active managers to reliably outperform without overweighting certain sectors• The role of gold and commodities in diversifying portfolios and mitigating risk• The importance of putting money at risk in a reasonable way and avoiding performance chasing• The potential of leverage as a diversifying tool or a risk-reducing tool• The constraints and considerations in adding leverage to portfolios• The personalization of portfolio construction and the shift towards risk parityThis episode provides a deep dive into the world of portfolio construction, the role of privates in diversifying portfolios, and the challenges of tracking error constraints. Ben Reeves offers valuable insights from his experience at Wealthsimple and Bridgewater, making this a must-listen for anyone interested in investment strategies and portfolio design.This is “ReSolve's Riffs” – published on YouTube Friday afternoons to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.
Join FEG CIO Greg Dowling and Scott Harlan, Managing Partner and Founder of Rockland Capital, as they discuss the power industry's critical role in supporting the digital and AI-driven economy. From meter reader to private equity principal, Scott shares his journey and insights on energy challenges, the need for a balanced energy mix, and the shift to private sector investments.Scott addresses the power needs of AI-driven data centers, battery technology, and the importance of gas-fired plants. He explores the impact of politics on energy policy and highlights Rockland Capital's strategy in developing and improving energy projects.Tune in for insights on navigating the evolving power industry and the role of private equity in driving the energy transition.Key TakeawaysHarlan highlights the necessity of balancing the energy mix, including traditional and renewable energy sources with battery storage. While more new power generation needs to be built, another huge component is extending the life of existing plants.The shift from regulated utilities to the private sector is explored, with Harlan explaining how the private sector's desire for better efficiency and risk management drives investment.Harlan delves into the power requirements of data centers, especially those driven by AI, and the challenges of connecting these facilities to the grid, proposing ideal power solutions to ensure reliability and meet ESG goals.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.
Kali Persall, editor of Institutional Investing in Infrastructure, discusses how infrastructure experts are navigating fiber-optic overbuilding concerns while finding pockets of opportunity. (05/2024)
Kali Persall, editor of Institutional Investing in Infrastructure, highlights the two primary features in the April 2024 edition of the magazine. (3/2024)
Kali Persall, editor of Institutional Investing in Infrastructure, highlights the lead feature in the upcoming March 2024 edition of the magazine. (2/2024)
Our teacher today is Harvard Business School legend, Andre Perold. Born and raised in South Africa, Andre taught at HBS for over 30 years, earning numerous awards for both his research and teaching excellence. If you were an aspiring investor attending HBS, Andre's class felt like the only class that mattered. He co-founded HighVista Strategies, a now leading investment firm that has $10 billion of AUM and focuses on investing in structurally inefficient opportunities across both public and private markets. In this session, Andre deconstructs the concept of compounding with an appreciation for both the academic and practical components. It was such a privilege to have Andre joined us in class as he represents the pinnacle of investor-teachers. I hope you enjoy our class with Professor Andre Perold. For the full show notes, transcript, and links to mentioned content, check out the episode page HERE ----- This episode is brought to you by Summus. Summus is a revolutionary health benefits solution, driving superior employee engagement while dramatically lowering your company's enterprise-level healthcare spend. They're completely transforming the world of health benefits by providing employers and their employees in any location, fast access to over 5,100 of the top medical specialists from America's very best medical centers for support across all health questions. If you're looking for a benefit that drives your employee engagement, truly takes care of your people in their most scary and vulnerable times, all while improving your healthcare ROI, visit GoSummus.info/AOI. This episode is brought to you by Hunt Club. Hunt Club unlocks relationships and helps companies grow. Whether it's recruiting your next hire, landing your next big partner, or financing your business, a trusted introduction always works more effectively. Hunt Club's tech-enabled search model leverages the largest community of its kind to refer amazing talent on your behalf. Additionally, its software program, Atlas, helps organize the entire network of a company or fund and assists in streamlining the right introductions. If you're looking for the ideal solution for all of your talent needs, visit HuntClub.com/AOI. ----- Art of Investing is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Art of Investing, visit staygrovey.com. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @ArtofInvest | @Buhrman_Rick | @PaulBuser | @JoinColossus Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00) Welcome to the Art of Investing (02:51) First Question - Andre's Teaching Philosophy and Approach (04:42) Historical Perspective on Compounding (09:41) Investing in Your Human Capital (14:34) Early Teaching Experiences and Insights (17:51) The Importance of Networking and Experiences in MBA (20:20) The Innate and Acquired Aspects of Teaching (22:51) The Genesis of HighVista Investment Firm (24:39) The Evolution of Institutional Investing (27:12) The Shift to Smaller, Inefficient Markets (37:42) The Opportunities in Biotech Investments (42:48) The Intersection of Academia and Investing (53:18) The Power of Diversification in Compounding (54:15) The Role of Human Capital in Success (56:38) Andre's Final Lesson For The Class
Kali Persall, editor of Institutional Investing in Infrastructure, highlights stories from the magazine's December edition and the newly published January edition. (12/2023)
In episode 3 of the Alternative Allocations podcast series I discuss democratizing alternative investments with my esteemed guest Jenny Johnson, President and Chief Executive Officer of Franklin Templeton. Jenny and I chat about opportunities in the wealth management channel, the need for advisor education, and why she is committed to growing Franklin Templeton's alternatives business. In a career spanning 35 years, Jenny has been a key driver of the company's transformation to what is now one of the largest global investment managers with over U.S. $1.4 trillion in assets under management. During the course of her career, Jenny has held leadership roles in all major divisions of the asset management business, including investment management, distribution, technology, operations and wealth management. She has led the evolution of Franklin Templeton since becoming CEO in February 2020, and has further diversified the company's investment capabilities and client solutions through key strategic acquisitions and investments. Jenny has received many recognitions, including being named to Forbes' "World's 100 Most Powerful Women" and "50 Over 50" lists in 2022. She has been named to the 2023 Barron's list of the "100 Most Influential Women in US Finance," marking the fourth consecutive year she has been honored. She was also named to Pensions & Investments' inaugural class of "Influential Women in Institutional Investing" in 2023. Jenny serves on a variety of boards, including the International Advisory Panel of the Monetary Authority of Singapore, the New York Stock Exchange (NYSE) Board Advisory Council and, in 2023, was appointed to the US-Brazil CEO Forum. Additionally, Jenny is a board member of the Memorial Sloan Kettering Cancer Foundation, Thermo Fisher Scientific and Catalyst. Previously, she has served on several other boards, including Stanford's Lucille Packard Children's Hospital and the San Francisco Giants. Jenny earned her B.A. in economics from the University of California at Davis. Jenny Johnson | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn
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