Best PGIM Podcasts (2024)

1
14: Ep 014 - Opportunities in the Mid and Small Cap Space 12:01

9d ago12:01

12:01

Mid and small cap stocks have outperformed the broader index in the last one year as of July 2, 2024. As investors, you would be tempted to chase mid and small cap stocks. But are there opportunities still left in this space? How are large, mid and small caps placed from a valuation perspective? Find out more by listening to Vivek Sharma, Senior Fu…

1
7: Ep 007 - Sector funds 16:19

16d ago16:19

16:19

If you have been observing the market, PSUs shares have been in the limelight in the last one year. As investors, one may be tempted to invest in PSU stocks. This is where sector funds come into play. They invest in one particular sector or theme such as PSUs, technology, pharma and so on, which helps you take a dedicated exposure to one sector or …

1
Taimur Hyat, COO – PGIM (EP.32) 48:58

24d ago48:58

48:58

Taimur Hyat is the Chief Operating Officer for PGIM. PGIM manages over 1.3 trillion in equity, fixed income, real estate, alternatives, and multi-asset solutions. Being a “strategic COO” is the wave of the future, and Taimur provides some great insight on how he does it. He shares his evolution from doing development economic research to consulting…

1
Inflation Shifts and the Bond Market Response 18:20

3d ago18:20

18:20

Amid global market volatility and potential economic shifts, understanding inflation's impact on bond markets is pivotal for informed investing. This episode delves further into this topic with a focus on developed markets such as the U.S. and Eurozone, exploring the potential path of rate cuts, the attractiveness of bonds versus cash, and how a re…

1
Retirement at Risk: New Ideas for an Uncertain Future 28:07

4d ago28:07

28:07

In the middle of the Great Depression, President Franklin Roosevelt spearheaded the creation of Social Security, forever changing the US retirement system and how Americans think about long-term savings. Only a few pensions existed at the time, and Social Security was the first government-backed program to provide for the basic welfare of all senio…

1
Retirement at Risk: New Ideas for an Uncertain Future 28:07

4d ago28:07

28:07

In the middle of the Great Depression, President Franklin Roosevelt spearheaded the creation of Social Security, forever changing the US retirement system and how Americans think about long-term savings. Only a few pensions existed at the time, and Social Security was the first government-backed program to provide for the basic welfare of all senio…

1
Nicole Adrien, Chief Product Officer & Global Head of Client Relations – Oaktree Capital Management (EP.33) 44:09

10d ago44:09

44:09

Nicole Adrien is the Chief Product Officer and Global Head of Client Relations at Oaktree Capital. If you work directly with clients and prospects, this is the conversation for you. Nicole discusses her career path beginnings at Goldman Sachs, and how she turned a summer internship during business school into a career at Oaktree. Working with clien…

1
The Potential of Sustainable Aviation Fuel 18:27

11d ago18:27

18:27

The aviation industry is under the sustainability microscope with recent estimates finding that it contributes to 6% of total global warming. This episode of Fixed on ESG explores the role of Sustainable Aviation Fuel (SAF) in mitigating aviation's environmental impact, the contrasting policy approaches in the U.S. and EU, and discusses the potenti…

1
...Let's Talk Direct Lending 21:22

25d ago21:22

21:22

To explore the direct lending landscape, Eric Adler, President and CEO of PGIM Private Alternatives, 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 increase of capital …

1
Part 2: Navigating the Low Carbon Transition with Temperature Alignment 26:27

29d ago26:27

26:27

Tackling the intricacies of ESG investing in a warming world is a top challenge for today's investors. In the second half of this two-part series, we explore the practical application of temperature alignment in investment strategies, detail the limitations of third-party ESG data, and introduce PGIM Fixed Income’s proprietary Temperature Alignment…

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Hank Boughner, CEO – Dynamo Software (EP.31) 45:56

29d ago45:56

45:56

This Sponsored Insight features Hank Boughner, the CEO of Dynamo Software – an end-to-end platform for the alternative investment industry. Hank has been the CEO of Dynamo Software since 2017. His unique career path as an engineer, investment banker, and private equity investor gives him a unique perspective on what the future holds for investment …

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The Business of Bonds with PGIM Fixed Income’s Co-CIO 39:37

1M ago39:37

39:37

Bonds are back and with fixed income gaining interest with investors, we’re taking an introspective look at our investment process and how we’re navigating current market dynamics here at PGIM Fixed Income. We touch on our scenario-based approach, investment views, the fixed income opportunity set we see ahead, and what it means for us as we constr…

1
The Paradox of Diversification: The 60-40 Portfolio’s Future 25:44

1M ago25:44

25:44

Harry Markowitz, the legendary economist and father of modern portfolio theory, has been credited with saying that diversification is the only free lunch in investing. However, his work on the efficient frontier shows that investors give up expected returns to lower expected risk. This may make diversification even more compelling. With uncertainty…

1
The Paradox of Diversification: The 60-40 Portfolio’s Future 25:44

1M ago25:44

25:44

Harry Markowitz, the legendary economist and father of modern portfolio theory, has been credited with saying that diversification is the only free lunch in investing. However, his work on the efficient frontier shows that investors give up expected returns to lower expected risk. This may make diversification even more compelling. With uncertainty…

1
Darshan Desai, COO – Beach Point Capital Management (EP.30) 48:22

1M ago48:22

48:22

Darshan Desai is the COO and Head of Risk at Beach Point Capital, a $15 billion credit shop based in Santa Monica, CA. Darshan and I discuss his career path, which began at York Capital, his move to Kansas City to works for BATS, and then finding his way to Beach Point in 2010. Darshan shares his experience and learnings from seeing two firms ramp …

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Amy Knapp, COO – Corsair Capital (EP.29) 37:11

2M ago37:11

37:11

Amy Knapp is the COO of Corsair Capital, a private equity firm that is focused on buyouts and infrastructure. When we started the podcast, the goal was to share best practices among investment operations professionals, and my conversation with Amy fires on all cylinders. Amy discusses her career path from public accounting to an unexpected opportun…

1
Nasdaq Solovis at Verger Capital (EP.28) 33:59

2M ago33:59

33:59

This Sponsored Insight highlights Nasdaq’s Solovis, a multi-asset class portfolio, data, and risk management system for asset owners. We spoke with Jeff Manning of Verger Capital Management, a $2.8 billion OCIO that was created out of the Wake Forest University Office of Investments. Verger’s CIO, Jim Dunn, was an early guest on Capital Allocators,…

1
[REPLAY] Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24) 1:03:55

2M ago1:03:55

1:03:55

Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO business, is a fascinating part of our conversation. Before joining Wake, Jim traveled the world as…

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6: Ep 006 - Active or Passive: How to Make a Choice 23:24

2M ago23:24

23:24

When one sets out to invest in mutual funds they are not thinking active or passive, rather they just want to invest in something that fits in their risk profile, goal, or time horizon. Over the last few years, we have seen a plethora of fund launches in the passive space. Passive Funds provide you market exposure at a low cost. In this podcast, Li…

1
…Let’s Talk Private Equity Secondaries with Dr. Marco Wulff 19:34

2M ago19:34

19:34

To explore the opportunities of alternative investment strategies, Eric Adler, President & CEO of PGIM Private Alternatives, 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 g…

1
Part 1: Navigating the Low Carbon Transition with Temperature Alignment 20:11

2M ago20:11

20:11

In the face of escalating climate challenges, temperature alignment is taking center stage and helping to reshape climate-conscious investment strategies. In the first of a two-part series, we delve deeper into this innovative tool and its role in the low carbon transition, understanding the shift from excluding to backing certain issuers critical …

1
A Pension Comeback? The Future of Retirement in a Higher-For-Longer Regime 25:45

2M ago25:45

25:45

Millions of college students across the US graduate each spring and enter the workforce. When today’s retirees entered the workforce in the early 1980s, pension plans and Social Security benefits were two of the main sources of retirement income. Just a couple decades later, defined benefit (DB) plans were overtaken by defined contribution (DC) pla…

1
A Pension Comeback? The Future of Retirement in a Higher-For-Longer Regime 25:45

2M ago25:45

25:45

Millions of college students across the US graduate each spring and enter the workforce. When today’s retirees entered the workforce in the early 1980s, pension plans and Social Security benefits were two of the main sources of retirement income. Just a couple decades later, defined benefit (DB) plans were overtaken by defined contribution (DC) pla…

1
Karl Sprules, COO – AllianceBernstein (EP.27) 45:41

2M ago45:41

45:41

Karl Sprules is the COO at Alliance Bernstein, a global asset manager with $725 billion in assets and over 4,700 employees. I really enjoyed speaking with Karl as he shows how you can be nimble at scale. We cover a lot of territory from his beginnings at Alliance Capital in the technology group, navigating the merger that created AB, and his evolut…

1
Mapping Geopolitics in Emerging Markets 22:51

2M ago22:51

22:51

Navigating the volatile landscape of geopolitics and its implications on emerging markets has become critical in this uncertain economic climate. In this episode, we provide an in-depth analysis of the current geopolitical landscape, its profound impact on emerging markets, and the risk factors on our radar. This episode features PGIM Fixed Income’…

1
13: Ep 013 - Opportunities in the Indian Healthcare Sector 26:54

2M ago26:54

26:54

India’s healthcare sector consists of hospitals, medical devices, clinical trials, outsourcing, telemedicine, medical tourism, health insurance, and medical equipment. Rising demand for affordable healthcare, technological advancements, the emergence of telemedicine, rapid health insurance penetration is driving the demand for India’s healthcare se…

1
Michael Lukasek, Managing Director – University of Pennsylvania (EP.26) 40:14

3M ago40:14

40:14

Mike Lukasek is a Managing Director and the COO for the University of Pennsylvania’s Office of Investments. Mike has been the COO of Penn’s Endowment for over 14 years. Prior to that, he was a VP at Goldman Sachs for their private equity fund of funds business and a VP of Finance at Summit Partners. Given his tenure at Penn, Mike brings perspective…

1
…Let’s Talk Value-Add Equity Real Estate Investing with Sebastiano Ferrante 19:10

3M ago19:10

19:10

To explore the key elements of successful real estate investments, Eric Adler, President & CEO of PGIM Private Alternatives, 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 tra…

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5: Ep 005 - How to Select Equity Funds For Your Portfolio? 21:30

3M ago21:30

21:30

In life we are inundated with choices – whether it’s the choice of clothes, the colour and brand of cars, perfumes, the list can go on. Clearly, there’s a wide variety of options available today in every sphere of life which can be sometimes overwhelming. Similarly, we have a wide variety of investment options within the mutual fund industry. In th…

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9: Ep 009 - Overcoming concentration risk 12:58

3M ago12:58

12:58

Risk concentration is an important aspect to get a hold of when it comes to managing your wealth, personal finance planning and getting to where you want to be. But it's also one of those things that is often less understood or maybe misunderstood. So, in this episode of Money Buddy, Ajit Menon, CEO, PGIM India Mutual Fund, is here to clarify some …

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Trailer: Speaking of Alternatives 0:55

3M ago0:55

0:55

Speaking of Alternatives is an original podcast from PGIM, providing a global perspective on the rich and diverse landscape of alternative investments. Each month, guests join host Eric Adler, President and CEO of PGIM Private Alternatives, to cut through the complexities and get to the heart of alternative investing. Together they look beyond the …

1
Lawrence Miller, CTO – Wilshire (EP.25) 45:55

3M ago45:55

45:55

Lawrence Miller is the CTO of Wilshire, an independent investment management firm that offers consulting services, analytical products, and manages funds for a global client base. For many of us owning and understanding technology is critical for our business. However, many of us have come up through the ranks without hands-on training. This is whe…

1
Minding Your Blind Spots: Investment Strategies for a New Regime 24:55

3M ago24:55

24:55

The stock market crash of 1929 was a pivotal event that rippled across the globe. The Great Crash rocked financial markets, not to mention the world economy, and proved to be a precursor to the Great Depression. The sudden selloff wiped out the fortunes of investors who were ill prepared to ride out a bear market. Today, investors must heed the les…

1
Minding Your Blind Spots: Investment Strategies for a New Regime 24:55

3M ago24:55

24:55

The stock market crash of 1929 was a pivotal event that rippled across the globe. The Great Crash rocked financial markets, not to mention the world economy, and proved to be a precursor to the Great Depression. The sudden selloff wiped out the fortunes of investors who were ill prepared to ride out a bear market. Today, investors must heed the les…

1
12: Ep 012 - Fixed Income Investing at This Juncture 11:10

3M ago11:10

11:10

The global monetary tightening cycle has ended. The developed market central banks are sounding dovish even as growth holds up leading to a scenario of a soft landing. Indian growth is holding up pretty strong. The core Inflation at multiyear lows gives RBI room to cut rates later this year. In this podcast, Ankit Jain chats with Puneet Pal, Head –…

1
The Elephant in the Room: Overcoming Biodiversity Data Challenges 41:21

3M ago41:21

41:21

The vital role of biodiversity across social and economic dependencies has captured the attention of ESG investors. With biodiversity in focus and a surge of new datasets to inform investment considerations, we explore how biodiversity is measured, approaches to investing in nature, how we tackled some of the complexities in biodiversity data when …

1
Kenneth Onorio, CFO/COO – Eagle Point Credit Company (EP.24) 34:54

4M ago34:54

34:54

Ken Onorio is the Chief Financial and Chief Operating Officer of Eagle Point Credit, a $9 billion credit-oriented investment firm. At some level, this is an interview about the softer skills in our space. Having spent time in hedge funds and a tour in fund administration, Ken shares his unique perspective with some key takeaways. Ken then discusses…

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8: Ep 008 - Ajit deep dives into how inflation impacts our household 19:06

4M ago19:06

19:06

In this episode of Money Buddy, Ajit Menon, CEO, PGIM India Mutual Fund, talks about a topic that affects all of us and is the number one enemy of our hard earned money, which is inflation. Ajit deep dives into how inflation impacts our household and how one can invest in the right asset classes that can beat inflation over long run. Disclaimer : M…

1
Deconstructing Commercial Real Estate 18:54

4M ago18:54

18:54

With significant repricing across all commercial real estate (CRE) sectors, normalizing rent growth, and rising expenses, it’s time to revisit and reassess the CRE space. Get our thoughts on the CRE market today, implications for the banking sector, and risk factors we’re monitoring. This episode features PGIM Fixed Income’s David Jiang, U.S. Inves…

1
Healthy Returns: Identifying Future Winners Amid Rapid Medical Innovation 23:49

4M ago23:49

23:49

Some medical breakthroughs come from unexpected sources. The origins of new weight-loss drugs such as Ozempic—known in the industry as GLP-1s—can be traced back to 2005, when they were introduced as a treatment for diabetes. Two decades later, these drugs have seemingly burst onto the medical scene, gaining notoriety for their ability to help peopl…

1
Healthy Returns: Identifying Future Winners Amid Rapid Medical Innovation 23:49

4M ago23:49

23:49

Some medical breakthroughs come from unexpected sources. The origins of new weight-loss drugs such as Ozempic—known in the industry as GLP-1s—can be traced back to 2005, when they were introduced as a treatment for diabetes. Two decades later, these drugs have seemingly burst onto the medical scene, gaining notoriety for their ability to help peopl…

1
Terry Thompson, COO – Berkshire Partners (EP.23) 37:39

4M ago37:39

37:39

Terry Thompson is the Chief Operating Officer of Berkshire Partners, Boston-based private equity firm started in the 1980s before adding public equity capabilities in 2007. Terry shares how his background across 8 different industries helped him land the role at Berkshire. We talk about how to quickly transition into a new industry, how to assess a…

1
Pulse Check on U.S. Interest Rates 21:33

4M ago21:33

21:33

Despite fluctuating post-pandemic interest rates, the U.S. economy has shown unexpected resilience. Contrary to predictions of a possible recession the U.S. economy continues to show signs of economic growth. In this episode of All the Credit®, Tom Porcelli, Chief U.S. Economist, hosts Guillermo Felices, PhD and George Jiranek, CFA, two of PGIM Fix…

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Deciphering ESG in Emerging Markets: A Closer Look at Risk and Bias 22:45

4M ago22:45

22:45

For fixed income ESG investors, gaining a deeper understanding of emerging markets is crucial as standard ESG assessments may neglect the complex economic and social dynamics that influence positive ESG impact as well as investment risks and opportunities in these regions. In this episode of Fixed on ESG, Nuvneet Dhillon, CFA, ESG Specialist, highl…

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11: Ep 011 - The Rise of India 18:22

4M ago18:22

18:22

As per a recent study by Goldman Sachs, India’s per capita GDP for FY 2024 is around Rs 3 lakh and by 2027 around 10 crore population are expected to earn around Rs. 8 lakh. It also predicts that India is set to become the second largest economy by 2075. A rising disposable income means that Indians will spend more on discretionary goods and servic…

1
Jason Ment, COO - StepStone Group (EP.22) 53:37

5M ago53:37

53:37

Jason Ment is the president and Co-COO of StepStone Group, a global private markets investment firm focused on providing customized investment solutions, advisory and data services on behalf of clients representing $659B. I really enjoyed this wide-ranging discussion on what is just around the corner in private markets. We cover his career path fro…

1
Intelligo at Stonehaven Partners (EP.21) 49:20

5M ago49:20

49:20

Today Sponsored Insight highlights Intelligo, a risk intelligence and background check platform that blends human analysis with cutting-edge AI to uncover facts in a fraction of the time. I sat down with Brian Gaffney of Stonehaven Partners to discuss the common challenges with background checks and how Intelligo helps his team streamline and scale…

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Stephen Baranowski, Head of Client Ops – Adams Street Partners (EP.20) 41:06

5M ago41:06

41:06

Steve Baranowski is a Partner and Head of Client Operations at Adams Street Partners, a private investment manager with $58B in assets. Steve discusses his early career in public accounting and the nuances of transitioning to a client. He then shares what makes Adams Street unique and how their operations has evolved over time while striving to kee…

1
Forever in Your Debt: Investment Risks in an Era of Big Spending 24:07

5M ago24:07

24:07

A storm may be brewing off the coast. It is not a new concern for investors, but its intensity has grown. The US federal government owes more than $34 trillion—and counting. This level of debt has the potential to wreak havoc, even for the world’s largest economy. Government debt has grown in other parts of the globe as well, and debt held by consu…

1
Forever in Your Debt: Investment Risks in an Era of Big Spending 24:07

5M ago24:07

24:07

A storm may be brewing off the coast. It is not a new concern for investors, but its intensity has grown. The US federal government owes more than $34 trillion—and counting. This level of debt has the potential to wreak havoc, even for the world’s largest economy. Government debt has grown in other parts of the globe as well, and debt held by consu…

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