...Let’s Talk Data Centers with Jim Footh

Speaking of Alternatives

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Lisätty one vuosi sitten

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Mind The Business: Small Business Success Stories

1
Pushing Past Stagnation & Business Plateaus 30:21

4 päivää sitten30:21

Toista Myöhemmin

Listat

Tykkää

Tykätty

30:21

Hitting plateaus is a common milestone in business, but there’s a difference between stability and a rut. In the last installment of this season, we’ll dive into the ways small business owners push beyond plateaus and find new ways to achieve revenue growth. Jannese and Austin wrap up their time in Nashville, Tennessee with a wonderful visit to N.B. Goods to speak with owner Camille Alston . Camille details the times where she hit a wall with profits, the strategies she implemented to increase revenue, what worked, what didn’t, and the important lessons she learned in the process. You won’t want to miss this informative final chapter! Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…

vuosi sitten 22:32

MP3•Jakson koti

Data centers are one of the fastest-growing areas within real estate investing. Growth is driven by the increasing digitization of our lives and the evolution of AI. Demand for data center builds has various considerations including location, sustainable power, and tenant segments. Keshav and Jim explore the opportunities inherent in this exponential increase in the need for power.

Subscribe to Speaking of Alternatives on your favourite podcast platform.

Key Takeaways:

Data Center Sector Supply-Demand Imbalance [2:27]
Data Center Location Depends on Applications and Workload [3:31]
Data Center Tenant Segments [9:21]
Integrating Sustainable Power [13:29]
Opportunities in Tier 1 and Tier 2 Data Center Markets [15:37]
Data Center Investment Considerations [20:23]

*The views expressed herein are those of the speaker at the time the comments were made and may not be reflective of their current opinions and are subject to change without notice, and should not be considered investment advice.

Find Out More About Alternative Investing:

Shareables:

“AI is going to push construction of data centers into more remote areas but there’s still demand for data centers in those close in-city locations.” — Jim Footh, Managing Director of Global Data Center Investments at PGIM Real Estate #alternativeinvesting #realestateinvesting
“They are complex investments for sophisticated investors that want to come on this journey as demand for data centers continues to evolve.” — Jim Footh, Managing Director of Global Data Center Investments at PGIM Real Estate #PGIMPodcasts #alternativeinvesting
“The industry is focused on creating and evolving designs to make data centers more efficient so there is less wasted power.” — Keshav Rajagopalan, Managing Director, Head of Product & Strategy, PGIM Multi-Asset Solutions #PGIMalts #investing
“In the face of the unprecedented demand for data centers, supply will continue to be a challenge.” — Keshav Rajagopalan, Managing Director, Head of Product & Strategy, PGIM Multi-Asset Solutions #PGIMalts #institutionalinvesting

12 jaksoa

...Let’s Talk Data Centers with Jim Footh

Speaking of Alternatives

published vuosi sitten

Jaa

MP3•Jakson koti

Subscribe to Speaking of Alternatives on your favourite podcast platform.

Key Takeaways:

Data Center Sector Supply-Demand Imbalance [2:27]
Data Center Location Depends on Applications and Workload [3:31]
Data Center Tenant Segments [9:21]
Integrating Sustainable Power [13:29]
Opportunities in Tier 1 and Tier 2 Data Center Markets [15:37]
Data Center Investment Considerations [20:23]

Find Out More About Alternative Investing:

Shareables:

“AI is going to push construction of data centers into more remote areas but there’s still demand for data centers in those close in-city locations.” — Jim Footh, Managing Director of Global Data Center Investments at PGIM Real Estate #alternativeinvesting #realestateinvesting
“They are complex investments for sophisticated investors that want to come on this journey as demand for data centers continues to evolve.” — Jim Footh, Managing Director of Global Data Center Investments at PGIM Real Estate #PGIMPodcasts #alternativeinvesting
“The industry is focused on creating and evolving designs to make data centers more efficient so there is less wasted power.” — Keshav Rajagopalan, Managing Director, Head of Product & Strategy, PGIM Multi-Asset Solutions #PGIMalts #investing
“In the face of the unprecedented demand for data centers, supply will continue to be a challenge.” — Keshav Rajagopalan, Managing Director, Head of Product & Strategy, PGIM Multi-Asset Solutions #PGIMalts #institutionalinvesting

12 jaksoa

Kaikki jaksot

1
...Let’s Talk Alternatives within Portfolio Construction with Alfred Lerman & Mao Dong 23:15

5 weeks sitten23:15

23:15

Alfred Lerman is the Chief Investment Officer at PGIM Multi-Asset Solutions and Mao Dong is the Co-Head of Portfolio Management at PGIM Multi-Asset Solutions. Alfred is passionate about optimizing portfolios through a thoughtful balance of risk and return objectives. Mao’s strength is in customizing portfolios based on unique client objectives. Keshav, Alfred, and Mao discuss the strategic integration of alternative investments in portfolio construction. Their analysis highlights the unique potential for portfolio customisation through the synergistic blend of private and public asset classes, coupled with robust risk mitigation strategies via meticulous underwriting and stringent covenants. Subscribe to Speaking of Alternatives on your favourite podcast platform. Key Takeaways: Alternatives Role in Constructing Multi-Asset Portfolios. [4:14] Portfolio Construction Customisation with Alternatives. [9:06] Dynamic Private and Alternative Asset Opportunities. [11:48] Managing Insurance Private Capital and Associated Risks. [14:26] Critical Elements of a Strong Portfolio. [17:17] *The views expressed herein are those of the speaker at the time the comments were made and may not be reflective of their current opinions and are subject to change without notice, and should not be considered investment advice. Find Out More About Alternative Investing: PGIM Private Alternatives realestate.investorservices.emea@pgim.com @PGIM on X @PGIM on Instagram PGIM on LinkedIn Shareables: “There are two primary reasons why investors go in for alternatives. One, return and second diversification.” — Alfred Lerman, Chief Investment Officer at PGIM Multi-Asset Solutions #PGIPodcasts #institutionalinvesting “You can’t just turn on and off an allocation. You need to achieve a vintage diversification.” — Alfred Lerman, Chief Investment Officer at PGIM Multi-Asset Solutions #PGIMPodcasts #alternativeinvesting “A rigorous underwriting process and risk management process is critical in determining suitable strategies for clients.” — Mao Dong, Co-Head of Portfolio Management at PGIM Multi-Asset Solutions #PGIMPodcasts #institutionalnvesting “Alternatives have become an increasingly prominent asset class in multi-asset class portfolio settings.” — Mao Dong, Co-Head of Portfolio Management at PGIM Multi-Asset Solutions #investing #alternativeinvesting “Private assets can play a complementary role to public markets across asset allocation.” — Mao Dong, Co-Head of Portfolio Management at PGIM Multi-Asset Solutions #investing #alts “Having strong convents in place and protection for the end investors are critical elements of a strong portfolio.” — Mao Dong, Co-Head of Portfolio Management at PGIM Multi-Asset Solutions #investing #valueadd “For institutional investors that are looking to position in this recovery sentiment we think real estate debt can provide spread premium as well as portfolio diversification benefits.” — Mao Dong, Co-Head of Portfolio Management at PGIM Multi-Asset Solutions #institutionalnvesting #valueadd…

1
...Let’s Talk Core Plus Real Estate Investing with Darin Bright 24:54

8 weeks sitten24:54

24:54

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. Subscribe to Speaking of Alternatives on your favourite podcast platform. Key Takeaways: A New Cycle for Returns on Real Estate Investments. [2:25] Benefits of Core Plus Strategies in Real Estate. [4:08] Is the Office Sector Still an Attractive Investment Opportunity? [6:32] Real Estate-related Tailwinds that Promote Growth. [11:31] Opportunities of Deploying Capital in Senior Housing. [18:43] Three Main Takeaways About Core Plus Real Estate. [21:59] *The views expressed herein are those of the speaker at the time the comments were made and may not be reflective of their current opinions and are subject to change without notice, and should not be considered investment advice. Find Out More About Alternative Investing: PGIM Private Alternatives realestate.investorservices.emea@pgim.com @PGIM on X @PGIM on Instagram PGIM on LinkedIn Shareables: “When we compare real estate to other asset classes, certainly fixed income, it’s starting to deliver at an appropriate rate. You are buying at a pretty significant discount to replacement cost.” — Darin Bright, Head of U.S. Core Plus at PGIM Real Estate #PGIPodcasts #institutionalinvesting “Supply has been shut down because interest rates are high so we think it all adds up to this is the year to start getting ahead of the wave of what should be good normalized returns going forward.” — Darin Bright, Head of U.S. Core Plus at PGIM Real Estate #PGIMPodcasts #alternativeinvesting “We try to integrate the environmental process in everything we do when we underwrite and identify a new investment.” — Darin Bright, Head of U.S. Core Plus at PGIM Real Estate #PGIMPodcasts #institutionalnvesting “Tenants today are prioritizing highly-amenitized, class Double-A, well-located properties.” — Darin Bright, Head of U.S. Core Plus at PGIM Real Estate #investing #PGIMPodcasts “There are a lot of tailwinds that have to do with two segments of the population, Baby Boomers, and Millennials, that are the two largest and also wealthiest in the U.S. and how they consume real estate. Getting in front of whatever they consume is smart.” — Darin Bright, Head of U.S. Core Plus at PGIM Real Estate #investing #alts “There is no greater imbalance in supply and demand from the property sector than senior housing.” — Darin Bright, Head of U.S. Core Plus at PGIM Real Estate #investing #valueadd…

1
...Let’s Talk Investing in Infrastructure with Bill Pappas 27:17

13 weeks sitten27:17

27:17

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. Subscribe to Speaking of Alternatives on your favourite podcast platform. Key Takeaways: Infrastructure Investing in 4 Global Megatrends. [3:28] Navigating the Political and Regulatory Risk of Infrastructure Investments. [5:49] Demand for Energy Drives Diverse Infrastructure Opportunities. [12:46] Infrastructure Investing is Nuanced and Complex. [17:29] Structured Credit and Private Equity Offer a Broader Range of Solutions to Investors. [19:29] Infrastructure Investments Enhance Portfolio Diversification. [21:09] *The views expressed herein are those of the speaker at the time the comments were made and may not be reflective of their current opinions and are subject to change without notice, and should not be considered investment advice. Find Out More About Alternative Investing: PGIM Private Alternatives realestate.investorservices.emea@pgim.com @PGIM on X @PGIM on Instagram PGIM on LinkedIn Shareables: “With digitalization, deglobalization, demographics, and decarbonization, we are seeing a greater need for private capital solutions in all of these dimensions. You need tailored solutions beyond what traditional bank capital can provide.” — Bill Pappas, Head of Core Infrastructure and Private Credit at PGIM Private Capital #PGIPodcasts #institutionalinvesting “The geopolitical landscape is more complex and dynamic and challenging than any time we've seen in recent times but the supply of capital is there in the private sector.” — Bill Pappas, Head of Core Infrastructure and Private Credit at PGIM Private Capital #PGIMPodcasts #alternativeinvesting “In the U.S., data center demand is expected to grow 20% a year through the end of the decade.” — Bill Pappas, Head of Core Infrastructure and Private Credit at PGIM Private Capital #PGIMPodcasts #institutionalnvesting “We are seeing continued growth in investment that's driven by private equity. That's been a massive dynamic that is influencing the markets.” — Bill Pappas, Head of Core Infrastructure and Private Credit at PGIM Private Capital #investing #PGIMPodcasts “With infrastructure, within a portfolio, you've got inflation balance, underlying asset resilience, and stability for investors.” — Bill Pappas, Head of Core Infrastructure and Private Credit at PGIM Private Capital #investing…

1
...Let’s Talk 2024 Alts Report with Matt Harvey, Sebastiano Ferrante, and Stephan Wessel 34:25

18 weeks sitten34:25

34:25

Today’s panel consists of 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, a private equity secondary mid-market specialist affiliate of PGIM. Keshav and the panel examine the findings of the 2024 Alts Report to understand how institutional investors are positioning their portfolios for a risk-on environment. The discussion covers topics such as target allocations to alternatives, geographic diversification, strategy selection, and the factors influencing investment decisions. Subscribe to Speaking of Alternatives on your favourite podcast platform. Key Takeaways: Private Alts: Allocations and Tensions in a Risk-on Environment. [2:20] Manage Investment Risk Factors with Covenants and Protections. [8:16] Unique Variations: Positive Leverage in European Real Estate. [12:14] Challenges in Private Alternatives: Fundraising and Valuations. [14:53] Panel Unpacks Today’s Investment Headlines. [19:00] Expected Institutional Investment Headwinds and Tailwinds of 2025. [27:56] *The views expressed herein are those of the speaker at the time the comments were made and may not be reflective of their current opinions and are subject to change without notice, and should not be considered investment advice. Find Out More About Alternative Investing: To Request a Copy of the 2024 Report: PGIM.com/whats-your-alternative PGIM Private Alternatives realestate.investorservices.emea@pgim.com @PGIM on X @PGIM on Instagram PGIM on LinkedIn Shareables: “Capital generally has to be returned to portfolios before it can be re-deployed.” — Matt Harvey, Head of Direct Lending at PGIM Private Capital #PGIMalts #institutionalinvesting “In the real estate market now, we see a stabilization in variations since this quarter and therefore we start seeing liquidity come back into the core space.” — Sebastiano Ferrante, Head of Europe at PGIM Real Estate #PGIMPodcasts #alternativeinvesting “With digitalization, the AI portion will change real estate structurally and substantially. Don’t only look at the cyclical element and cyclical opportunities, look at the structured changes that will happen to the real estate industry with the change in our societies and economies.” — Sebastiano Ferrante, Head of Europe at PGIM Real Estate #PGIMalts #alternativeinvesting “If allocators expect the cost of capital to increase, irrespective of the underlying asset class, this would obviously impact valuations. This expected shift in asset prices will then trigger portfolio balancing.” — Stephan Wessel Managing Partner at Montana Capital Partners #PGIMalts #investing “We will see a continuation of current trends with significant levels of uncommitted capital persisting into 2025 and beyond.” — Stephan Wessel Managing Partner at Montana Capital Partners #PGIMalts #alternativeinvesting…

1
...Let’s Talk Emerging Market Trends with Mariusz Banasiak 20:53

22 weeks sitten20:53

20:53

Mariusz Banasiak, CFA, a Managing Director and Head of Local Currency Rates and FX for PGIM Fixed Income’s Emerging Markets Debt Team discusses the opportunities and challenges of this rapidly changing field. Emerging market debt is highly volatile, influenced by macroeconomic, geopolitical, and local currency factors. This creates both significant risk and potential reward. Keshav and Mariusz discuss the factors that influence investments in this multifaceted debt class and forecast potential opportunities and challenges. Subscribe to Speaking of Alternatives on your favourite podcast platform. Key Takeaways: Experts Maximise the Potential of Emerging Market Debt Volatility. [3:11] Opportunities and Challenges of Emerging Market Debt. [4:49] Positive Structural Trends in Emerging Markets [9:24] Managing Risks in Geopolitics and the aftereffects of the 2024 Presidential Election. [11:50] How Will the U.S. Dollar Affect Currencies in Emerging Markets and Japan? [13:22] *The views expressed herein are those of the speaker at the time the comments were made and may not be reflective of their current opinions and are subject to change without notice, and should not be considered investment advice. Find Out More About Alternative Investing: PGIM Private Alternatives realestate.investorservices.emea@pgim.com @PGIM on X @PGIM on Instagram PGIM on LinkedIn Shareables: “Tension between China and the U.S. is a major theme. It’s been driving certain segments of EM debt for years and will continue to do so. This is seen as a risk but it shouldn’t scare people away.” — Mariusz Banasiak, Managing Director at PGIM Fixed Income #alternativeinvesting #PGIMalts “EM Central Banks cutting cycles are likely to gain momentum because inflation is well behaved.” — Mariusz Banasiak, Managing Director at PGIM Fixed Income #PGIMPodcasts #alternativeinvesting “We see very little risk of a renewed default cycle in Emerging Markets.” — Mariusz Banasiak, Managing Director at PGIM Fixed Income #PGIMalts #institutionalinvesting “EM share of the global GDP pie continues to grow as these economies become more diversified.” — Mariusz Banasiak, Managing Director at PGIM Fixed Income #PGIMalts #investing…

1
...Let’s Talk Data Centers with Jim Footh 22:32

25 weeks sitten22:32

22:32

Jim Footh, Managing Director, Data Center Investments & Portfolio Management at PGIM real estate, discusses the fast-growing investment potential of data centers, and how AI is further fueling this trend. Data centers are one of the fastest-growing areas within real estate investing. Growth is driven by the increasing digitization of our lives and the evolution of AI. Demand for data center builds has various considerations including location, sustainable power, and tenant segments. Keshav and Jim explore the opportunities inherent in this exponential increase in the need for power. Subscribe to Speaking of Alternatives on your favourite podcast platform. Key Takeaways: Data Center Sector Supply-Demand Imbalance [2:27] Data Center Location Depends on Applications and Workload [3:31] Data Center Tenant Segments [9:21] Integrating Sustainable Power [13:29] Opportunities in Tier 1 and Tier 2 Data Center Markets [15:37] Data Center Investment Considerations [20:23] *The views expressed herein are those of the speaker at the time the comments were made and may not be reflective of their current opinions and are subject to change without notice, and should not be considered investment advice. Find Out More About Alternative Investing: PGIM Private Alternatives realestate.investorservices.emea@pgim.com @PGIM on X @PGIM on Instagram PGIM on LinkedIn Shareables: “AI is going to push construction of data centers into more remote areas but there’s still demand for data centers in those close in-city locations.” — Jim Footh, Managing Director of Global Data Center Investments at PGIM Real Estate #alternativeinvesting #realestateinvesting “They are complex investments for sophisticated investors that want to come on this journey as demand for data centers continues to evolve.” — Jim Footh, Managing Director of Global Data Center Investments at PGIM Real Estate #PGIMPodcasts #alternativeinvesting “The industry is focused on creating and evolving designs to make data centers more efficient so there is less wasted power.” — Keshav Rajagopalan, Managing Director, Head of Product & Strategy, PGIM Multi-Asset Solutions #PGIMalts #investing “In the face of the unprecedented demand for data centers, supply will continue to be a challenge.” — Keshav Rajagopalan, Managing Director, Head of Product & Strategy, PGIM Multi-Asset Solutions #PGIMalts #institutionalinvesting…

1
...Let’s Talk Affordable US Housing with Soultana Reigle 21:49

35 weeks sitten21:49

21:49

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. This conversation traverses one of the great societal challenges in the U.S. and globally; the affordable housing market. Identifying locations and building quality affordable housing is essential for those attracted to long-term investment returns while fulfilling a vital need for communities and society. Discover the benefits a skilled market analysis can bring to institutional investors. Subscribe to Speaking of Alternatives on your favourite podcast platform. Key Takeaways: ● The Affordability Gap in Housing [2:23] ● Repairing the Disrupted Real Estate Market [4:07] ● Creative Investment Opportunities in Affordable Housing [6:13] ● Alternative Investments in Affordable Housing [10:34] ● Regional Local Market Experts Equal Success [14:03] ● Public-Private Sector Collaboration Insights [18:07] *The views expressed herein are those of the speaker at the time the comments were made and may not be reflective of their current opinions and are subject to change without notice, and should not be considered investment advice. Find Out More About Alternative Investing: PGIM Private Alternatives realestate.investorservices.emea@pgim.com @PGIM on X @PGIM on Instagram PGIM on LinkedIn Shareables: “The affordability gap between owning a home and renting a home is the widest it has ever been.” — Soultana Reigle, Head of U.S. Equity at PGIM Real Estate #investing #realestateinvesting “Fortunately, the fundamentals across the housing space are relatively good. So, once we get a thaw in the capital markets environment, housing should be poised for a very good few years ahead.” — Soultana Reigle, Head of U.S. Equity at PGIM Real Estate #PGIMPodcasts #alternativeinvesting “The structural lack of housing supply and inability to meet the needs of a growing and changing demographic has been a retractable issue for well over a decade.” — Eric Adler, President & CEO of PGIM Private Alternatives #PGIMalts #alternativeinvesting “Collaboration between the public and private sector should bear more fruit in years to come. This is a very attractive space for investors.” — Eric Adler, President & CEO of PGIM Private Alternatives #PGIMalts #institutionalinvesting…

1
…Let’s Talk Agriculture with Jamie Shen 21:04

40 weeks sitten21:04

21:04

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. This conversation provides the foundational principles at the core of agricultural investing and the challenges and opportunities available of an asset class that institutional investors are increasingly recognising as a long-term income producer with inflation-protected characteristics. Increase your knowledge of how the United States is mitigating climate risk and the income opportunities of renewable energy in the agricultural sector. Subscribe to Speaking of Alternatives on your favourite podcast platform. Key Takeaways: How the U.S. Mitigates Climate Risk for Institutional Investors [2:59] Opportunities and Challenges of Agricultural Investing [5:10] Row Crop Versus Permanent Crop Performance [9:02] Balancing Labour and Mechanisation in Agriculture [14:35] Significant Takeaways about Agricultural Investing [18:08] Find Out More About Alternative Investing: PGIM Private Alternatives realestate.investorservices.emea@pgim.com @PGIM on X @PGIM on Instagram PGIM on LinkedIn Shareables: “Land that can sustainably grow food will become more and more valuable over the long run.” — Jamie Shen, Managing Director and Head of Agriculture at PGIM Real Estate #investing #alternativeinvesting “Our investment strategy continues to focus on foods that can provide people with a healthier way of life.” — Jamie Shen, Managing Director and Head of Agriculture at PGIM Real Estate #agriculturalinvesting #alternativeinvesting “A lot of investors think about agriculture for the long term as an inflation hedge and as a really good source of income.” — Eric Adler, President & CEO of PGIM Private Alternatives #PGIMalts #alternativeinvesting “When we are investing in properties and assets that require a lot of labour today we are making sure the ones we are investing in are designed today for the future of mechanisation.” — Jamie Shen, Managing Director and Head of Agriculture at PGIM Real Estate #PGIMalts #institutionalinvesting…

1
...Let's Talk Direct Lending with Matt Harvey 21:22

44 weeks sitten21:22

21:22

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. Subscribe to Speaking of Alternatives on your favourite podcast platform. Key Takeaways: ● Opportunities in Direct Lending [2:19] ● Asset Managers with Direct Lending Experience [5:02] ● Speed of Capital Deployment [9:17] ● Ever-Evolving Forms of Capital [12:38] ● Challenges of Private Debt Illiquidity [13:58] Find Out More About Alternative Investing: PGIM Private Alternatives realestate.investorservices.emea@pgim.com @PGIM on X @PGIM on Instagram PGIM on LinkedIn Shareables: “As more capital is raised and companies become more educated on direct lending their private credit as a legitimate alternative, that market only continues to expand.” — Matthew Harvey, Head of the Direct Lending business for PGIM Private Capital #investing #alternativeinvesting “A lot of value is created in how you manage the portfolio and how you deal with stress in the portfolio.” — Matthew Harvey, Head of the Direct Lending business for PGIM Private Capital #investing #valueadd “Supply is overall increasing because more and more issuers are coming to this market.” — Matthew Harvey, Head of the Direct Lending business for PGIM Private Capital #PGIMalts #alternativeinvesting “Do you have the depths of portfolio management teams to engage with these issuers and actively manage the portfolio?” — Matthew Harvey, Head of the Direct Lending business for PGIM Private Capital #PGIMalts #institutionalinvesting…

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

49 weeks sitten19:34

19:34

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. Subscribe to Speaking of Alternatives on your favorite podcast platform. Key Takeaways: Diverse Opportunities of Secondaries [2:58] Liquidity in Private-Equity Secondaries [5:33] Advantages and Risks of Alternatives [7:03] U.S., European, and Asia Market Potential [10:05] Three Factors Affect Leverage Strategies [13:33] Find Out More About Alternative Investing: PGIM Private Alternatives realestate.investorservices.emea@pgim.com @PGIM on X @PGIM on Instagram PGIM on LinkedIn Shareables: “If you look at the two main actors in the private equity industries on the limited partner side, the lack of distribution leads to difficulties and the refinancing of the commitment they already made.” — Dr. Marco Wulff, CEO, Managing Partner, and co-founder of Montana Capital Partners AG #investing “Because you buy assets, in our case, that are four to seven years old, you are much further down the road in the lifetime of the fund. So, the distributions are coming on much earlier.” — Dr. Marco Wulff, CEO, Managing Partner, and co-founder of Montana Capital Partners AG #valueadd “You have to make sure that you get compensated for the additional political risks, the forex risk, and manager risk with a higher return.” — Dr. Marco Wulff, CEO, Managing Partner, and co-founder of Montana Capital Partners AG #institutionalinvesting “The secondary market is really reinventing itself and innovating quite consistently. I think there is very healthy growth coming in 2024-25.” — Dr. Marco Wulff, CEO, Managing Partner, and co-founder of Montana Capital Partners AG #alternativeinvesting #PGIMalts…

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

1 year sitten19:10

19:10

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. Subscribe to Speaking of Alternatives on your favorite podcast platform. Key Takeaways: The Art of Being a Great Real Estate Investor [1:49] Current Investor Hot Spots [4:20] Europe’s Compelling Real Estate Market [7:54] Investors’ Questions Answered [10:25] Top Three Investor Insights [16:21] Find Out More About Alternative Investing: PGIM Private Alternatives realestate.investorservices.emea@pgim.com @PGIM on X @PGIM on Instagram PGIM on LinkedIn Shareables: “Interest rates will play a smaller role, and the bifurcation of the market will be bigger between winning strategies and losing strategies.” — Sebastiano Ferrante, Head of Europe, PGIM Real Estate #investing “One other aspect about European markets, and this is the illiquidity we're seeing on the classical bank financing market, and this is a huge opportunity in private credit, private debt and specifically in real estate in Europe.” — Sebastiano Ferrante, Head of Europe, PGIM Real Estate #valueadd “Retail is becoming a brand in itself. It is something that people identify with.” — Sebastiano Ferrante, Head of Europe, PGIM Real Estate #alternativeinvesting “Retail still remains officially one of the main food groups in the world of real estate.” — Eric Adler, President & CEO of PGIM Private Alternatives #institutionalinvesting…

1
Trailer: Speaking of Alternatives 0:55

1 year sitten0:55

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 headlines and scrutinise the latest trends and strategies driving this important asset class.…

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Kuuntele yli 500 aihetta

Kuuntelemisen arvoisia podcasteja

1
Pushing Past Stagnation & Business Plateaus 30:21

Speaking of Alternatives « »
...Let’s Talk Data Centers with Jim Footh

...Let’s Talk Data Centers with Jim Footh

Kuuntelemisen arvoisia podcasteja

Kaikki jaksot

1
...Let’s Talk Alternatives within Portfolio Construction with Alfred Lerman & Mao Dong 23:15

1
...Let’s Talk Core Plus Real Estate Investing with Darin Bright 24:54

1
...Let’s Talk Investing in Infrastructure with Bill Pappas 27:17

1
...Let’s Talk 2024 Alts Report with Matt Harvey, Sebastiano Ferrante, and Stephan Wessel 34:25

1
...Let’s Talk Emerging Market Trends with Mariusz Banasiak 20:53

1
...Let’s Talk Data Centers with Jim Footh 22:32

1
...Let’s Talk Affordable US Housing with Soultana Reigle 21:49

1
…Let’s Talk Agriculture with Jamie Shen 21:04

1
...Let's Talk Direct Lending with Matt Harvey 21:22

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

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

1
Trailer: Speaking of Alternatives 0:55

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Amazon Fire TV Stick HD (newest model), free and live TV, Alexa Voice Remote, smart home controls, HD streaming

Amazon Basics Multipurpose Copy Printer Paper, 8.5" x 11", 20 lb, 8 Reams, 4000 Sheets, 92 Bright, White

Mighty Patch™ Original patch from Hero Cosmetics - Hydrocolloid Acne Pimple Patch for Covering Zits and Blemishes in Face and Skin, Vegan-friendly and Not Tested on Animals (36 Count)

everydrop by Whirlpool Ice and Water Refrigerator Filter 1, EDR1RXD1, Single-Pack , Purple

LEGO Creator 3 in 1 Cute Bunny Toy - Building Toy Set with 3 Build Options, Bunny, Seal, or Llama - Easter Basket Gift & Craft - Animal Figures for Kids, Girls and Boys, Ages 8+ - 31162

Apple AirTag

Who Believes in Angels?

Skelet?

Clean Skin Club Clean Towels XL™, 100% USDA Biobased Face Towel, Disposable Face Towelette, Eczema Association Accepted, Makeup Remover Dry Wipes, Ultra Soft, 50 Ct, 1 Pack

Amazon eGift Card - Amazon Logo (Animated)

GE XWFE Refrigerator Water Filter, Genuine Replacement Filter, Certified to Reduce Lead, Sulfur, and 50+ Other Impurities, Replace Every 6 Months for Best Results, Pack of 1

Grampa's Weeder - The Original Stand Up Weed Puller Tool with Long Handle - Made with Real Bamboo & 4-Claw Steel Head Design - Easily Remove Weeds Without Bending, Pulling, or Kneeling.

Roblox Digital Gift Card - 1,000 Robux [Includes Exclusive Virtual Item] [Digital Code]

Kuuntelemisen arvoisia podcasteja

Speaking of Alternatives « » ...Let’s Talk Data Centers with Jim Footh

...Let’s Talk Data Centers with Jim Footh

Kuuntelemisen arvoisia podcasteja

Tervetuloa Player FM:n!

Ring Battery Doorbell, Head-to-Toe Video, Live View with Two-Way Talk, and Motion Detection & Alerts (2024 release), Venetian Bronze

LEGO Creator 3 in 1 Cute Bunny Toy - Building Toy Set with 3 Build Options, Bunny, Seal, or Llama - Easter Basket Gift & Craft - Animal Figures for Kids, Girls and Boys, Ages 8+ - 31162

Apple AirTag

Who Believes in Angels?

Pikakäyttöopas

Speaking of Alternatives « »
...Let’s Talk Data Centers with Jim Footh