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Speaking of Alternatives

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

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

PublishesMonthlyEpisodes21Founded2 years ago
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BusinessInvesting

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Latest Episodes

Recalibrating resilience was the dominant theme at PGIM's sixth annual EMEA Investor Forum in London. In this episode, Keshav Rajagopalan shares key insights from sessions on private credit, structured fixed income, digital infrastructure, and CIO pe... more

Energy mezzanine financing occupies a unique position between credit and equity, offering growing companies access to capital without diluting ownership. In this episode, Brian Thomas, Head of Real Assets, Private Credit at PGIM, joins Keshav Rajagop... more

In this episode, Edwin Wilches, Co-Head of Securitised Products at PGIM, joins Keshav Rajagopalan, to explore the dynamic and fast-evolving world of Asset-Based Finance (ABF). As traditional boundaries between public and private credit continue to bl... more

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

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Recent Guests

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

Hosts

Laurie Chan
Host of discussions focusing on alternative investments and associated strategies.
Keshav Rajagopalan
Managing Director and Head of Product and Strategy, providing insights on alternative investments and market trends.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

…Let's Talk Energy Mezzanine with Brian Thomas
Q: How do you think about allocation across the energy sector?
Allocation is fundamental and varies company by company, focusing on providing the lowest cost resources.
…Let's Talk Energy Mezzanine with Brian Thomas
Q: What excites you about the energy landscape?
The energy industry is dynamic and filled with entrepreneurs who know how to deconstruct risk and take calculated risks.
…Let's Talk Asset-Based Financing with Edwin Wilches
Q: What are some of the challenges new investors might face in the ABF space?
New investors should focus on understanding the depth of teams, the technology used in underwriting, and whether the origination model is advantageous for their investment strategy.
…Let's Talk Asset-Based Financing with Edwin Wilches
Q: What is the pitch for ABF today?
ABF is compelling for institutional investors as it diversifies portfolios and provides additional income, fitting into the evolving need for alternative financing solutions.
…Let's Talk Global REIT Securities with Rick Romano, Head of PGIM Global Real Estate Securities
Q: What makes now an exciting time for investing in real estate securities?
Investors can find favorable valuations as REITs have already level set and there's good demand in most property types amid limited supply in commercial real estate.

Audience Metrics

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Frequently Asked Questions About Speaking of Alternatives

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

Focusing on alternative investments, this podcast provides listeners with insights and expertise from industry leaders across various sectors, including real estate, finance, insurance, and private equity. The discussions typically revolve around investment strategies, market trends, and the implications for both institutional and individual investors. Unique to this podcast are the deep dives into specific topics, such as defined contribution plans, core plus real estate investing, and emerging market debt—all framed within the context of growing global economic shifts and investment opportunities. This podcast is likely to be appealing for financial professionals, investors, and anyone interested in the evolving landscape of alternative a... more

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Which podcasts are similar to Speaking of Alternatives?

These podcasts share a similar audience with Speaking of Alternatives:

1. Odd Lots
2. Unhedged
3. Masters in Business
4. FICC Focus
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of Speaking of Alternatives are there?

Speaking of Alternatives launched 2 years ago and published 21 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Speaking of Alternatives?

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What guests have appeared on Speaking of Alternatives?

Recent guests on Speaking of Alternatives include:

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

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

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