0
Fund 1
Fund 2
Fund 3
Fund 4
Contact us
Contact Nuveen
Thank You
Thank you for your message. We will contact you shortly.
The Private Capital Call podcast series hosted by Randy Schwimmer, Vice Chairman and Chief Investment Strategist at Churchill, features conversations with top decision-makers in asset management, institutional and private wealth investing.
Our guest speaker is Donald Calcagni, Chief Investment Officer of Mercer Advisors, a full-service wealth management firm overseeing $90 billion in assets. Don leads the strategic direction of Mercer Advisors' investment platform, chairs the firm’s investment committee, and manages all investment-related communications. His expertise encompasses fiduciary oversight, economics, financial mathematics, portfolio management, and corporate finance.
In this episode, (listen time: 28 minutes) Don shares his five key strategies for building a fortress balance sheet for investors. He discusses what private wealth investors should look for when selecting a private capital manager, explores the three dimensions of diversification, and offers his perspective on headlines surrounding potential overvaluation in private credit. Don also provides insight into investor psychology amid changing interest rates—and reveals his biggest surprise for 2025.
Related articles
Explore how financial professionals can reframe private equity's illiquidity as a feature, position it for the right client fit, and use it to address retirement, legacy, and multi-generational wealth transfer goals.
Explore the next installment examining private credit's illiquidity fundamentals, match funding principles, and what the current investor expectation gap means for financial professionals.
Europe's energy transition has evolved from a sustainability initiative into an urgent push for energy independence, driven by ongoing geopolitical tensions. Joost Bergsma of Nuveen Infrastructure argues that while the benefits of clean energy are clear, stronger political support and realistic investor returns are essential to attract the capital needed to scale renewables and secure long-term energy stability.
About the host
Contact us
You are on the site for: Financial Professionals and Individual Investors. You can switch to the site for: Institutional Investors or Global Investors
Please be advised, this content is restricted to financial professional access only.
Login or register as a financial professional to gain access to this information.
or
Not registered yet? Register
You are about to access our website for visitors outside of the United States.
You are about to access our website for Nuveen Global Cities REIT
You are leaving the Nuveen website.
You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC.The Nuveen website for institutional investors is available for you.
You are about to access our website for visitors outside of the United States.
You are about to access our website for Nuveen Churchill Private Capital Income Fund (“NC - PCAP”)
