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
Yesterday, we published a special episode of Randy's Private Capital Call podcast featuring Churchill’s CEO Ken, recorded in celebration of Churchill's 20th anniversary.
As the global drive towards a cleaner energy future accelerates, technologies that enable reliable and scalable decarbonisation are becoming ever more critical, says Nuveen Infrastructure’s Joost Bergsma.
Private equity's evolution from family-funded deals to institutionalized leveraged buyouts reflects a shift from financial engineering to hands-on operational value creation. Advisors can use this historical context to help clients understand what distinguishes capable PE managers in today's market.
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