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Private capital
Private capital call: Building a fortress balance sheet for private wealth investors
Our Private Capital Call podcast series features conversations with top decision-makers in asset management, institutional & 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.
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Join host Randy Schwimmer as he sits down with Michael Ashley Schulman, Partner and Chief Investment Officer at Running Point, for an insightful conversation about navigating today's investment landscape. With over 20 years of experience managing institutional and high net worth portfolios, Michael shares his optimistic outlook on U.S. markets and the transformative impact of AI on productivity and growth.
Listen above to Infrastructure Investor’s latest podcast with Joost Bergsma, Global Head of Clean Energy at Nuveen Infrastructure, where he discusses how European investors are remaining committed to the energy transition despite US policy uncertainty impacting global sentiment.
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