TOOLS
Login to access your documents and resources.
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.
Latest insights
Discover how softening economic data and heavy Treasury supply steepened the yield curve. Read Nuveen's fixed income market outlook for investment insights.
Issuers are increasingly serious about managing climate risk, yet we find the SLB structure lacking from the perspective of an impact investor.
Explore our latest Private Capital Call episode featuring iCapital's Sonali Basak discussing private credit liquidity trends, AI's role in markets, and how investors should evaluate managers today.
About the author
Contact us
- +44 20 3727 8000
- 201 Bishopsgate, London, United Kingdom
