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
The AI diversification dilemma
Topical macro insights and investment commentary from Nuveen
Infrastructure private credit — a distinct and growing sleeve within private credit
Infrastructure private credit is carving out its own identity within private markets, and the distinction matters. Read our EIC insight report to learn more about how we view infrastructure credit fitting within an investor's portfolio today.
Oil shock keeps Fed and bond markets guessing
Read Nuveen's weekly fixed income outlook on Fed rate hikes, oil-driven inflation and AI-linked credit spread widening. Get the full market view and next steps.
About the author
Contact us
- +1 312 917 7700
- 333 W Wacker Drive, Chicago, United States of America