Speaking of Alternatives

Speaking of Alternatives

Author: PGIM Language: English Episodes: 26
PGIM's Speaking of Alternatives offers a clear-eyed conversation about a part of the financial world that often feels shrouded in complexity. This isn't about dry lectures or sales pitches; instead, each episode sits down with seasoned practitioners and thinkers who operate in the trenches of private equity, real assets, hedge funds, and other non-traditional avenues. The dialogue focuses on the practical realities and long-term shifts within these markets, moving far beyond the fleeting news cycle. You'll hear how allocators are actually navigating current economic crosswinds, which structural trends are creating genuine opportunity, and how the very definition of "alternative" continues to evolve. The perspective is intentionally global, acknowledging that compelling strategies and risks can emerge anywhere. By demystifying the jargon and focusing on tangible insights, this podcast serves as a valuable resource for anyone looking to understand the forces shaping portfolio construction today. It’s a monthly dose of nuanced analysis for investors, advisors, and the intellectually curious who recognize that the conventional playbook is rarely sufficient. Tune in for straightforward discussions that respect the sophistication of the topic without losing the listener in unnecessary abstraction.
Episodes
… Let's Talk Lower Middle Market Direct Lending [not-audio_url] [/not-audio_url]

Duration: 26:04
Lower middle market direct lending remains one of the most structurally underserved segments in private credit. As traditional banks have stepped back, specialist lenders are playing an increasingly important role in pro…
… Let's Talk MCP 2025 Annual Investor Survey [not-audio_url] [/not-audio_url]

Duration: 19:10
Private equity secondaries have grown from a niche strategy into a core allocation for investors navigating volatility, slower exits and liquidity constraints. As markets evolve, secondaries are increasingly seen as an "…
… Let's Talk RealAssetX [not-audio_url] [/not-audio_url]

Duration: 21:28
Real assets are undergoing a profound transformation. Once viewed as a traditional "buy‑and‑hold" asset class, they're now shaped by operational complexity, AI, energy systems, climate pressures and rapid technological c…
… Let's Talk Private Credit Secondaries [not-audio_url] [/not-audio_url]

Duration: 26:50
Private credit secondaries are quickly becoming one of the most talked about opportunities in private markets. As the asset class grows rapidly, investors are looking for new ways to gain exposure, manage liquidity and e…
…Let's Talk Investment Grade Private Placements [not-audio_url] [/not-audio_url]

Duration: 25:25
In a world where fixed income markets are evolving, investment grade private placements stand out as a powerful tool for diversification and stability. This episode explores why these instruments remain a cornerstone for…
…Let's Talk Highlights from the PGIM EMEA Investor Forum [not-audio_url] [/not-audio_url]

Duration: 22:05
Recalibrating resilience was the dominant theme at PGIM's sixth annual EMEA Investor Forum in London. In this episode, Keshav Rajagopalan shares key insights from sessions on private credit, structured fixed income, digi…
…Let's Talk Energy Mezzanine with Brian Thomas [not-audio_url] [/not-audio_url]

Duration: 24:20
Energy mezzanine financing occupies a unique position between credit and equity, offering growing companies access to capital without diluting ownership. In this episode, Brian Thomas, Head of Real Assets, Private Credit…
…Let's Talk Asset-Based Financing with Edwin Wilches [not-audio_url] [/not-audio_url]

Duration: 25:01
In this episode, Edwin Wilches, Co-Head of Securitised Products at PGIM, joins Keshav Rajagopalan, to explore the dynamic and fast-evolving world of Asset-Based Finance (ABF). As traditional boundaries between public and…