Best Pgim Podcasts (2025)

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17: Ep 017 - Retirement Planning with Mutual Funds 16:56

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6d ago16:56

16:56

Retirement planning is a delicate balancing act between longevity and mongevity. One is the act of living longer for which one needs to focus on health for a long period starting at a young age. The other is when your money outlives you and for this too one needs to start planning at a young age. Ravi Samalad and Lisa Pallavi Barbora discuss how on…

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PGIM's Dominick Carlino - operating at the intersection of asset management, insurance, and wealth management 38:11

15d ago38:11

38:11

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with an experienced private markets and distribution executive who has been educating the wealth channel and distributing private markets investment solutions at some of the industry’s largest investment platforms. We sat down in Prudential’s Newark studio with PGIM’s Global Head o…

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Tranche Talk — Navigating CLO demand through regulatory changes with PGIM’s Edwin Wilches 49:59

23d ago49:59

49:59

In this episode of Tranche Talk, Cloud 9fin’s CLO series, our global head of CLOs Tanvi Gupta, talks with Edwin Wilches, Co-head of Securitized Products at PGIM. They talk about how securitization is the key component in Europe’s growth agenda, how more work needs to be done for Solvency II, the evolution of insurance demand, relative value and the…

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…Let's Talk Energy Mezzanine with Brian Thomas 24:20

6h ago24:20

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 at PGIM, joins Keshav Rajagopalan to explore the specialised world of energy mezzanine investing. They discuss why this niche str…

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192. Distressed Debt 101 with the Private Credit GOAT Michael Gatto 2:00:28

2h ago2:00:28

2:00:28

Send us a text We’re almost 200 episodes in, and we’ve been waiting for the perfect guest to come on to explain distressed debt investing... the wait is over. In this episode, we’re joined by Michael Gatto, who quite literally wrote the book on credit with The Credit Investor’s Handbook, and serves as the head of private side investing (private mar…

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Syndication Nation — Education borrowers taken to task 10:40

5h ago10:40

10:40

Private equity-owned education companies like Houghton Mifflin and Lakeshore Learning are learning a hard lesson in the US leveraged finance market this year as their loans and bonds have tumbled to trade at discounts. In this episode of Cloud 9fin, senior reporter Sunny Oh sat down with US managing editor Bill Weisbrod and discussed his story abou…

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Jane’s LME Addiction — Are lender voting and concentration caps the new and improved DQ lists? 27:24

6d ago27:24

27:24

In this episode of Jane’s LME Addiction, our head of LME coverage Jane Komsky brings in Davis Polk partners Brian Resnick and Hilary Dengel to discuss voting cap and lender concentration cap language in credit agreements and how they may affect creditor organization and liability management exercises. They discuss the goals of these provisions, whe…

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Vista Equity Partners' Robert F. Smith - on who will benefit from AI 53:19

6d ago53:19

53:19

Welcome back to the Alt Goes Mainstream podcast. Today’s episode welcomes a pioneer and visionary in enterprise software investing to Alt Goes Mainstream. Robert F. Smith is the Founder, Chairman, and CEO of $100B AUM Vista Equity Partners. He sits on the firm’s Investment Committees for Vista’s Flagship, Foundation, Endeavor, and Perennial Funds a…

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Cisco Leader Sophie Stevens on Turning the "Competitive Cauldron" into Corporate Momentum 55:45

15h ago55:45

55:45

Ep. 244: From UNC soccer's "Competitive Cauldron" to Cisco's global sales floors, Sophie Stevens has learned that high performers thrive on feedback, not comfort. In this episode, she and Don Yaeger explore how measurable accountability builds great teams, why vulnerability and openness drive innovation, and how gratitude sustains momentum. Do you …

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Nomura Capital Management's Robert Stark - building a private credit business within a global bank 55:03

8d ago55:03

55:03

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into private credit and building an asset management business inside of a leading global bank. We sat down in Nomura’s NYC office with Robert Stark, the CEO of Nomura Capital Management LLC (NCM) and Head of Investment Management in the Americas for the Nomura Group. Robert brin…

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AI Hype or Hazard? The Risks Behind the Acceleration 26:34

7h ago26:34

26:34

The technology industry has spent heavily on all things AI, from training large language models (LLMs) to building up the infrastructure required to meet demand. Investments across a range of sectors with exposure to the AI boom, including cloud computing, chips, data centers and the power grid, have lifted economic growth and supported financial m…

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AI Hype or Hazard? The Risks Behind the Acceleration 26:34

3d ago26:34

26:34

The technology industry has spent heavily on all things AI, from training large language models (LLMs) to building up the infrastructure required to meet demand. Investments across a range of sectors with exposure to the AI boom, including cloud computing, chips, data centers and the power grid, have lifted economic growth and supported financial m…

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191. Carlyle's Head of Global Wealth, Shane Clifford on Why It's Time to Rethink Private Markets 1:03:16

11d ago1:03:16

1:03:16

Send us a text We are thrilled to present a SPECIAL EDITION of The Wall Street Skinny. This episode, recorded live at Carlyle’s NYC offices, is a candid interview with one of our most impressive (yet shockingly down-to-earth) guests to-date: Shane Clifford, Carlyle’s Head of Global Wealth. If you’re wondering how “Global Wealth” fits into one of th…

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Distressed Diaries — More private credit cockroaches crawling out? 25:05

8h ago25:05

25:05

High-profile US bankruptcies, First Brands and Tricolor have sent warning signals to regulators about the dangers of opaque financings, shining a light on private credit. Are these cases one offs, given allegations of fraud, or will there be more cockroaches to follow? In this episode of Distressed Diaries, 9fin’s senior distressed reporter Bianca …

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190. Breaking Down Meta and xAI's "Creative" Off-Balance-Sheet Data Center Financing Plus Deep Dive into The Fed's Insane Press Conference 54:21

18d ago54:21

54:21

Send us a text In this week’s episode, we get into the Fed’s 25 basis point rate cut, Powell’s chaotic press conference before diving into Meta’s creative data center financing which is a lesson on project financing and lease accounting, and finally the growing blur between public and private credit. The Fed’s October meeting delivered the expected…

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Private credit goes up a grade 16:22

17d ago16:22

16:22

As private credit continues to grow, it is constantly looking for new ways to deploy the mountain of capital it has raised. Now that the market is of scale, it has begun to look at investment grade credit as another avenue on which to make deals. In this episode of Cloud 9fin, senior private credit reporter Peter Benson sits down with Ryan Schwartz…

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Booking Holdings CEO Glenn Fogel: Why Deliberate Practice Beats Just Putting in the Hours 35:04

8d ago35:04

35:04

Ep. 243: This executive who oversees OpenTable, Booking.com, and KAYAK was shaped by tennis courts and ski slopes. Glenn explains why "deliberate practice" beats "time on task" every time. Don't miss: • How Glenn used this mindset to recover from a stroke • The right way to coach for continuous improvement • How AI is changing the rules of feedback…

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189. Private Equity | Growth Equity Value Creation with Sixth Street's Paul Dodd | Business Operations 101 (Part 2 of 2) 1:35:19

17d ago1:35:19

1:35:19

Send us a text This week, we’re joined by Paul Dodd, Senior Operating Partner and Head of Go-to-Market Operations at Sixth Street, one of the most respected private credit and private equity firms in the world. This episode is Part 2 of our Business Operations 101 series, and we’re digging into how firms like Sixth Street actually create value insi…

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Blue Owl's Matt A'Hearn - a generational opportunity in financing digital infrastructure 54:03

27d ago54:03

54:03

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into digital infrastructure and how it powers the growth of artificial intelligence and other major trends in digitalization and electrification. We sat down in Blue Owl’s NYC office with Matt A’Hearn, an asset management entrepreneur and executive at the firm. Matt is a Senior …

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…Let's Talk Asset-Based Financing with Edwin Wilches 25:01

29d ago25:01

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 private credit continue to blur, they discuss how ABF is emerging as a powerful tool for financing the real economy, offering ins…

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188. Why Apollo Was Blacklisted By First Brands, Credit Market Chaos Continued Plus Business Operations 101 (Part 1 of 2) 1:12:58

25d ago1:12:58

1:12:58

Send us a text In this episode, we sit down with Don Kieffer, senior lecturer at MIT Sloan School of Management and co-author of There’s Gotta Be a Better Way, to talk about what actually makes companies run well. Don has spent decades helping organizations, from Harley-Davidson factory floors to biotech labs, design better systems that unlock real…

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NewsNation Anchor Leland Vittert shares his journey with autism in our new book "Born Lucky" 54:15

25d ago54:15

54:15

Ep. 242: He didn't speak until he was three. Today, he's the one asking the tough questions on national television—broadcasting from war zones, pressing political leaders, and keeping his cool when chaos unfolds live. In this heartfelt episode, Leland shares how his father's fierce love—and some brutally honest coaching—transformed him. Order our N…

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Tranche Talk — CLO investing in a new regime with BlackRock’s Saffet Ozbalci 32:03

23d ago32:03

32:03

In this episode of Tranche Talk, Cloud 9fin’s CLO series, our global head of CLOs, Tanvi Gupta, talks with Saffet Ozbalci, global head of structured credit at BlackRock. They talk about the nuances of investing in CLOs with a backdrop of dramatic bankruptcies, relative value in CLO tranches in a new rate regime, what’s next in structural innovation…

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PGIM's Phil Waldeck - the intersection of insurance and asset management 40:03

1M ago40:03

40:03

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with an experienced asset allocator who has operated at the intersection of insurance and asset management throughout his career. We sat down in Prudential’s Newark studio with PGIM’s Head of Multi-Asset and Quantitative Solutions, Phil Waldeck. Phil is responsible for nearly $140B…

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187. Breaking Down the Trade That Cost Wall Street a QUARTER BILLION dollars, Plus First Brands Bankruptcy & Gold at Record Highs 52:21

1M ago52:21

52:21

Send us a text This week on The Wall Street Skinny, we kick off discussing gold ripping to record highs and unpack why that’s happening in a still-high-rate world: sticky inflation keeping real yields muted, central-bank buying, safe-haven demand, and a dash of retail frenzy. We also poke holes in the “25/25/25/25” portfolio meme (equities/bonds/ca…

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Stonepeak's Mike Dorrell - pioneering infrastructure investing 1:11:21

1M ago1:11:21

1:11:21

By Michael Sidgmore

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Jane’s LME Addiction — Let’s veto that law firm 22:42

1M ago22:42

22:42

In this episode of Jane’s LME Addiction, 9fin’s head of LME coverage Jane Komsky sits down with 9fin private credit reporters Shubham Saharan and Tom Quinn, to discuss how sponsors are adding the ability to veto their portfolio companies’ creditors’ choice of law firm. They discuss the how these provisions came about, what iterations have passed in…

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Factory Reset: Investing in the Future of Manufacturing 27:35

1M ago27:35

27:35

Investors might be witnessing the biggest industrial reshoring effort in more than a generation. The global race for technological superiority—particularly around AI and critical semiconductors—is pushing both private capital and government support into ramping up domestic production. Meanwhile, shifting trade policies and geopolitical risk have ig…

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Factory Reset: Investing in the Future of Manufacturing 27:35

1M ago27:35

27:35

Investors might be witnessing the biggest industrial reshoring effort in more than a generation. The global race for technological superiority—particularly around AI and critical semiconductors—is pushing both private capital and government support into ramping up domestic production. Meanwhile, shifting trade policies and geopolitical risk have ig…

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From Buyers to Builders: Assessing the U.S. Housing Market 29:56

1M ago29:56

29:56

As the post-COVID boom in housing activity transitions toward more normalized market conditions, PGIM assesses the state of the U.S. housing market. Hear our experts dissect housing fundamentals, as persistent affordability challenges and a cooler labor market collide with a structural shortage of homes and the onset of a Fed rate cutting cycle. PG…

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186. Quant Investing 101 feat. PGIM’s Head of Quantitative Equity, Stacie Mintz 52:45

1M ago52:45

52:45

Send us a text What does it really mean to be a "quant investor"? How do quantitative strategies fit into a modern portfolio? And what does it take to break into a quant investing career path? In this episode, we sat down with Stacie Mintz, Head of Quantitative Equity at PGIM (one of the world's largest asset managers, with $1.4tr in AUM). Stacie's…

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185. Largest LBO Ever: EA vs. TXU, What the Govt. Shutdown Means for Markets, & Why We Should Ditch the Fed Funds Rate 56:21

2M ago56:21

56:21

Send us a text Two days into a government shutdown, we break down what it actually means for markets when key data go dark—like today’s missing non-farm payrolls—and how that uncertainty can ricochet through trading desks, air travel, the SEC/IPO pipeline, and year-end seasonals. We walk through the historical playbook (rates, dollar, risk) and how…

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Hg's Chris Kindt - AI's transformative role in value creation for private equity 57:00

2M ago57:00

57:00

Welcome back to the Alt Goes Mainstream podcast. Today’s episode provides a fascinating window into the world of private equity value creation and how AI can help transform both portfolio company and investment firm processes and operations to create value. We sat down in New York with Hg Partner and Head of Value Creation Chris Kindt to dive into …

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Perspire Sauna Studios CMO Caroline Linton asks: Do you turn pressure into preparation? 49:05

1M ago49:05

49:05

Ep. 241: UC Irvine Volleyball shaped this longtime Pure Barre exec's belief in staying ready. She shares how being called off the bench during a game-winning point shaped her mindset as a Chief Marketing Officer. Don't miss: -Her two-question nightly ritual that sharpens focus and fuels growth -How to replace "cannot" with a growth mindset -How to …

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How a private credit agreement was negotiated before exclusivity 9:34

1M ago9:34

9:34

An old adage is proving true in the private credit markets: it takes money to make money. Or maybe more accurately in this case, it takes billable hours to make money. In this episode of Cloud 9fin, head of private credit Josie Shillito digs into Dominus Capital’s buyout of Creative Outdoor Advertising with reporters Tom Quinn and Anna Russi. They …

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184. Quarterly Earnings: OUT?! Plus Trump's H1-B Shock, and Should We Ditch the Fed Funds Rate? 43:53

2M ago43:53

43:53

Send us a text This week on The Skinny on Wall Street, Kristin and Jen tackle three headlines where markets and policy collide. First up: Trump’s call to shift public companies from quarterly to semi-annual earnings reporting. We lay out the real trade-offs—less bureaucracy and “short-termism” pressure for management vs. reduced transparency, poten…

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Permira Part 2: Co-CEOs Brian Ruder and Dipan Patel - the collaborative leadership model in action: scaling an €80B alternative asset manager 48:44

2M ago48:44

48:44

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with two executives who have helped to build one of the industry’s leading alternative asset managers. In Permira Part 2, Brian Ruder joins his Co-Managing Partner and Co-CEO Dipan Patel in Permira’s London office to discuss the firm’s evolution and how the business has grown to ov…

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Running a Tight Ship: IMO's Net-Zero Regulations 15:52

2M ago15:52

15:52

As the International Maritime Organization (IMO) presses to implement their groundbreaking Greenhouse Gas Fuel Intensity Standards across the shipping industry, we examine the scope and likely impacts of these net-zero regulations. Get our take on the credit implications to the industry—including progress on the transition to alternative fuels—as w…

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Going Public with Glenn Schorr - Ep. 4: Unpacking the past few months in private markets 57:11

2M ago57:11

57:11

We are back with the latest Going Public with Evercore’s Glenn Schorr. On this episode of Going Public, we unpack the rollercoaster of the past few months in private markets for alternative asset managers. Private markets is much more than private equity — and this episode dives into nuances of specific strategies and what it means for alternative …

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16: Ep 016 - Fund Return vs Investor Return 16:28

2M ago16:28

16:28

Many investors miss noticing the difference between investment returns and investor returns. Sounds the same, right? Well, not really. The number you see on a mutual fund’s factsheet and the return you actually experience in your portfolio can be very different. Why does that happen? Is it the market? Is it timing? Or… is it us? Lisa Pallavi Barbor…

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Tranche Talk — CLO portfolio trading and allocating in a tough market with OHA’s Tommy Wong 49:59

2M ago49:59

49:59

In this episode of Cloud 9fin, our global head of CLOs, Tanvi Gupta, returns for her ongoing series, Tranche Talk. This time, she’s joined by Oak Hill Advisors’ portfolio manager Tommy Wong. They dive into the forces shaping today’s CLO market — including macroeconomic drivers, asset allocation strategies, credit selection in a low-arb environment,…

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183. Fixed Income Strategy 101 Feat. Morgan Stanley's Global Head Macro Strategy, Matt Hornbach 1:16:17

2M ago1:16:17

1:16:17

Send us a text The day after the FOMC’s first rate cut of 2025, we sat down with Matt Hornbach, Global Head of Macro Strategy at Morgan Stanley, to unpack what the decision really meant, and what the markets maybe got wrong on first read. Matt talks about the shifting dissenters, how updates to the Summary of Economic Projections present a more com…

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Syndication Nation — LevFin gaming and the big parlay on sports contracts 47:36

2M ago47:36

47:36

Betting on sports has been a huge engine of growth for LevFin gaming companies. But is sports contract betting a boom or bust moment for the industry? As apps like Robinhood and Kalshi make it possible to buy or sell contracts based on all kinds of binary events, some gaming companies are eyeing the potential windfall from bringing the same kind of…

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182. The Fed Cut Rates! Our Real Time Breakdown with Columbia Threadneedle's Global Head of Fixed Income, Gene Tannuzzo 42:06

2M ago42:06

42:06

Send us a text This week on The Wall Street Skinny, we sat down with Gene Tannuzzo, Global Head of Fixed Income at Columbia Threadneedle, right as the Federal Reserve’s latest rate decision hit the wires. We walk through the live market reaction to the Fed’s 25 basis point cut, the dissenting voices on the FOMC, and what this move signals about the…

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Permira's Dipan Patel - how to scale an €80B AUM alternative asset manager 47:45

2M ago47:45

47:45

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with one of the executives who has helped to build one of the industry’s leading alternative asset managers. We sat down in Permira’s London office with Co-CEO Dipan Patel to discuss the firm’s evolution and how the business has grown to over €80B in AUM. Dipan brings a deep backgr…

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Distressed Diaries — Sue me! Litigation on the rise as European LMEs become more aggressive 24:48

2M ago24:48

24:48

Litigation against aggressive liability management exercises in Europe is on the rise as creditors fight back against sponsor’s tactics to prime minority creditors. Back in November a group of primed creditors in Dutch lingerie maker Hunkemoller filed a lawsuit in New York against US hedge fund Redwood after it uptiered its portion of the debt. Red…

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PNC Executive Cressman Bronson shares how he turned one chance into a 30-year career 41:24

2M ago41:24

41:24

Ep. 240: University of Toledo Baseball shaped his belief in showing up with pride—even when the scoreboard says otherwise. He shares how a blunt rejection from a scout and a cold-call to a bank exec changed his career path. "You are going to be great at something," a baseball scout informed him. "Just not baseball." OUCH! Our BONUS RESOURCE for thi…

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…Let's Talk Alternatives in Global Wealth with Stuart Parker and Dominick Carlino 26:11

2M ago26:11

26:11

Laurie Chan is joined by Stuart Parker, Head of Global Wealth at PGIM, and Dominick Carlino, Global Head of Alternative Investments for Global Wealth at PGIM. Together, they explore the intersection of private wealth and alternative investments, offering perspectives on the ways investors are broadening portfolios beyond traditional markets. Their …