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In Focus: Matt Diserio on water infrastructure investments

Matt Diserio, president and co-founder of Water Asset Management, discusses ways to invest in water infrastructure, risk-return opportunities for investors, and how climate change is changing the nature of water investing. (03/2020)

Shop Talk: Trends in private wealth

The private wealth space is going through wholesale changes. What are the prevailing trends and where is the private wealth business headed? Neil Menard, an executive with Conversus, a newly minted StepStone Group company, offers his observations. (03/2020)

In Focus: John Ockerbloom on risks and opportunities in the 2020 market

John Ockerbloom, U.S. head of real estate equity at Barings, discusses the biggest risks and most compelling opportunities in the context of a looming recession. He also explains why he believes core will outperform value-added real estate over the next three-to-five years, and which investors will be hit the hardest. (03/2020)

Shop Talk: Tactical fund managers getting caught flat-footed by coronavirus, oil price collapse

Have tactical fund managers gotten caught flat-footed by the coronavirus and the collapse in oil prices? What could (or should) tactical managers have done in light of recent events? Is tactical management all it is advertised to be, or is mostly a marketing play? What have studies of long-term performance comparing strategic versus tactical fund management taught us? John Traynor, executive vice president and CIO at People’s United Advisors joins the program to share his experiences and insights. (03/2020)

Shop Talk: It’s women’s history month. How are women fitting into the private wealth business?

How do women invest compared with men? Why do women tend to focus on ESG and socially responsible investing in higher percentages? What role are they playing — or should be playing — in family investment and wealth preservation decisions? And why are there so dreadfully few women among the financial adviser ranks? We take up these subjects with Carol Schleif, deputy CIO of asset management at Abbot Downing. (03/2020)

In Focus: Sam Bendix on data centers

Sam Bendix, managing director, investor relations at National Real Estate Advisors, discusses if technological obsolescence is a significant risk factor in data center investment and what are the current and future demand drivers for data centers. (03/2020)

Shop Talk: The investment opportunity in select-service and extended-stay hotels

Mitesh “Mit” Shah, CEO of Noble Investment Group, has invested around $4 billion in the U.S. hotel business through his organization’s real estate funds. He talks about his past and present strategies, why so many real estate investors leave the hotel/hospitality property type out of their portfolios, and why the select-service and extended-stay segments of the hotel business offer such good opportunities. Shah is also part of the ownership group that controls the Atlanta Hawks, the franchised rated as having…

In Focus: Tor Syverud on hydropower

Tor Syverud, head investment management hydropower at Aquila Capital Hamburg, discusses why hydropower is an asset class with untapped potential, what is driving investor appetite in the sector, and what the future holds for the hydropower asset class. (02/2020)

Inside the Edition: The parade to private credit

More investors have steered toward private debt in recent years, adding a new category to their asset mix. The asset class offers the potential for attractive yield and portfolio diversification as concerns about economic uncertainty rise, particularly since the coronavirus outbreak. Laura Catalino, author of a recent column on the topic, and senior vice president of investor relations at M360 Advisors, joins the program to discuss the trend. (02/2020)
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