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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.
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Private capital conversations with top decision-makers in asset management, institutional and private wealth investing. On this episode of the Private Capital Call podcast, family office CIO Michael Schulman discusses private credit allocation strategies, AI's transformative market impact, portfolio construction beyond traditional 60/40 models, and navigating today's investment landscape.
