Tag: Market Trends
Wealth Management Invest: Rethinking Portfolio Diversification with Don Calcagni

Wealth Management Invest: Rethinking Portfolio Diversification with Don Calcagni

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In this episode of the Wealth Management Invest Podcast, host David Bodamer sits down with Don Calcagni, the chief investment officer of Mercer Advisors, to explore how Mercer attempts to align investment decisions with financial goals. David and Don dive into defining clear investment objectives that align with clients’ financial aspirations, the importance of moving beyond 60/40 asset allocations, and understanding the psychological hurdles investors face. 

They discuss the latest investment vehicles, transforming strategies, the ongoing active versus passive management debate, and the nuances of private markets.

Connect With David Bodamer:

Connect With Don Calcagni:

About Our Guest:

As Chief Investment Officer, Don is responsible for setting the strategic direction of the firm’s investment offering, chairing the firm’s investment committee, and the prudent stewardship of over $70 billion in assets under management. As a member of the executive leadership team, he also participates in M&A due diligence, oversees investment integration for new acquisitions, and provides ongoing advice regarding the firm’s overall strategic direction to the Board of Directors, President, and Chief Executive Officer.
WMRE Common Area: Exploring Private Real Estate as an Alternative Investment With Jay Miller

WMRE Common Area: Exploring Private Real Estate as an Alternative Investment With Jay Miller

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Using recent Wealthmanagement.com research as a jumping off point, in this episode, David Bodamer speaks with Jay Miller, Chief Investment Officer at Forum Investment Group, exploring the company’s focus on multifamily real estate and the various investment options they offer and emphasizing how alternative investments provide opportunities for average investors to diversify portfolios by accessing asset classes previously limited to institutional investors. 

Jay discusses:

  • Why interest is increasing in alternative investments, including private real estate
  • How advisors can help clients navigate alternative investments
  • The challenge with alternative investments and how technology is making it easier to manage these types of investments
  • The current trends in multifamily real estate 
  • And more

Resources:

Connect With Jay Miller:

Connect With David Bodamer:

About Our Guest:

Jay brings more than 30 years of real estate investment experience to Forum with demonstrated success developing and executing business strategies, and managing teams and systems. As CIO, Jay oversees the firm’s real estate investment team, chairs Forum’s investment committees, and is responsible for driving the firm’s continued growth through multifamily equity and debt investment opportunities.