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.
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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.