In this special edition of #CenterForInvestmentExcellence, members of our Strategic Investment Advisory Group discuss the long-term growth potential of real estate as an investable asset class, including the expansion of the real estate market from traditional core to a wide range of extended sectors, and the case for allocating to real estate investment tru ... Show More
May 26
Maintaining Conviction Through Disruption
In this episode of the Center for Investment Excellence podcast, David Lebovitz is joined by Danielle Hines, Director of U.S. Equity Research, to discuss how a long-term, valuation-driven equity research process can help investors maintain conviction amid rapid disruption. They e ... Show More
18m 16s
Jan 2026
2026 Asset Allocation Draft
In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross discuss their annual asset allocation draft. They review last year’s investment picks, share macroeconomic expectations for 2026, and debate opportunities across equities, fixed income ... Show More
40m 4s
Oct 2025
LTCMA’s 30th Anniversary: Shifting landscapes and silver linings
In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Tim Lintern, Research Analyst at J.P. Morgan Asset Management. Together, they unpack the latest findings from the 30th annual edition of Long-Term Capital Market Assumptions. The discussion ... Show More
22m 12s
Sep 2024
Both Sides, Now: Principal Asset Management on debt and equity opportunities
Principal Asset Management’s Rod Vogel, a private equity investor, and Chris Duey, a debt specialist, share different perspectives on the current real estate market and identify sectors where they find common ground.
Debt and equity investors often see the market differently.Rod ... Show More
35m 49s
Apr 2025
Top of the Morning: What role can private assets play in a portfolio?
A roundtable discussion around the kind of that role can private assets play in a longer-term investment plan, including a performance update and outlook for private equity, private credit, real estate, and hedge funds. Featured are Jennifer Liu, Private Markets Strategist Americ ... Show More
24m 38s
Oct 2024
#233 How to Choose the Right Real Estate Fund
<p>In this episode, Dr. Peter Kim interviews Nathan Clayberg of MLG Capital. Join us as we delve into the current state of the real estate market, explore the opportunities and challenges it presents, and discover how MLG Capital's investment strategies can help you achieve your ... Show More
28m 20s
Mar 2024
Diversifying Real Estate with Stock Options - Bespoke Options Academy
<p>Welcome to AJ podcast, where we explore innovative investment strategies and uncover the secrets of financial growth. In this enlightening episode, we sit down with the visionary behind Bespoke Options Academy, delving deep into the synergy between real estate and the stock ma ... Show More
37m 27s
Sep 2022
How Inflation, Rates and Recession Are Reshaping the Real Estate Market
While the real estate market has been a near sure-fire investment in recent years, rising rates, inflation and recession risks are reshaping the investment landscape. In the latest episode of Exchanges at Goldman Sachs, Jeff Fine, global head of Real Estate Client Solutions and P ... Show More
27m 57s