Multi-Asset Strategist Adam Berger explains the challenging environment for traditional diversification and explores hedge funds as a potential solution.

If traditional diversification is less reliable, what comes next? Listen to Multi-Asset Strategist Adam Berger make a case for hedge funds as next-generation diversifiers in conversation with host Christopher Perret on the #InvestorExchange podcast.

01:52: What drew Adam to multi-asset investing?

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Macro is back. In the latest episode of InvestorExchange, macro strategist Mike Medeiros joins host Chris Perret to discuss inflation, policy uncertainty, and where investors may be mispricing risk across markets.

1:57: Policy rates - too tight or too loose?

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Evergreen funds are reshaping how investors access private markets. In this episode, Mike Trihy explains how these vehicles work, how they differ from traditional drawdown funds, why adoption has accelerated, and how disciplined liquidity management, underwriting, and portfolio construction influence outcomes in venture growth strategies.

1:30 – Mike's background in evergreens

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In this episode of InvestorExchange, Greg Wasserman, head of private climate investing, examines how the climate opportunity set has evolved since clean tech 1.0. He discusses the shift from capital-intensive hardware toward scalable growth businesses and why he believes cross-sector expertise is critical to underwriting in this expanding market.

1:45 – Greg’s two decades in climate investing

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In this episode of InvestorExchange, Jackson Cummings, head of Wellington Access Ventures, discusses how early-stage investing is evolving. The conversation explores how expanding sourcing networks can uncover differentiated opportunities, how discipline is maintained across long feedback loops and amid rapid innovation, and how AI-driven shifts are reshaping competition, underwriting, and much more.

1:30 – Jackson’s background in early-stage venture  

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In this episode of our InvestorExchange private markets series, Ravi Anand, portfolio manager and head of private real estate credit, explores how the asset class is evolving and highlights why we believe there is a perpetual need for transitional lending.

2:00 – Ravi’s background in CRE debt

4:45 – Investing in a mature CRE market

6:50 – Two rapid cycles: Behavior and investment flows

9:10 – Transitional lending’s perpetual opportunity set

12:00 – The case for large loans

13:45 – Real estate debt versus equity

15:20 – Banks evolving role in CRE

17:30 – Navigating CRE’s risks

19:00 – Ravi Anand, poker player

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As part of our InvestorExchange private markets series, Liz Perenick, head of portfolio management for investment-grade private credit, profiles how the asset class has changed, how it differs from other parts of private credit, and much more.

Key topics:

2:15 – Liz’s background in investment-grade private credit

3:10 - What is IG private credit (and how has it evolved)?

5:15 – Who accesses this asset class?

7:05 – Liquidity and valuations

10:45 – Sourcing IG private credit deals

12:15 – Outlook for investment-grade private credit

14:15 – Public/private convergence

15:00 – Potential risks in investment-grade private credit

16:45 – Liz Perenick, beekeeper
 

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As part of our InvestorExchange private markets series, Jeff Chapman, head of growth lending, outlines the growth lending market, how and why it has evolved, and much more.

Key topics:

1:55 – Jeff’s background in growth lending

4:00 – Growth lending market overview

5:00 – Lending to cash-burning companies

6:15 – What types of companies access growth lending?

7:00 – How has the growth lending market evolved?

9:10 – Underwriting, covenants, sourcing

10:30 – Growth lending amid a decline in venture fundraising

13:30 – Why a company would partner with Wellington

14:30 – Jeff Chapman, photographer 

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Maintaining an edge in long/short investing isn't easy., especially in emerging markets. On our latest episode of InvestorExchange, host Chris Perret sits down with portfolio manager Mehak Bhatia for an engaging conversation about investing and managing risk in emerging markets credit. Discover how Mehak's personal and professional journey shapes his approach and helps him maintain his edge.

1:20 – Mehak’s career path to Wellington

5:30 – Prudent risk taking

6:30 – Emerging markets trading process

8:26 – Mehak’s “edge”

10:15 – Current EM environment

13:15 – Overlooked EMs?

14:35 – Cricket and professional goals 

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What does it take to build the next generation of hedge fund leaders? The hedge fund industry is evolving — fast. In our latest InvestorExchange episode, Leslie Eisen joins host Chris Perret to explore how Wellington is redefining talent development, from mentorship and specialization to the skills needed to compete in this growing industry.

Listen to “The talent nexus: Building tomorrow’s hedge fund leaders.”

1:45 Leslie’s background and love of people

5:20 Getting portfolio manager from good to great

8:50 Example of helping a PM “see the ball”

10:10 Update on talent development at Wellington

14:30 Future of talent development

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