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Catch up on past events

Replay from

Aug 17

Insights

Banking sector update: Impacts for preferred and capital securities

In the wake of recent banking sector volatility, our preferred and capital securities experts unpack the facts and provide investors guidance for the fourth quarter of 2023 and beyond.

  • Speakers:
  • Mark Lieb
    Founder, President & Chief Executive Officer (CEO), Spectrum Asset Management
  • Dave Reichart
    Senior Vice President – Institutional Sales, Spectrum Asset Management
  • John Kriz
    Senior Vice President – Research, Spectrum Asset Management
Replay from

July 11

Insights

Real estate debt: Why market uncertainty offers investment opportunities

Listen as senior real estate experts discuss why we see this cycle as an attractive entry point for risk-adjusted access to private and public real estate debt.

  • Speakers:
  • Marc Peterson, CFA
    Chief Investment Officer – Commercial Mortgage-Backed Securities (CMBS), Real Estate
  • Kirloes Gerges
    Portfolio Manager, Real Estate
  • Indraneel Karlekar, Ph.D. (host)
    Global Head of Research and Portfolio Strategies, Real Estate
Replay from

June 12

Insights

Peering through uncertain skies: Real estate opportunities beyond 2023

Listen as our senior real estate experts provide a year-to-date update on the commercial real estate market, including uncertainties facing investors and opportunities emerging as the new real estate cycle takes shape.

  • Speakers:
  • John T. Berg
    Head of Private Equity Portfolio Management, Real Estate
  • Indraneel Karlekar, Ph.D.
    Global Head of Research and Portfolio Strategies, Real Estate
  • Kirk West (moderator)
    Executive Director, International Business & Clients
Replay from

May 23

Insights

Prepare to pivot: Fed peak policy rate ahead

When the yield curve was inverted, investors increased cash and short-term positions. Now’s the time to pivot—increase duration and seek high-quality fixed income. Listen as our experts explore timely insights and allocation preferences.

  • Speakers:
  • David Blake, CFA
    Global Head of Public Markets, Fixed Income
  • Mark Cernicky, CFA
    Senior Product Specialist, Fixed Income
Replay from

Jan 10

Outlook

Inside Real Estate: Annual strategy outlook for 2023

As the world economy begins to stall, headwinds indicate various challenges on the horizon. We expect 2023 will be a year of transition with investors focusing on playing defense, while preparing for offense. Listen as we present our 2023 outlook for commercial real estate.

  • Speaker:
  • Indraneel Karlekar, Ph.D.
    Global Head of Research & Portfolio Strategies, Principal Real Estate