Investor Exchange is collection of series produced by Wellington Management. Hosted by Wellington experts and featuring our global team of investment professionals, this series is a collective education on different asset classes and sectors. You can listen to this podcast and explore each series at Wellington.com and all your podcast platforms.
Financial services are changing rapidly, creating new opportunities beyond traditional banks and insurers. In this episode, Wellington Global Analyst Ben Krause discusses the evolution of asset management, private credit, exchanges, and hedge fund platforms, and shares his views on the trends shaping the future of growth financials.
25 Jun 2026
Making the case for hedge funds as next-generation diversifiers
Multi-Asset Strategist Adam Berger explains the challenging environment for traditional diversification and explores hedge funds as a potential solution.
4 Jun 2026
Rethinking markets in a macro-driven world
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.
26 Feb 2026
Evergreens: A structural revolution in private equity
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.
26 Feb 2026TRANSCRIPT
What is climate growth investing?
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.
26 Feb 2026
Early-stage investing in an AI-driven market
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.
10 Feb 2026
Commercial real estate debt amid perpetual transitions
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.
27 Jan 2026
The evolution of investment-grade private credit
As part 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.
27 Jan 2026
Growth lending’s role in the venture ecosystem
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.
8 Jan 2026
Diving into the complexity of EM debt investing
Host Chris Perret sits down with portfolio manager Mehak Bhatia for an engaging conversation about investing and managing risk in emerging markets credit.
9 Dec 2025
The talent nexus: Building tomorrow's hedge fund leaders
Hear how Wellington is redefining hedge fund talent development, from mentorship and specialization to the skills needed to compete in a growing industry.
20 Nov 2025
The great rate debate
What's the trajectory for interest rates? It's complicated, and structural and cyclical dynamics may matter more than near-term policy decisions. Three of our experts, Amar Reganti, Mike Medeiros, and Brij Khurana, discuss their differing views on which forces bear watching when it comes to the direction of rates in coming years.
28 Oct 2025
The past, present, and future of hedge funds
Mark Sullivan explores the evolution of hedge funds and explains where he believes the industry is heading.
16 Sept 2025
The science (and art) of bond trading
Trader Masaya Okoshi and host Amar Reganti talk about the evolution and mechanics of bond market trading.
11 Aug 2025
Bond market opportunities beyond US borders
On the latest episode of Wellington’s InvestorExchange podcast, host Amar Reganti sits down with Brij Khurana, portfolio manager of an unconstrained bond strategy, to discuss the shifting dynamics of US and global markets, and what they mean for asset allocators.
10 Jul 2025
From CMBS to private credit: Navigating the future of securitized markets
Host Amar Reganti is joined by head of financial reserves management Alyssa Irving to discuss the state of commercial real estate lending, focusing on CMBS, private credit, and evolving market dynamics.
5 Jun 2025
Rates, trade, and "one big beautiful bill"
Macro strategist Mike Medeiros joins host Amar Reganti to dissect the Trump administration's policy moves to date and what they may mean for the US economy going forward.
13 May 2025
Tariffs, treasuries, and taxes: What comes next?
Fixed income portfolio manager Connor Fitzgerald joins host Amar Reganti to discuss the potential effects of tariffs and other fiscal decisions on the bond market.
17 Apr 2025
Credit investing amid today's volatility
The bond market is critical for moving credit through the global financial system. So how will global bond markets respond amid today's volatility? How have the first 100 days of the Trump administration changed the calculus? In the first episode of Wellington Management's new InvestorExchange podcast, host Amar Reganti, fixed income strategist, talks to Campe Goodman, head of multi-sector credit investing, about what's next for bond markets and how investors may be able to navigate them.
Inside a recent episode
What is climate growth investing?
Published 26 Feb 2026 · Transcript excerpt
[…] And so just a lot of those venture investors back then were making very capital intensive bets with really understanding it. And so I think you just saw a lot of those companies fail. But what's critical is the key technologies made it through. So solar came down the cost curve. Batteries came down the cost curve. Wind came down the cost curve. And they've now gotten to the point today that they're cost competitive, sometimes even cost advantage versus the incumbents, which is what's creating sort of the latest opportunity that's interesting. As you think about that, and I like the way you framed it with capital intensity versus maybe today's landscape that you're finding opportunities that are less capital intensive. […]
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