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InvestorExchange

Get in-depth perspectives on global asset classes with our InvestorExchange podcast.

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2026-02-26T13:00:00-05:00
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Evergreens: A structural revolution in private equity

 | 27:12
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.
2026-02-26T12:30:00-05:00
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What is climate growth investing?

 | 26:22
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.
2026-02-26T12:00:00-05:00
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Early-stage investing in an AI-driven market

 | 24:47
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.
2026-02-10T12:00:00-05:00
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Commercial real estate debt amid perpetual transitions

 | 22:30

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.

2026-01-27T12:10:00-05:00
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The evolution of investment-grade private credit

 | 20:35
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.
2026-01-27T12:05:00-05:00
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Growth lending’s role in the venture ecosystem

 | 17:37
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.

Our Host

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William Craig

As the platform leader for Wellington's private equity business, Will leads the firm’s product and commercial strategy for our growth equity and venture capital platform, overseeing the development, structuring and distribution of the firm’s strategies in this area. 

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Sonali Wilson, CAIA
As the Lead Investment Director for Private Credit at Wellington, Sonali leads the firm’s product and commercial strategy for private credit, overseeing the development, structuring, and distribution of the firm’s strategies in this area. Sonali brings nearly 20 years of experience in alternatives.

Our Host

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Christopher Perret

Chris is an investment director in Investment Product & Fund Strategies (IPFS). IPFS oversees certain Wellington-managed fund vehicles that pursue alternative investment strategies. The IPFS Team serves as fund sponsor for several alternative funds, overseeing fund governance, product development, marketing, and operations, and servicing fund investors. As an investment director, he works primarily with our macro and credit investment teams and is responsible for a range of business and investment-related activities. Specifically, he helps ensure the integrity of various investment approaches and represents the funds both internally and externally.

2025-11-20T12:00:00-05:00
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The great rate debate

 | 24:48
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.
2025-08-11T00:00:00-04:00
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Bond market opportunities beyond US borders

 | 21:33
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.
2025-04-17T09:38:00-04:00
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Credit investing amid today's volatility

 | 20:57
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.

Our Host

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Amar Reganti

As a fixed income and global insurance strategist, Amar works closely with Wellington clients and investors on fixed income allocations, market dynamics, and strategies. He is the publisher of Wellington’s Fixed Income Monthly Drivers and Observations and has over two decades of experience in fixed income markets in both the public and private sectors. He serves as the external representative on the United Nations Development Fund’s investment committee. 

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WELLINGTON MANAGEMENT FUNDS ® is a registered service mark of Wellington Group Holdings LLP.
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Licensed and regulated by the Monetary Authority of Singapore.
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For professional investors and intermediaries only. This content is not suitable for a retail audience.

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