Private Markets Unlocked: The Case for a Multi-Asset Approach – PGIM – 10.27.26

Summary:

Private markets are evolving from a specialized allocation into a more strategic portfolio building block. As access expands, the key question for advisors is shifting from whether to allocate to private markets to how to build exposure effectively. This webinar will examine the case for a coordinated multi-asset approach, exploring the distinct roles of private equity, private credit, real estate, infrastructure, and secondaries and how they may work together to support growth, income, diversification, and portfolio resilience. The discussion will also explore how implementation structure can influence transparency, portfolio construction flexibility, efficiency, and the ability to tactically allocate as opportunities evolve.

Join a panel of experts from PGIM and Partners Group for an interactive discussion focused on how advisors can take a more holistic approach to building private markets exposure, including:

• Why private markets can play a more strategic role in client portfolios today.
• Why a multi-asset approach can offer a more holistic way to access private markets.
• How different private asset classes can complement one another across market environments.
• What distinguishes a direct multi-asset framework from a fund-of-funds structure.
• What advisors should evaluate before incorporating private markets into client portfolios.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Laurie Chan is U.S. Head of Alternative Solutions where she is responsible for the growth of PGIM’s alternative investment solutions for private wealth clients.

Experience: Laurie brings over 20 years of experience in private wealth and alternative investments. Prior to joining PGIM, Laurie was Citi’s Global Head of Alternative Sales, responsible for the sales and distribution of private equity, real estate, and hedge fund solutions across Citi’s Global Wealth channels.

Laurie spent over 17 years at Bank of America, Merrill, where she held several senior roles, including Head of Capital Markets Sales, responsible for driving distribution across the full spectrum of capital markets solutions. Prior to that role, she served as an Alternative Investments Technical Specialist and spent time in Merrill Lynch’s Private Banking and Investment Group.

Education: Laurie graduated magna cum laude from Carnegie Mellon University with concentrations in Finance and International Management and a minor in
Chinese Studies. She is a CFP^® and CAIA^® member and holds her Series 7, 24, and 66 licenses.

Dianna Carr-Coletta is a Managing Director and Partner within PGIM Private Capital’s Alternatives Direct Lending Group. Prior to this role, she was a Managing Director leading our Corporate and Project Workout team and oversaw the management and restructuring of non-performing investments.

Experience: Previously, Mrs. Carr-Coletta was a Senior Vice President in PGIM Private Capital’s Chicago Corporate Finance group. In this role, she led a team responsible for marketing, originating, and managing private placement, mezzanine, and structured equity investments in Michigan and Wisconsin, with prior geographies that also included Southern Ohio and Kentucky.

Education: Dianna received a BA from Michigan State University and an MBA from Northwestern University’s Kellogg School of Management.

Caitlin O’Connor is a managing director at PGIM and U.S. core plus equity real estate portfolio manager. Based in San Francisco, Caitlin is responsible for overseeing the West Coast investment and asset management activities.

Experience: Most recently, Caitlin was the Chief Underwriter of the Americas responsible for implementing the Investment Risk process in both the U.S. and Latin America. Prior to that, Caitlin managed the West Coast Customized Investment Strategies (CIS) team from January 2015 through December 2016, overseeing all asset management activities across six funds with varying investment strategies. Before joining the CIS team, Caitlin worked at Lennar Multifamily Communities as a development director in the Northern California region. And, prior to her experience at Lennar, Caitlin held multiple roles in acquisitions and asset management at PGIM from 2005 through 2013.

Education: Caitlin has a bachelor’s degree in biochemistry and history from Occidental College and a master of science in real estate development (MSRED) and master in city planning (MCP) from the Massachusetts Institute of Technology. She was named to Real Estate Forum’s “Fifty Under Forty” list in 2018.

Mattia Bachetta-Cattori is Senior Portfolio Manager at Partners Group (USA) Inc. Mattia Bacchetta-Cattori is Senior Portfolio Manager (Member of Management) and part of the Portfolio Management business unit, based in Denver. He has been with Partners Group since 2020 and has 10 years of industry experience. Prior to joining Partners Group, he worked at Deloitte AG in Zurich. He holds a master’s degree in mathematics from the Swiss Federal Institute of Technology (ETH) in Zurich, Switzerland.