The Future of Private Wealth: Unlocking Opportunities in Alternatives – PGIM – 10.13.25

Summary:

Already one of the fastest-growing investment solutions in the wealth advisory space, alternatives are poised to continue winning a growing share of high-net-worth portfolios as client demand increases and access expands. Private credit as an asset class has grown into a $1.5 trillion market and is estimated to nearly double its size by 2029. Private real estate has proven to be a reliable asset class based on a history of strong returns with low volatility. In this webcast, learn about the pivotal roles that alternative solutions, including private credit and private real estate, can play by tapping unique return sources, enhancing diversification, and accessing upside opportunities not available through traditional public markets.

Join a panel of experts from PGIM for an interactive discussion focused on unlocking private investment opportunities in today’s evolving landscape and answering top questions on advisors’ minds, including:

• What are the key growth drivers and what’s next for private alternatives?
• What role can private credit play in helping to enhance diversification and boost return potential?
• What’s driving the positive momentum in private real estate?
• Where can advisors find the biggest opportunities in alternatives today, and where should they be looking in the future?

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Laurie Chan is US 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 Dedicated PGIM Private Capital Partner of PGIM Private Capital’s Direct Lending business, with responsibility for organizing sponsor coverage.

Experience. Prior to this role, Dianna led PGIM Private Capital’s Corporate and Project Workouts group. Prior to that, she led a Chicago-based Corporate Finance team responsible for marketing, originating and managing private placement and mezzanine investments in Michigan and Wisconsin. She joined PGIM Private Capital in 2000.

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

Brandon Short is an executive director at PGIM Real Estate and a member of the U.S. core plus investment platform. He serves as portfolio manager for PGIM Private Real Estate Fund. Based in Newark, New Jersey, Brandon has a leadership role in all aspects of the funds’ strategy and management, in addition to directing the funds’ East Coast investment and asset management activities.

Experience. Before joining PGIM Real Estate, from 2016 to 2021, Brandon was M&A Director at Round Hill Capital, where he led the firm's inorganic growth strategy and managed corporate-level debt and equity financings.

Prior to joining Round Hill, Brandon was a member of the Cerberus European Capital Advisors team where he underwrote real estate assets associated with non-performing loans and developed optimal business plans offering the most accretive property management and exit strategies. Before joining Cerberus, he worked at Goldman Sachs for 4 years as a real estate investment banker based in both New York and Dubai.

Prior to his career in finance, Brandon had a 7-year career in the NFL, with the Carolina Panthers and the New York Giants.

Education. Brandon has a bachelor’s degree in Marketing from Penn State and an MBA from Columbia Business School. He currently serves as a member of the Penn State University Board of Trustees and is a member of Penn State's Finance and Equity / Human Resources Committees. Brandon also currently serves on the Investment Committee for Penn State’s Endowment Fund.

Dan Fixler is vice president at PGIM and leads product management for the firm’s alternative and private markets strategies in the global wealth channel. Dan supports intermediary distribution and client service across private real estate, private credit, private equity secondaries, and hedge funds.

Experience. Dan has over 20 years of private wealth industry experience across research & due diligence, product and distribution. Before joining PGIM in 2023, Dan spent over nine years at Manulife John Hancock Investments leading alternative investment product. Dan also held various business development, due diligence and product roles at regional and independent broker-dealers.

Education. Dan has a bachelor’s degree in finance and marketing from University of Miami (FL) and holds FINRA Series 7, 66 and 24 licenses. He is a CFA^® Charterholder.