Donald Calcagni on Building a Fortress Balance Sheet

What does it take to build a fortress balance sheet? Our Chief Investment Officer, Donald Calcagni, shares his insights on the latest episode of the Private Capital Call podcast.

In this conversation, Donald explores five key strategies for creating a fortress balance sheet, what investors should look for when choosing a private capital manager, and the three dimensions of diversification. He also offers his perspective on private credit valuations, investor psychology amid changing interest rates, and even reveals his biggest surprise for 2025.

Learn more about the Mercer Advisors investment approach.

Listen to the full podcast here.