Distinguishing Signals From Noise: Implications of the New Cycle for Investors

Do dramatic shifts in market conditions signal a regime shift? In a fireside chat, Marc Mogull, PineBridge Benson Elliot’s Chairman and Chief Investment Officer, and Hani Redha, PineBridge Global Multi Asset Portfolio Manager, compare turning points in previous cycles with what we’re seeing today – and what it could mean for asset class valuations and investors’ portfolio construction.


Listen to "Broadcast October 2022" on Spreaker.


Hani Redha: Mr. Redha joined the firm in 2012 and leads Strategy and Research for the Global Multi-Asset team. Mr. Redha also contributes to manager selection and monitoring, with a particular focus on alternatives. Prior to joining the firm, Mr. Redha was an Investment Manager with the Sovereign Wealth Fund of the Kingdom of Bahrain, Mumtalakat where he built and managed their global multi-asset class investment portfolio and oversaw strategic and tactical asset allocation, as well as manager selection across all asset classes. Prior to that, Mr. Redha held positions as Deputy Head of Global Fixed Income and Deputy Head of Hedge Funds at NCB Capital. He holds a Master's in Chemical Engineering, with First Class Honours, from Imperial College of Science, Technology and Medicine in London and holds a diploma in actuarial techniques from the Institute of Actuaries (UK). He also is a Chartered Alternative Investments Analyst (CAIA) charterholder.
Marc Mogull: Mr. Mogull’s 28-year track record in European property spans nineteen countries, covering equity, debt and a multitude of asset classes. In addition to his role as Executive Chairman and Chief Investment Officer of PineBridge Benson Elliot, Mr. Mogull chairs the Bank of England Commercial Property Forum and is a Senior Fellow in the Land Economy faculty at the University of Cambridge. Mr. Mogull is an Eminent Fellow of the Royal Institution of Chartered Surveyors, and a past Chairman of the Urban Land Institute (ULI) UK. He is a member of the RICS Global Risk Management Forum and the UK Department of Communities and Local Government Commercial Property Forum. Before founding Benson Elliot, Mr. Mogull established and managed the private equity real estate platform at UK buyout firm Doughty Hanson & Co. A pioneer in Europe's emerging markets, Mr. Mogull established the property and tourism team at the European Bank for Reconstruction and Development in 1993. Marc began his European career at Goldman Sachs, before which he was a Vice President with Chicago-based JMB Realty. Mr. Mogull holds a BS in Economics, magna cum laude, from the University of Pennsylvania (Wharton) and an MBA, summa cum laude, from Northwestern University (Kellogg).
These podcasts are provided for information purposes only. They are not intended to be advice and Trustees should always seek advice as appropriate.
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