Strategic Alternatives

Latest Episodes:

Charting momentum in Industrials M&A Sep 26, 2025

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Across the industrials space, M&A activity ranges from ‘challenging yet steady’ to highly robust. Following RBC’s Global Industrials Conference 2025, this episode of Strategic Alternatives examines the mood of the sector. Joshua Rosenbaum, Global Head of Industrials, leads the specialists in assessing which sub-sectors are showing strength, and whether solid balance sheets and a potentially benign regulatory environment can set the stage for a broader wave of deals.

Five disruptors reshaping the U.S. economy Sep 16, 2025

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Vito Sperduto, Head of RBC Capital Markets, U.S., sat down with RBC Chief Economist Frances Donald, to explore five major disruptors reshaping the U.S. economy, how they are complicating forecasts, and what these dislocations mean for businesses, investors and policymakers.

EQT's innovation is transforming natural gas investment Jul 31, 2025

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Natural gas markets are experiencing structural shifts as demand from power generation and data centers creates new growth opportunities. Industry leaders are adapting their capital strategies to capitalize on these trends while managing financial complexity.

CFO Jeremy Knop shares insight on EQT Corporation’s transformation, the company's innovative $3.5 billion midstream joint venture with Blackstone and how integrated business models are transforming investment strategies in the natural gas sector.

The expanding reach of private credit Jun 17, 2025

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Private credit has outpaced growth expectations in recent years — but where is it headed next? In this episode of Strategic Alternatives, Robert Griffith, Global Head of Senior Relationship Management, speaks with Eric Wise, Head of Alternate Finance, and Jason Goss, Head of European Solutions and Structured Products, about innovation in private credit and how issuers can navigate this rapidly evolving market.

What private credit newcomers signal for the market Jun 17, 2025

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Insurance companies and pension plans are playing a bigger role in private credit, with new products evolving to meet their needs. But private wealth participation is still noticeably limited. In this episode of Strategic Alternatives, RBC's Robert Griffith, Global Head of Senior Relationship Management explores the evolving market with Jason Goss, Head of European and Structured Products, and Eric Wise, Head of Alternate Finance.

Healthcare trends indicate growing activity despite macro headwinds Jun 06, 2025

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David Levin, Interim Global Head of Healthcare Investment Banking and Co-Head of U.S. M&A, Ahmed Attia, Managing Director, Healthcare M&A and Jason Levitz, Head of Healthcare Equity Capital Markets, convened at RBC’s Global Healthcare Conference in New York, to share insights on the latest M&A trends in life sciences, MedTech, and equity financing.

The need for innovative financing solutions in digital infrastructure May 28, 2025

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Marcos Torres, Global Head of Media, Communications and Entertainment, sat down with fellow RBC Capital Markets experts Chip Wadsworth, Head of Technology, Media, Telecom, Equity Capital Markets, and Nanda Kamat, Global Head of Project Finance, to explore the forces shaping digital infrastructure and the transformation of how projects are financed, structured and scaled.

Canada - An Energy Powerhouse May 16, 2025

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In this episode, RBC Capital Markets' Co-Head of Global Research Graeme Pearson and Greg Pardy, Head of Global Energy Research, discuss key themes in the global and Canadian energy sector.

Greg and our Global Energy Research team see energy producers as better prepared for commodity price volatility due to improved financial discipline, while Canada solidifies its position as an energy powerhouse with increased production and enhanced infrastructure.

Can improved resilience and adaptability position the sector for continued growth and shareholder value in the future?

Navigating trade and tariffs: Impacts on global growth Apr 24, 2025

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U.S. tariffs are on pause for 90 days, but sizeable 10% tariffs imposed on most countries on April 5 remains in place, and it, along with steep tariffs on imports from China, could have significant implications for U.S. inflation and growth.

In this episode we join Frances Donald, Chief Economist at RBC do with Josh Lipsky, Senior Director of the Atlantic Council’s GeoEconomics Center as they discuss the latest developments in U.S. and global trade policy and their impact on economic growth.

This episode was recorded on April 7, 2025.

Securing the future of an underserved group: Middle-income America Apr 22, 2025

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Boomers are turning 65 in big numbers, and starting to think seriously about their financial future. Many of those in the middle-income bracket turn to CNO Financial Group. The demographics are in its favor, but how has CNO turned its business around in a notoriously tough market space? CEO Gary Bhojwani reveals its recipe for success at RBC’s Global Financial Institutions conference.

Watch here: Securing the future of an underserved group: Middle-income America | RBCCM

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