Michael Sidgmore
Alt Goes Mainstream
Join the smartest people in the room and subscribe to learn how top investors and allocators are incorporating private markets into the portfolios of tomorrow. altgoesmainstream.substack.com
Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: altgoesmainstream.substack.com
Autor
Michael Sidgmore
Kategoria
Strona podcastu
Ostatni odcinek
12 lis 2026
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Odcinki
🎥 I Squared’s Mohamed El Gazzar, Maxime Jacqz, Kristen Guo at Arriva - the wheels on the infrastructure bus “go ‘round and ‘round” 12.11.2026 1:08:31
Welcome back to the Alt Goes Mainstream podcast. Many of you have probably seen the red buses traversing the streets of London. Some of you have probably taken a London red bus to get to your next stop in the city. One of those red bus companies, Arriva , is owned by $60B AUM infrastructure investor I Squared . We went to North London to Arriva’s Palmers Green bus depot to take an inside look at t...
🎥 Lowercarbon Capital’s Chris Sacca and Caie Kelley - investing in the powerhouses driving the new energy economy 29.10.2026 1:36:30
Welcome back to the Alt Goes Mainstream podcast. One of the best-performing venture investors in history is back in the saddle. And this time, he’s bringing the stampede to invest in some of the most consequential companies of our time. For Chris Sacca , the seeds of investing in energy were sown 23 years ago when he was building data centers for Google. His investing career went into full bloom w...
🎥 Nomura Asset Management International’s Shawn Lytle - pizza, patterns in asset management, and private markets 21.10.2026 31:40
Welcome back to the Alt Goes Mainstream podcast. What happens when you bring Tokyo-Neapolitan style pizza to New York? You get one of the hottest new reservations in a city full of top restaurants and pizza spots. Are there similarities between pizza and asset management? Different styles of pizza appeal to different people. Same in asset management. But there is one constant: the way the pizza is...
🎥 Arcesium’s Jeb Altonaga - where data and decision-making intersect to drive “operational mastery” 13.10.2026 54:58
Welcome back to the Alt Goes Mainstream podcast. Today’s podcast dives into the world of data and decision-making in private markets. We were in the studio with private markets polymath Jeb Altonaga . Jeb is SVP, Head of Business Development in Private Markets at Arcesium , where they have built a financial management data platform aimed at solving the data normalization problem across public and...
🎥 Clarion Partners’ Josh Pristaw - an industrious approach to real estate investing 06.10.2026 47:19
Welcome back to the Alt Goes Mainstream podcast. Today’s podcast dives into the world of real estate with one of the industry’s largest managers and investors in industrial real estate. We sat down in Franklin Templeton’s New York City office with real estate veteran Josh Pristaw , Managing Director, President of Clarion Partners , a $73.3B AUM real estate investment firm within Franklin Templeton...
🎥 EQT’s Christian Sinding - “Why not” Europe and building the €1 trillion company 29.09.2026 57:50
Welcome back to the Alt Goes Mainstream podcast. Today’s podcast takes us to Oslo, Norway, for a very special conversation with Christian Sinding , the former CEO of one of the industry’s leading alternative asset managers, EQT . Christian’s hometown of Oslo provided an ideal setting to showcase both the Nordic heritage that represents EQT’s DNA and the global ambitions of a firm (and one of its p...
🎥 KKR’s Pete Stavros - a culture of ownership - live from AGM’s RIA Field Trip 22.09.2026 39:42
Welcome back to the Alt Goes Mainstream podcast. Today’s podcast takes us into the importance of ownership and equity, and how the world’s largest private equity firm ( source: PEI 300 ) has helped create a culture of ownership within its portfolio companies and more broadly across the industry. With the backdrop of KKR’s studio in New York and the firm fresh off the heels of celebrating its 50th...
🎥 I Squared’s Dr. Sadek Wahba - it’s time to “Build” 17.09.2026 1:19:17
Welcome back to the Alt Goes Mainstream podcast. We went to Miami to sit down with the professor of infrastructure investing and Founder, Chairman, and Managing Partner of I Squared , Dr. Sadek Wahba . Sadek has blended academic knowledge and a practical approach to infrastructure investing to build I Squared into a $60B infrastructure investment firm in 14 years, some of which he has adroitly dis...
🎥 Golub Capital’s David Golub - inside the mind of one of private credit’s pioneers 10.09.2026 1:13:23
Welcome back to the Alt Goes Mainstream podcast. We went to Golub Capital ’s New York office to sit down with Co-CEO David Golub . David Golub and his brother Lawrence both started their careers in private equity. It was their experiences in private equity in the 1990s that turned them into private credit pioneers. Lawrence and David have built Golub Capital into a $95B private credit behemoth, la...
🎥 Davidson Kempner’s James Li - “no situation is too complex” 08.09.2026 1:00:42
Welcome back to the Alt Goes Mainstream podcast. Today’s podcast takes us to the heart of New York City to talk with James Li , the President and Partner of Davidson Kempner , a firm that was an early participant in the merger arbitrage, distressed debt, and opportunistic credit industries. Davidson Kempner’s heritage lies in cutting through complexity to find value. Founded in 1983, Davidson Kemp...
🎥 Ardian’s Ava Mallin - “managing money is managing emotion” 02.09.2026 16:04
Welcome back to the Alt Goes Mainstream podcast. We were live from iCapital Connect’s conference in Phoenix, where we sat down with some of the industry’s leaders across asset management and wealth management. We sat down with Ava Mallin , Managing Director, US Private Wealth Solutions at Ardian . Ava brings a distinctive approach to how she works with the wealth channel. She emphasized that asset...
🎥 Franklin Templeton’s Dave Donahoo - “start with the end client” - live from AGM’s RIA Field Trip 19.08.2026 33:44
Welcome back to the Alt Goes Mainstream podcast. We were live from AGM’s RIA Field Trip at Franklin Templeton ’s New York office in Madison Square Park with Franklin Templeton’s Head of Private Markets - Americas Wealth Management Dave Donahoo to discuss the nuances of serving the wealth channel. Dave brings the perspective of someone who has seen the wealth channel handle multiple market cycles a...
🎥 RIT Capital Partners' Maggie Fanari - why permanent capital is a privilege 12.08.2026 1:00:45
Welcome back to the Alt Goes Mainstream podcast. Today’s podcast takes us to the heart of London, where we sat down with Maggie Fanari , the CEO of J Rothschild Capital Management Limited, manager of RIT Capital Partners plc . RIT blends a rich heritage with a modern approach to both asset allocation and private markets. Lord Jacob Rothschild founded Rothschild Investment Trust in 1971. RIT listed...
🎥 Wellington Management's Mike Trihy - going long on evergreen funds: AGM Live from SuperReturn 06.08.2026 26:20
Welcome back to the Alt Goes Mainstream podcast. We sat down with Mike Trihy , Head of Portfolio Management for the Venture Growth Evergreen strategy at Wellington Management . We were live from Berlin, which becomes the “capital of private capital” in June as private equity industry leaders make the annual pilgrimage to the city for one of the marquee private equity conferences, SuperReturn Berli...
🎥 Investcorp Strategic Capital Group's Anthony Maniscalco - the evolution of GP stakes 05.08.2026 44:19
Welcome back to the Alt Goes Mainstream podcast. We sat down with Anthony Maniscalco , the Managing Partner and Business Head of Investcorp Strategic Capital Group (ISCG). We were live from Berlin, which becomes the “capital of private capital” in June as private equity industry leaders make the annual pilgrimage to the city for one of the marquee private equity conferences, SuperReturn Berlin. Wi...
🎥 Coller Capital's Jake Elmhirst - secondaries coming in first: AGM Live at SuperReturn 04.08.2026 32:09
Welcome back to the Alt Goes Mainstream podcast. We sat down with Jake Elmhirst , Partner, Head of Private Wealth Secondaries Solutions and Head of Capital Formation at Coller Capital . We were live from Berlin, which becomes the “capital of private capital” in June as private equity industry leaders make the annual pilgrimage to the city for one of the marquee private equity conferences, SuperRet...
🎥 Goldman Sachs' Kyle Kniffen - the arc of alternatives at Goldman Sachs: AGM Live at SuperReturn 30.07.2026 25:58
Welcome back to the Alt Goes Mainstream podcast. We sat down with Kyle Kniffen , Managing Director, Global Head of Alternatives, Third Party Wealth at Goldman Sachs . We were live from Berlin, which becomes the “capital of private capital” in June as private equity industry leaders make the annual pilgrimage to the city for one of the marquee private equity conferences, SuperReturn Berlin. With Pr...
🎥 Sagard's Paul Desmarais III - building the next generation alternative asset manager: AGM Live at SuperReturn 29.07.2026 26:51
Welcome back to the Alt Goes Mainstream podcast. We sat down with Paul Desmarais III , the Co-Founder, Chairman, and CEO of Sagard , the fast-growing $46B global multi-strategy alternative asset manager. We were live from Berlin, which becomes the “capital of private capital” in June as private equity industry leaders make the annual pilgrimage to the city for one of the marquee private equity con...
🎥 Brookfield's Anuj Ranjan - "own the boring that makes exciting possible": AGM Live at SuperReturn 28.07.2026 21:47
Welcome back to the Alt Goes Mainstream podcast. We sat down with Brookfield Private Equity CEO Anuj Ranjan . We were live from Berlin, which becomes the “capital of private capital” in June as private equity industry leaders make the annual pilgrimage to the city for one of the marquee private equity conferences, SuperReturn Berlin. With Prosek Partners and former Bloomberg TV journalist Deirdre...
🎥 Vista Equity Partners' Monti Saroya - "harnessing" the power of AI in the enterprise: AGM Live at SuperReturn 22.07.2026 26:42
Welcome back to the Alt Goes Mainstream podcast. We sat down with Vista Equity Partners ’ Senior Managing Director, Co-Head of Flagship Fund, Monti Saroya . We were live from Berlin, which becomes the “capital of private capital” in June as the private equity’s industry leaders make the annual pilgrimage to the city for one of the marquee private equity conferences, SuperReturn Berlin. Much of the...
🎥 Apax's Andrew Sillitoe and Mitch Truwit - buying complexity for value in the middle market: AGM Live from SuperReturn 21.07.2026 30:46
Welcome back to the Alt Goes Mainstream podcast. We were live from Berlin, which becomes the “capital of private capital” in June as the private equity’s industry leaders make the annual pilgrimage to the city for one of the marquee private equity conferences, SuperReturn Berlin. Much of the SuperReturn conference is centered on fundraising. GPs take up every available space — from hotel rooms, to...
🎥 Blackstone's Farhad Karim - a "relentless" focus on serving private wealth 09.07.2026 40:38
Welcome back to the Alt Goes Mainstream podcast. Today’s podcast takes us to the heart of Mayfair in London, where Blackstone Private Wealth COO Farhad Karim shared the firm’s history and evolution in Europe. He took a walk down memory lane to discuss the firm’s 25th anniversary in Europe as we walked through Berkeley Square from Blackstone’s current office to their new office at the other end of...
🎥 Hightower's Larry Restieri - building a $1T RIA and operating at the intersection of private markets and private wealth 02.07.2026 56:03
Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives deep into the world of wealth management with someone whose career is emblematic of the intersection of private markets and private wealth. We sat down with Larry Restieri , the CEO of Hightower . Larry is the CEO and a member of the Board of Directors at Hightower, a national wealth management firm that empowers financial advi...
🎥 Oak Hill Advisors' Eric Muller - operating at the intersection of public and private credit: live from iCapital Connect 30.06.2026 34:23
Welcome back to the Alt Goes Mainstream podcast. We were live from AGM’s RIA Field Trip at Brookfield ’s New York office at Brookfield Place with Oaktree Managing Director and Co-Portfolio Manager Danielle Poli to unpack why private credit is at a crossroads and why dispersion is growing. Danielle has a unique perch to form a developed view on the current state of private credit. She sits at the i...
🎥 Oaktree's Danielle Poli - private credit: "boring is beautiful" - live from AGM's RIA Field Trip 25.06.2026 34:45
Welcome back to the Alt Goes Mainstream podcast. We were live from AGM’s RIA Field Trip at Brookfield ’s New York office at Brookfield Place with Oaktree Managing Director and Co-Portfolio Manager Danielle Poli to unpack why private credit is at a crossroads and why dispersion is growing. Danielle has a unique perch to form a developed view on the current state of private credit. She sits at the i...
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