Alt Goes Mainstream

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with the CIO of an insurance company responsible for more than $300B in assets and a major focus on private markets. Lincoln Financial EVP and CIO Jayson Bronchetti and I sat down recently at Lincon Financial’s headquarters in Radnor, Pennsylvania to discuss the increasing involvement of insurance companies in private markets. Jay...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode digs into how the CIO of a growing multi-billion dollar wealth management firm thinks about customization and differentiation by building out private markets capabilities. We sat down with John McArthur , Senior Partner and CIO at $3.6B AUM Krilogy . Founded in 2009, Krilogy provides comprehensive financial planning and investment ma...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a private equity pioneer who has seen the industry evolve in the forty plus years he’s spent in private markets. We sat down with Steve Klinsky , the Founder and Chief Executive Officer of New Mountain Capital , which he started in 1999, and has grown to over $55B AUM with an investment platform that spans strategies across P...

Welcome back to the Alt Goes Mainstream podcast. Today we sit down with a technology and fund services veteran who has worked with many of the industry’s largest asset managers. Cesar Estrada is Private Markets Head at Arcesium , a global financial technology company delivering pre- and post-investment operations and enterprise data management solutions designed to systematize the most complex wor...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone responsible for growing the footprint of one of the largest private markets businesses in the industry. We sat down at Goldman Sachs ’ 200 West office with Kyle Kniffen to discuss the evolution of the firm’s work with the wealth channel and how an intensified focus on private markets is helping to drive the firm’s str...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a wealth channel veteran who has an innate and developed view of working with wealth. We sat down in the studio with Adam Bobker . Adam joined Fortress Investment Group in 2022 to build out their wealth business as Managing Director, Global Co-Head of Private Wealth Solutions. He oversees strategy, distribution, marketing, pr...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who is an expert on the RIA market and the wealth management business model. We talk with Karl Heckenberg , the President & Managing Partner of Constellation Wealth Capital , an investment firm that recently closed on a $1B debut fund dedicated to providing differentiated, long-term capital solutions to well-positione...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a private markets veteran who has been working in the wealth channel before it was considered “the wealth channel.” We sat down in the studio with Peter Aliprantis . Peter joined EQT in October 2024 as a Partner and Head of Private Wealth Americas. He’s hit the ground running to build out a wealth team in the Americas and hel...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the details of product innovation in private markets with a private equity veteran who has helped to pioneer a new investment structure and working with the wealth channel. We sat down at KKR ’s Hudson Yards office with Alisa Wood , a Partner and Co-CEO of KKR Private Equity Conglomerate LLC (K-PEC). Alisa has been at KKR...

Welcome back to the Alt Goes Mainstream podcast. Today’s conversation features a live podcast that takes place at BTG Pactual’s NYC office for an audience in private markets. We are joined by Todd Owens , the Co-Founder and Managing Partner of Cantilever Group , where BTG Pactual is an investor. Cantilever is an independent firm focused on providing capital solutions to middle market asset manager...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into a groundbreaking partnership that could change the trajectory of how the wealth channel invests into private markets. We are joined by BlackRock ’s Senior Managing Director, Head of the Americas Client Business, Co-Head of U.S. Wealth Advisory (USWA), and a member of the Global Executive Committee for BlackRock Joe DeVico...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the details of distribution and how to build a high-performing global business to serve the wealth channel across brands and strategies. John Sweeney is the Chief Executive Officer of Brookfield Oaktree Wealth Solutions , a business unit that was created to harmonize the distribution efforts across the Brookfield and Oaktr...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into one of the most topical trends in the evolution of wealth management platforms and their adoption of private markets. We are joined by Tom Cohn and Amita Schultes of Cerity Partners , where they discuss the recent combination of their two respective businesses, Cerity Partners, the $100B+ national wealth management firm, a...

Welcome back to the Alt Goes Mainstream podcast. We had a chance to sit down with Blue Owl Co-CEO Marc Lipschultz recently at their Nest Network Summit for RIAs and private banks in Laguna Beach. It was a perfect setting to discuss Blue Owl’s incredible growth, which has been in part due to its unique and focused partnership with the wealth channel. Blue Owl is one of the industry’s largest altern...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features an industry titan who has been on the forefront of the intersection of alts and wealth. We talk with Stephanie Drescher , Partner, Chief Client and Product Development Officer at Apollo and a member of the firm’s Leadership Team. She oversees the Client and Product Solutions Group (CPS), which includes Apollo’s Global Wealth...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into an important and growing part of the private markets ecosystem: how investors can access and invest into alternatives through their retirement funds. We have Eric Satz , the Founder & CEO of Alto , a self-directed IRA custodian, with us today to discuss how he’s on a mission to provide everyday Americans with the same inve...

Welcome back to the Alt Goes Mainstream podcast. Today’s guest is an industry leader in wealth management who has been very active in private markets. Mike Tiedemann is a pioneer in the wealth management space in a number of ways. He's at the helm of the first pure play publicly traded wealth management business, AlTi Global . AlTi, a $72B AUM platform, came out of a merger between Mike's successf...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features an industry leader who has pioneered working with the wealth channel. We talk with Joan Solotar , the Global Head of Private Wealth Solutions at Blackstone , where she also serves on the firm’s Management Committee. Joan has been responsible for leading Blackstone’s impressive work in the wealth channel. She’s grown the firm...

Welcome back to the Alt Goes Mainstream podcast. Alt Goes Mainstream was live from $1.2T AUM asset manager Nuveen ’s nPowered conference, a two-day event bringing together Nuveen thought leaders and industry experts to explore challenges and opportunities in private markets. We interviewed some of Nuveen’s senior leadership on site to hear their views and perspectives on private markets, working w...

Welcome back to the Alt Goes Mainstream podcast. Alt Goes Mainstream was live from $1.2T AUM asset manager Nuveen ’s nPowered conference, a two-day event bringing together Nuveen thought leaders and industry experts to explore challenges and opportunities in private markets. We interviewed some of Nuveen’s senior leadership on site to hear their views and perspectives on private markets, working w...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a founder who is building mission-critical software for private equity firms. I sat down in Citywire ’s London studio with Venkat Subramaniam , the Co-Founder of DealsPlus , to discuss why he has built a digital solution to streamline, digitize, and automate the management of complex holding and capital structures for private...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a founder who is building mission-critical valuation and portfolio monitoring software for alternative asset managers. We are joined by Yann Magnan , the Co-Founder and CEO of 73 Strings , to discuss how valuation work and portfolio monitoring is moving from manual to automated and why that’s so important for the industry. 73...

Welcome back to the Alt Goes Mainstream podcast. Today’s guest is an expert in financial services and capital markets who has experience as both a strategic investor and a VC. We welcome Rana Yared , a General Partner at Balderton , where she co-leads their Growth Fund. She came to Balderton in 2020 from across the pond, where she was a Partner at Goldman Sachs, first in the Principal Strategic In...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who has experienced the growth and evolution of the credit space from different vantage points. We welcome Alona Gornick , a Managing Director, Senior Investment Strategist, and Co-Head of the Chicago Office for Churchill Asset Management , a firm with $50B committed capital that is a provider of financing solutions t...

Welcome back to the Alt Goes Mainstream podcast. Today’s show features a guest who brings a wealth of common sense to wealth management and asset allocation. We talk with Ben Carlson , the Director of Institutional Asset Management at Ritholtz Wealth Management , a $5B AUM wealth management firm. He’s managed institutional portfolios for his entire career. He started out with an institutional inve...