Alt Goes Mainstream

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...

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast illustrates just how far private markets have come. We dive into the world of GP stakes with Sean Ward , Senior Managing Director from Blue Owl’s GP Strategic Capital Platform, where he was a founding partner and is responsible for helping to oversee the firm that has done the lion’s share of GP stakes investing. Blue Owl’s GP Strate...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is a special show with Ben Harrison , the Co-Founder of DealCloud , which is now part of Intapp , where he is President, Industries. Ben is a former banker and private equity professional at Falfurrias Capital Partners who went on to co-found DealCloud to make the process of managing deals and relationships for alternative asset mana...

Welcome back to the Alt Goes Mainstream podcast. Recently, AGM partnered with Pangea to bring together a group of executives in private markets and wealth management in London for a live AGM podcast featuring Cheri Belski of T. Rowe Price , one of the largest asset managers in the world with over $1.59T AUM. Cheri is the Global Head of Product at T. Rowe Price, where she's responsible for setting...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with Alex Chaloff , the CIO of a large and sophisticated private wealth management firm that is very active in private markets. Alex is Chief Investment Officer of Bernstein ’s $125B+ private wealth management unit within $725B AUM AllianceBernstein. He was previously the Head of Alternative Asset Strategies. Prior to joining Bern...

I went into The Compound and came out alive. Recently, I joined Michael Batnick and Ben Carlson of Ritholtz Wealth Management on their Animal Spirits podcast by The Compound . It is a fantastic show that produces frank and thoughtful conversations on markets and the wealth management world. They invited me on their show to discuss why alts are going mainstream. We had a great conversation on the a...

Welcome back to the Alt Goes Mainstream podcast. On today’s episode, we are joined by Mercer Investments ’ US Financial Intermediaries Leader Gregg Sommer and CAIS ’ MD and Head of Investments Neil Blundell . Gregg and Neil bring deep experience and backgrounds in private markets to discuss how alternatives can be further adopted by the wealth channel. Gregg is Mercer’s US Financial Intermediaries...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features a guest who has consistently and astutely figured out the growth areas in private markets. We are joined by Manulife ’s new Global Head of Private Markets Anne Valentine Andrews . She’s responsible for the strategy, business development, and growth of Manulife Investment Management’s private markets business. Manulife has a...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is one of evergreen importance. We talk with one of the pioneers in the evergreen fund space. Rob Collins , a Partner, Co-Head of Private Wealth, and Head of the New York office and a member of the Global Executive Board at Partners Group , a $147B+ AUM alternative asset manager, joins the podcast to discuss how Partners Group starte...

Welcome back to the Alt Goes Mainstream podcast. His career started when someone said to him, “well, have you thought about venture capital? We don’t think that you’d be any good at it.” The rest is history. Today’s episode features one of the legends of the venture capital industry. Peter Barris joined New Enterprise Associates in 1992 after a storied operating career as President and COO at Lege...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features the architects behind one of the industry’s faster growing wealth management platforms, NewEdge . We welcome NewEdge CEO, Managing Partner, and Co-Founder Rob Sechan and NewEdge CIO Cameron Dawson . Both Rob and Cameron have a wealth of experience in both wealth management and private markets. Rob has over two decades of exp...

Welcome back to the Alt Goes Mainstream podcast. On today’s show, we turned the tables. We welcomed famed podcast co-host of Animal Spirits and The Compound and Friends and writer at The Irrelevant Investor , and Managing Partner and Director of Research at $4B AUM Ritholtz Wealth Management Michael Batnick to come on the show to share a wealth manager’s perspective on private markets. Michael’s c...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features a masterclass in private markets from a guest who has seen it all. Jim Strang is a deeply experienced private equity professional who has been part of the industry as a GP, LP, investor, consultant, and now a teacher, board member, and advisor to a number of firms. I’d probably have to spend a good few pages going through ev...

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast is a special show with 3i Members co-founder Mark Gerson. Alt Goes Mainstream’s first sponsor is 3i Members , an investing network built on community, collaboration and capital that was co-founded by Mark Gerson , Billy Libby , and Teddy Gold . 3i Members is a global deal network for accomplished private investors. Members uncover, s...

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast provided us with an in-depth tour of financial markets with a student of both finance and history. And what a tour guide we had. Marc Rubinstein , an investment professional with 25 years of experience researching and investing in financial services joined us on the show. Marc started his career as an equity research analyst, where h...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features an enabler of the micro VC movement who has now scaled his business into one of the industry’s larger fund administrators. Braughm Ricke is the Founder and CEO of Aduro Advisors , a leading fund administrator that has carved out a sterling reputation in the VC world. He's grown the business to over $114B+ AUA and over 450+ c...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a fintech founder who has scaled one of the larger private markets investing platforms for individual investors. Michael Weisz is the Founder and CEO of Yieldstreet , a leading private markets investing platform, with more than 450K members and $3.9B invested (as of October 2023). An award-winning entrepreneur, he co-founded...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode with an internet legend provides an illuminating window into how the past can help inform us about the future. Steve Case is a pioneer and a visionary. He built one of the foundational companies of the internet, AOL, that brought America and the world online. As one of America’s best-known and most accomplished entrepreneurs, Steve h...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode takes us into the world of technology with an expert in private markets tech. Griff Norville is a Managing Director and Head of Technology Solutions at Hamilton Lane , the $903B AUM ( *Inclusive of $120.2B in discretionary assets under management and $782.9B in non-discretionary assets under management, as of December 31, 2023 ) glob...

Welcome back to the Alt Goes Mainstream podcast. Today we have the operator’s view on the show. We bring in someone who rose up the ranks of a private equity-backed software company to be CEO of that company — ECi Software Solutions — that now generates over $500M in revenue and $200M in EBITDA. We welcome Ron Books , now an Operating Partner at Carlyle and the CEO at Net Health , a Carlyle portfo...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode takes us inside the world of wealth from the perspective of one of the industry’s largest alternative asset managers. We are joined by Sean Connor , the President & CEO, Global Private Wealth at Blue Owl Capital , a firm with over $160B in AUM. Sean highlighted a number of key insights for navigating and working with the wealth chann...

Welcome back to the Alt Goes Mainstream podcast. Today’s episode takes us inside the mind of a tech titan who is at the forefront of shaping the market structure evolution in private markets. John Stecher is the Chief Technology Officer at Blackstone . He’s responsible for all aspects of technology across the firm and advises the firm’s investment teams as well as acts as a resource to portfolio c...