Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

Welcome to the 12th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. This month’s episode features one of iCapital ’s senior executives, Eileen Duff , Managing Partner & Chief Client Success Officer, and a private markets veteran who was Head of Alternative Investments, North America for Credit Suisse for a number of years. At iCapital, she oversees In...

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast dives into the continued innovation in the GP stakes space with someone who has advised some of the industry’s largest firms on their businesses and going public. We are joined by Todd Owens , the Co-Founder and Managing Partner of Cantilever Group .  Cantilever is an independent firm focused on providing capital solutions to middle...

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 to the 11th episode of a collaboration between iCapital x Alt Goes Mainstream.  We changed up this month’s episode, welcoming iCapital Co-Founder and Managing Partner, Head of Investment Solutions Dan Vene to the show to discuss the evolution of private markets and the launch of iCapital’s Marketplace . iCapital , as the leading platform that is responsible for the majority of individual 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. I've been having many conversations with GPs and LPs over the past few months — and it feels like we've reached a point in private markets where both sides are trying to figure out how to navigate this space, from a product perspective and a technology perspective.  To better understand these issues, I asked Lawrence Calcano , Chairman & CEO of...

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...

AGM collaborated with Pangea Group , a firm that helps B2B fintech companies with go-to-market strategies, at a live event they hosted on private markets in London with Schroders and Illuminate Financial to gather thoughts from some leaders in private markets on their views of the industry’s future in Europe.  We asked seven private market participants for their views on 2024 trends in private mar...

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 to the 10th episode of a collaboration between iCapital x Alt Goes Mainstream.  Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano , the Chairman & CEO of iCapital , who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has his finger on the pulse of...

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 to the 9th episode of a collaboration between iCapital x Alt Goes Mainstream.  Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano , the Chairman & CEO of iCapital , who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has his finger on the pulse of w...

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) global...

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...