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

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

Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world of alternative investing, private equity (PE), venture capital (VC), real estate, crypto, collectibles and more. For anyone looking to invest into alternative assets (from experienced wealth managers to family offices to the individual investor looking for a more diversified investment portfolio), you’ll hear inside stories from executives and founders at some of the world’s largest financial institutions, alternative investment firms, and FinTech startups. More than a personal finance podcast, Alt Goes Mainstream dives deep into trends, investment strategies, firm building lessons, and innovative technologies that are enabling investors to access private markets and invest into alternative assets.

  1. Balderton's Rana Yared - a masterclass on building global companies out of Europe

    21 THG 11

    Balderton's Rana Yared - a masterclass on building global companies out of Europe

    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 Investments Group, a balance sheet investing team, and later in GS Growth, when the group became part of the GS Growth efforts that began to take in outside LP capital. At Goldman, Rana oversaw investments in Financial Technology and Enterprise Technology as well as the commercialization of Goldman’s technology assets in both NYC and London. She represented Goldman on the boards of Tradeweb, NAV, Vestwell, New York Shipping Exchange, and Swapclear @ LCH. She currently serves on the board of Tradeweb in an independent capacity. Coming off of a fundraise of $1.3B in new capital across early and growth stage funds at Balderton, Rana and I discussed what LPs were interested in and why Europe is a compelling investment ecosystem. We had a fascinating discussion about: Revolutionary and evolutionary innovations in financial services and private markets, including the likes of iCapital, Tradeweb, Revolut.Why global tech companies can be built in Europe, with Revolut, a Balderton portfolio company, as an example.Why London and Europe are compelling fintech and financial services ecosystems.How LPs should look at the European investment opportunity.Differences and benefits / drawbacks of being a strategic / permanent capital investor versus being an independent VC fund.The importance of being a risk manager in venture.Thanks Rana for coming on the show to share your wisdom and views on Europe, venture, and private markets. We hope you enjoy. A word from AGM podcast sponsor, Ultimus Fund Solutions This episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products. Visit www.ultimusfundsolutions.com to learn more about Ultimus’ technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com. We thank Ultimus for their support of alts going mainstream. Show Notes 00:00 Introduction and Ultimus Sponsor Message 01:59 Introducing Balderton Capital Partner, Rana Yared 04:16 Rana's Journey from Goldman Sachs to Balderton 04:25 Transition from Investment Banking to VC 06:26 Insights on Financial Services and Market Structure 06:37 Inv

    51 phút
  2. Churchill Asset Management's Alona Gornick - the evolution of private credit, the power of permanent capital, and the importance of the product specialist

    14 THG 11

    Churchill Asset Management's Alona Gornick - the evolution of private credit, the power of permanent capital, and the importance of the product specialist

    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 to middle market private equity firms and their portfolio companies. Churchill is an investment-specialist affiliate of Nuveen, the asset manager of TIAA. Alona provides investment insights across the private capital spectrum to the investment community – and has a particular focus on working with the Private Wealth and Retail channels. She works closely with Nuveen’s global distribution team to deepen relationships with and educate Churchill’s investors and partners. Alona leverages her experience in capital markets, investor relations, and credit investing from working at the likes of Nuveen, Golden Gate Capital, and Oaktree Capital Management. Alona and I had a fascinating conversation. We discussed: The evolution of credit investing.The opportunities and risks in private credit. Are we in a private credit bubble?Why the product specialist role is critical for working with the wealth channel.The power of scale, particularly in private credit, and how it helps alternative asset managers win deals and invest.The strategic benefit of platforms and permanent capital.Thanks Alona for coming on the show to share your views and wisdom on private markets. We hope you enjoy. A word from AGM podcast sponsor, Ultimus Fund Solutions This episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products. Visit www.ultimusfundsolutions.com to learn more about Ultimus’ technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com. We thank Ultimus for their support of alts going mainstream. Show Notes 00:00 Introduction to Ultimus Fund Solutions 01:18 Welcome to the Podcast 02:00 Guest Introduction: Alona Gornick 03:45 Alona's Career Path and Experience 06:59 Growth of Middle Market Direct Lending 07:41 Changes in the Credit Landscape 10:21 The Importance of Size and Scale in Private Credit 13:27 Deal Structuring and Market Evolution 14:46 Impact of High Rate Environment 16:06 Private Credit Returns and Underwriting 20:53 Investor Questions and Market Insights 21:24 Educating Investors on Private Credit 23:43 Private Credit

    55 phút
  3. What's Your Edge?: StepStone Private Wealth's Bob Long

    7 THG 11

    What's Your Edge?: StepStone Private Wealth's Bob Long

    Today marks the launch of a new show on Alt Goes Mainstream: What’s Your Edge? Every person, every company, every fund has something that makes them special. Makes them stand out from the crowd. Gives them an unfair advantage. Tips the scales in favor of success. In this episode,  I ask our special guest, Bob Long, “What’s Your Edge?” Bob Long is CEO of StepStone Group’s Stepstone Private Wealth. He has three decades of experience in the private markets and has led investment teams for global firms in both the general partner and the limited partner role. He has served as the CEO of two publicly-traded companies focused on expanding private market access for high net worth investors. Prior to StepStone Private Wealth, Bob was the CEO of OHA Investment Corporation, a publicly-traded specialty finance company. Previously, he co-founded Conversus Capital, the largest publicly traded fund of third-party private equity funds with $3 billion of AUM and served as its CEO. Previously, he led Bank of America’s $7 billion strategic capital division. Early in his career, Bob served as the lead in-house counsel for a large portion of Bank of America’s Investment Banking Division and worked as a securities lawyer for a major law firm. A recognized industry leader, Bob was named one of 50 “GameChangers” by Private Equity International, has been profiled in the WSJ, and hosted CNBC Squawk Box Europe on numerous occasions. On today’s podcast, Bob and I discuss the nuances of evergreen funds and the unique features and offerings of StepStone Private Wealth’s evergreen strategies. Thanks Bob for coming on the show to share your wisdom, experience, and your edge. Show Notes00:00 Introduction 00:38 Welcome to What's Your Edge? 01:01 Meet StepStone Private Wealth CEO Bob Long: A Leader in Private Markets 03:09 Lessons from Public Markets 04:34 Evergreen Fund Structure 05:27 Benefits of Evergreen Funds 06:25 Immediate Investment Advantage 07:20 Evergreen Funds and Financial Advisors 07:35 Evergreen Fund Liquidity 08:04 StepStone's Approach to Evergreen Funds 09:09 StepStone's Strategy and Structure 09:32 Balancing Inflows and Outflows 10:34 Importance of Deal Flow 11:04 Balancing Liquidity and Returns 11:56 StepStone's Competitive Advantage 13:52 Portfolio Construction 14:57 Diversification in Private Markets 16:06 Evergreen Fund Structures 19:44 Liquidity in Private Markets 27:57 Key Takeaways for Investors 29:53 Operational Due Diligence Essentials 30:13 Key Questions for Evergreen Fund Structures 30:36 Understanding Fee Structures 30:42 Management Fees and Leverage 31:33 Incentive Fees Explained 32:19 Administrative Costs and Transparency 32:34 Fee Compression in Evergreen Funds 34:11 Portfolio Construction Strategies 34:24 Investing in Secondaries 37:10 Psychology of Allocators 38:04 Accessibility and Minimum Investments 38:43 Investor Profiles and Strategies 40:36 Transparency and Performance 41:40 Rebalancing and Evergreen Funds 43:10 Model Portfolios and Private Markets 45:19 StepStone's Investor-Centric Approach 46:15 StepStone's Competitive Edge 48:31 Growth of Secondaries and Private Markets 51:37 Future Trends in Private Markets 55:30 Philanthropy and Purposeful Stewardship

    58 phút
  4. Ritholtz Wealth Management's Ben Carlson - bringing a wealth of common sense to asset allocation

    30 THG 10

    Ritholtz Wealth Management's Ben Carlson - bringing a wealth of common sense to asset allocation

    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 investment consulting firm, where he deployed portfolio strategies and created investment plans for foundations, endowments, pensions, hospitals, insurance companies, and HNW individuals. More recently, he was part of the portfolio management team for an investment office that managed a large endowment fund for a charitable organization. Ben is a student of markets and asset allocation, which is clear from the knowledge he shares daily and weekly with his blog, A Wealth of Common Sense, and his podcast Animal Spirits with Michael Batnick and Ben Carlson. He’s also authored four books about saving, investing, and money. He was named to the Investment News 40 Under 40 list of top financial advisors in 2017. Ben and I had a fascinating conversation about the adoption of alternatives in the wealth channel and the whys and hows of asset allocation. We discussed: Why asset allocation is the most important aspect of an investment plan.The question of whether or not investors now have too much choice?Why Ben documents every investment decision he makes.The benefits of private markets and the pitfalls of private markets.His biggest lesson learned in investing.Why crypto has helped younger investors become more comfortable with volatility (for better or worse).The future of wealth management and what won’t change about the advisor / client relationship.The power of content creation and how it helps him approach investing.Thanks Ben for coming on the show to share your wisdom and experience in investing and asset allocation. We hope you enjoy. A word from AGM podcast sponsor, Ultimus Fund Solutions This episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products. Visit www.ultimusfundsolutions.com to learn more about Ultimus’ technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com. We thank Ultimus for their support of alts going mainstream. Show Notes00:00 Sponsor: Introduction to Ultimus Fund Solutions 01:56 Meet Ben Carlson: Wealth Management Expert 02:17 Ben Carlson's Career Journey 02:55 Insights on Asset Alloc

    52 phút
  5. Blue Owl GP Strategic Capital's Sean Ward - transforming GP stakes into an industry

    23 THG 10

    Blue Owl GP Strategic Capital's Sean Ward - transforming GP stakes into an industry

    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 Strategic Capital business, which started out as Dyal Capital Partners, has accounted for over 61% of the total capital raised in the GP stakes space, closing on over $33.3B across their 7 funds and managing $57.8B AUM. They’ve taken minority ownership stakes in many of the industry’s leading alternative asset managers, accounting for 85%+ of all GP stakes deals $600M or greater in size. Sean is a Senior Managing Director of Blue Owl Capital, Inc. and a member of the firm’s Board of Directors. He also serves as a member of the GP Strategic Capital Investment Team. Prior to joining Dyal Capital Partners, the predecessor firm to Blue Owl’s GP Strategic Capital platform, Sean was a Vice President at Lehman Brothers and held several roles at Neuberger Berman after it became an independent firm, including Senior Counsel for Neuberger’s alternatives business. Sean was also a lawyer at Covington & Burling LLP and Davis Polk & Wardwell LLP. Sean and I had a fascinating conversation about the evolution of private markets through the parallel evolution of the GP stakes space.  We discussed: The early days of the GP stakes industry.What it was like to convince GPs and LPs why stakes made sense.How the $1B GP commitment by Bain Capital in their fund post-GFC really opened everyone’s eyes to the need to tap into financing as firms grew their fund size and their business.A “cash in” rather than a “cash out.” Why GP stakes investing is mainly about positive selection since managers are choosing to sell a stake in their business.How alternative asset management has evolved as a business.How GP stakes investments have elements of bond-like coupons from cashflows due to management fees and option value from the upside of carry.Why GP stakes investments are “the most diversified single line item investment one can make in private markets.”Where allocators bucket GP stakes investments.What makes a great GP stakes investor.The power of permanent capital.The different paths to liquidity in GP stakes investments.Thanks Sean for coming on the show to share your views and wisdom on private markets. We hope you enjoy. A word from AGM podcast sponsor, Ultimus Fund Solutions This episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides compreh

    1 giờ 6 phút
  6. HGGC's Steve Young & True North Advisors' Scott Wood - "the score takes care of itself" on the field and in investing

    16 THG 10

    HGGC's Steve Young & True North Advisors' Scott Wood - "the score takes care of itself" on the field and in investing

    Welcome back to the Alt Goes Mainstream podcast. Today’s episode welcomes two elite performers in Steve Young of HGGC and Scott Wood of True North Advisors, where they talk about how they formed a partnership based on shared values. Steve’s private equity firm, $7B AUM HGGC, took a minority stake in Scott’s independent wealth management firm, $3.9B AUM True North Advisors, as part of their broader wealth management investment thesis. After an illustrious 15 year Hall of Fame career as a three-time Super Bowl winning quarterback of the San Francisco 49ers, Steve embarked on second act to found HGGC that has rivaled his career on the field. Over the past 17 years, HGGC has grown to a $7B private equity firm that has completed 600 portfolio investments. After working on Wall Street where clients were not being fiduciarily served, Scott's journey as a registered independent advisor started in 2000, when he and his partner Mark Gehlbach decided to pioneer the fee-only  model to eliminate conflicts of interest in the client advisor relationship. The foundation they built has led to the growth of a firm that now stands at over 3.9B in AUM, with a large portion of that capital, $812M allocated to alternatives.  Steve, Scott, and I had a fascinating conversation about how they’ve built their respective investment firms, the importance of values and culture, and how they create abundant, fulfilling relationships. We discussed: Why “the score takes care of itself.”How and why defining the relationship up front is key in advisor M&A.How to assess culture fit when merging or acquiring advisors and wealth management firms.The importance of alternatives for better serving the client in an advisor’s practice.The concept of “decading” and why long-term thinking is critical in business and life.Thanks Steve and Scott for sharing your thoughts and decades of wisdom on business building, investing, and partnership. A word from AGM podcast sponsor, Ultimus Fund Solutions This episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products. Visit www.ultimusfundsolutions.com to learn more about Ultimus’ technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com. We thank Ultimus for their support of alts going mainstream. Show Notes 00:00 Introduction and Sponsor Message 01:17 Welcome to the Podcast 01:59 Meet the Guests: Steve Young and Scott Wood 02:22 Steve Young's Journey from the NFL to Private Equity 0

    57 phút
  7. Going Public Ep. 1 with Evercore's Glenn Schorr

    9 THG 10

    Going Public Ep. 1 with Evercore's Glenn Schorr

    Today marks the launch of a new show on Alt Goes Mainstream: Going Public with Evercore’s Glenn Schorr. 17 years ago, there wasn’t a single alternative asset manager that was part of the public markets. Today, not only are a number of the industry’s largest firms public, but in 2024, the industry’s largest alternative asset manager, Blackstone, entered the S&P 500. Understanding the inner workings, strategic moves, and financial performance of the industry’s largest players can help to explain many of the trends that are making alternatives become mainstream and these firms become mainstays in the financial services ecosystem. Going Public will make private markets more public with expert analysis. Glenn Schorr is a Senior MD and Senior Research Analyst at Evercore ISI, where he covers brokers, banks, asset managers, and trust banks as an analyst.  He has covered financials since 2000 and started coverage of alternative asset managers when the first firms went public. He’s consistently come up as one of the most thoughtful and well-respected analysts in the space. He balances deep research with a creative flair (just read one of the titles of his research reports and you can see his love of the game). He’s been named to Institutional Investor’s All-America Research Team for his coverage, most recently ranking #2 and runner up in 2023, #1 and #2 in 2022. Prior to Evercore, Glenn was a Senior MD at Nomura, serving as the lead financials analyst.  Listen in as Glenn shares market stories, the evolution of alternative asset managers as businesses, the biggest and most exciting trends in private markets based on what the industry’s largest players are doing, and we go “around the horn” for his analysis on the publicly traded firms.  Show Notes 00:38 Introduction to the Going Public Series and award-winning Wall Street Analyst, Glenn Schorr 01:54 Glenn's Career Journey 03:08 The Early Days of Alts Managers Going Public 03:26 Skepticism and Challenges in Going Public 04:06 Investor Skepticism and Challenges 07:00 Transformation and Tipping Points 09:03 Structural Tailwinds and Market Trends 10:57 The Decision to Go Public vs. Staying Private 12:39 Ambition and Vision in Asset Management 14:51 The Distribution vs. Manufacturing Debate 17:03 Lessons from Traditional Asset Management 18:55 Discipline and Growth in the Alts Market 20:03 The Future of Public and Private Markets 20:50 The Role of Distribution in Asset Management 21:59 Success Stories and Acquisition Strategies 23:02 Manufacturing Competency vs. Acquisitions 24:40 The Rise of Private Markets 26:07 How Alternative Managers Make Money 27:02 Valuation Factors for Alternative Managers 28:44 Profitability and Margins in Asset Management 29:23 Building a Business: Costs and Competitive Advantages 29:50 The Moat of Success in Business 30:15 Challenges for Traditional Asset Managers 30:56 The Importance of Vision and Technology 31:22 Scaling a Business with Proven Success 31:40 Insurance Asset Management: Strategic Moves and Structural Advantages 32:17 Structural Advantages in Asset Management 33:05 The Rise of Private Credit Managers 34:43 The Impact of Interest Rates on Private Credit Managers 35:32 Navigating Rate Sensitivity in Capital Markets 38:25 Deployment and Monetization in Asset Management 39:08 The Challenge of Dry Powder in Private Equity 41:14 The Role of Deployment in Investment Success 41:46 The Resilience of Publicly Traded Alts Managers 43:26 Spotlight on Blackstone's Growth and Innovation 46:38 KKR's Global Expansion and Innovation 48:41 Apollo's Market Leadership and Challenges 50:11 Blue Owl's Strategic Investments and Challenges 53:56 TPG's Public Transition and Growth 55:11 Carlyle’s Progress and Future Challenges 56:11 Looking Ahead: Key Trends and Expectations Disclosures Evercore ISI Glenn Schorr Company Coverage and Disclosures Ticker      Company APO         Apollo Global Management, Inc. BAC         Bank of Americ

    55 phút
  8. Monthly Alts Pulse Ep. 12: Taking the pulse of private markets and the future of AI and automation in private markets with Eileen Duff, Managing Partner & Chief Client Success Officer at iCapital

    4 THG 10

    Monthly Alts Pulse Ep. 12: Taking the pulse of private markets and the future of AI and automation in private markets with Eileen Duff, Managing Partner & Chief Client Success Officer at iCapital

    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 Investor Relations, Enterprise Integration, and Client Operations teams to optimize the client experience. Eileen has had a number of senior and instrumental roles at iCapital. She's also a member of iCapital's Operating Committee. She was previously Head of Fund Management & Research for iCapital, where she was responsible for origination and development of new investment products and lifecycle management of existing offerings. She also led Distribution for iCapital, leading the sales and relationship management function after joining from Credit Suisse. iCapital, as the leading platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has its finger on the pulse of what’s happening in private markets. Eileen and I had a fascinating and lively discussion about how technology innovation, and AI and automation in particular, are revolutionizing alternative investments and how technology can drive growth and operational efficiency.  We covered: How and why alternatives distribution has evolved. The importance of meeting clients where they are.The evolution of wealth channel strategies.How much does structure matter?When and why Eileen saw registered funds as a major driver of the future growth of private markets well before they became mainstream.The impact of registered and evergreen funds on operations and fund administration.Where will the biggest efficiencies come from in the automation of post-investment processes?How AI and automation will enhance operational efficiency?Thanks Eileen for a great episode … looking forward to next month’s Monthly Alts Pulse conversation!

    26 phút
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Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world of alternative investing, private equity (PE), venture capital (VC), real estate, crypto, collectibles and more. For anyone looking to invest into alternative assets (from experienced wealth managers to family offices to the individual investor looking for a more diversified investment portfolio), you’ll hear inside stories from executives and founders at some of the world’s largest financial institutions, alternative investment firms, and FinTech startups. More than a personal finance podcast, Alt Goes Mainstream dives deep into trends, investment strategies, firm building lessons, and innovative technologies that are enabling investors to access private markets and invest into alternative assets.

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