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. Live from Nuveen's nPowered Conference: Nuveen's Keith Jones - structuring products for success

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    Live from Nuveen's nPowered Conference: Nuveen's Keith Jones - structuring products for success

    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 with the wealth channel, and product innovation. We sat down with Keith Jones, the Global Head of Alternative Investments Product for Nuveen, and a member of the Extended Leadership Team. He’s responsible for the development and ongoing management of alternative investment products distributed through Nuveen’s institutional, wealth management, and retirement channels globally. Keith and I had a fascinating conversation about product innovation in the wealth channel, how to educate and market products specifically designed for the wealth channel, and why it’s not a “one-size-fits-all” approach. 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 Introduction to Ultimus Fund Solutions 01:55 Welcome to Alt Goes Mainstream 01:58 Live from Nuveen's nPowered Conference 02:19 Conversation with Keith Jones 03:25 Keith Jones' Background 04:04 Nuveen and TIAA Collaboration 04:47 Keith's Role at Nuveen 05:01 Product Innovation in Wealth Channel 05:15 Structuring Products for Wealth Channel 05:37 Client-Centric Approach at Nuveen 06:59 Challenges in Structuring Products 07:39 Credibility and Brand Importance 09:36 Client Experience and Reporting 09:46 Brand and Credibility in Product Creation 10:40 Nuveen's Real Estate Focus 11:38 Feedback from Distribution Teams 12:33 Product Governance at Nuveen 13:19 Institutional vs. Wealth Channel 16:35 Evergreen Structures 18:08 Operational Considerations 18:51 FinTech Solutions in Structuring 31:48 Future of Product Innovation 32:20 Real Assets and Farmland 33:25 Fee Compression in Alternatives 36:13 Balancing Competing Forces 36:51 Importance of Diversification 38:34 Industry Collaboration for Change 39:12 Conclusion and Final Thoughts 39:58 Closing Remarks

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  2. Live from Nuveen's nPowered Conference: Nuveen's Jeff Carlin - "It's all about the end client"

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    Live from Nuveen's nPowered Conference: Nuveen's Jeff Carlin - "It's all about the end client"

    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 with the wealth channel, and product innovation. We talked with Jeff Carlin, Senior Managing Director, Head of Global Wealth Advisory Services at Nuveen, and a member of the Senior Leadership Team. He’s responsible for leading the placement, distribution, and support of all products through the US Wealth distribution channel. Jeff and I had a fascinating conversation about working with the wealth channel and how Nuveen has created products to serve this growing investor segment. Thanks Jeff for coming on the Alt Goes Mainstream podcast to share your wisdom and expertise on private markets, private wealth, and distribution. 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 Introduction to our Sponsor, Ultimus Fund Solutions 01:58 Live from Nuveen's nPowered Conference 02:26 Jeff Carlin's Role at Nuveen 02:33 Nuveen's Wealth Business 03:28 Jeff Carlin's Career Background 06:43 Evolution of Wealth Distribution 06:56 Changes in Advisor Discretion 09:52 Consultative Selling in Wealth Management 10:04 Hiring Distribution Professionals 12:10 Building Trust with Advisors 14:03 Indispensable Partnerships 16:41 Public vs. Private Markets 19:14 Global Wealth Management 19:44 Regional Differences in Distribution 20:59 Focus on Specific Channels 23:15 Structural and Non-Structural Advantages in Distribution 27:32 Public and Private Market Strategies 27:43 Portfolio Solutions Group 27:57 Allocating to Private Markets 28:19 Balancing Third-Party and Own Products 28:43 Advisor's Role in Portfolio Construction 29:28 Challenges in Wealth Channel Distribution 29:36 SMA Business vs. Private Markets 30:14 Intricacies of Private Market Investments 30:35 Client Understanding and Implementation 31:09 Drawdown Structures and Client Needs 31:16 Perpetual Vehicles in Private Credit 31:53 Simplifying Private Fund Investments 33:00 Managing Capital Calls and Cash Flows 34:45 Evergreen Structures in Private Markets 35:10 Future of Private Market Investments 36:20 Technology and Structural Innovations 36:52 Blockchain and Distributed Ledger Technology 37:40 Adoption of New Technologies 38:29 Excitement About Private Markets 39:18 Generational Differences in Investment 40:11 Education and Intergenerational Wealth Transfer 41:23 Gamification and Investment Psychology 47:08 Advisor Education and Private Markets 48:49 Changing Perceptions of Private Markets 52:41 Conclusion and Final Thoughts

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  3. DealsPlus' Venkat Subramaniam - building a single source of truth for private markets

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    DealsPlus' Venkat Subramaniam - building a single source of truth for private markets

    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 equity firms. Historically, private equity firms have relied on humans and manual processes to manage and track cap tables, transactions, and entities. This process has required significant human intervention and has often been rife with errors, making deals harder to consummate and transactions. Venkat has taken his 15 years of experience advising private equity managers on cross-border transactions, most recently as an Associate Partner at EY UK, to build DealsPlus to create a single source of truth for capital structures for private equity firms. DealsPlus works with a number of industry-leading private equity firms and is backed by a private equity firm with $38B in AUM. Venkat and I had a fascinating conversation about the challenges private equity firms face with managing and tracking transactions and portfolio companies. We discussed: Why it’s been so hard to create a cap table management solution for private equity.Why it's much harder to build software for private equity firms than venture capital firms.How private markets can move from the Excel Age to the Digital Age.How to build software that provides a single source of truth.The atomic unit of value in private markets.Building an end-to-end platform versus building a point solution.What’s next in post-investment ops tech innovation?Thanks Venkat for coming on the show to share your thoughts and wisdom on private markets tech. 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 message from Ultimus 01:59 Introducing Venkat Subramaniam and DealsPlus 03:57 Venkat's Career Journey 05:07 The Genesis of DealsPlus 05:09 Challenges in Transaction Management 06:25 The Lack of Uniformity in Private Equity Processes 06:54 The Impact of Technology on Private Equity 07:33 The Role of Cloud Computing 08:24 The Consumerization of Enterprise Software 09:04 Excel vs. Specialized Software 09:34 The Importance of Cap Table Management 10:04 Connecting Front Office and Back Office 10:30 Building Effective Software Solutions 13:24 Recurring Pain Points in Private Equity 14:47 The Complexity of Private Equity Cap Tables 15:44 Building a Platform for Private Equity 16:43 Stakeholder Management in Private Equity 18:50 Impact of Technology on Fund Operations 20:25 Integrating DealsPlus into Workflows 21:06 Best-in-Class Applications and Data Integration 23:33 The Impact of Fund Size on Complexity 25:42 Technology Adoption in Private Equity 27:09 Network Effects in Private Equity Technology 37:41 The Future of Private Markets Technology 39:14 Conclusion and Closing Remarks

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  4. 73 Strings' Yann Magnan - the opportunity for AI to automate private markets

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    73 Strings' Yann Magnan - the opportunity for AI to automate private markets

    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 Strings has leveraged AI and automation to more seamlessly and cost-effectively extract data, monitor portfolios, and streamline middle-office processes for valuations. 73 Strings works with a number of the industry’s top alternative asset managers and has received investment from Blackstone, Fidelity International Strategic Ventures, and Broadhaven Ventures, amongst others. Yann has brought his experience as a senior member of the Duff & Phelps team, where he was EMEA Market Leader and member of the Global Operating Committee and as a Partner at EY’s Transaction Advisory Services to help bring valuation and portfolio monitoring solutions into the mainstream. Yann and I had a fascinating conversation about how technology innovation is impacting private markets. We discussed: The challenges with manual valuation services businesses.How to create uniformity and standardization with private markets fund performance data.How AI is changing private markets post-investment reporting processes.Does automation in private markets help big funds or small funds more?The evolution of post-investment private markets market structure.The biggest technology innovation still missing from private markets.Why the growth of the wealth channel and evergreen funds increases the need for more streamlined reporting and valuation solutions.Thanks Yann for coming on the show to share your views and wisdom on private markets. 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 01:56 Welcome to Alt Goes Mainstream 02:05 Introducing Yann Magnan and 73 Strings 03:56 Yann's Background in Valuation Services 04:33 The Inefficiencies of Manual Valuation 05:20 The Genesis of 73 Strings 06:11 The Importance of Experience in Private Markets 06:24 Automating Valuation Processes 08:32 Challenges in Standardizing Valuation 09:13 The Role of Human Judgment in Valuation 10:24 AI's Potential in Valuation 11:10 Accountability in Automated Valuation 12:47 73 Strings' Data Handling and Partnerships 14:07 Standardizing Data Across Portfolios 15:44 Impact of Automation on Human Processes 17:02 Growth of the Wealth Channel and Evergreen Funds 17:59 Accelerating Need for Better Valuation Software 19:37 Challenges of High-Frequency Reporting 19:59 Technological Implications of Daily Valuation 20:31 Private Assets and Technology Infrastructure 20:44 Industry Resilience and Smart People 20:59 Forefront Firms and Blackstone Partnership 21:48 Valuation Process and Data Control 23:11 Extensibility to Other Asset Classes 24:12 73 Strings' Versatile Platform 25:13 Howard Marks on Asset Allocation 25:52 Atomic Unit of Value in Valuations 27:31 Data Sharing Across Business Units 30:24 Automation Benefits for Large and Small Firms 31:33 Building Technology for Large Firms 34:16 Trust and Experience in Client Relationships 35:09 Strategic Investors and Their Value 37:37 Industry Participation and Standardization 39:13 Maturity and Cost of Technology 40:22 Future of Data in Private Markets 41:39 Convergence of Private and Public Markets 42:11 Volatility and Transparency in Private Markets 43:14 Attracting Retail Investors 44:41 Conclusion and Final Thought

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  5. Monthly Alts Pulse Ep. 14: Taking the pulse of private markets with iCapital Chairman & CEO Lawrence Calcano

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    Monthly Alts Pulse Ep. 14: Taking the pulse of private markets with iCapital Chairman & CEO Lawrence Calcano

    Welcome to the 14th episode of the Monthly Alts Pulse, 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. As the leader of a platform with over $200B of assets that is responsible for the majority of individual and advisor-led investment flows into the alts space, Lawrence and iCapital have their finger on the pulse of what’s happening in private markets. On this episode, Lawrence and I had a fascinating and lively discussion. We covered: Has private markets moved from access as table stakes to customization and differentiation?What are the different phases of private markets — and how has iCapital built solutions for each?Is data the oil for private markets?How will model portfolios fit into the wealth channel’s adoption of private markets?If advisors now have access to private markets, how do they differentiate?How does the trend of OCIOs being acquired by wealth managers factor into the continued evolution of wealth channel adoption of private markets?The nuances of diligence on fund managers.Why do private markets “start and stop at the advisor’s desktop?”What's the interplay between brand, access, and customization?Thanks Lawrence for a great episode … looking forward to next month’s conversation! Show Notes00:00 Introduction 00:23 Trends in Wealth Management: Customization and Differentiation 00:46 The Evolution of Private Markets Access 01:28 Building Bespoke Programs for Advisors 01:50 The Importance of Better Fit for Clients 02:26 Infrastructure and Customization in Wealth Channels 02:39 Phases of Evolution in Wealth Management 03:29 Expanding Product Access and Automation 03:49 Creating an Operating System for Wealth Management 04:30 The Role of Model Portfolios 04:56 The Role of Technology and Tools in Customization 05:21 Differentiation Through Custom Solutions 06:17 Understanding Customization in Wealth Markets 07:11 The Role of Diligence in Wealth Management 09:40 Reconciling Efficiency and Thoughtful Allocation 09:59 Advisors' Role in Customization and Differentiation 10:08 The Advisor's Role in Client Education 11:01 The Future of Secondary Markets and Evergreen Products 12:07 Tools for Advisors: Information and Fit 14:57 The Importance of Education and Technology 16:17 Product Innovation and Customization 19:23 Conclusion: Balancing Tensions in Wealth Management

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  6. Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 3 - Hamilton Lane's Stephanie Davis

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    Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 3 - Hamilton Lane's Stephanie Davis

    Everyone is talking about evergreens. Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets. This three part series with industry experts from Vista Equity Partners, KKR, and Hamilton Lane shines a light on one of the fastest-growing areas in private markets and its impact on the wealth channel. The three part series features: Vista Equity Partners Managing Director, Global Head of Private Wealth Solutions Dan Parant.KKR Managing Director, Head of Americas, Global Wealth Solutions (GWS) Doug Krupa.Hamilton Lane Managing Director, Co-Head US Private Wealth Solutions Stephanie Davis.Please enjoy the third episode of the series as Nick and I talk with Hamilton Lane's Stephanie Davis. Show Notes00:00 Introduction: Setting the Stage 00:17 Early Days in the Evergreen Space 00:33 Stephanie's Journey into Private Wealth 00:40 From Merrill Lynch to Hamilton Lane 01:15 The Evolution of Alternative Investments 02:09 Success in Early Evergreen Structures 02:23 Challenges and Innovations in Distribution 03:01 Nick's Perspective on the Evergreen Space 03:20 Hamilton Lane's Thought Leadership 03:50 The Importance of Private Companies 04:29 The Evolution of Evergreen Funds 05:11 Optimal Structures for Evergreen Funds 05:35 Target Audience and Distribution Strategies 06:25 Commitment to Evergreen Structures 06:50 Multi-Manager Approach and Diversification 07:18 Adoption of Private Capital by Advisors 07:49 The Role of Private Equity in Evergreen Funds 08:50 The Importance of Fee Efficiency 09:45 Educating Investors on Evergreen Structures 15:00 The Power of Compounding in Evergreen Funds 16:02 Institutional Interest in Evergreen Funds 21:54 The Role of Liquidity in Evergreen Investments 22:28 Educating Advisors and Clients 25:48 Challenges in Advisor Education 28:14 Allocation Strategies for Evergreen Funds 31:22 The Future of Evergreen Structures 31:36 3.0 in the Evergreen Space 34:07 Manager Selection in Private Markets 35:18 The Evolving Relationship of Public and Private Markets 36:03 Closing Thoughts and Key Takeaways 36:33 Disclaimer and Informational Purposes

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  7. Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 2 - KKR's Doug Krupa

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    Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 2 - KKR's Doug Krupa

    Everyone is talking about evergreens. Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets. This three part series with industry experts from Vista Equity Partners, KKR, and Hamilton Lane shines a light on one of the fastest-growing areas in private markets and its impact on the wealth channel. The three part series features: Vista Equity Partners Managing Director, Global Head of Private Wealth Solutions Dan Parant.KKR Managing Director, Head of Americas, Global Wealth Solutions (GWS) Doug Krupa.Hamilton Lane Managing Director, Co-Head US Private Wealth Solutions Stephanie Davis.Please enjoy the second episode of the series as Nick and I talk with KKR's Doug Krupa. Show Notes00:23 Doug's Background in Private Markets 01:18 Early Career as a Financial Advisor 01:55 Understanding Overfunded Pensions 02:47 Focus on Making Private Markets Accessible 03:12 Building Innovative Solutions at KKR 03:25 Evolution of Wealth and Asset Management 03:55 Challenges in Private Markets 05:05 Partnering with KKR 05:55 KKR's Commitment to the Wealth Channel 06:04 Innovations in Fund Structures 06:59 The Conglomerate Model 07:15 KKR's Approach to Wealth Channel 07:46 Expanding Access to Private Markets 08:34 Delivering the Same Investment Experience 09:36 Maslow's Hierarchy of Needs for Wealth Channel 09:59 Legislation and Access to Private Markets 12:56 Evergreen Structures vs. Conglomerate Model 17:37 Investor Behavior in Evergreen Structures 18:12 Adoption of Evergreen Strategies 21:24 Educating the Industry on Evergreen 22:55 The Shift from Public to Private Markets 24:00 KKR's Educational Initiatives 26:06 Rebranding Alternatives as Private Markets 28:53 Partnerships and Hybrid Solutions 29:04 Market Structure Evolutions 31:11 Future of Private Markets 32:32 Dominant Players in Private Markets 34:18 Rapid Adoption of Evergreen Strategies 34:59 Disruption in the Industry 35:18 Final Thoughts on Private Markets 38:58 Closing Remarks 39:06 Disclaimer and Legal Information 40:55 Copyright Information

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  8. Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 1 - Vista Equity Partners' Dan Parant

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    Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 1 - Vista Equity Partners' Dan Parant

    Everyone is talking about evergreens. Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets. This three part series with industry experts from Vista Equity Partners, KKR, and Hamilton Lane shines a light on one of the fastest-growing areas in private markets and its impact on the wealth channel. The three part series features: Vista Equity Partners Managing Director, Global Head of Private Wealth Solutions Dan Parant.KKR Managing Director, Head of Americas, Global Wealth Solutions (GWS) Doug Krupa.Hamilton Lane Managing Director, Co-Head US Private Wealth Solutions Stephanie Davis.Please enjoy the first episode of the series as Nick and I talk with Vista Equity Partners’ Dan Parant. Show Notes00:19 Welcome and Guest Introduction 00:39 Vista's Founding and Early Days 02:05 Vista's Growth and Achievements 03:11 Dan's Background and Role at Vista 04:07 Enterprise Software Investment Thesis 05:11 The Resilience of Enterprise Software 07:11 The Private Market Advantage 07:25 Constructing Portfolios for Wealth Channels 08:13 The Shift from Public to Private Markets 09:52 Evergreen Funds and Their Benefits 11:06 Evergreen Strategies in Software Investing 12:01 Advantages of Evergreen Structures 13:09 The Role of Private Equity in Evergreen Funds 13:17 Private Companies Staying Private Longer  19:25 Vista's Approach to Different Company Sizes 20:28 Growth vs. Yield in Evergreen Strategies 21:11 The Importance of Scale in Evergreen Funds 24:24 Challenges of Managing Evergreen Structures 26:12 The Discipline of Manager Selection 28:41 Educating Investors on Evergreen Structures 30:08 Omnichannel Education Strategies 31:04 Product-Specific Education 32:00 Understanding Liquidity in Evergreen Funds 33:37 Structuring Liquidity Parameters 36:17 The Future of Evergreen Strategies 39:45 Closing Remarks and Final Thoughts40:17 Legal & Compliance Information

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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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