{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets","title":"Monthly Alts Pulse Ep. 14: Taking the pulse of private markets with iCapital Chairman & CEO Lawrence Calcano","html":"","width":"100%","height":180,"duration":1293,"description":"Welcome to the 14th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. \nHere’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.\n\nOn this episode, Lawrence and I had a fascinating and lively discussion. We covered:\nHas private markets moved from access as table stakes to customization and differentiation?\nWhat are the different phases of private markets — and how has iCapital built solutions for each?\nIs data the oil for private markets?\nHow will model portfolios fit into the wealth channel’s adoption of private markets?\nIf advisors now have access to private markets, how do they differentiate?\nHow does the trend of OCIOs being acquired by wealth managers factor into the continued evolution of wealth channel adoption of private markets?\nThe nuances of diligence on fund managers.\nWhy do private markets “start and stop at the advisor’s desktop?”\nWhat's the interplay between brand, access, and customization?\nThanks Lawrence for a great episode … looking forward to next month’s conversation!\nShow Notes\n00:00 Introduction\n00:23 Trends in Wealth Management: Customization and Differentiation\n00:46 The Evolution of Private Markets Access\n01:28 Building Bespoke Programs for Advisors\n01:50 The Importance of Better Fit for Clients\n02:26 Infrastructure and Customization in Wealth Channels\n02:39 Phases of Evolution in Wealth Management\n03:29 Expanding Product Access and Automation\n03:49 Creating an Operating System for Wealth Management\n04:30 The Role of Model Portfolios\n04:56 The Role of Technology and Tools in Customization\n05:21 Differentiation Through Custom Solutions\n06:17 Understanding Customization in...","thumbnail_url":"https://img.transistorcdn.com/AFAZ1vkAT92lFJtqt-r0HeFQ55KTdcbJHmgKXaMlAtY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzE5MDA4LzE2MTQ1/Mzk1MDUtYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}