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

Welcome to the 17th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. 

We were live from iCapital Connect’s conference in Phoenix to dive into the most pressing trends at the intersection of private markets and wealth management —and unpack how wealth management firms are utilizing private markets to build out or enhance their practice.

In this episode of the Monthly Alts Pulse, iCapital Managing Partner and Co-Head of iCapital Solutions, Steve Houston, and I are joined by Eric Harrison, Founding Partner of IEQ Capital.

IEQ, managing close to $40B in AUM, has been an innovator from the start. Private markets — and a customized approach to investing in private markets — are a core part of the IEQ offering — and they’ve differentiated the firm as a result.

Eric and Steve shared a number of thought-provoking perspectives on wealth management and how advisors and clients can approach allocating to private markets as part of a holistic asset allocation framework.

Thanks Eric and Steve for a great episode … looking forward to the next Monthly Alts Pulse conversation!

Show Notes
00:00 Introduction and Guest Introduction
00:24 Experiences in Private Banking
01:28 Independent Advisors and Private Markets
01:46 IEQ Capital's Approach to Private Markets
03:33 Scaling and Research in Alternative Investments
05:48 Client Experience and Customization
07:35 Technology and Tax Strategy
10:46 Innovative Ideas in Private Markets
13:13 Conclusion and Final Thoughts

What is 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 at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model portfolios, and more. For anyone looking to invest into private markets (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 asset managers firms, and wealth management firms. 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.