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

Wealth managers are increasingly participating in private markets, and for good reason. Today’s podcast is with an expert allocator in the alts space, Phil Huber, who has not only been actively investing in private markets as the CIO of $18B Savant Wealth, but has also authored a book about how advisors can approach private markets.

This podcast is a must-listen for any allocator, particularly in the wealth management space, as Phil shares actionable insights for how LPs can go about building a strategy for investing in private markets and how GPs and alternative asset managers can work with the private wealth space.

Phil is the CIO of $18B Savant Wealth. He comes onto the show to discuss how he approaches allocating to alts on behalf of their clients. Phil has spent much of the past 15 years thinking deeply about alts. The has culminated in him authoring a book, The Allocator’s Edge, A Modern Guide to Alternative Investments and the Future of Diversification. 

Phil is a Certified Financial Planner professional, has attained his Chartered Financial Analyst (CFA) designation, and is a member of the CFA Society of Chicago. Phil has been featured in a number of notable media outlets, including the WSJ, New York Times, and Bloomberg TV, and Phil recently won RIA Intel’s CIO of the Year award. 

He produces his own investing blog, bps and pieces, in addition to authoring his book.

Thanks Phil for coming on the show to share your wisdom.

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.