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

Today on the Alt Goes Mainstream podcast we have a fascinating episode with a wealth management veteran who has transformed his firm into a full fledged asset manager with significant private markets capabilities.

Lorenzo Esparza is the CEO and Founding Principal at Manhattan West where he leveraged his legal, corporate, and financial experience to form the modern version of an investment firm.

Lorenzo and I had a fascinating conversation that spanned the evolution of wealth management, how advisors are approaching the alts space, how platforms and tech is democratizing access to alts, and Manhattan West’s unique model.

Lorenzo manages Manhattan West’s strategic direction while overseeing day to day operations. He is focused on building the firm using a top-down approach to working with clients across a broad suite of services and investment categories.

Lorenzo is looking to position the firm as a leader in the investment industry serving ultra-high net worth clients, family offices and institutions across the United States.

Lorenzo began his career in financial services at Alliance Bernstein before joining JP Morgan Securities. He launched Manhattan West immediately following his tenure at JP Morgan.

Lorenzo is an avid Philanthropist where he supports numerous causes that benefit underprivileged youth. Active in the community, he is a former Board Member of the Richstone Family Center, the former Board Chair of the Cancer Support Community-Benjamin Center in Santa Monica, and is a former Board Member of the Stroke Association of Southern California.

Thanks Lorenzo for coming on the Alt Goes Mainstream podcast. It was a pleasure to have you on the show.

Show Notes

Today on the Alt Goes Mainstream podcast we have a fascinating episode with a wealth management veteran who has transformed his firm into a full fledged asset manager with significant private markets capabilities.

Lorenzo Esparza is the CEO and Founding Principal at Manhattan West where he leveraged his legal, corporate, and financial experience to form the modern version of an investment firm.

Lorenzo and I had a fascinating conversation that spanned the evolution of wealth management, how advisors are approaching the alts space, how platforms and tech is democratizing access to alts, and Manhattan West’s unique model.

Lorenzo manages Manhattan West’s strategic direction while overseeing day to day operations. He is focused on building the firm using a top-down approach to working with clients across a broad suite of services and investment categories.

Lorenzo is looking to position the firm as a leader in the investment industry serving ultra-high net worth clients, family offices and institutions across the United States.

Lorenzo began his career in financial services at Alliance Bernstein before joining JP Morgan Securities. He launched Manhattan West immediately following his tenure at JP Morgan.

Lorenzo is an avid Philanthropist where he supports numerous causes that benefit underprivileged youth. Active in the community, he is a former Board Member of the Richstone Family Center, the former Board Chair of the Cancer Support Community-Benjamin Center in Santa Monica, and is a former Board Member of the Stroke Association of Southern California.

Thanks Lorenzo for coming on the Alt Goes Mainstream podcast. It was a pleasure to have you on the show.

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.