Welcome to the 4th episode of 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, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has his finger on the pulse of what’s happening in private markets.
On this episode, Lawrence and I had a fun and lively discussion. We covered:
- What iCapital is seeing in the market now.
- How the evolution of wealth management is coinciding with the growth of alts.
- How the rise of the “super RIA / aggregator” can help accelerate the adoption of alts.
- How improving equity markets could shorten fundraising cycles for funds.
- How the needs of the wealth manager has evolved as wealth management platforms have evolved.
- Why the need for high-quality — and uniform — infrastructure and end-to-end automation is so critical to enable wealth advisors to properly participate in private markets.
- How iCapital is endeavoring to build the operating system for private markets through automation.
- Where infrastructure innovation in private markets goes from here.
- How and why alts will become a core part of an investors’ portfolio.
- How the evolution of various market structures — equities, fixed income, and products like ETFs and mutual funds — provides lessons learned for the evolution of alts market structure.
Thanks Lawrence for a great episode … looking forward to next month’s conversation!
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.