Welcome to the 18th episode of the Alts Pulse, a collaboration between
iCapital x Alt Goes Mainstream.
In the latest episode of the Alts Pulse, a live conversation in studio with
Lawrence Calcano, the Chairman & CEO of
iCapital, Lawrence and I go global. We discussed his recent trip to Asia to peer into the nuances of the different wealth management markets around the globe.
As the leader of a platform with over $300B 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 across the globe.
Lawrence and I had a fascinating discussion. We covered:
- Lawrence’s recent trip to Asia and the pulse on the ground.
- Asia’s growing interest in private markets.
- How wealth management market structures differ across the globe and what it means for alternatives distribution.
- Data-driven personalization for investors.
Thanks Lawrence for a great conversation … look forward to the next episode!
Show Notes00:00 Introduction to the Latest Episode of the Alts Pulse
00:40 Comparing Asia and US in Private Markets
01:43 Wealth Management Market Structure
02:06 iCapital's Focus on Technology
02:49 Advisors' Allocation to Alternatives
03:13 Evergreen Products and Client Needs
03:53 HSBC and iCapital Surveys
04:22 Global Adoption of Evergreen Products
05:13 Distribution and Education in Private Markets
06:15 Model Portfolios and Custom Exposures
08:03 Strategic Distribution for GPs
08:19 Global Distribution Expansion
12:33 Personalization in Wealth Management
14:01 Data-Driven Personalization
14:45 Private Banks and Alternative Allocations
16:37 Thoughts About GPs and Distribution
17:24 Balancing Personalization and Scale
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.