Welcome to the 3rd 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 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.
- The importance of developing long-term partnerships in business and life.
- Why there’s a need for advisors to understand how alts fit into overall client portfolios and innovations needed with technology and analytics through innovations like iCapital Architect.
- The path to including alts in model portfolios.
- Why alts are still sold, not bought — and how iCapital’s Marketplace may change that dynamic.
- How GPs needed to be educated on why and how working with the wealth channel made sense for their business.
- How the market has evolved to where many GPs are focused on working with the wealth channel.
- How things go slow and then they go fast, particularly in asset management.
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 of alternative investing, private equity (PE), venture capital (VC), real estate, crypto, collectibles and more. For anyone looking to invest into alternative assets (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 investment firms, and FinTech startups. 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 and invest into alternative assets.