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

Welcome back to the Alt Goes Mainstream podcast.

Recently, I had the pleasure of hosting a live podcast at the Allocate Beyond Summit, where I interviewed Avy Stein and Jordan Stein from Cresset.

Allocate’s founders Samir Kaji and Hana Yang brought together a fascinating and thoughtful group of allocators, family offices, and VCs for an engaging two days of discussion about private markets.

At the event, I interviewed father and son duo from Cresset. Avy Stein, the Co-Founder and Co-Chairman of Cresset, and Jordan Stein, Director of Private Capital at Cresset Partners, joined me on stage to discuss how their firm has achieved astronomical growth over the past few years, largely due to their business building acumen and in part powered by their focus on private markets.

Cresset is a client and family-owned award-winning multi-family office with over $40 billion in AUM that was built by founders and private equity professionals.

We had a fascinating discussion that covered everything from how and why Avy and Jordan built Cresset to the evolution of the wealth management space and how private markets is playing a large role in that.

Thanks Avy and Jordan for sharing your wisdom and thanks Samir and Hana for hosting such a fantastic event.

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.