Welcome to the 5th 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:
- How interest in alts is growing around the world.
- What Lawrence learned on his trips to Europe, LatAm, and Asia meeting with advisors, private banks, and GPs across those respective regions.
- Why each region has its own unique challenges, in large part due to different regulatory structures and wealth management market structures.
- How to build a global alts business while simultaneously tailoring the culture and client experience to specific client demands.
- Why global, brand name fund managers may resonate in different parts of the world.
- Why advisors are very focused on products right now that have a “modicum of liquidity.”
- Stories and anecdotes from Lawrence’s conversations at an event they hosted with over 200 advisors in LatAm through iCapital’s partnership with Unicorn Strategic Partners.
- Why being on the ground to understand different cultures and ecosystems is so important to learning and building the right organic feedback loops to structure solutions in private markets.
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 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.