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

Welcome back to the Alt Goes Mainstream podcast.

Today’s episode features a pioneer in the sustainable investing world. Bill Orum, who is a Partner at Capricorn Investment Group, has proven that investors can do well and do good at the same time. Bill and his Partners have led Capricorn, a $9B AUM sustainable investment platform serving families, foundations, and institutional investors for over 20 years as a full service OCIO and investment platform.

Capricorn has been an innovator for a number of years and has evolved into a firm with three distinct but related investment strategies: an OCIO, a GP stakes business that backs asset managers focused on sustainable investing, and the Technology Impact Fund, a VC fund that manages both Capricorn capital and outside capital and is focused on backing companies providing climate solutions.

Capricorn has managed to navigate a complex investing strategy — impact or sustainable investing — and the many geopolitical and governmental challenges associated with climate focused investing in order to generate impressive investment results.

Bill and I had a fascinating conversation. We discussed: 
  • The evolution of impacting investing.
  • How and why generating impact and strong financial returns aren’t necessarily mutually exclusive.
  • How to find and seed managers.
  • Why it’s so important to allocate capital to solving the climate challenge. 
  • How they’ve helped normalize sustainable investing.
Thanks Bill for coming on the show to share your wisdom and knowledge and for being a pioneer in the sustainable investing space, something so important for the future of our planet.

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.