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...
10
Bank of America's Mark Sutterlin - why being a good investor in private markets is table stakes
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s conversation provides a fascinating window into the world of how one of the industry’s largest wealth managers approaches private markets.</p><p>We sat down with the man who holds the keys to the kingdom.</p><p>Mark Sutterlin is the Head of Alternative Investments within the Investment Solutions Group at Bank of America. He leads the firm’s strategy and platform development across hedge funds, private credit, private equity, physical precious metals, and real estate, delivering a broad spectrum of institutional-grade investment solutions to advisors and th...
iCapital's Kunal Shah - the private markets mindset wealth managers need: live from iCapital Connect
<p>Welcome to the 20th episode of the Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. </p><p>In the latest episode of the Alts Pulse, we were live from iCapital Connect. iCapital Managing Director, Head of Private Asset Research & Model Portfolios, Kunal Shah, and I had a conversation about how to marry an institutional allocator’s mindset with the nuances of serving wealth clients.</p><p>Kunal brings an institutional allocator’s mindset to the wealth channel. At iCapital, he’s focused on the identification, selection, and due diligence of private equity funds offered on the Flagship Platfor...
Benefit Street Partners' Michael Comparato - the opportunity in commercial real estate credit
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode brings commercial real estate credit investing to life with someone who has real estate in his blood. </p><p>Michael Comparato’s grandfather started building single-family homes in upstate New York in 1946. He built his first shopping center in 1958. Michael was born into a family where he was on construction sites from a young age. At 13, he was doing landscaping. At 15, he was hanging drywall. </p><p>Today, Michael is a Senior Managing Director, Head of Real Estate and Portfolio Manager with Benefit Street Partners, as well a...
73 Strings' Yann Magnan - unlocking valuation intelligence in private markets
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode is with a founder who is building mission-critical valuation and portfolio monitoring software for alternative asset managers.</p><p>We are joined by Yann Magnan, the Co-Founder and CEO of 73 Strings, to discuss how valuation work and portfolio monitoring is moving from manual to automated and why that’s so important for the industry. 73 Strings has leveraged AI and automation to more seamlessly and cost-effectively extract data, monitor portfolios, and streamline middle-office processes for valuations. 73 Strings works with a number of the industry’s top alternative asset...
Hamilton Lane's Hartley Rogers - pioneering private markets: Live from iCapital Connect
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>We were live from iCapital Connect’s conference in Phoenix, where we sat down with some of the industry’s leaders across asset management and wealth management.</p><p>Hartley Rogers is a pioneer in private markets. He is the Executive Co-Chairman of Hamilton Lane, where he plays a significant role in investing and client relationship activities, as well as in strategic and organizational development. He is a Member of the Investment Committees and is the Chairman of the Board of Directors. Prior to joining Hamilton Lane in 2003, Hartley was...
Lincoln International's Brian Garfield - how is AI impacting private markets valuations?
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode dives into the nuances of the numbers to discuss valuations, underwriting, and the state of private markets.</p><p>We sat down with Brian Garfield, Managing Director and Global Head of the Portfolio Valuations practice within Lincoln International’s Valuations and Opinions Group.</p><p>Brian provides valuation and transaction opinion services to public and private alternative asset managers. He leads a team of over 225 professionals, providing strategic oversight for the Global Portfolio Valuation practice which includes both our Portfolio Valuation and Asset Backed Finance teams situ...
Bridgepoint's Xavier Robert - building a "middle market global champion"
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode unpacks the nuances of the middle market investing landscape with an industry expert who spearheads one of the leading middle market investment platforms.</p><p>We sat down in Bridgepoint’s London office with Partner and Chief Investment Officer Xavier Robert.</p><p>Xavier is a Partner of Bridgepoint and Chief Investment Officer, where he’s been a member of the firm for almost 28 years. He is a member of the Firm’s Group Management Committee and Investment Advisory Committee. He currently sits on the boards of MiQ...
AlphaCore Wealth Advisory's Dick Pfister - Wealth management with alpha at its core: live from iCapital Connect
<p>Welcome to the 19th episode of the Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. </p><p>In the latest episode of the Alts Pulse, we were live from iCapital Connect. AlphaCore Wealth Advisory CEO & Founder Dick Pfister and I had a nuanced discussion about the intersection of wealth management, technology, and private markets.</p><p>Dick is a pioneer of providing the wealth channel with access to private markets. He’s also a serial entrepreneur in both wealth management and private markets, bringing 25 years of experience across wealth advisory and financial services to bear as he bui...
HarbourVest's John Toomey - over 40 years of "earning investors' trust"
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode dives into the nuances of private markets with one of the industry’s leaders.</p><p>We sat down with HarbourVest CEO John Toomey, where he leads a firm that has over $160B in AUM and has over 43 years of experience across primary funds, secondary transactions, direct co-investments, and building customized programs for LPs.</p><p>John has been at HarbourVest for almost 30 years, joining the firm in 1997 as an Analyst in the Direct team. He spent 10 years as one of the leaders of the Secondary busi...
Stonepeak Credit's Ryan Roberge - building an infrastructure credit strategy
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s conversation unpacks an emerging category within infrastructure investing that has a compelling set of market forces and mega trend tailwinds.</p><p>We sat down in Stonepeak’s New York office with Stonepeak Credit Partner and Senior Managing Director Ryan Roberge.</p><p>Ryan brings a diverse set of experiences to bear that helped him build an infrastructure credit business at Stonepeak. He previously covered the energy and infrastructure sectors for King Street, a New York-based hedge fund focused on distressed, special situations, and event driven credit inve...
