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...
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Alts Pulse Ep. 18: Taking the pulse of private markets with iCapital Chairman & CEO Lawrence Calcano
<p>Welcome to the 18th episode of the Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. </p><p>In the latest episode of the Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, Lawrence and I go global. We discussed his recent trip to Asia to peer into the nuances of the different wealth management markets around the globe.</p><p>As the leader of a platform with over $300B of assets that is responsible for the majority of individual and advisor-led investment flows into the alts space, Lawrence and iCapital have t...
EQT's Conni Jonsson - building a global private equity firm the Nordic way
<p>It all comes back to the DNA.</p><p>The firms that know who they are will know who to be.</p><p>You can learn a lot about an investment firm by listening to what they say.</p><p>Alt Goes Mainstream’s AGM Originals Series - The DNA: Capturing Culture - is dedicated to capturing the DNA of a firm by listening to what they say.</p><p>The first season of The DNA stars EQT. In Stockholm, at EQT’s AIM this past summer, I sat down for conversations with nine EQT executives.</p><p>Each exec...
Vista Equity Partners' David Breach - building a software investing powerhouse in the age of AI
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode dives into the nuances of enterprise software and how to build a scaled specialist alternative asset manager.</p><p>We sat down in Vista’s NYC office with David Breach, Vista’s President and Chief Operating Officer.</p><p>David sits on Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction as well as the firm’s Private Equity Management and Vista’s Private Equity Funds’ Investment Committees. David is also the Co-CEO of VistaOne, Vista’s evergree...
ING's Anneka Treon and Johan Kloeze - lessons learned from building a private markets platform for private wealth clients in Europe
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode was filmed at ING’s HQ in Amsterdam, right after ING held its Private Markets Day. The firm has been actively building out its private markets capabilities to serve its private wealth clients so it was a treat to interview two of the people responsible for running ING’s wealth management and private markets practice.</p><p>We sat down with Anneka Treon, ING’s Global Head of Private Banking, Wealth Management & Investments, and Johan Kloeze, Head of Private Banking & Wealth Management Netherlands, to discuss ING’s big ambi...
Live from New York with Oaktree's Armen Panossian - "don't reach for risk to deliver the right return"
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode was filmed live at an event during a Brookfield Oaktree Wealth Solutions RIA Council meeting in New York.</p><p>Armen Panossian, the Co-CEO and Head of Performing Credit at Oaktree, and I sat down for a conversation in a Brookfield-owned building with a group of RIAs in the audience.</p><p><br></p><p>Armen, who joined Oaktree in 2007, has been an integral part of scaling Oaktree to over $209B in AUM. Oaktree, a storied firm, particularly in distressed credit, was recently fully acquired by Br...
Franklin Templeton's George Stephan - bringing public and private together
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode brings the perspective of an asset management veteran who has sat on both sides of the table.</p><p>We sat down in Franklin Templeton’s New York City office with George Stephan, COO of Global Wealth Management Alternatives at Franklin Templeton.</p><p>George joined Franklin to continue the buildout of the firm’s Alternatives capabilities, which boasts over $264B AUM in private markets strategies that include Lexington Partners, Benefit Street Partners, and Clarion Partners. George came from KKR, where he was Head of Strategy and Bu...
iAltA's Bill Crager - from building Envestnet to a "transformational moment" in wealth management
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s interview is with a wealth management entrepreneur who created one of the most consequential wealth management technology companies that has helped to shape the industry into what it is today.</p><p>Bill Crager is the Co-Founder of Envestnet, which he and his co-founder, the late Jud Bergman, grew into a public company. Bill was the CEO of Envestnet during the company’s time as both a public company and following Bain Capital’s acquisition to take the company private for $4.5B.</p><p>Bill is now back a...
Vista Equity Partners' Robert F. Smith - on who will benefit from AI
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode welcomes a pioneer and visionary in enterprise software investing to Alt Goes Mainstream.</p><p>Robert F. Smith is the Founder, Chairman, and CEO of $100B AUM Vista Equity Partners. He sits on the firm’s Investment Committees for Vista’s Flagship, Foundation, Endeavor, and Perennial Funds and serves as a member of Vista’s Executive committee. Vista’s portfolio spans 90 enterprise software, data, and technology-enabled companies that employ over 100,000 people worldwide.</p><p>He’s also heavily involved and committed to the firm’s wealth channel effort...
Nomura Capital Management's Robert Stark - building a private credit business within a global bank
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode dives into private credit and building an asset management business inside of a leading global bank.</p><p>We sat down in Nomura’s NYC office with Robert Stark, the CEO of Nomura Capital Management LLC (NCM) and Head of Investment Management in the Americas for the Nomura Group.</p><p>Robert brings deep experience in financial services to Nomura. He was previously the Founder & CEO of Alterum Capital Partners LLC, where he focused on building an investment management business at the intersection of private markets and...
PGIM's Dominick Carlino - operating at the intersection of asset management, insurance, and wealth management
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s episode is with an experienced private markets and distribution executive who has been educating the wealth channel and distributing private markets investment solutions at some of the industry’s largest investment platforms.</p><p>We sat down in Prudential’s Newark studio with PGIM’s Global Head of Alternative Investments, Dominick Carlino. PGIM is the $1.4T global asset management business of Prudential Financial.</p><p>At PGIM, Dominick is responsible for driving the continued development and distribution of alternative investments tailored to the firm’s wealth channel investors...
