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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Nomura Asset Management International’s Shawn Lytle - pizza, patterns in asset management, and private markets
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>What happens when you bring Tokyo-Neapolitan style pizza to New York? </p><p>You get one of the hottest new reservations in a city full of top restaurants and pizza spots.<br> </p><p>Are there similarities between pizza and asset management? </p><p>Different styles of pizza appeal to different people. Same in asset management. But there is one constant: the way the pizza is made matters.</p><p>At Pizza Studio Tamaki, the Tokyo-Neapolitan pizza is made with acclaimed pizzaiolo’s Subasa Tamaki’s dough flown in directl...
Arcesium’s Jeb Altonaga - where data and decision-making intersect to drive "operational mastery"
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s podcast dives into the world of data and decision-making in private markets. </p><p>We were in the studio with private markets polymath Jeb Altonaga. Jeb is SVP, Head of Business Development in Private Markets at Arcesium, where they have built a financial management data platform aimed at solving the data normalization problem across public and private markets.</p><p>Jeb’s multihyphenate background puts him in a position to see the data challenges for GPs and LPs alike from all different angles as Arcesium works to take...
Clarion Partners’ Josh Pristaw - an industrious approach to real estate investing
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s podcast dives into the world of real estate with one of the industry’s largest managers and investors in industrial real estate.</p><p>We sat down in Franklin Templeton’s New York City office with real estate veteran Josh Pristaw, Managing Director, President of Clarion Partners, a $73.3B AUM real estate investment firm within Franklin Templeton’s alternatives platform.</p><p>Josh discussed data and durable demographics, which are drivers of the deeply researched investment process that his team at Clarion employs to invest in industrial real est...
EQT's Christian Sinding - "Why not" Europe and building the €1 trillion company
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s podcast takes us to Oslo, Norway, for a very special conversation with Christian Sinding, the former CEO of one of the industry’s leading alternative asset managers, EQT.</p><p>Christian’s hometown of Oslo provided an ideal setting to showcase both the Nordic heritage that represents EQT’s DNA and the global ambitions of the firm (and one of its portfolio companies, 1X) that is looking to fund Europe’s first €1T company. </p><p>Christian has been one of the leaders in the alternative asset management in...
KKR’s Pete Stavros - a culture of ownership - live from AGM’s RIA Field Trip
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s podcast unpacks the importance of ownership and equity, and how the world’s largest private equity firm (source: PEI 300) has helped create a culture of ownership within its portfolio companies and more broadly across the industry.</p><p>With the backdrop of KKR’s studio in New York and the firm fresh off the heels of celebrating its 50th Anniversary, we sat down with KKR’s Co-Head of Global Private Equity Pete Stavros for a live conversation during AGM’s RIA Field Trip to discuss how culture can be a c...
I Squared's Dr. Sadek Wahba - it's time to "Build"
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>We went to Miami to sit down with the professor of infrastructure investing and Founder, Chairman, and Managing Partner of I Squared, Dr. Sadek Wahba. </p><p>Sadek has blended academic knowledge and a practical approach to infrastructure investing to build I Squared into a $60B infrastructure investment firm in 14 years, some of which he has adroitly distilled into the 2024 book that he authored, Build: Investing in America’s Infrastructure.</p><p>We had such a fascinating and wide-ranging discussion that I’ve decided to break down our conversation into...
Golub Capital’s David Golub - inside the mind of one of private credit’s pioneers
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>We went to Golub Capital’s New York office to sit down with Co-CEO David Golub.</p><p>David Golub and his brother Lawrence both started their careers in private equity. It was their experiences in private equity in the 1990s that turned them into private credit pioneers.</p><p>Lawrence and David have built Golub Capital into a $95B private credit behemoth, largely due to their pioneering decision to create the “one-stop” unitranche loan solution for sponsor-backed companies after spotting a gap in the sponsor finance market. </p><p>Fast...
Davidson Kempner’s James Li - “no situation is too complex”
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>Today’s podcast takes us to the heart of New York City to talk with James Li, the President and Partner of Davidson Kempner, a firm that was an early participant in the merger arbitrage, distressed debt, and opportunistic credit industries.</p><p>Davidson Kempner’s heritage lies in cutting through complexity to find value.</p><p>Founded in 1983, Davidson Kempner’s origins began in merger arbitrage, distressed debt, and opportunistic credit. The firm, which now has around 1,800 clients, began accepting outside capital in 1987 and has since built out its in...
Ardian’s Ava Mallin - “managing money is managing emotion”
<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>We spoke with Ava Mallin, Managing Director, US Private Wealth Solutions at Ardian.</p><p>Ava brings a distinctive approach to how she works with the wealth channel. She emphasized that asset managers should treat capital as a client’s legacy rather than “just dollars.” </p><p>Speaking of legacy, Ardian is a firm with a rich legacy. The firm was born in...
Franklin Templeton’s Dave Donahoo - “start with the end client” - live from AGM’s RIA Field Trip
<p>Welcome back to the Alt Goes Mainstream podcast.</p><p>We were live from AGM’s RIA Field Trip at Franklin Templeton’s New York office in Madison Square Park with Franklin Templeton’s Head of Private Markets - Americas Wealth Management Dave Donahoo to discuss the nuances of serving the wealth channel.</p><p>Dave brings the perspective of someone who has seen the wealth channel handle multiple market cycles and an understanding of both traditional and alternative asset management, while always keeping the outcome for the end investor in mind.</p><p>Dave started his career in the de...
