最佳Private Wealth播客 (2024)

1
Abraham Accords Resiliency, Multicultural Jerusalem & Innovation – Ep 111 32:39

26d ago32:39

32:39

Join us for a fascinating podcast with Fleur Hassan-Nahoum, former deputy mayor of Jerusalemand co-founder of the UAE-Israel Business Council. Explore her insights on theimpact of the current conflict on bilateral relations under the AbrahamAccords, her innovative initiatives in Jerusalem's multicultural landscape, andher role as Israel's first spe…

1
Making Your Business More Sellable and Getting a Higher Price 27:32

27d ago27:32

27:32

On the latest episode of Lessons by the Lake, we dive into the crucial topic of making your business more sellable and ultimately securing a higher price when it comes time to sell. Whether you're a seasoned entrepreneur or just starting out, understanding what makes a business attractive to potential buyers is essential for long-term success. We s…

1
Monthly Alts Pulse Ep. 9: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital, and Haig Ariyan, CEO of Arax Investment Partners 22:59

18h ago22:59

22:59

Welcome to the 9th 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 a…

1
Yieldstreet's Michael Weisz on unlocking access to alternatives 58:15

3d ago58:15

58:15

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a fintech founder who has scaled one of the larger private markets investing platforms for individual investors. Michael Weisz is the Founder and CEO of Yieldstreet, a leading private markets investing platform, with more than 450K members and $3.9B invested (as of October 202…

1
Steve Case, Chairman & CEO of Revolution and Co-Founder of America Online, on revolutionizing the world on purpose with passion 56:29

11d ago56:29

56:29

Welcome back to the Alt Goes Mainstream podcast. Today’s episode with an internet legend provides an illuminating window into how the past can help inform us about the future. Steve Case is a pioneer and a visionary. He built one of the foundational companies of the internet, AOL, that brought America and the world online. As one of America’s best-…

1
Hamilton Lane's Griff Norville on how private markets are moving from the Stone Age to the digital age 50:47

17d ago50:47

50:47

Welcome back to the Alt Goes Mainstream podcast. Today’s episode takes us into the world of technology with an expert in private markets tech. Griff Norville is a Managing Director and Head of Technology Solutions at Hamilton Lane, the $903B AUM (*Inclusive of $120.2B in discretionary assets under management and $782.9B in non-discretionary assets …

1
Lessons from a leading operator: Growing ECi Software Solutions to $500M revenue and $200M EBITDA with Net Health CEO & Carlyle Operating Partner Ron Books 48:24

24d ago48:24

48:24

Welcome back to the Alt Goes Mainstream podcast. Today we have the operator’s view on the show. We bring in someone who rose up the ranks of a private equity-backed software company to be CEO of that company — ECi Software Solutions — that now generates over $500M in revenue and $200M in EBITDA. We welcome Ron Books, now an Operating Partner at Car…

1
Blue Owl Capital's Global Private Wealth President & CEO Sean Connor on working with the wealth channel 52:36

1M ago52:36

52:36

Welcome back to the Alt Goes Mainstream podcast. Today’s episode takes us inside the world of wealth from the perspective of one of the industry’s largest alternative asset managers. We are joined by Sean Connor, President & CEO, Global Private Wealth at Blue Owl Capital, a firm with over $160B in AUM. Sean highlighted a number of key insights for …

1
Analyst deep dive: The weight loss drug hype 15:22

1M ago15:22

15:22

CIBC Private Wealth senior healthcare analysts provide deeper insight into the most notable themes within healthcare innovation.由CIBC Private Wealth

1
Monthly Alts Pulse Ep. 8: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital 20:04

1M ago20:04

20:04

Welcome to the 8th 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 a…

1
Blackstone Chief Technology Officer John Stecher on how technology is transforming private markets 48:58

1M ago48:58

48:58

Welcome back to the Alt Goes Mainstream podcast. Today’s episode takes us inside the mind of a tech titan who is at the forefront of shaping the market structure evolution in private markets. John Stecher is the Chief Technology Officer at Blackstone. He’s responsible for all aspects of technology across the firm and advises the firm’s investment t…

1
Israel’s Economic Outlook & Priorities Post October 7th – Ep 110 25:29

1M ago25:29

25:29

Avi Weiss, President of the Taub Center for Social Policy Studiesin Israel and Professor of Economics at Bar-Ilan University, brings a wealth ofexpertise to the discussion on budget priorities post-October 7th, and theramifications of the war on Israel's economy, technology, real estate sectors,and the recent Moody's credit downgrade.…

1
Chris Long on building $29B credit investment firm Palmer Square and a winning NWSL soccer team, KC Current 56:22

2M ago56:22

56:22

Welcome back to the Alt Goes Mainstream podcast. Today we have an incredible discussion that spans the world of private credit and the growth of women’s sports - and how those two topics intersect in the guest’s daily life. Chris Long founded Palmer Square Capital Management, an approximately $29B+ asset manager focused on corporate and structured …

1
Stories from building Blackstone, Airbnb, and private markets with Laurence Tosi of WestCap 1:16:01

2M ago1:16:01

1:16:01

“The room where it happens … No one really knows how the game is played The art of the trade How the sausage gets made We just assume that it happens But no one else is in the room where it happens … When you got skin in the game, you stay in the game But you don’t get a win unless you play in the game.” Welcome back to the Alt Goes Mainstream podc…

1
The Power of the Right Questions 32:57

2M ago32:57

32:57

What he does, he's been doing since he was a 7-year-old dyslexic kid. At first, he believed the lie that he was stupid and would never be able to achieve anything. But then, he discovered that he had a super power of encouragement. Now, he utilizes that superpower to help create insight and breakthroughs for people looking to take their life and bu…

1
Resilience: The Genius of Israel – Ep 109 28:15

2M ago28:15

28:15

Saul Singer, Co-author of The Genius ofIsrael: The Surprising Resilience of a Divided Nation in a Turbulent World, explainshow unity of purpose is essential to the health and future of the country.

1
$28B Sanctuary Wealth on working with the wealth channel 48:35

2M ago48:35

48:35

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives deep into one of the fastest growing independent wealth platforms in the US — Sanctuary Wealth — and how alternatives is a major ingredient to the growth of their firm and the RIA space more broadly. We have Sanctuary’s MD and Head of Alternative Investments, Patrick McGowan, an…

1
An Innovative Approach to Taxes and Accounting 37:15

2M ago37:15

37:15

On the latest episode of Lessons by the Lake, we're thrilled to be welcoming Scott Bargaehr, CPA at Lewis Group, to discuss a very unique model of taxes and accounting that business owners, as well as individuals, could be leveraging in today's day and age. We'll discuss why this innovative approach is effective, how it works, and whether or not th…

1
Monthly Alts Pulse Ep. 7: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital 26:46

2M ago26:46

26:46

Welcome to the 7th 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 a…

1
[Repost] The 10X Podcast - How Everyday Investors Can Access Blackstone, Apollo, and KKR? 32:35

2M ago32:35

32:35

A few weeks ago, the tables were turned and I sat down with David Weisburd of the 10X Capital Podcast to talk about the ongoing transformation of private markets. The wealth channel is becoming a centerpiece of the LP universe. Every alternative asset manager either has — or has to have — a strategy for working with the wealth channel in today’s pr…

1
Estate Planning: The First Step to Business Succession 49:53

2M ago49:53

49:53

On the latest episode of Lessons by the Lake, we're diving into the first step in the business succession process, Estate Planning. Joined by Justin Martin, President, Shareholder and Attorney at Myatt & Bell, P.C., we'll examine the countless considerations residing within estate planning for business owners in today's day and age, as well as some…

1
The ABCs of Structure & Private Debt 31:41

2M ago31:41

31:41

Join us as we speak with an AlternativeCredit Specialist and unravel the complexities of private debt and itsimplications in today's market. Together, we explore the heightened risks in ahigh-interest-rate environment, providing valuable insights for investorsnavigating this dynamic landscape.

1
Building a Well-Defined Succession Strategy 32:37

3M ago32:37

32:37

Oftentimes on this show, we discuss the overall importance of utilizing a team of trusted professionals to help you navigate your financial circumstances. And in today's episode of Lessons by the Lake, we welcome on a member of the Oswego Private Wealth team of professionals that help service Bob's clients. Don Bielen, Principal at Perkins & Co Suc…

1
Building a $3B real estate hospitality investment platform with Carlos Rodriguez Jr. of Driftwood Capital 1:01:27

3M ago1:01:27

1:01:27

Welcome back to the Alt Goes Mainstream podcast. On today’s episode, we travel around the world of hospitality investing. We talk with Carlos Rodriguez Jr., the Founder, President, and COO of Driftwood Capital, one of the US’s leading hospitality sponsors with over $3B in hospitality assets under management. They’ve found a way to do both the tradi…

1
Planning on Selling Your Business? Think Again. 29:00

3M ago29:00

29:00

Welcome back to another installment of Lessons by the Lake! In this episode, we're diving deep into a very important topic for business owners surrounding the sale of their business. Joined by Michael Beck, President of Eliciting Excellence, who works as an executive strategist and specializes in helping business owners maximize the value of their …

1
J.P. Morgan Asset Management's Tyler Jayroe on how one of the world's largest financial institutions approaches private equity 48:04

3M ago48:04

48:04

Welcome back to the Alt Goes Mainstream podcast. On today’s show, we welcome a senior member of the team at the world’s 3rd largest alternatives manager. Tyler Jayroe is a MD and Portfolio Manager in the Private Equity Group at J.P. Morgan Asset Management, which manages over $2.4 trillion of assets on behalf of a diverse group of global institutio…

1
Succession Planning for Family Businesses 23:13

3M ago23:13

23:13

Family conflicts can wreak havoc on a family-run business, especially when it comes time to transfer ownership of the company from one generation to the next. On the latest episode of Lessons by the Lake, we’re taking a look at how a well-designed succession plan can reduce that risk and help facilitate a transfer that leaves everyone in the family…

1
Stress Testing for Successful Business Owners 25:29

3M ago25:29

25:29

There is an important question that business owners should be asking themselves: How confident are you that your business planning efforts are on track to get you the results you want and need? Unfortunately, many business and wealth plans aren’t fully aligned with their owners’ goals. On the latest episode of Lessons by the Lake, we're examining h…

1
Stride VC's Fred Destin on how to build trust in a competitive, chaotic world 55:56

3M ago55:56

55:56

Welcome back to the Alt Goes Mainstream podcast. On today’s show, we welcome a long-time VC investor who brings the perspective from both sides of the pond. Fred Destin, the founder of Stride VC, a seed fund operating out of London and currently investing out of its second £123M fund, shares his views on the venture capital industry. Prior to Strid…

1
India: An Economic and Investment Story - Ep 107 41:58

3M ago41:58

41:58

The Economist's Tom Easton has a unique lens via which tounderstand what's happening in the world’s most populous country and the 5thlargest economy. During out podcast we discuss India's transition from"Basket Case to Bread Basket", how Synagogue attendance is a greatmeasure of India's openness for business, and how excellence and motivation inedu…

1
Master of micro VC, Chris Douvos of Ahoy Capital, on why there's always room for a Bugatti in a market full of Fords and Toyotas 51:44

4M ago51:44

51:44

Welcome back to the Alt Goes Mainstream podcast. On today’s show, we welcome a veteran of venture, a champion of portfolio concentration, a master of micro VC. Chris Douvos has taken a mosaic of experiences as an allocator at both endowments and funds that worked on behalf of institutional investors to found Ahoy Capital in 2018, an intentionally r…

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Monthly Alts Pulse Ep. 6: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital 22:31

4M ago22:31

22:31

Welcome to the 6th 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 a…

1
Getting Started With a Virtual Family Office 34:40

4M ago34:40

34:40

Welcome back to Lessons by the Lake! This time, we delve into the dynamic world of Virtual Family Offices (VFOs) – a game-changing approach to wealth management that is revolutionizing the way high-net-worth individuals and families handle their financial affairs. Join us as we explore the intricacies of this innovative model and provide insights o…

1
5 Strategic Philanthropic Priorities Post October 7th - Ep 106 27:29

4M ago27:29

27:29

In the wake of the events of October 7th there has been overwhelming desire by individuals to financially support Israel’s civil and defense needs by supporters around the world. As the war continues into its third month, it is critical for major donors and foundations to develop comprehensive, thoughtful and actionable plans for the short, medium …

1
When is the Best Time to Sell My Business? Timing Considerations From an Investment Banker 45:24

5M ago45:24

45:24

Navigating the sale of your business can be a tricky subject, one with countless considerations and variables at play. One, extremely important, item is the timing of the sale. On the latest episode of Lessons by the Lake, Bob sits down with Nick Stanley, Managing Partner at Crown Point Partners, to provide his insights on this pivotal time for bus…

1
The Abraham Accords and the Gaza War – Ep 105 27:45

5M ago27:45

27:45

On this week’s episode of the podcast, Darren speaks to Jason Greenblatt, former White House Envoy to the Middle East and one of the architects of the Abraham Accords. Jason discusses how October 7th and the Gaza War is impacting Israel’s relationships with its new regional Arab partners, the warming ties between Israel and Saudi Arabia and on regi…

1
Monthly Alts Pulse Ep. 5: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital 20:30

5M ago20:30

20:30

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 a…

1
The Benefits of Working With a Virtual Family Office 45:39

5M ago45:39

45:39

On the latest episode of Lessons by the Lake, we delve into the transformative world of Virtual Family Offices (VFOs) and explore the myriad benefits they bring to individuals and families navigating the complexities of wealth management. Joined by Allison Tirado, Elite Advisor Coach at CEG Worldwide, we're analyzing the strategy behind this innova…

1
How Shannon Saccocia, the CIO of $67B AUM Neuberger Berman Private Wealth, thinks about the changing role of alternatives in client portfolios 59:52

5M ago59:52

59:52

Today’s show brings us inside the mind of a top allocator and CIO in the private wealth world. We talk with Shannon Saccocia, the CIO of Neuberger Berman Private Wealth, a division of NB that has almost $70B of assets under management. With over 24 years of experience, Shannon brings a wealth of knowledge on private markets to bear. At NB Wealth, s…

1
A Post October 7th Israel – Early Thoughts - Ep 104 18:39

6M ago18:39

18:39

In the aftermath of the October 7th Massacre, Israeli society is at a war, recovering from a national trauma and at undergoing a period of deep soul searching. On this special episode of the Definitely Uncertain podcast, Darren speaks to Gary Leibler, managing Partner of Shavit Capital in Jerusalem, about the impact of these momentous and tragic ev…

1
How private equity and the NIL are changing the game for sports with UCLA QB and NIL National Male Athlete of the Year, Chase Griffin 43:34

6M ago43:34

43:34

Welcome back to the Alt Goes Mainstream podcast. Today’s show dives into the collision of culture, sports, and finance. We talk with Chase Griffin, a student-athlete and QB at UCLA, who has become a pioneer in the college athletics Name Image Likeness (NIL) movement and is the 2x winner of the NIL Male Athlete of the Year awards from the NIL Summit…

1
Five Critical Mistakes of Successful Family Businesses 29:46

6M ago29:46

29:46

Running a successful family business takes a tremendous amount of both working hard and working smart, as well as and navigating family dynamics along the way. On the latest episode of Lessons by the Lake, we’re going to examine some of the key mistakes that too many successful family businesses make and how to best avoid them. Timecodes: 0:06 - In…

1
Jamie Rhode, Principal at family office Verdis Investment Management, on how to drive the most meaningful returns in early-stage venture as a LP 48:11

6M ago48:11

48:11

Welcome back to the Alt Goes Mainstream podcast. On today’s show, we bring the institutional family office perspective to private markets. We talk with Jamie Rhode, a Principal at Verdis Investment Management. Verdis is a single family office based in Philadelphia that was built on the rich legacy of the family, a major business family, that has sp…

1
Taking the pulse of seed investing and creating an actively managed index of early-stage innovation with Maelle Gavet, CEO of Techstars, one of the world’s largest pre-seed investors 51:23

6M ago51:23

51:23

Welcome back to the Alt Goes Mainstream podcast. Today we bring on one of the world’s largest pre-seed investors to cover what the state of early-stage investing looks like. We welcome Maelle Gavet, the CEO of Techstars, a leading accelerator and global investment business that works with early-stage startups. Maelle has taken a background where sh…

1
How Much is Your Business Worth? 23:18

6M ago23:18

23:18

As a business owner contemplates selling their business, oftentimes their life's work, a big misconception can occur. The overall value of their business is misconstrued based on numerous factors and considerations, which leaves the business owner confused. On the latest installment of Lessons by the Lake, we're diving deep into the process of deve…

1
Why now is Europe's time according to Joe Schorge, Co-Founder & Managing Partner of Isomer Capital, one of Europe's most active VC fund-of-funds 1:06:43

7M ago1:06:43

1:06:43

Welcome back to the Alt Goes Mainstream podcast. Today, we travel to London to talk with someone who has seen the evolution of the European tech ecosystem up close. We discuss the rise of Europe with Isomer Capital’s Co-Founder and Managing Partner Joe Schorge. Isomer is a pan-European fund-of-funds, co-investment, and secondaries platform that is …

1
Challenges and Opportunities in Today's Energy Landscape - Episode 103 41:53

7M ago41:53

41:53

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ In this episode of the Definitely Uncertain podcast, David has a conversation about the energy markets with Zachary McCarroll, Partner at Apogem Capital. Together, they delve into the workings of the global energy sector. From the transition to renewable energy and t…

1
Monthly Alts Pulse, Ep. 4: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital 21:35

7M ago21:35

21:35

Welcome to the 4th 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 a…

1
Will AI Revolutionize Investing? - Episode 102 34:29

7M ago34:29

34:29

This podcast is brought to you by Goldrock Capital at https://www.goldrockcap.com/ In this episode of Definitely Uncertain, we look at how Artificial Intelligence is revolutionizing the investment industry. Darren has a conversation with Prof. Ronen Feldman, Professor of Data Science at Hebrew University and the founder of ProntoNLP. Together, they…

1
How "tech's most unlikely venture capitalist," Pear VC's Pejman Nozad, has built a seed investing powerhouse 49:33

7M ago49:33

49:33

Welcome back to the Alt Goes Mainstream podcast. Startup stories are often stuff of dreams — and today’s podcast is a story about one of tech’s most unlikely venture capitalists. Journalist and professional soccer player turned immigrant turned self-proclaimed "best carwasher in San Jose" turned Persian rug salesman turned top Silicon Valley seed i…

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