最佳Wealthtech播客 (2024)

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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

4d 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…

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

6d 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

14d 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-…

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

20d 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

27d 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…

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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 …

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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…

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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
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 …

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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…

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$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…

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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…

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[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…

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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…

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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…

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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
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
110. Tech Resilience and Customer Focus with Stephanie Mertz 45:56

5M ago45:56

45:56

In this WealthTech Unwrapped episode, Ned and Stephanie delve into the realm of RegTech, with a specific focus on escheatment. The conversation unveils the challenges posed by outdated state laws and explores innovative tech solutions designed to streamline the escheatment process, enhancing overall efficiency. The episode signals a shift in the in…

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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
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…

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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…

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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…

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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
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…

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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…

1
How $9B OCIO Capricorn Investment Group has proven that doing well and doing good don't have to be mutually exclusive: A conversation with Partner Bill Orum 53:34

8M ago53:34

53:34

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, f…

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Wealth management industry titan Haig Ariyan of Arax Investment Partners on the private equity opportunity in wealth management and the intersection of wealth and alts 55:10

8M ago55:10

55:10

Welcome back to the Alt Goes Mainstream podcast. On today’s show, we dive into the world of wealth management with one of the industry’s leaders, Haig Ariyan. Haig has seen it all. He went from someone who grew up in the advisory world as a wealth manager at Dean Witter Reynolds to ultimately becoming President and CEO of Alex Brown, America’s firs…

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Monthly Alts Pulse, Ep. 3: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital 21:53

8M ago21:53

21:53

Welcome to the 3rd 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 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 alts space, …

1
A masterclass in investing and VC: Investing legends John Burbank and Ken Wallace of Nimble Partners on why the winners will win big and how to find them 54:00

9M ago54:00

54:00

Welcome back to the Alt Goes Mainstream podcast. On today's show, we have a fascinating episode that combines the macro and the micro. Nimble Partners Founder John Burbank and Partner Ken Wallace come on the show to share their unique perspectives and discuss both the nuances and intricacies of investing in private markets and early-stage venture. …

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Live from Allocate's Beyond Summit: $40B AUM Cresset's Avy Stein and Jordan Stein on how private markets are changing wealth management 46:26

9M ago46:26

46:26

Welcome back to the Alt Goes Mainstream podcast. Recently, I had the pleasure of hosting a live podcast at the Allocate Beyond Summit, where I interviewed Avy Stein and Jordan Stein from Cresset. Allocate’s founders Samir Kaji and Hana Yang brought together a fascinating and thoughtful group of allocators, family offices, and VCs for an engaging tw…

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Enabling everyone to invest into alternatives with IRAs featuring Alto CEO Eric Satz 48:47

10M ago48:47

48:47

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into an important and growing part of the alts ecosystem: how investors can access and invest into alternatives through their retirement funds. We have Eric Satz, the CEO of Alto, a self-directed IRA custodian, with us today to discuss how he’s on a mission to provide everyday A…

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Monthly Alts Pulse, Ep. 2: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital 21:45

10M ago21:45

21:45

Welcome to the 2nd 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 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 alts space, …

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How Phil Huber, the award-winning CIO of $18B AUM Savant Wealth, approaches investing in private markets 39:42

10M ago39:42

39:42

Wealth managers are increasingly participating in private markets, and for good reason. Today’s podcast is with an expert allocator in the alts space, Phil Huber, who has not only been actively investing in private markets as the CIO of $18B Savant Wealth, but has also authored a book about how advisors can approach private markets. This podcast is…

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AngelList CEO Avlok Kohli on building the company of companies that is powering private markets 50:45

11M ago50:45

50:45

Welcome back to the Alt Goes Mainstream podcast. Today we peer into one of the most fascinating companies in private markets, AngelList, and talk with AngelList’s CEO Avlok Kohli. AngelList is building the operating system for modern startups and tech innovation, and as such, they see themselves as building a company of companies. AngelList has had…

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Revolutionary changes in private markets with John Avery of fintech giant FIS 42:15

11M ago42:15

42:15

Welcome back to the Alt Goes Mainstream podcast. Today we talk with John Avery, an executive who is leading the charge for private markets, Web3, and tokenization at one of the largest publicly traded financial services companies, FIS. FIS is one of the world’s leading financial services companies. Over 95% of the world’s banks work with FIS. Their…

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Monthly Alts Pulse: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital 20:54

11M ago20:54

20:54

Welcome to the launch of the collaboration between iCapital x Alt Goes Mainstream. Here’s the first episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, 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 alts spac…

1
Dealing with the realities of today's venture market: A conversation with top allocator StepStone's Seyonne Kang 40:39

12M ago40:39

40:39

Welcome back to the Alt Goes Mainstream podcast. On today’s episode, we talk with Seyonne Kang, a Partner at StepStone, which acquired her former firm, Greenspring Associates. StepStone is a global private markets firm that provides customized investment and advisory solutions to some of the world’s most sophisticated investors. StepStone has a tot…

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Sheel Mohnot of Better Tomorrow Ventures on the challenges and highlights of building a first-time fund into a first call FinTech VC 48:19

12M ago48:19

48:19

Welcome back to the Alt Goes Mainstream podcast. On today’s episode, we have Sheel Mohnot, the co-founder and Partner of FinTech VC fund Better Tomorrow Ventures. Sheel is a career fintech investor and operator. He has built Better Tomorrow Ventures into an active pre-seed and seed stage fintech VC that has grown to over $225M AUM. Prior to foundin…

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LACERA's Daniel Joye on investing in infrastructure that builds cities and nations 13:32

12M ago13:32

13:32

Welcome back to the Alt Goes Mainstream podcast. Today’s show was recorded live from AltsLA 2023 in partnership with CAIA. CAIA is the leading global professional body dedicated to alternative investment credential programs. On this episode, we speak with Daniel Joye, where he oversees Infrastructure investing at LACERA, the $58 billion AUM Los Cou…

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Commonfund CIO & CEO Mark Anson on finding alpha in a more crowded private market 52:49

12M ago52:49

52:49

Welcome back to the Alt Goes Mainstream podcast. Today’s show was recorded live from AltsLA 2023 in partnership with CAIA. CAIA is the leading global professional body dedicated to alternative investment credential programs. On this episode, we speak with Mark Anson, the CEO and CIO of Commonfund ($28B AUM). Mark and I had a fascinating discussion …

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A conversation with $300B CalSTRS CIO Christopher Ailman, one of the world's largest institutional investors 23:16

12M ago23:16

23:16

Welcome back to the Alt Goes Mainstream podcast. Today’s show was recorded live from AltsLA 2023 in partnership with CAIA. CAIA is the leading global professional body dedicated to alternative investment credential programs. On this episode, we speak with Christopher Ailman, the Chief Investment Officer of one of the world’s largest institutional i…

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Insights on investing and geopolitics from the 44th Vice President of the United States and Chairman of Cerberus Global Investments Dan Quayle 18:22

12M ago18:22

18:22

Welcome back to the Alt Goes Mainstream podcast and hello from AltsLA. Today’s show was recorded live from AltsLA 2023 in partnership with CAIA. CAIA is the leading global professional body dedicated to alternative investment credential programs. On this episode, we speak with the 44th Vice President of the United States Dan Quayle, the Chairman of…

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Lessons from Filip Dames, Founding Partner at Cherry Ventures, on building one of Europe's top seed VC funds, entrepreneurship, and life 52:17

1y ago52:17

52:17

Welcome back to the Alt Goes Mainstream podcast. On today’s episode, we go to Europe, and specifically Berlin, a region where some of the most exciting activity in the VC world is occurring. We have Filip Dames, a Founding Partner at Cherry Ventures, a top pan-European early-stage VC fund that has around $700M AUM, lead us in a discussion about why…

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How private equity can weather the storm with industry expert Graham Elton, Partner & Chairman of EMEA Private Equity at Bain & Company 33:37

1y ago33:37

33:37

Welcome back to the Alt Goes Mainstream podcast. On today’s show, we have a private equity expert who is as thoughtful and sharp as they come. Graham Elton is the Chairman of Bain & Company’s EMEA Private Equity practice, where he’s helped many of the largest PE and alts firms navigate a growing market and build successful businesses. Graham has al…

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Alt Goes Mainstream x Venture Unlocked Special Episode: The future of venture capital and private markets with Allocate Co-Founder & CEO Samir Kaji 1:01:21

1y ago1:01:21

1:01:21

Welcome back to the Alt Goes Mainstream podcast. We have a special episode today – it’s a collaboration between Alt Goes Mainstream and Venture Unlocked: Samir Kaji, the Co-Founder & CEO of Allocate and the Venture Unlocked Podcast, and I have a back and forth discussion about the future of private markets and venture. If you are an allocator to pr…

1
How the digitization of fund accounting will take alts into the mainstream with LemonEdge CEO & Co-Founder Gareth Hewitt 41:11

1y ago41:11

41:11

Welcome back to the Alt Goes Mainstream podcast. On today’s podcast, we have an expert in alternative assets and fund accounting. We welcome Gareth Hewitt, a fund accounting veteran and co-founder of LemonEdge, to the show. Gareth is the CEO and Co-Founder of LemonEdge, where they are building a better, more efficient fund accounting software platf…

1
Revolutionizing Fundraising for Fund Managers with Michel Geolier of Betterfront 41:43

1y ago41:43

41:43

Welcome back to the Alt Goes Mainstream podcast. Today’s episode of Alt Goes Mainstream features someone who is building a vertical SaaS solution for fund managers and LPs. Today’s guest is Michel Geolier, the Co-Founder and CEO of Betterfront, a b2b vertical SaaS company dedicated to private markets. He’s building a comprehensive solution to enabl…

1
Welcome to Wrexham: A Hollywood Story of Football (Soccer) Success with Shaun Harvey, Advisor to the Board at Wrexham AFC 1:01:14

1y ago1:01:14

1:01:14

Welcome back to the Alt Goes Mainstream podcast and Welcome to Wrexham. On today’s show, we go to Wrexham, the town in North Wales that has become a football (soccer) mecca due to a blend of its rich history as home to the 3rd oldest club in the world and a recent injection of Hollywood with Ryan Reynolds and Rob McElhenney buying the club. We talk…

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