بهترین پادکست های Wealthtech (2025)

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Cerity Partners' Tom Cohn and Amita Schultes - combining an OCIO with a $100B wealth management practice 1:01:29

۲ روز پیش1:01:29

1:01:29

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into one of the most topical trends in the evolution of wealth management platforms and their adoption of alts. We are joined by Tom Cohn and Amita Schultes of Cerity Partners, where they discuss the recent combination of their two respective businesses, Cerity Partners, the $10…

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Blue Owl's Marc Lipschultz - skate to where the puck is going 58:09

۸ روز پیش58:09

58:09

Welcome back to the Alt Goes Mainstream podcast. We had a chance to sit down with Blue Owl Co-CEO Marc Lipschultz recently at their Nest Network Summit for RIAs and private banks in Laguna Beach. It was a perfect setting to discuss Blue Owl’s incredible growth, which has been in part due to its unique and focused partnership with the wealth channel…

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Apollo's Stephanie Drescher - what is safe, what is risky? 55:09

16 روز پیش55:09

55:09

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features an industry titan who has been on the forefront of the intersection of alts and wealth. We talk with Stephanie Drescher, Partner, Chief Client and Product Development Officer at Apollo and a member of the firm’s Leadership Team. She oversees the Client and Product Solutions G…

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Alto's Eric Satz - retirement assets: the next frontier for private markets? 51:05

23 روز پیش51:05

51:05

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

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AlTi Global's Mike Tiedemann - when wealth management goes global 1:01:37

30 روز پیش1:01:37

1:01:37

Welcome back to the Alt Goes Mainstream podcast. Today’s guest is an industry leader in wealth management who has been very active in private markets. Mike Tiedemann is a pioneer in the wealth management space in a number of ways. He's at the helm of the first pure play publicly traded wealth management business, AlTi Global. AlTi, a $72B AUM platf…

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Blackstone's Joan Solotar - early innings for private markets? It's still spring training 43:41

حدود یک سال پیش43:41

43:41

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features an industry leader who has pioneered working with the wealth channel. We talk with Joan Solotar, the Global Head of Private Wealth Solutions at Blackstone, where she also serves on the firm’s Management Committee. Joan has been responsible for leading Blackstone’s impressive …

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Live from Nuveen's nPowered Conference: Nuveen's Keith Jones - structuring products for success 40:17

حدود یک سال پیش40:17

40:17

Welcome back to the Alt Goes Mainstream podcast. Alt Goes Mainstream was live from $1.2T AUM asset manager Nuveen’s nPowered conference, a two-day event bringing together Nuveen thought leaders and industry experts to explore challenges and opportunities in private markets. We interviewed some of Nuveen’s senior leadership on site to hear their vie…

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Live from Nuveen's nPowered Conference: Nuveen's Jeff Carlin - "It's all about the end client" 53:33

حدود یک سال پیش53:33

53:33

Welcome back to the Alt Goes Mainstream podcast. Alt Goes Mainstream was live from $1.2T AUM asset manager Nuveen’s nPowered conference, a two-day event bringing together Nuveen thought leaders and industry experts to explore challenges and opportunities in private markets. We interviewed some of Nuveen’s senior leadership on site to hear their vie…

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DealsPlus' Venkat Subramaniam - building a single source of truth for private markets 39:37

حدود یک سال پیش39:37

39:37

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a founder who is building mission-critical software for private equity firms. I sat down in Citywire’s London studio with Venkat Subramaniam, the Co-Founder of DealsPlus, to discuss why he has built a digital solution to streamline, digitize, and automate the management of com…

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73 Strings' Yann Magnan - the opportunity for AI to automate private markets 45:18

حدود یک سال پیش45:18

45:18

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a founder who is building mission-critical valuation and portfolio monitoring software for alternative asset managers. 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 …

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Monthly Alts Pulse Ep. 14: Taking the pulse of private markets with iCapital Chairman & CEO Lawrence Calcano 21:33

حدود یک سال پیش21:33

21:33

Welcome to the 14th episode of the Monthly Alts Pulse, 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. As the leader of a platform with over $200B of assets that is responsible for the majority of individ…

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Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 3 - Hamilton Lane's Stephanie Davis 38:27

حدود یک سال پیش38:27

38:27

Everyone is talking about evergreens. Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets. This three part series with industry experts from Vista Equity Partners, KKR, and Hamilto…

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Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 2 - KKR's Doug Krupa 41:00

حدود یک سال پیش41:00

41:00

Everyone is talking about evergreens. Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets. This three part series with industry experts from Vista Equity Partners, KKR, and Hamilto…

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Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 1 - Vista Equity Partners' Dan Parant 43:45

حدود یک سال پیش43:45

43:45

Everyone is talking about evergreens. Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets. This three part series with industry experts from Vista Equity Partners, KKR, and Hamilto…

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Going Public with Evercore's Glenn Schorr - Ep. 2 43:58

حدود یک سال پیش43:58

43:58

Welcome back to Going Public with Evercore’s Glenn Schorr. On the latest episode of Going Public, we drop the beat on F.R.E.A.M. Paying homage to Wu-Tang Clan’s song “C.R.E.A.M.” (“Cash rules everything around me”), Glenn discusses why “Fees rule everything around me” in asset management. We cover some of last quarter's most pressing topics in alte…

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Balderton's Rana Yared - a masterclass on building global companies out of Europe 50:31

حدود یک سال پیش50:31

50:31

Welcome back to the Alt Goes Mainstream podcast. Today’s guest is an expert in financial services and capital markets who has experience as both a strategic investor and a VC. We welcome Rana Yared, a General Partner at Balderton, where she co-leads their Growth Fund. She came to Balderton in 2020 from across the pond, where she was a Partner at Go…

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Churchill Asset Management's Alona Gornick - the evolution of private credit, the power of permanent capital, and the importance of the product specialist 54:51

حدود یک سال پیش54:51

54:51

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who has experienced the growth and evolution of the credit space from different vantage points. We welcome Alona Gornick, a Managing Director, Senior Investment Strategist, and Co-Head of the Chicago Office for Churchill Asset Management, a firm with $50B committed cap…

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What's Your Edge?: StepStone Private Wealth's Bob Long 57:59

حدود یک سال پیش57:59

57:59

Today marks the launch of a new show on Alt Goes Mainstream: What’s Your Edge? Every person, every company, every fund has something that makes them special. Makes them stand out from the crowd. Gives them an unfair advantage. Tips the scales in favor of success. In this episode, I ask our special guest, Bob Long, “What’s Your Edge?” Bob Long is CE…

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Ritholtz Wealth Management's Ben Carlson - bringing a wealth of common sense to asset allocation 52:13

حدود یک سال پیش52:13

52:13

Welcome back to the Alt Goes Mainstream podcast. Today’s show features a guest who brings a wealth of common sense to wealth management and asset allocation. We talk with Ben Carlson, the Director of Institutional Asset Management at Ritholtz Wealth Management, a $5B AUM wealth management firm. He’s managed institutional portfolios for his entire c…

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Blue Owl GP Strategic Capital's Sean Ward - transforming GP stakes into an industry 1:06:27

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حدود یک سال پیش1:06:27

1:06:27

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast illustrates just how far private markets have come. We dive into the world of GP stakes with Sean Ward, Senior Managing Director from Blue Owl’s GP Strategic Capital Platform, where he was a founding partner and is responsible for helping to oversee the firm that has done the lion’s s…

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HGGC's Steve Young & True North Advisors' Scott Wood - "the score takes care of itself" on the field and in investing 56:46

حدود یک سال پیش56:46

56:46

Welcome back to the Alt Goes Mainstream podcast. Today’s episode welcomes two elite performers in Steve Young of HGGC and Scott Wood of True North Advisors, where they talk about how they formed a partnership based on shared values. Steve’s private equity firm, $7B AUM HGGC, took a minority stake in Scott’s independent wealth management firm, $3.9B…

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Going Public Ep. 1 with Evercore's Glenn Schorr 54:30

حدود یک سال پیش54:30

54:30

Today marks the launch of a new show on Alt Goes Mainstream: Going Public with Evercore’s Glenn Schorr. 17 years ago, there wasn’t a single alternative asset manager that was part of the public markets. Today, not only are a number of the industry’s largest firms public, but in 2024, the industry’s largest alternative asset manager, Blackstone, ent…

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Monthly Alts Pulse Ep. 12: Taking the pulse of private markets and the future of AI and automation in private markets with Eileen Duff, Managing Partner & Chief Client Success Officer at iCapital 26:15

حدود یک سال پیش26:15

26:15

Welcome to the 12th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. This month’s episode features one of iCapital’s senior executives, Eileen Duff, Managing Partner & Chief Client Success Officer, and a private markets veteran who was Head of Alternative Investments, North America for Credit Suisse for a n…

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Cantilever Group's Todd Owens - the untapped opportunity in GP stakes 48:32

حدود یک سال پیش48:32

48:32

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast dives into the continued innovation in the GP stakes space with someone who has advised some of the industry’s largest firms on their businesses and going public. We are joined by Todd Owens, the Co-Founder and Managing Partner of Cantilever Group. Cantilever is an independent firm fo…

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Intapp's Ben Harrison - using data and automation to transform private markets 1:00:58

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حدود یک سال پیش1:00:58

1:00:58

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is a special show with Ben Harrison, the Co-Founder of DealCloud, which is now part of Intapp, where he is President, Industries. Ben is a former banker and private equity professional at Falfurrias Capital Partners who went on to co-found DealCloud to make the process of managing dea…

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T. Rowe Price's Cheri Belski - how a $1.59T asset manager is approaching private markets: AGM x Pangea Private Markets Live Podcast 26:45

حدود یک سال پیش26:45

26:45

Welcome back to the Alt Goes Mainstream podcast. Recently, AGM partnered with Pangea to bring together a group of executives in private markets and wealth management in London for a live AGM podcast featuring Cheri Belski of T. Rowe Price, one of the largest asset managers in the world with over $1.59T AUM. Cheri is the Global Head of Product at T.…

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Bernstein Private Wealth Management's Alex Chaloff - how the CIO of a $125B wealth manager navigates private markets 1:00:55

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حدود یک سال پیش1:00:55

1:00:55

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with Alex Chaloff, the CIO of a large and sophisticated private wealth management firm that is very active in private markets. Alex is Chief Investment Officer of Bernstein’s $125B+ private wealth management unit within $725B AUM AllianceBernstein. He was previously the Head of Alt…

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[Repost] Animal Spirits: Alt Goes Mainstream with Michael Sidgmore 51:17

حدود یک سال پیش51:17

51:17

I went into The Compound and came out alive. Recently, I joined Michael Batnick and Ben Carlson of Ritholtz Wealth Management on their Animal Spirits podcast by The Compound. It is a fantastic show that produces frank and thoughtful conversations on markets and the wealth management world. They invited me on their show to discuss why alts are going…

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Mercer Investments' Gregg Sommer & CAIS' Neil Blundell - following the fast river of alts 49:47

حدود یک سال پیش49:47

49:47

Welcome back to the Alt Goes Mainstream podcast. On today’s episode, we are joined by Mercer Investments’ US Financial Intermediaries Leader Gregg Sommer and CAIS’ MD and Head of Investments Neil Blundell. Gregg and Neil bring deep experience and backgrounds in private markets to discuss how alternatives can be further adopted by the wealth channel…

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Manulife's Anne Valentine Andrews - connecting real assets with real money and the world of infrastructure investing 55:00

حدود یک سال پیش55:00

55:00

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features a guest who has consistently and astutely figured out the growth areas in private markets. We are joined by Manulife’s new Global Head of Private Markets Anne Valentine Andrews. She’s responsible for the strategy, business development, and growth of Manulife Investment Manage…

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Monthly Alts Pulse Ep. 11: Taking the pulse of private markets with Dan Vene, Co-Founder & Managing Partner, Head of Investment Solutions, iCapital 26:03

حدود یک سال پیش26:03

26:03

Welcome to the 11th episode of a collaboration between iCapital x Alt Goes Mainstream. We changed up this month’s episode, welcoming iCapital Co-Founder and Managing Partner, Head of Investment Solutions Dan Vene to the show to discuss the evolution of private markets and the launch of iCapital’s Marketplace. iCapital, as the leading platform that …

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Partners Group's Rob Collins - The how and why of evergreens: one of the most exciting trends in private markets 1:05:05

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حدود یک سال پیش1:05:05

1:05:05

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is one of evergreen importance. We talk with one of the pioneers in the evergreen fund space. Rob Collins, a Partner, Co-Head of Private Wealth, and Head of the New York office and a member of the Global Executive Board at Partners Group, a $147B+ AUM alternative asset manager, joins …

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iCapital Chairman & CEO Lawrence Calcano - Driving efficiency across the entire value chain to transform private markets 41:15

حدود یک سال پیش41:15

41:15

Welcome back to the Alt Goes Mainstream podcast. I've been having many conversations with GPs and LPs over the past few months — and it feels like we've reached a point in private markets where both sides are trying to figure out how to navigate this space, from a product perspective and a technology perspective. To better understand these issues, …

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NEA's Peter Barris - From operator to VC legend, how Peter transformed NEA into a venture juggernaut 1:02:31

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حدود یک سال پیش1:02:31

1:02:31

Welcome back to the Alt Goes Mainstream podcast. His career started when someone said to him, “well, have you thought about venture capital? We don’t think that you’d be any good at it.” The rest is history. Today’s episode features one of the legends of the venture capital industry. Peter Barris joined New Enterprise Associates in 1992 after a sto…

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NewEdge's Rob Sechan and Cameron Dawson - growing a cutting edge $44B platform to serve the wealth channel 59:56

حدود یک سال پیش59:56

59:56

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features the architects behind one of the industry’s faster growing wealth management platforms, NewEdge. We welcome NewEdge CEO, Managing Partner, and Co-Founder Rob Sechan and NewEdge CIO Cameron Dawson. Both Rob and Cameron have a wealth of experience in both wealth management and …

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2024 European Private Market Trends: An AGM x Pangea podcast shorts collaboration 1:07:20

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حدود یک سال پیش1:07:20

1:07:20

AGM collaborated with Pangea Group, a firm that helps B2B fintech companies with go-to-market strategies, at a live event they hosted on private markets in London with Schroders and Illuminate Financial to gather thoughts from some leaders in private markets on their views of the industry’s future in Europe. We asked seven private market participan…

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Ritholtz Wealth Management's Michael Batnick - real talk on private markets 1:06:05

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حدود یک سال پیش1:06:05

1:06:05

Welcome back to the Alt Goes Mainstream podcast. On today’s show, we turned the tables. We welcomed famed podcast co-host of Animal Spirits and The Compound and Friends and writer at The Irrelevant Investor, and Managing Partner and Director of Research at $4B AUM Ritholtz Wealth Management Michael Batnick to come on the show to share a wealth mana…

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HgCapital Trust's Chairman of the Board Jim Strang - a masterclass in private markets 1:04:39

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حدود یک سال پیش1:04:39

1:04:39

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features a masterclass in private markets from a guest who has seen it all. Jim Strang is a deeply experienced private equity professional who has been part of the industry as a GP, LP, investor, consultant, and now a teacher, board member, and advisor to a number of firms. I’d probab…

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Monthly Alts Pulse Ep. 10: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital, and Robert Picard, Managing Director, Head of Alternative Investments at Hightower Advisors ... 21:36

حدود یک سال پیش21:36

21:36

Welcome to the 10th 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 …

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3i Members' Mark Gerson - building engaged investing communities 40:38

حدود یک سال پیش40:38

40:38

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast is a special show with 3i Members co-founder Mark Gerson. Alt Goes Mainstream’s first sponsor is 3i Members, an investing network built on community, collaboration and capital that was co-founded by Mark Gerson, Billy Libby, and Teddy Gold. 3i Members is a global deal network for acco…

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Marc Rubinstein of Net Interest - an in-depth tour of financial markets with an expert in finance and history 59:52

حدود یک سال پیش59:52

59:52

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast provided us with an in-depth tour of financial markets with a student of both finance and history. And what a tour guide we had. Marc Rubinstein, an investment professional with 25 years of experience researching and investing in financial services joined us on the show. Marc started …

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Braughm Ricke of Aduro Advisors - building a fund administration business 44:52

حدود یک سال پیش44:52

44:52

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features an enabler of the micro VC movement who has now scaled his business into one of the industry’s larger fund administrators. Braughm Ricke is the Founder and CEO of Aduro Advisors, a leading fund administrator that has carved out a sterling reputation in the VC world. He's grow…

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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

حدود یک سال پیش22:59

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

حدود یک سال پیش58:15

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…

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

حدود یک سال پیش56:29

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

حدود یک سال پیش50:47

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 …

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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

حدود یک سال پیش48:24

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

حدود یک سال پیش52:36

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

حدود یک سال پیش20:04

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

حدود یک سال پیش48:58

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…

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