Welcome to AGM: The meeting place for private markets x private wealth
Alt Goes Mainstream sits at the intersection of private markets and private wealth.
Through conversations, content, and events, AGM translates complex market trends into practical insights that empower wealth managers and asset managers with the context, information, and relationships to successfully navigate alternative investments going mainstream.
Sign up for perspectives from leading investors, allocators, and innovators shaping the future of private markets — and to stay informed on how these changes impact asset managers, wealth managers, wealth managers’ clients, and technology companies servicing the industry.
Who subscribes to Alt Goes Mainstream?
Wealth managers who want to learn more about including private markets in their client portfolios and how best to talk about the space with their clients.
Asset managers who want to understand how private markets are shaping the evolution of asset management as a businesses and why the private wealth channel is one of the most important growth trends in decades.
Finance professionals who want to see what the coming wave of disruption looks like in FinTech and private markets.
Founders who want to build a company in private markets.
Venture capitalists who want to understand what private companies they should be looking out for to partner with and invest in.
Individual investors who want to learn about the companies and strategies that can help build a better investment portfolio in the 21st Century.
Anyone who is excited by the ground-breaking innovation happening in private markets.
About Me
Over the past 14 years, I’ve been lucky enough to have a front row seat in the global wealth channel’s adoption of private markets as the alternative investment space has evolved from its roots in peer-to-peer lending (Lending Club) to witness trillions of dollars flowing from private wealth into private markets.
How far we’ve come in just 14 short years.
I’m a Co-Founder and Partner at Broadhaven Ventures, an early-stage FinTech VC that has been an early investor in Carta, MoneyLion, Republic, Flatpay, Cantilever, Nowports, Covalto (fka Credijusto), Kovi, Liveoak (acq. by DocuSign), 73 Strings, AltExchange (acq. by iCapital), LemonEdge, Alt, Bitso, Allocate, Cloover, bunch, Brassica (acq. by BitGo), CoinList, Shakepay, DealsPlus, and more.
Broadhaven Ventures is affiliated with Broadhaven Capital Partners, a market leading FinTech investment bank that has advised on more than $100B in transaction volume, including a number of landmark deals in trading and technology (ICE, CBOE, BATS), asset management (Franklin Templeton / Legg Mason $6.6B merger, Franklin Templeton’s $1.75B acquisition of Lexington Partners), and alternative investments (Cambridge Associates, Wilshire Associates, Angelo Gordon’s sales).
I’ve been an early investor in some of the companies that are shaping private markets market infrastructure, like iCapital, Republic, Forge (acq. by Schwab), 73 Strings, Alt, CoinList, Allocate, Sorare, bunch, Brassica (acq. by BitGo), AltExchange (acq. by iCapital), Passthrough, Caplight, Syndicate, DealsPlus, GP Stakes firm Cantilever and others that are enabling alternatives to go mainstream.
I’ve been an operator as an early employee at two online investment platforms that have pioneered access to alternative investments.
I was the first sales hire at Oakland-based Mosaic, a Warburg Pincus-backed company that has raised over $300 million in equity, which enabled retail investors to invest into home solar loans and has originated over $14B in home solar loans since inception.
Then, I moved to New York City and was pre-product, employee #9 at iCapital Network, where I helped build their investor network / sales team from a blank sheet of paper. At iCapital, we built a platform that has enabled the HNW community to access alternative investment funds at low minimums. We grew the platform to almost $3B in AUM in under 3 years before BlackRock invested into the company. iCapital is now the critical industry infrastructure for banks and wealth managers to access alternative investment funds, enabling over $300B in AUM to flow into private equity, venture capital, and hedge funds, and has raised over $1.5B in equity from leading investors like BlackRock, Blackstone, Goldman Sachs, Apollo, WestCap, Ping An, Carlyle, and others.
I started my career as an investor at Goldman Sachs on their Principal Strategic Investments team, investing into FinTech and capital markets infrastructure, which has helped shape my view that alts are the next asset class to undergo a market structure evolution as equities and fixed income have done in the past.
Join the AGM crew
Be part of the movement that fuels Alts Go Mainstream.
I’d love to hear your comments, questions, or feedback, so don’t hesitate to reach out to me on email at michael@theagmcollective.com or on LinkedIn.
