Welcome to the 18th episode of the Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream.
In the latest episode of the Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, Lawrence and I go global. We discussed his recent trip to Asia to peer into the nuances of the different wealth management markets around the globe.
As the leader of a platform with over $300B of assets that is responsible for the majority of individual and advisor-led investment flows into the alts space, Lawrence and iCapital have their finger on the pulse of what’s happening in private markets across the globe.
Lawrence and I had a fascinating discussion. We covered:
Lawrence’s recent trip to Asia and the pulse on the ground.
Asia’s growing interest in private markets.
How wealth management market structures differ across the globe and what it means for alternatives distribution.
Data-driven personalization for investors.
Thanks Lawrence for a great conversation … look forward to the next episode!
Show Notes
00:00 Introduction to Alts Pulse
00:18 Lawrence’s Recent Trip to Asia
00:27 Asia’s Growing Interest in Alternatives
00:42 Comparing Global Markets
01:53 Wealth Management Market Structures
02:11 iCapital’s Market Entry Strategies
03:18 Product Preferences in Asia
03:33 Evergreen Products and Global Trends
05:38 Distribution and Education in Private Markets
06:43 Model Portfolios and Customization
08:33 Strategic Distribution for GPs
08:49 Global Distribution Expansion
13:18 Personalization and Technology Investments
14:56 Data-Driven Personalization
15:41 Private Banks and Alternative Allocations
17:36 Thoughts for GPs on Distribution
18:27 Balancing Personalization and Scale
19:14 Conclusion and Wrap-Up
