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 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.
On this episode, Lawrence and I had a fascinating and lively discussion. We covered:
Has private markets moved from access as table stakes to customization and differentiation?
What are the different phases of private markets — and how has iCapital built solutions for each?
Is data the oil for private markets?
How will model portfolios fit into the wealth channel’s adoption of private markets?
If advisors now have access to private markets, how do they differentiate?
How does the trend of OCIOs being acquired by wealth managers factor into the continued evolution of wealth channel adoption of private markets?
The nuances of diligence on fund managers.
Why do private markets “start and stop at the advisor’s desktop?”
What's the interplay between brand, access, and customization?
Thanks Lawrence for a great episode … looking forward to next month’s conversation!
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