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, has his finger on the pulse of what’s happening in private markets.
On this episode, Lawrence and I had a fun and lively discussion. We covered:
What iCapital is seeing in the market now.
The importance of developing long-term partnerships in business and life.
Why there’s a need for advisors to understand how alts fit into overall client portfolios and innovations needed with technology and analytics through innovations like iCapital Architect.
The path to including alts in model portfolios.
Why alts are still sold, not bought — and how iCapital’s Marketplace may change that dynamic.
How GPs needed to be educated on why and how working with the wealth channel made sense for their business.
How the market has evolved to where many GPs are focused on working with the wealth channel.
How things go slow and then they go fast, particularly in asset management.
Thanks Lawrence for a great episode … looking forward to next month’s conversation!
🎥 Ep. 3: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital