Welcome to the 14th installment of the Monthly Alts Pulse, a collaboration between iCapital and Alt Goes Mainstream.
In this episode, we bring you an engaging studio conversation with Lawrence Calcano, the Chairman and CEO of iCapital. With over $200 billion in assets, iCapital is instrumental in driving individual and advisor-led investments into the alternative investment space. Lawrence, at the helm of this operation, provides a keen insight into the latest happenings in private markets.
If you’re interested, you can tune in and listen to this episode on Apple Podcasts, Spotify, or Transistor.
Lawrence and I dove into a dynamic discussion covering several intriguing topics:
– Has the shift in private markets moved from merely offering access to focusing on customization and differentiation?
– How has iCapital structured solutions to accommodate the evolving phases of private markets?
– Is data the new oil of the private markets?
– What role will model portfolios play in the wealth channel’s adoption of these markets?
– Now that advisors can access private markets, what sets them apart?
– How does the acquisition trend of OCIOs by wealth managers influence the adoption of private markets within wealth channels?
– What are the intricacies of thoroughly evaluating fund managers?
– Why is it said that private markets begin and end at the advisor’s desktop?
– What’s the correlation between brand reputation, market access, and customizing offerings?
Thank you, Lawrence, for an engaging session. I’m eagerly anticipating next month’s episode!
Adam Bobker from Fortress Investment Group
