Monark CEO Ben Haber sits down with Paul Walker, Industry Partner at Motive Partners and former Co-Head of Technology at Goldman Sachs, to unpack the friction points still holding back private markets' operating models. Paul draws on decades of experience building technology at the highest levels of finance to explain what it will actually take to modernize the industry's infrastructure.

In this episode:

The Operating Model: How senior leaders at Motive Partners apply hands-on operational expertise with portfolio companies across the full lifecycle, from diligence through exit.

The InvestCloud Strategy: A look at InvestCloud's approach to scaling private market access for wealth management platforms.

Solving Scale: Tackling the industry's "pipes" problem, moving from manual, high-ticket, high-touch processing to an automated model that can support high-volume trade counts.

The AI Transformation: Why Paul sees modern AI as "reasoning on demand," and how that shift is drastically accelerating both software development and financial operations.

Paul makes the case that solving these operational bottlenecks, not just building new products, is what will unlock the next wave of growth in private markets.

About Capital Connect:

Capital Connect is a podcast from Monark Markets exploring the most timely topics in private capital with the most informed and intelligent voices in the ecosystem. Hosted by Ben Haber.

About Monark Markets:

Monark provides API infrastructure connecting public and private markets for brokerages, custodians, and wealth management firms. Learn more at monark-markets.com.

Disclaimer:

The views and opinions expressed in this podcast are solely those of the participants and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances.

Monark CEO Ben Haber sits down with Shriram Bhashyam, COO of Sydecar, to explore how technology is transforming the operational backbone of private market investing. Shriram shares insights from his deep background in the secondary ecosystem including his time as a cofounder of EquityZen to explain why the next phase of private capital depends on better infrastructure.In this episode:The Evolution of Secondaries: A decade long retrospective on how the pre IPO market moved from exclusive insider deals to a more accessible ecosystem with improved liquidity and process efficiency.The SPV Revolution: Why Special Purpose Vehicles are becoming the preferred tool for deal leads to move quickly, collect smaller checks, and institutionalize access to late stage private companies.Addressing the Anthropic Moment: Shriram clarifies Sydecar’s role as an administrative platform following industry shaking statements regarding unauthorized trading and the importance of company led transparency.Bridging the Wealth Gap: A look at the shared vision between Sydecar and Monark to integrate private market access directly into brokerage and custodial platforms.Solving the Tax Headache: How automating the issuance of K1s and improving ledger technology is critical to making private investments as seamless as public ones.Shriram discusses how Sydecar is removing the back office headache by automating compliance, banking, and reporting, allowing sponsors to focus on making deals rather than managing spreadsheets.About Capital Connect:Capital Connect is a podcast from Monark Markets exploring the most timely topics in private capital with the most informed and intelligent voices in the ecosystem. Hosted by Ben Haber.About Monark Markets:Monark provides API infrastructure connecting public and private markets for brokerages, custodians, and wealth management firms. Learn more at monark-markets.com.Disclaimer:The views and opinions expressed in this podcast are solely those of the participants and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances.

Monark CEO Ben Haber sits down with Jacob Miller, co-founder of Opto Investments, to discuss the evolving landscape of private market access for the wealth community. Jacob explains how Opto is building bespoke private market programs for RIAs and family offices, moving beyond just "brand name" managers to find true outperformance.In this episode:The Drawdown Advantage: Why Opto prefers traditional drawdown structures over evergreen funds for risk reduction and patience.Alpha vs. Beta: A bold look at why "alpha" will never be democratized and how private market beta should be priced and distributed.The Conflict-Free Model: Why Opto refuses payment from GPs to ensure unbiased, open-architecture portfolio construction for clients.Avoiding the "Shiny Object": The common mistakes advisors make when allocating to private markets without a clear goals-based framework.Jacob shares how his background at Bridgewater Associates and partnership with Joe Lonsdale led to the creation of a firm focused on providing the technology and confidence needed to make private markets a core business pillar.About Capital Connect: Capital Connect is a podcast from Monark Markets exploring the most timely topics in private capital with the most informed and intelligent voices in the ecosystem. Hosted by Ben Haber.About Monark Markets: Monark provides API infrastructure connecting public and private markets for brokerages, custodians, and wealth management firms. Learn more at monark-markets.com.Disclaimer: The views and opinions expressed in this podcast are solely those of the participants and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances.

Monark CEO Ben Haber sits down with Samir Vasavada, co-founder and CEO of Vise, to discuss how AI is shifting the advisor's role. Samir shares a provocative vision: as technology handles the complex "IQ" tasks of portfolio management, the most successful advisors will be those with high "EQ" who can manage deeply personal client relationships.

In this episode:

► The Shift in Expertise: why future advisors might study psychology instead of finance

► The "Conductor" Model: moving from back-office operations to directing an integrated "orchestra" of software

► Whole Portfolio Solutions: why public and private markets must finally converge into a single, tax-aware view

Samir believes the industry must adapt or risk being left behind.

About Capital Connect

Capital Connect is a podcast from Monark Markets exploring the most timely topics in private capital with the most informed and intelligent voices in the ecosystem. Hosted by Ben Haber.

About Monark Markets

Monark provides API infrastructure connecting public and private markets for brokerages, custodians, and wealth management firms. Learn more at monark-markets.com.

Disclaimer: The views and opinions expressed in this podcast are solely my own and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances.

In the second episode of Capital Connect, Monark Markets co-founder and CEO Ben Haber sits down with Viram Shah, Co-Founder & CEO of Vested Finance, the platform managing over $1 billion in assets and giving Indian investors structured access to U.S. and global markets. Today, only 1 to 2% of Indian investors allocate capital internationally. Vested is closing that gap by combining cross-border brokerage infrastructure with the regulatory rails of GIFT City, India's emerging international financial services hub. In a focused 20-minute conversation built around three questions, Ben and Viram cover:▸ The three-step evolution of Indian global investing, moving from awareness, to access, and finally to advanced portfolio construction▸ How GIFT City is reshaping the regulatory framework connecting Indian capital to U.S. and global markets▸ Why Pre-IPO and private market access is becoming essential for the next generation of globally diversified portfoliosA candid conversation with one of the clearest operators building the bridge between Indian capital and global markets today.About Capital ConnectCapital Connect is a podcast from Monark Markets exploring the most timely topics in private capital with the most informed and intelligent voices in the ecosystem. Hosted by Ben Haber.About Monark MarketsMonark provides API infrastructure connecting public and private markets for brokerages, custodians, and wealth management firms. Learn more at monark-markets.com.Disclaimer: The views and opinions expressed in this podcast are solely my own and do not reflect any opinions or official position of Monark Markets. All content provided is for informational purposes only and should not be considered legal, financial, or professional advice; please consult with a qualified professional for specific advice related to your circumstances.

For the inaugural episode of Capital Connect, Ben Haber is joined by Ryan Eisenman, Co-Founder & CEO of Arch — the digital administration platform now powering over $450B in private market assets across 560 leading allocators, including Fortune 100 institutions, four of the top-20 banks, and eight of the top-20 accounting firms.

Arch has raised more than $75M from Oak HC/FT, Menlo Ventures, Craft, and Citi Ventures to consolidate K-1 collection, cash flow tracking, and portfolio data into a single digital interface — replacing the fragmented portal-by-portal experience that has long defined private market administration.

In a focused 20-minute conversation, Ben and Ryan discuss:

• What's resonating about Arch — and why even the world's most sophisticated investors needed a new platform to manage their private portfolios
• The single most important pain point in private capital markets today, and why solving it matters more than the rest
• What private markets will share with public markets as retail access expands — and what will always remain unique

A sharp, substantive conversation with one of the clearest thinkers building in private markets today.

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Capital Connect is a podcast from Monark Markets — API infrastructure connecting public and private markets for brokerages, custodians, and wealth management firms.