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.