The Advisor’s Edge Podcast

Expanding Access to Alternative Investments Through Technology

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As alternative investments continue to move from the margins to the core of client portfolios, advisors face a challenge: how to access private markets at scale without adding operational burden. In this episode of The Advisor’s Edge, David Pappalardo and Peter Sullivan of Segal Marco Advisors sit down with Chris Nero, founder of Bridgeport Technology, to discuss:

  • Ways technology is reshaping access to alternatives
  • Why private markets require a fundamentally different operational approach than public markets
  • How a flexible digital infrastructure can support customization and scale for advisors
  • Why human judgment remains essential
    • ...more
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    The Advisor’s Edge PodcastBy Segal