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As institutional investing in private markets makes its way into the wealth channel, advisors and investors are being asked to think differently about liquidity, access, and portfolio construction.

In this episode, Dan sits down with Chris Schelling, Managing Director at Aksia, to explore what happens when institutional discipline meets retail reality, and how private markets are evolving as a result.

Together, they discuss:

• Why private markets are becoming more accessible to wealth clients, and what’s driving adoption
• The structural differences between institutional and retail portfolios when allocating to alternatives
• How evergreen and semi-liquid vehicles work and why they are often preferable for retail investors
• What advisors should understand about diligence, liquidity, and valuation as these strategies move downstream

Disclosures and Disclaimers

The views expressed by the host and guest are their own and are for informational and educational purposes only. Neither the host nor guest is acting as a registered representative for any specific investment strategy, and this discussion should not be construed as a recommendation or endorsement of any investment.

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For over 25 years, the Sequoia Training program has helped wholesalers be†ter organize their sales systems and increase their effectiveness. President John Sierawski joins today's show to discuss:

• Modern Territory Management: travel rotations with anchor meetings
• 3x2 Referal system and how that leads to more new business
• 16 touchpoint approach to adding more advisors amongst your client list

Reach out to John directly or check out their website for more details:

LinkedIn

Sequoia Website

Sequoia LinkedIn

To watch video clips including today's charts and videos, check out Internal Use Only on YouTube:

https://www.youtube.com/@InternalUseOnly

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Nolan Lynch, an external covering California, joins today's episode. We cover:

• The training programs we learned as internals at fund companies MFS, PGIM, and Natixis
• Structures to deliver an impactful fund pitch to advisors
• Challenging advisors asset class allocation and consulting them on product options

Interested in working with Internal Use Only to sharpen your pitch skills or create a framework/ training program for your internals or new hires?

DM us on Instagram or email us [email protected]

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Steve Seid re-joins the Internal Use Only podcast for a deep dive on all things annual reviews and goal setting. Steve is currently a wholesaler, and previously was a Divisional Manager. We explore his process for conducting reviews with wholesalers (including the data sets used), how management teams decide AUM goals and territory goals, and more. 

Please consider supporting the show (link below) to help us continue bringing exceptional content to the sales/distribution community. 

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Peter Schenck has spent nearly two decades as an advisor, branch manager, and most recently building a team of wholesalers. He joins the and discusses his experiences as advisor and what wholesalers did to stand out. He shares practical and actionable advice on 3 topics that are currently driving advisor activity: long-term care, estate planning, and tax efficient distributions.  He also details how he's help build a wholesaler team that is exceeding their goals and creating successful partnerships within their advisor network

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Jim Falbe, Founder of Saguro Capital, joins today's show. He takes us behind the scenes and into the role of an investment analyst, particular as a value investor. He shares stories about holding onto bad stocks for too long and how investment teams stick to their process. He also shares his efforts that changed how investments can be screened and evaluated using AI, and the impact that that can/will have on how analysts work. 

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Internal Use Only hosts it's first live, in-person podcast. Matt McCue, co-founder of Fin News, joins the show to discuss how wholesalers and asset managers use their platform for timely and up-to-date information on fund performance, institutional investors, and RIA's.

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The host has a short trip planned this week at a 2-day conference. He walks through some of his preparation and approach to the event, adding some commentary around travel logistics as well. 

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The host checks in with the Internal Use Only fans during the final weeks of summer. He shares a few topics that came across his desk including regulatory fines for asset managers, upcoming conferences and events, and more. 

He also outlines the next phase of the podcast's journey and how the audience can support that growth. 

Please consider a donation today to support the production of the show and future content and resource development. Link below:

buymeacoffee.com/internaluseonlypodcast

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Jon Randall, Founder and CEO of Extraordinary Advisors, joins today's show to discuss the key constraints that hold advisors back from growing their practices, while offering stories of advisors who have taken their growth to a new level. 

To access FREE Growth Guide , Customized Growth Report, and/or a consultation with his team, visit:

https://www.xfa.coach/ito

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