Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

Monthly Alts Pulse Ep. 10: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital, and Robert Picard, Managing Director, Head of Alternative Investments at Hightower Advisors


Listen Later

Welcome to the 10th episode of a collaboration between iCapital x Alt Goes Mainstream. 

Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has his finger on the pulse of what’s happening in private markets.

In today’s episode, Lawrence and I welcome a special guest. Hightower Advisors Managing Director, Head of Alternative Investments Robert Picard joins us to discuss the operational challenges and solutions in private markets.

Robert has spearheaded the creation of the Alternative Investment Platform offering at Hightower, where he and the team curates investment opportunities in private markets for their advisor teams through research and due diligence. Hightower has 140 advisor teams that collectively manage over $150B AUM. Robert has a wealth of experience in private markets. He was instrumental in building four multi-billion dollar alternative investment platforms at The Carlyle Group / Rock Creek, Optima Fund Management, RBC Capital markets, and State Street / InfraHedge. Most recently, Robert served as Head of Alternative Investments at First Republic Wealth Management.

On this episode, Lawrence, Robert, and I had a fascinating and lively discussion. We covered a number of topics, including:

  • How wealth platforms like Hightower and infrastructure operating systems like iCapital are creating straight-through-processing solutions across the lifecycle of a private markets investment for the wealth channel.
  • The importance of bringing alts directly to the advisor’s desktop.
  • Why improving the experience for advisors in private markets is critical to increasing adoption.
  • Why it’s important to build across the continuum of needs for different types of high-net-worth investors.
  • The importance of customization and differentiation with private markets solutions for advisors.
  • What is the biggest unlock to enabling greater flows of capital into private markets?
  • What are the implications of opening up the alts superhighway?

Thanks Lawrence and Robert for a great episode … looking forward to next month’s conversation!

...more
View all episodesView all episodes
Download on the App Store

Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsBy Michael Sidgmore

  • 5
  • 5
  • 5
  • 5
  • 5

5

24 ratings


More shows like Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

View all
Masters in Business by Bloomberg

Masters in Business

2,187 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

988 Listeners

Odd Lots by Bloomberg

Odd Lots

1,778 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

937 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,307 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

801 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

145 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

389 Listeners

The Private Equity Podcast, by Raw Selection by Alex Rawlings

The Private Equity Podcast, by Raw Selection

30 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

344 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

26 Listeners

The View From Apollo by Torsten Slok

The View From Apollo

25 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

21 Listeners

The Insight by Oaktree Capital by Oaktree Capital

The Insight by Oaktree Capital

22 Listeners

Bloomberg Talks by Bloomberg

Bloomberg Talks

17 Listeners