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

Monthly Alts Pulse Ep. 12: Taking the pulse of private markets and the future of AI and automation in private markets with Eileen Duff, Managing Partner & Chief Client Success Officer at iCapital


Listen Later

Welcome to the 12th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream.

This month’s episode features one of iCapital’s senior executives, Eileen Duff, Managing Partner & Chief Client Success Officer, and a private markets veteran who was Head of Alternative Investments, North America for Credit Suisse for a number of years. At iCapital, she oversees Investor Relations, Enterprise Integration, and Client Operations teams to optimize the client experience. Eileen has had a number of senior and instrumental roles at iCapital. She's also a member of iCapital's Operating Committee. She was previously Head of Fund Management & Research for iCapital, where she was responsible for origination and development of new investment products and lifecycle management of existing offerings. She also led Distribution for iCapital, leading the sales and relationship management function after joining from Credit Suisse.

iCapital, as the leading platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has its finger on the pulse of what’s happening in private markets.

Eileen and I had a fascinating and lively discussion about how technology innovation, and AI and automation in particular, are revolutionizing alternative investments and how technology can drive growth and operational efficiency. 

We covered:

  • How and why alternatives distribution has evolved. 
  • The importance of meeting clients where they are.
  • The evolution of wealth channel strategies.
  • How much does structure matter?
  • When and why Eileen saw registered funds as a major driver of the future growth of private markets well before they became mainstream.
  • The impact of registered and evergreen funds on operations and fund administration.
  • Where will the biggest efficiencies come from in the automation of post-investment processes?
  • How AI and automation will enhance operational efficiency?

Thanks Eileen for a great episode … looking forward to next month’s Monthly Alts Pulse 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

2,184 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

989 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

935 Listeners

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

Invest Like the Best with Patrick O'Shaughnessy

2,304 Listeners

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

Capital Allocators – Inside the Institutional Investment Industry

802 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