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Monthly Alts Pulse Ep. 16: Live from iCapital Connect - the technology perspective of model portfolios and UMAs with GeoWealth and iCapital
Welcome to the 16th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream.
We were live from iCapital Connect’s conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets exposure through a unified managed account (UMA) are now available to advisors.
I sat down with Jack Hannah, the President & COO of GeoWealth, and Michael Doniger, SVP, Partnerships at iCapital, to discuss the technology and market structure innovation of the UMA and how private markets can play a role in model portfolios.
In this live, unscripted episode, Jack, Michael, and I had a fascinating and lively discussion. We covered:
- An introduction to the partnership between BlackRock, iCapital, and GeoWealth.
- Incorporating private markets into UMAs.
- The private markets integration workflow.
- Customization and “sleeving” in UMAs.
Thanks Jack and Michael for a great episode … looking forward to next month’s Monthly Alts Pulse conversation!
Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM’s podcasts.
Show Notes
00:00 Introduction and Guest Welcome
00:34 Evolution of UMAs in Private Markets
01:03 Incorporating Alternatives into UMAs
01:32 Private Markets Integration Workflow
02:41 Challenges and Solutions in UMA Implementation
03:32 Customization and Sleeving in UMAs
04:32 Client-Centric Solutions and Advisor Needs
05:21 Early Adoption of Private Market Solutions
06:17 Building a Robust Model Marketplace
08:37 Future of Model Portfolios and UMAs
13:10 Post-Investment Processes and Technology
14:17 Data Solutions and Performance Reporting
15:06 Growth Projections for UMAs and Private Markets
16:09 Conclusion and Final Thoughts
16:12 Closing Remarks and Thank You
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By Michael Sidgmore
5
2424 ratings
Welcome to the 16th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream.
We were live from iCapital Connect’s conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets exposure through a unified managed account (UMA) are now available to advisors.
I sat down with Jack Hannah, the President & COO of GeoWealth, and Michael Doniger, SVP, Partnerships at iCapital, to discuss the technology and market structure innovation of the UMA and how private markets can play a role in model portfolios.
In this live, unscripted episode, Jack, Michael, and I had a fascinating and lively discussion. We covered:
- An introduction to the partnership between BlackRock, iCapital, and GeoWealth.
- Incorporating private markets into UMAs.
- The private markets integration workflow.
- Customization and “sleeving” in UMAs.
Thanks Jack and Michael for a great episode … looking forward to next month’s Monthly Alts Pulse conversation!
Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM’s podcasts.
Show Notes
00:00 Introduction and Guest Welcome
00:34 Evolution of UMAs in Private Markets
01:03 Incorporating Alternatives into UMAs
01:32 Private Markets Integration Workflow
02:41 Challenges and Solutions in UMA Implementation
03:32 Customization and Sleeving in UMAs
04:32 Client-Centric Solutions and Advisor Needs
05:21 Early Adoption of Private Market Solutions
06:17 Building a Robust Model Marketplace
08:37 Future of Model Portfolios and UMAs
13:10 Post-Investment Processes and Technology
14:17 Data Solutions and Performance Reporting
15:06 Growth Projections for UMAs and Private Markets
16:09 Conclusion and Final Thoughts
16:12 Closing Remarks and Thank You
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