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

Monthly Alts Pulse Ep. 9: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital, and Haig Ariyan, CEO of Arax Investment Partners


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Welcome to the 9th 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. Arax Investment Partners CEO Haig Ariyan, a wealth management industry veteran, joins us to discuss the evolution of wealth management and the role that alts can and should play in wealth client portfolios. Together with RedBird Capital, an $8.6 billion AUM private equity firm focused on financial services and sports and media, Haig and Arax are partnering with wealth and asset management firms and teams to build a differentiated platform that takes lessons learned and deep experience from Haig's background running wealth management businesses. Following its recent acquisition of $9B AUM U.S. Capital Wealth Advisors, Arax now has over $16.5B in AUM and $13B in regulatory AUM.

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

  • The importance of independent and hybrid platforms in wealth management.
  • How to build culture at a wealth management firm.
  • How advisors can utilize alternative investments to benefit their clients.
  • How the industry can collaborate to enhance client outcomes and ensure informed investment decisions.
  • How innovative fund structures could change the landscape of private markets.

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

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

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