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

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

Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model portfolios, and more. For anyone looking to invest into private markets (from experienced wealth managers to family offices to the individual investor looking for a more diversified investment portfolio), you’ll hear inside stories from executives and founders at some of the world’s largest financial institutions, alternative asset managers firms, and wealth management firms. More than a personal finance podcast, Alt Goes Mainstream dives deep into trends, investment strategies, firm building lessons, and innovative technologies that are enabling investors to access private markets.
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Episodes

73 Strings' Yann Magnan - unlocking valuation intelligence in private markets

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a founder who is building mission-critical valuation and portfolio monitoring software for alternative asset managers. We are joined by Yann Magnan , the Co-Founder and CEO of 73 Strings , to discuss how valuation work and portfolio monitoring is moving from manual to automated and why that’s so important for the industry. 73 Strings has leveraged AI and automation to more seamlessly and cost-effectively extract data, monit...

May 07, 202644 minEp. 211

Hamilton Lane's Hartley Rogers - pioneering private markets: Live from iCapital Connect

Welcome back to the Alt Goes Mainstream podcast. We were live from iCapital Connect’s conference in Phoenix, where we sat down with some of the industry’s leaders across asset management and wealth management. Hartley Rogers is a pioneer in private markets. He is the Executive Co-Chairman of Hamilton Lane , where he plays a significant role in investing and client relationship activities, as well as in strategic and organizational development. He is a Member of the Investment Committees and is t...

May 05, 202636 minEp. 210

Lincoln International's Brian Garfield - how is AI impacting private markets valuations?

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the nuances of the numbers to discuss valuations, underwriting, and the state of private markets. We sat down with Brian Garfield , Managing Director and Global Head of the Portfolio Valuations practice within Lincoln International ’s Valuations and Opinions Group. Brian provides valuation and transaction opinion services to public and private alternative asset managers. He leads a team of over 225 professionals, providi...

Apr 30, 202648 minEp. 209

Bridgepoint's Xavier Robert - building a "middle market global champion"

Welcome back to the Alt Goes Mainstream podcast. Today’s episode unpacks the nuances of the middle market investing landscape with an industry expert who spearheads one of the leading middle market investment platforms. We sat down in Bridgepoint ’s London office with Partner and Chief Investment Officer Xavier Robert . Xavier is a Partner of Bridgepoint and Chief Investment Officer, where he’s been a member of the firm for almost 28 years. He is a member of the Firm’s Group Management Committee...

Apr 23, 202641 minEp. 208

AlphaCore Wealth Advisory's Dick Pfister - Wealth management with alpha at its core: live from iCapital Connect

Welcome to the 19th episode of the Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. In the latest episode of the Alts Pulse, we were live from iCapital Connect. AlphaCore Wealth Advisory CEO & Founder Dick Pfister and I had a nuanced discussion about the intersection of wealth management, technology, and private markets. Dick is a pioneer of providing the wealth channel with access to private markets. He’s also a serial entrepreneur in both wealth management and private ma...

Apr 21, 202630 minEp. 207

HarbourVest's John Toomey - over 40 years of "earning investors' trust"

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the nuances of private markets with one of the industry’s leaders. We sat down with HarbourVest CEO John Toomey , where he leads a firm that has over $160B in AUM and has over 43 years of experience across primary funds, secondary transactions, direct co-investments, and building customized programs for LPs. John has been at HarbourVest for almost 30 years, joining the firm in 1997 as an Analyst in the Direct team. He sp...

Apr 14, 202659 minEp. 206

Stonepeak Credit's Ryan Roberge - building an infrastructure credit strategy

Welcome back to the Alt Goes Mainstream podcast. Today’s conversation unpacks an emerging category within infrastructure investing that has a compelling set of market forces and mega trend tailwinds. We sat down in Stonepeak ’s New York office with Stonepeak Credit Partner and Senior Managing Director Ryan Roberge . Ryan brings a diverse set of experiences to bear that helped him build an infrastructure credit business at Stonepeak. He previously covered the energy and infrastructure sectors for...

Apr 08, 20261 hr 2 minEp. 205

Bloomberg's Brad Foster - driving the convergence between public and private markets

Welcome back to the Alt Goes Mainstream podcast. Today’s episode takes us to a hub of market structure, a powerhouse of trading, and a crossroads of public and private markets to discuss how private markets are in the midst of a market structure evolution. We sat down at Bloomberg ’s NYC headquarters with Bloomberg’s Head of Fixed Income & Private Markets Brad Foster to discuss how technology and data are driving a convergence between public and private markets, particularly as it relates to...

Mar 31, 202646 minEp. 204

Brookfield Asset Management's David Nowak - "earn your seat" private equity

Welcome back to the Alt Goes Mainstream podcast. Today’s episode unpacks how to build a private equity firm within one of the largest and most unique investment platforms in private markets. We sat down in Brookfield Asset Management ’s Brookfield Place office in downtown NY with David Nowak , the President of Brookfield’s Private Equity Group . David and I dove into a conversation about the private equity industry, Brookfield’s approach to private equity, and how the firm’s culture and DNA shap...

Mar 19, 202655 minEp. 203

EQT's Lennart Blecher - active ownership of real assets

It all comes back to the DNA. The firms that know who they are will know who to be. You can learn a lot about an investment firm by listening to what they say. Alt Goes Mainstream’s AGM Originals Series - The DNA: Capturing Culture - is dedicated to capturing the DNA of a firm by listening to what they say. The first season of The DNA stars EQT . In Stockholm, at EQT’s AIM this past summer, I sat down for conversations with nine EQT executives . Each executive came from different parts of the fi...

Mar 12, 202626 minEp. 202

Stable Asset Management's Erik Serrano Berntsen - what it takes to build a great alternative asset management firm

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into what it takes to start, build, and scale an alternative asset manager. We sat down in Stable Asset Management ’s London office with Erik Serrano Berntsen . Erik is the CEO of Stable, where he defines and executes the firm’s investment strategy. Stable is one of the largest and most tenured GP stake builders globally. The firm manages around $5B in assets and has built over 40 firms since 2006. Stable makes strategic seed...

Mar 05, 20261 hr 12 minEp. 201

MSCI's Luke Flemmer - "bringing clarity to investment decisions"

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into how data and market structure are shaping private markets. We sat down in MSCI ’s New York office with Luke Flemmer , the Head of Private Assets at MSCI to discuss how standardization and normalization of data can help bring efficiency, transparency, and liquidity to private markets. Luke brings a unique perspective to private markets. He was previously Managing Director, Head of Digital Strategy for Alternative Investme...

Feb 26, 202648 minEp. 200

AGM Unscripted: Goldman Sachs' Jeff Fine - An Investor’s Guide to Private Markets

Welcome back to the Alt Goes Mainstream podcast. The Goldman Sachs Alternatives Summit “convened leaders across finance, geopolitics, technology, and culture” to discuss themes driving global markets. 2025’s Alternatives Summit was about “navigating a world in flux,” as the firm’s recap of its event noted. The event aimed to help investors cut through the noise and put together the pieces of the puzzle in a dynamic and increasingly complex world. Alt Goes Mainstream joined the event to have unsc...

Feb 14, 202637 minEp. 199

AGM Unscripted: Goldman Sachs' Michael Bruun - Driving Value in Private Equity Through Network and Innovation

Welcome back to the Alt Goes Mainstream podcast. The Goldman Sachs Alternatives Summit “convened leaders across finance, geopolitics, technology, and culture” to discuss themes driving global markets. 2025’s Alternatives Summit was about “navigating a world in flux,” as the firm’s recap of its event noted. The event aimed to help investors cut through the noise and put together the pieces of the puzzle in a dynamic and increasingly complex world. Alt Goes Mainstream joined the event to have unsc...

Feb 13, 202628 minEp. 198

AGM Unscripted: Goldman Sachs' Harold Hope - Secondaries: A Primary Consideration

Welcome back to the Alt Goes Mainstream podcast. The Goldman Sachs Alternatives Summit “convened leaders across finance, geopolitics, technology, and culture” to discuss themes driving global markets. 2025’s Alternatives Summit was about “navigating a world in flux,” as the firm’s recap of its event noted. The event aimed to help investors cut through the noise and put together the pieces of the puzzle in a dynamic and increasingly complex world. Alt Goes Mainstream joined the event to have unsc...

Feb 12, 202619 minEp. 197

AGM Unscripted: Goldman Sachs' Kristin Olson - The Evolution of Alternatives: Bridging Private Markets and Wealth

Welcome back to the Alt Goes Mainstream podcast. The Goldman Sachs Alternatives Summit “convened leaders across finance, geopolitics, technology, and culture” to discuss themes driving global markets. 2025’s Alternatives Summit was about “navigating a world in flux,” as the firm’s recap of its event noted. The event aimed to help investors cut through the noise and put together the pieces of the puzzle in a dynamic and increasingly complex world. Alt Goes Mainstream joined the event to have unsc...

Feb 11, 202618 minEp. 196

AGM Unscripted: Goldman Sachs' James Reynolds - From Mezzanine to Moats: Over a Quarter-Century of Goldman Sachs Private Credit

Welcome back to the Alt Goes Mainstream podcast. The Goldman Sachs Alternatives Summit “convened leaders across finance, geopolitics, technology, and culture” to discuss themes driving global markets. 2025’s Alternatives Summit was about “navigating a world in flux,” as the firm’s recap of its event noted. The event aimed to help investors cut through the noise and put together the pieces of the puzzle in a dynamic and increasingly complex world. Alt Goes Mainstream joined the event to have unsc...

Feb 10, 202628 minEp. 195

AGM Unscripted: Goldman Sachs' Matt Gibson - Navigating the Future of Alternatives: Scale, Supply, and Geopolitics

Welcome back to the Alt Goes Mainstream podcast. The Goldman Sachs Alternatives Summit “convened leaders across finance, geopolitics, technology, and culture” to discuss themes driving global markets. The 2025 Alternatives Summit was about “navigating a world in flux,” as the firm’s recap of its event noted. The event aimed to help investors cut through the noise and put together the pieces of the puzzle in a dynamic and increasingly complex world. Alt Goes Mainstream joined the event to have un...

Feb 09, 202634 minEp. 194

Lexington Partners' Taylor Robinson - secondaries in the spotlight

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the rapidly expanding world of secondaries with a senior leader at one of the pioneering firms in the secondaries space. We sat down at Franklin Templeton ’s New York office with Taylor Robinson , a Partner on the Secondary team at Lexington Partners , which has over $77B in total capitalization and is part of Franklin Templeton’s family of private markets funds and strategies . Taylor, who joined the firm in 2008, is pr...

Feb 03, 202657 minEp. 193

Ultimus Fund Solutions' Gary Tenkman - building the core fund administration infrastructure to make private markets go mainstream

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features a pioneer who has been building the core infrastructure that is making private markets go mainstream. We talk with Gary Tenkman , a 30-year veteran of the fund administration world who is the CEO of Ultimus Fund Solutions . Ultimus serves over 450 clients and 2,300 funds, representing $725B of assets under administration, all handled by a team of over 1,100 professionals. Ultimus, which is backed by private equity firm, GT...

Jan 27, 202651 minEp. 192

Goldman Sachs' Sara Naison-Tarajano - working with the apex of the wealth channel

Welcome back to the Alt Goes Mainstream podcast. Today’s episode brings us to the apex of the wealth channel. We sat down in Goldman Sachs’ HQ at 200 West with Sara Naison-Tarajano , a Partner and Global Head of Private Wealth Management Capital Markets and Global Head of Goldman Sachs Apex Family Office Coverage . Sara is also responsible for the One Goldman Sachs Family Office initiative in the Americas. Sara has been at Goldman Sachs for over 26 years, where she’s worked in a number of roles ...

Jan 20, 20261 hr 7 minEp. 191

Stonepeak's Cyrus Gentry - bringing infrastructure investing to the wealth channel

Welcome back to the Alt Goes Mainstream podcast. Today’s episode brings infrastructure investing to life — literally. We sat down in and walked through one of Stonepeak ’s data center assets with Managing Director and CEO of SP+ INFRA, Cyrus Gentry . Cyrus has played an integral role in Stonepeak’s rapid ascent as a firm and the growth of its wealth solutions business, Stonepeak+, joining early in the firm’s history and helping the firm grow to approximately $80B in AUM. Cyrus brings a private e...

Jan 13, 202650 minEp. 190

Blue Owl's Sean Connor - a growth company in a growth industry that is investing in megatrends

Welcome back to the Alt Goes Mainstream podcast. Today’s episode takes us inside the world of wealth from the perspective of one of the industry’s largest alternative asset managers that has made the wealth channel core to its firm’s DNA from the beginning. We sat down with Sean Connor , Senior Managing Director and the President & CEO of Global Private Wealth at Blue Owl Capital , a firm with almost $300B in AUM. Sean highlighted a number of key insights for navigating and working with the ...

Jan 06, 20261 hrEp. 189

EQT's Jean Eric Salata - reflections on leadership, culture, and values from one of the world's largest investment firms

It all comes back to the DNA. The firms that know who they are will know who to be. You can learn a lot about an investment firm by listening to what they say. Alt Goes Mainstream’s AGM Originals Series - The DNA: Capturing Culture - is dedicated to capturing the DNA of a firm by listening to what they say. The first season of The DNA stars EQT . In Stockholm, at EQT’s AIM this past summer, I sat down for conversations with nine EQT executives . Each executive came from different parts of the fi...

Dec 24, 202532 minEp. 188

Alts Pulse Ep. 18: Taking the pulse of private markets with iCapital Chairman & CEO Lawrence Calcano

Welcome to the 18th episode of the Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. In the latest episode of the Alts Pulse, a live conversation in studio with Lawrence Calcano , the Chairman & CEO of iCapital , Lawrence and I go global. We discussed his recent trip to Asia to peer into the nuances of the different wealth management markets around the globe. As the leader of a platform with over $300B of assets that is responsible for the majority of individual and advisor...

Dec 23, 202519 minEp. 187

EQT's Conni Jonsson - building a global private equity firm the Nordic way

It all comes back to the DNA. The firms that know who they are will know who to be. You can learn a lot about an investment firm by listening to what they say. Alt Goes Mainstream’s AGM Originals Series - The DNA: Capturing Culture - is dedicated to capturing the DNA of a firm by listening to what they say. The first season of The DNA stars EQT . In Stockholm, at EQT’s AIM this past summer, I sat down for conversations with nine EQT executives . Each executive came from different parts of the fi...

Dec 20, 202526 minEp. 186

Vista Equity Partners' David Breach - building a software investing powerhouse in the age of AI

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the nuances of enterprise software and how to build a scaled specialist alternative asset manager. We sat down in Vista ’s NYC office with David Breach , Vista’s President and Chief Operating Officer. David sits on Vista’s Executive Committee, the firm’s governing and decision-making body for matters affecting its overall management and strategic direction as well as the firm’s Private Equity Management and Vista’s Priva...

Dec 11, 202552 minEp. 185

ING's Anneka Treon and Johan Kloeze - lessons learned from building a private markets platform for private wealth clients in Europe

Welcome back to the Alt Goes Mainstream podcast. Today’s episode was filmed at ING ’s HQ in Amsterdam, right after ING held its Private Markets Day . The firm has been actively building out its private markets capabilities to serve its private wealth clients so it was a treat to interview two of the people responsible for running ING’s wealth management and private markets practice. We sat down with Anneka Treon , ING’s Global Head of Private Banking, Wealth Management & Investments, and Joh...

Dec 09, 202547 minEp. 184

Live from New York with Oaktree's Armen Panossian - "don't reach for risk to deliver the right return"

Welcome back to the Alt Goes Mainstream podcast. Today’s episode was filmed live at an event during a Brookfield Oaktree Wealth Solutions RIA Council meeting in New York. Armen Panossian , the Co-CEO and Head of Performing Credit at Oaktree , and I sat down for a conversation in a Brookfield-owned building with a group of RIAs in the audience. Armen, who joined Oaktree in 2007, has been an integral part of scaling Oaktree to over $209B in AUM. Oaktree, a storied firm, particularly in distressed ...

Dec 04, 202554 minEp. 183

Franklin Templeton's George Stephan - bringing public and private together

Welcome back to the Alt Goes Mainstream podcast. Today’s episode brings the perspective of an asset management veteran who has sat on both sides of the table. We sat down in Franklin Templeton’s New York City office with George Stephan , COO of Global Wealth Management Alternatives at Franklin Templeton . George joined Franklin to continue the buildout of the firm’s Alternatives capabilities, which boasts over $264B AUM in private markets strategies that include Lexington Partners, Benefit Stree...

Dec 02, 202552 minEp. 182
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