“The room where it happens … No one really knows how the game is played The art of the trade How the sausage gets made We just assume that it happens But no one else is in the room where it happens … When you got skin in the game, you stay in the game But you don’t get a win unless you play in the game.” Welcome back to the Alt Goes Mainstream podcast. These excerpts were in a song by Leslie Odom Jr. and Lin-Manuel Miranda from Hamilton. But they could also be applied to the conversation Laurenc...
Mar 05, 2024•1 hr 16 min•Ep. 91
Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives deep into one of the fastest growing independent wealth platforms in the US — Sanctuary Wealth — and how alternatives is a major ingredient to the growth of their firm and the RIA space more broadly. We have Sanctuary’s MD and Head of Alternative Investments, Patrick McGowan, and Director of Strategic Partnerships, Oksana Poznak, on the show to discuss why they believe alternative investments are a key driver of their growth ...
Mar 01, 2024•49 min•Ep. 90
Welcome to the 7th 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. On this episode, Lawrence and I had a fascinating and lively disc...
Feb 24, 2024•27 min•Ep. 89
A few weeks ago, the tables were turned and I sat down with David Weisburd of the 10X Capital Podcast to talk about the ongoing transformation of private markets. The wealth channel is becoming a centerpiece of the LP universe. Every alternative asset manager either has — or has to have — a strategy for working with the wealth channel in today’s private markets. We discussed: Why the wealth channel will become a prominent LP for many funds over time. How infrastructure solutions like iCapital ar...
Feb 21, 2024•33 min•Ep. 88
Welcome back to the Alt Goes Mainstream podcast. On today’s episode, we travel around the world of hospitality investing. We talk with Carlos Rodriguez Jr. , the Founder, President, and COO of Driftwood Capital , one of the US’s leading hospitality sponsors with over $3B in hospitality assets under management. They’ve found a way to do both the traditional things in real estate investing and development well and compliment that with an innovative strategy to bring over 1,200 accredited investors...
Feb 08, 2024•1 hr 1 min•Ep. 87
Welcome back to the Alt Goes Mainstream podcast. On today’s show, we welcome a senior member of the team at the world’s 3rd largest alternatives manager. Tyler Jayroe is a MD and Portfolio Manager in the Private Equity Group at J.P. Morgan Asset Management, which manages over $2.4 trillion of assets on behalf of a diverse group of global institutions and individual investors. Tyler’s team, the Private Equity Group, has a 40 year history of investing across private markets, covering the alternati...
Feb 01, 2024•48 min•Ep. 86
Welcome back to the Alt Goes Mainstream podcast. On today’s show, we welcome a long-time VC investor who brings the perspective from both sides of the pond. Fred Destin , the founder of Stride VC , a seed fund operating out of London and currently investing out of its second £123M fund, shares his views on the venture capital industry. Prior to Stride, Fred was a General Partner at Accel and Accomplice (fka Atlas Venture). He’s invested in some of venture’s big winners, including Deliveroo, Pill...
Jan 18, 2024•56 min•Ep. 85
Welcome back to the Alt Goes Mainstream podcast. On today’s show, we welcome a veteran of venture, a champion of portfolio concentration, a master of micro VC. Chris Douvos has taken a mosaic of experiences as an allocator at both endowments and funds that worked on behalf of institutional investors to found Ahoy Capital in 2018, an intentionally right-sized firm focused on working with smaller, emerging VC managers. A pioneering investor in the micro VC movement, Chris has been a mainstay in ve...
Jan 10, 2024•52 min•Ep. 84
Welcome to the 6th 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. On this episode, Lawrence and I had a fun and lively discussion. ...
Jan 10, 2024•23 min•Ep. 83
Welcome to the 5th 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. On this episode, Lawrence and I had a fun and lively discussion. ...
Dec 04, 2023•21 min•Ep. 82
Today’s show brings us inside the mind of a top allocator and CIO in the private wealth world. We talk with Shannon Saccocia , the CIO of Neuberger Berman Private Wealth , a division of NB that has almost $70B of assets under management. With over 24 years of experience, Shannon brings a wealth of knowledge on private markets to bear. At NB Wealth, she works closely with investment leadership to establish market views, asset allocation, and portfolio recommendations tailored specifically for NB ...
Nov 22, 2023•1 hr•Ep. 81
Welcome back to the Alt Goes Mainstream podcast. Today’s show dives into the collision of culture, sports, and finance. We talk with Chase Griffin , a student-athlete and QB at UCLA, who has become a pioneer in the college athletics Name Image Likeness (NIL) movement and is the 2x winner of the NIL Male Athlete of the Year awards from the NIL Summit and Opendorse. Chase has excelled on and off the field, so he’s no stranger to success. In high school, he was the Texas Gatorade Player of the Year...
Nov 09, 2023•44 min•Ep. 80
Welcome back to the Alt Goes Mainstream podcast. On today’s show, we bring the institutional family office perspective to private markets. We talk with Jamie Rhode , a Principal at Verdis Investment Management . Verdis is a single family office based in Philadelphia that was built on the rich legacy of the family, a major business family, that has spanned over three centuries. At Verdis, Jamie is focused on venture capital, private equity, and hedge fund investment sourcing and due diligence. Sh...
Oct 31, 2023•48 min•Ep. 79
Welcome back to the Alt Goes Mainstream podcast. Today we bring on one of the world’s largest pre-seed investors to cover what the state of early-stage investing looks like. We welcome Maelle Gavet , the CEO of Techstars , a leading accelerator and global investment business that works with early-stage startups. Maelle has taken a background where she’s been a CEO, COO and operator at the likes of Priceline and Compass to run Techstars as they continue to transform their business. Techstars has ...
Oct 25, 2023•51 min•Ep. 78
Welcome back to the Alt Goes Mainstream podcast. Today, we travel to London to talk with someone who has seen the evolution of the European tech ecosystem up close. We discuss the rise of Europe with Isomer Capital ’s Co-Founder and Managing Partner Joe Schorge . Isomer is a pan-European fund-of-funds, co-investment, and secondaries platform that is on its way to €1B AUM. They’ve invested in 70 VC funds, including the likes of Seedcamp, Hoxton Ventures, Atlantic Labs, and leading European compan...
Oct 11, 2023•1 hr 7 min•Ep. 77
Welcome to the 4th 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. On this episode, Lawrence and I had a fun and lively discussion. ...
Sep 26, 2023•22 min•Ep. 76
Welcome back to the Alt Goes Mainstream podcast. Startup stories are often stuff of dreams — and today’s podcast is a story about one of tech’s most unlikely venture capitalists . Journalist and professional soccer player turned immigrant turned self-proclaimed "best carwasher in San Jose" turned Persian rug salesman turned top Silicon Valley seed investor Pejman Nozad , the Co-Founder & Founding Managing Partner of Pear VC comes on the show to chronicle his journey that has crossed continen...
Sep 19, 2023•50 min•Ep. 75
Welcome back to the Alt Goes Mainstream podcast. Today’s episode features a pioneer in the sustainable investing world. Bill Orum , who is a Partner at Capricorn Investment Group , has proven that investors can do well and do good at the same time. Bill and his Partners have led Capricorn, a $9B AUM sustainable investment platform serving families, foundations, and institutional investors for over 20 years as a full service OCIO and investment platform. Capricorn has been an innovator for a numb...
Sep 12, 2023•54 min•Ep. 74
Welcome back to the Alt Goes Mainstream podcast. On today’s show, we dive into the world of wealth management with one of the industry’s leaders, Haig Ariyan . Haig has seen it all. He went from someone who grew up in the advisory world as a wealth manager at Dean Witter Reynolds to ultimately becoming President and CEO of Alex Brown, America’s first investment banking firm. At Alex Brown, he oversaw 220 financial advisors and $70 billion in client assets. When Alex Brown sold to Raymond James F...
Sep 01, 2023•55 min•Ep. 73
Welcome to the 3rd 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 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. Watch the Monthly Alts Pulse On this episode, Lawrence and I had a fun and livel...
Aug 26, 2023•22 min•Ep. 72
Welcome back to the Alt Goes Mainstream podcast. On today's show, we have a fascinating episode that combines the macro and the micro. Nimble Partners Founder John Burbank and Partner Ken Wallace come on the show to share their unique perspectives and discuss both the nuances and intricacies of investing in private markets and early-stage venture. Nimble Partners is a technology investment platform that invests into early-stage fund managers through their manager selection program and as well as...
Aug 10, 2023•54 min•Ep. 71
Welcome back to the Alt Goes Mainstream podcast. Recently, I had the pleasure of hosting a live podcast at the Allocate Beyond Summit , where I interviewed Avy Stein and Jordan Stein from Cresset . Allocate ’s founders Samir Kaji and Hana Yang brought together a fascinating and thoughtful group of allocators, family offices, and VCs for an engaging two days of discussion about private markets. At the event, I interviewed father and son duo from Cresset. Avy Stein, the Co-Founder and Co-Chairman ...
Aug 02, 2023•46 min•Ep. 70
Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into an important and growing part of the alts ecosystem: how investors can access and invest into alternatives through their retirement funds. We have Eric Satz, the CEO of Alto, a self-directed IRA custodian, with us today to discuss how he’s on a mission to provide everyday Americans with the same investment opportunity long favored by institutional investors. Alto provides custody for a wide array of alternative assets, i...
Jul 18, 2023•49 min•Ep. 69
Welcome to the 2nd 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 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. On this episode, Lawrence and I had a fun and lively discussion. We covered: Wha...
Jul 14, 2023•22 min•Ep. 68
Wealth managers are increasingly participating in private markets, and for good reason. Today’s podcast is with an expert allocator in the alts space, Phil Huber , who has not only been actively investing in private markets as the CIO of $18B Savant Wealth , but has also authored a book about how advisors can approach private markets. This podcast is a must-listen for any allocator, particularly in the wealth management space, as Phil shares actionable insights for how LPs can go about building ...
Jun 30, 2023•40 min•Ep. 67
Welcome back to the Alt Goes Mainstream podcast. Today we peer into one of the most fascinating companies in private markets, AngelList , and talk with AngelList’s CEO Avlok Kohli . AngelList is building the operating system for modern startups and tech innovation, and as such, they see themselves as building a company of companies. AngelList has had almost 19,000 startups raise capital from syndicates and funds on their platform, they support over $15B in assets, and 40% of all US unicorns have...
Jun 08, 2023•51 min•Ep. 66
Welcome back to the Alt Goes Mainstream podcast. Today we talk with John Avery , an executive who is leading the charge for private markets, Web3, and tokenization at one of the largest publicly traded financial services companies, FIS . FIS is one of the world’s leading financial services companies. Over 95% of the world’s banks work with FIS. Their asset management technology processes $40 trillion on an annual basis. And their products and services reach 20,000 clients globally. In the alts s...
May 31, 2023•42 min•Ep. 65
Welcome to the launch of the collaboration between iCapital x Alt Goes Mainstream. Here’s the first episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, 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. Come for education, stay for Succession. Watch the Monthly Alts Pulse On th...
May 22, 2023•21 min•Ep. 64
Welcome back to the Alt Goes Mainstream podcast. On today’s episode, we talk with Seyonne Kang , a Partner at StepStone , which acquired her former firm, Greenspring Associates. StepStone is a global private markets firm that provides customized investment and advisory solutions to some of the world’s most sophisticated investors. StepStone has a total capital responsibility of $602B of assets and has $134B of assets under management across the spectrum of private markets investments, giving the...
May 19, 2023•41 min•Ep. 63
Welcome back to the Alt Goes Mainstream podcast. On today’s episode, we have Sheel Mohnot , the co-founder and Partner of FinTech VC fund Better Tomorrow Ventures . Sheel is a career fintech investor and operator. He has built Better Tomorrow Ventures into an active pre-seed and seed stage fintech VC that has grown to over $225M AUM. Prior to founding BTV, he was the GP at 500 FinTech, where he was the first institutional investor in Albert, Kin, Indio, Chipper Cash, Ethic, and others. He was al...
May 10, 2023•48 min•Ep. 62
