Welcome back to the Alt Goes Mainstream podcast. Today’s interview is with a wealth management entrepreneur who created one of the most consequential wealth management technology companies that has helped to shape the industry into what it is today. Bill Crager is the Co-Founder of Envestnet, which he and his co-founder, the late Jud Bergman, grew into a public company. Bill was the CEO of Envestnet during the company’s time as both a public company and following Bain Capital’s acquisition to ta...
Nov 19, 2025•54 min•Ep. 181
Welcome back to the Alt Goes Mainstream podcast. Today’s episode welcomes a pioneer and visionary in enterprise software investing to Alt Goes Mainstream. Robert F. Smith is the Founder, Chairman, and CEO of $100B AUM Vista Equity Partners . He sits on the firm’s Investment Committees for Vista’s Flagship, Foundation, Endeavor, and Perennial Funds and serves as a member of Vista’s Executive committee. Vista’s portfolio spans 90 enterprise software, data, and technology-enabled companies that emp...
Nov 13, 2025•53 min•Ep. 180
Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into private credit and building an asset management business inside of a leading global bank. We sat down in Nomura’s NYC office with Robert Stark , the CEO of Nomura Capital Management LLC (NCM) and Head of Investment Management in the Americas for the Nomura Group. Robert brings deep experience in financial services to Nomura. He was previously the Founder & CEO of Alterum Capital Partners LLC, where he focused on buil...
Nov 11, 2025•55 min•Ep. 179
Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with an experienced private markets and distribution executive who has been educating the wealth channel and distributing private markets investment solutions at some of the industry’s largest investment platforms. We sat down in Prudential’s Newark studio with PGIM ’s Global Head of Alternative Investments, Dominick Carlino . PGIM is the $1.4T global asset management business of Prudential Financial. At PGIM, Dominick is respon...
Nov 04, 2025•38 min•Ep. 178
Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into digital infrastructure and how it powers the growth of artificial intelligence and other major trends in digitalization and electrification. We sat down in Blue Owl ’s NYC office with Matt A’Hearn , an asset management entrepreneur and executive at the firm. Matt is a Senior Managing Direct at Blue Owl and Head of Digital Infrastructure . He’s responsible for leading the overall management of Digital Infrastructure, incl...
Oct 23, 2025•54 min•Ep. 177
Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with an experienced asset allocator who has operated at the intersection of insurance and asset management throughout his career. We sat down in Prudential’s Newark studio with PGIM’s Head of Multi-Asset and Quantitative Solutions, Phil Waldeck . Phil is responsible for nearly $140B in AUM, where the business unit leverages PGIM’s deep public and private markets expertise for the purpose of developing customized portfolio soluti...
Oct 14, 2025•40 min•Ep. 176
Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the evolution of infrastructure investing with a leading scaled specialist firm in infrastructure. We sat down in Stonepeak ’s Hudson Yards office with a pioneer in infrastructure investing: Mike Dorrell . Mike is the Chairman, CEO, and Co-Founder of Stonepeak, building the foundations for the firm to achieve a rapid ascent to $76B from its founding in 2011. Mike brings deep expertise to bear in the infrastructure asset ...
Oct 07, 2025•1 hr 11 min•Ep. 175
Welcome back to the Alt Goes Mainstream podcast. Today’s episode provides a fascinating window into the world of private equity value creation and how AI can help transform both portfolio company and investment firm processes and operations to create value. We sat down in New York with Hg Partner and Head of Value Creation Chris Kindt to dive into how he spearheaded the growth of the firm’s in-house value creation efforts and has built a high-performing team to meet the evolving needs of portfol...
Oct 01, 2025•57 min•Ep. 174
Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with two executives who have helped to build one of the industry’s leading alternative asset managers. In Permira Part 2, Brian Ruder joins his Co-Managing Partner and Co-CEO Dipan Patel in Permira ’s London office to discuss the firm’s evolution and how the business has grown to over €80B in AUM. Both Brian and Dipan bring deep backgrounds in private equity investing to bear as they now lead the firm through its next phase of g...
Sep 25, 2025•49 min•Ep. 173
We are back with the latest Going Public with Evercore ’s Glenn Schorr . On this episode of Going Public, we unpack the rollercoaster of the past few months in private markets for alternative asset managers. Private markets is much more than private equity — and this episode dives into nuances of specific strategies and what it means for alternative asset managers’ businesses. We discussed: Will the exit environment for private equity improve? Are animal spirits back in markets — and what does i...
Sep 23, 2025•57 min•Ep. 172
Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with one of the executives who has helped to build one of the industry’s leading alternative asset managers. We sat down in Permira ’s London office with Co-CEO Dipan Patel to discuss the firm’s evolution and how the business has grown to over €80B in AUM. Dipan brings a deep background in private equity investing to bear as he and his Co-CEO Brian Ruder now lead the firm through its next phase of growth. Dipan joined Permira fr...
Sep 18, 2025•48 min•Ep. 171
Welcome back to the Alt Goes Mainstream podcast. Today’s podcast was a conversation that was recorded live at Morningstar’s Investment Conference in Chicago earlier this year. Morningstar CEO Kunal Kapoor took time out of his packed schedule at the event to sit down with me for a thought-provoking conversation that dove into the nuances of many of the trends that are shaping private markets today. Morningstar and Kunal have quite an interesting perch in the market. They occupy a critically impor...
Sep 11, 2025•51 min•Ep. 170
Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the evolution of infrastructure investing with the leading scaled specialist firm in infrastructure. We sat down in Stonepeak ’s Hudson Yards office with the firm’s Co-President Luke Taylor to discuss the inner workings of the infrastructure investing world and unpack the story of how Stonepeak’s rapid ascent has seen the firm climb to $76.3B in AUM in 14 short years. Luke brings a wealth of experience to the infrastruct...
Sep 03, 2025•59 min•Ep. 169
Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into how operations and streamlining technology processes can be turned into a strategic advantage. We sat down with Arcesium ’s MD and Head of Client and Partner Development David Nable to discuss how technology is impacting how funds manage their processes, operations, and data. David was an early employee at Arcesium, helping the firm scale and working with many of the industry’s largest asset managers across the lifecycle...
Aug 27, 2025•50 min•Ep. 168
Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into what the future of fund administration could look like with a tech-forward approach and the application of AI. We sat down with Juniper Square CEO and Co-Founder Alex Robinson to discuss how and why they’ve built a digital first fund administrator for private markets, starting with real estate and since expanding into other asset classes. Fresh off of a $130M Series D fundraise led by Ribbit Capital, Juniper Square has e...
Aug 21, 2025•1 hr 3 min•Ep. 167
Welcome back to the Alt Goes Mainstream podcast. What happens when two podcasters walk into a room? They talk. Today’s podcast turns the tables on one of the industry’s leading podcasters and content creators to have him share his story and experience as an allocator and content creator. We sat down with Ted Seides , the Founder of industry-leading podcast Capital Allocators and former President and Co-CIO of Protégé Partners and an asset allocator at the Yale Endowment. Ted has had a tremendous...
Aug 14, 2025•59 min•Ep. 166
Welcome back to the Alt Goes Mainstream podcast. Today’s episode is about mining for investment success in enterprise software by going “an inch wide and a mile deep” with someone who is one of the industry’s most prolific private equity technology investors. We sat down with Nic Humphries in Hg ’s London office. Nic is the Senior Partner and Executive Chairman of Hg and Head of the firm’s Saturn fund. Hg, one of the top 10 largest PE firms globally based on the PEI300 ranking, has built an impr...
Aug 06, 2025•1 hr 22 min•Ep. 165
Welcome back to the Alt Goes Mainstream podcast. Today’s conversation brings us beachside, featuring a live podcast from Soho Beach House in Miami with EQT Partner, Head of Private Wealth Americas Peter Aliprantis . With the backdrop of the beach behind us and the wealth community in the audience, Peter and I discussed the nuances of the wealth channel and how Peter’s experience working with wealth is brought to bear as he brings EQT’s brand and capabilities to the Americas wealth channel. Peter...
Jul 29, 2025•34 min•Ep. 164
Welcome back to the Alt Goes Mainstream podcast. Today’s podcast is with an elite performer on and off the field who has gone from protecting quarterbacks to protecting families’ wealth. We sit down with former NFL and USC star Winston Justice , whose entrepreneurial spirit that was stoked while he was still playing in the NFL has led to a successful and impactful career in wealth management. He was recently named CEO at SageSpring Private Wealth , a $7B independent wealth management firm, as th...
Jul 23, 2025•38 min•Ep. 163
Future Proof , which holds one of the industry’s largest wealth conferences, invited me to hold a live podcast earlier this year with Blue Owl Co-President and Global Head of Real Assets Marc Zahr . Marc is a pioneer in the real estate space, building Blue Owl into a market leader in the triple net lease strategy, a commercial real estate investment strategy that is becoming increasingly popular for real estate investors, tenants (think large corporates like Amazon, Walgreens, Dollar General), a...
Jul 17, 2025•46 min•Ep. 162
Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who has successfully built a wealth solutions business tailored to her firm’s unique strengths, expertise, and investment track record. Martina Sanow is a Partner and Head of Hg Wealth , where she is focused on building the firm’s wealth solutions offering built out of the $85B AUM firm, Hg , that invests in enterprise software. Hg, one of the top 10 largest PE firms globally based on the PEI 300 ranking, has built ...
Jul 03, 2025•1 hr 4 min•Ep. 161
Welcome back to the Alt Goes Mainstream podcast. Today’s conversation dives into the current state of private markets through the lens of one of the leading GP stakes firms in the industry. We sat down with Partner and Global Co-Head of the Petershill Group at Goldman Sachs Robert Hamilton Kelly . Petershill takes minority equity stakes in established and newly-established alternative asset managers. Across its different investment vehicles, Petershill participates in the fee income from over 20...
Jul 01, 2025•1 hr•Ep. 160
Welcome to the 17th 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 dive into the most pressing trends at the intersection of private markets and wealth management —and unpack how wealth management firms are utilizing private markets to build out or enhance their practice. In this episode of the Monthly Alts Pulse, iCapital Managing Partner and Co-Head of iCapital Solutions, Steve Houston , a...
Jun 26, 2025•15 min•Ep. 159
Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who is running the long race — in investing and in running. We sit down with prolific long distance runner, Blue Owl Capital ’s Ivan Zinn, who has been a pioneer in alternative credit and asset-based finance. Ivan has had a long career in private credit. He started at DLJ before joining Leonard Green & Partners and Highbridge Capital. He then joined HBK before founding pioneering private credit firm Atalaya Capi...
Jun 18, 2025•1 hr 10 min•Ep. 158
Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with the CIO of an insurance company responsible for more than $300B in assets and a major focus on private markets. Lincoln Financial EVP and CIO Jayson Bronchetti and I sat down recently at Lincon Financial’s headquarters in Radnor, Pennsylvania to discuss the increasing involvement of insurance companies in private markets. Jayson, who is a member of Lincoln Financial’s Senior Management Committee and serves as the primary in...
Jun 05, 2025•52 min•Ep. 157
Welcome back to the Alt Goes Mainstream podcast. Today’s episode digs into how the CIO of a growing multi-billion dollar wealth management firm thinks about customization and differentiation by building out private markets capabilities. We sat down with John McArthur , Senior Partner and CIO at $3.6B AUM Krilogy . Founded in 2009, Krilogy provides comprehensive financial planning and investment management services to HNW individuals, families, and business owners. Krilogy is charting a growth pa...
Jun 03, 2025•40 min•Ep. 156
Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a private equity pioneer who has seen the industry evolve in the forty plus years he’s spent in private markets. We sat down with Steve Klinsky , the Founder and Chief Executive Officer of New Mountain Capital , which he started in 1999, and has grown to over $55B AUM with an investment platform that spans strategies across Private Equity, Credit, and Net Lease Real Estate. Steve was the Co-Founder of the Leverage Buyout Gr...
May 27, 2025•54 min•Ep. 155
Welcome back to the Alt Goes Mainstream podcast. Today we sit down with a technology and fund services veteran who has worked with many of the industry’s largest asset managers. Cesar Estrada is Private Markets Head at Arcesium , a global financial technology company delivering pre- and post-investment operations and enterprise data management solutions designed to systematize the most complex workflows. Arcesium was built from a platform developed and tested by investment and technology develop...
May 22, 2025•41 min•Ep. 154
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 , ...
May 21, 2025•17 min•Ep. 153
Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone responsible for growing the footprint of one of the largest private markets businesses in the industry. We sat down at Goldman Sachs ’ 200 West office with Kyle Kniffen to discuss the evolution of the firm’s work with the wealth channel and how an intensified focus on private markets is helping to drive the firm’s strategic imperatives in asset and wealth management. Kyle is a Managing Director, Global Head of Alter...
May 13, 2025•53 min•Ep. 152
