Whether you are talking about hedge funds, private equity, private credit, or venture capital, alternative investment strategies are becoming a much larger part of the portfolios of individual investors. For many that’s being done through investment platforms targeting their registered investment advisors. Alan Strauss, senior partner at Crystal Capital Partners, joins OPM to discuss how alternative investment platforms like Crystal Capital are ushering in a new wave of adoption of alternative assets for RIAs and their clients by providing lower investment minimums, curated menus of top tier funds, and improved customization and investment “wrappers.”
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Learn more about Crystal Capital Partners: https://www.crystalfunds.com
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Timestamps:
00:00 Intro
01:03 History of Fund of Funds
08:47 Early Alternatives Platforms
12:35 Who Invests on Alts Platforms
15:16 Customized Fund of Funds
19:26 Platform Fee Structures
20:46 What Types of Funds Thrive on Platforms
23:56 Fundamental Edge Analyst Academy
25:38 Smaller Fund Managers
27:01 What Gets a Fund Kicked Off Investment Platforms
29:59 The Rise of Private Market Investing
35:36 Newer Vintage Funds
39:10 how Do New Funds Got On Platforms
45:45 Sub Strategy Fund Trends
49:06 Advisor Influence on Fund Menus
53:07 Are Platforms Helping Smaller Fund Managers?
Inside the Alternative Investment Platform Megatrend | Alan Strauss of Crystal Capital Partners | Monetary Matters with Jack Farley podcast - Listen or read transcript on Metacast
