How advisors size, access and run private markets for clients: evergreen funds, platforms, due diligence and operations. Picked by our desks.
7 videos and podcasts · new this week: 7
It gives advisors and ria-ma watchers a look at one minority-capital model that is pitched as letting founders keep ownership and decision-making control while gaining growth resources. The segments on data infrastructure and private-market access touch on operational questions firms face when weighing outside investment or expanded investment offerings.
The episode gives wealth professionals a quick review of new ETF structures, including a large institutional seed, private-company exposure in an ETF wrapper, and options- and managed-futures-based products. It is grounded in product mechanics and launch details rather than recommendations.
For wealth professionals whose firms are evaluating AI adoption, the episode frames a shift from individual productivity uses to workflow-level agents and highlights governance and security considerations. It also discusses operating implications for private capital firms.
The episode explains a software vendor's role in alternative investment workflows, which may be relevant to professionals interested in deal sourcing and pipeline management tools. It is a sponsored insight tied to the podcast's Private Equity Deals season.
New manager videos, podcasts and our own alternatives in wealth stories on My Desk and in your morning edition.
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