Inside SEIA’s Approach to Models, Private Markets, and AI (EP. 45)
For advisors weighing private markets inside model portfolios, the episode focuses on portfolio construction and execution questions rather than product selection. It also covers how one advisory team uses AI in its workflow, a practical topic for firms scaling portfolio operations.
Summary
By the alternatives in wealth deskSam Miller of Signature Estate & Investment Advisors joins host Alex Cavalieri to discuss how model portfolios, private markets and portfolio construction are converging. The conversation covers an objectives-first approach to adding alternatives to model portfolios, questions advisors should ask before allocating to private markets, and how SEIA uses AI while keeping decision-making human.
- Model portfolios, private markets and portfolio construction are described as converging.
- Sam Miller outlines an objectives-first approach to incorporating alternatives into model portfolios.
- He shares questions advisors should ask before allocating to private markets.
- SEIA uses AI to work faster while keeping decision-making in human hands.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Chapter 1: Welcome and Sam's Path to Portfolio Construction | 5 min | |
| Chapter 2: How Portfolio Construction Has Evolved | 4 min | |
| Chapter 3: Models, Misconceptions, and Building Around Client Objectives | 5 min | |
| Chapter 4: Private Markets at Scale and Where Execution Breaks Down | 4 min | |
| Chapter 5: AI, Industry Evolution, and What a Platform Should Deliver | 10 min |
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