8 episodes
For wealth professionals considering private markets for individual clients, the panel covers education, evergreen structures and the trade-offs of illiquidity, with views from three large managers.
Picked by the markets & outlook deskIt gives wealth professionals a manager-founder perspective on how alternatives are being discussed with advisors and how AI may affect advice delivery and advisor workflows. The episode also touches on trust, regulation, convergence and private credit, all relevant to how advisors frame and operate alternative allocations.
The episode is a sitting with a senior executive at a large alternatives manager about how private markets products are distributed and supported in the wealth channel. Advisors who allocate to alternatives may find the discussion of education, access and portfolio design relevant to their own evaluation of platforms and managers.
It lays out the case for treating sports, media and entertainment as a distinct alternative allocation, with the underlying revenue drivers spelled out for advisors. The discussion of scarcity and access speaks directly to how wealth clients get exposure to a category with limited entry points.
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.
It offers a look at how an established public fixed-income manager has built out private credit, alongside a CEO's views on leadership and culture. Wealth professionals interested in manager positioning and private credit platform building may find the discussion relevant.
Wealth professionals hear a large asset manager’s views on private markets, real assets and portfolio construction, plus how one CIO frames volatility conversations with clients. It is grounded in the episode’s discussion of the public-to-private shift and keeping clients invested.
For advisors thinking about succession, a sale or scaling, the episode outlines how growth and culture are discussed in M&A and the questions founders are told to ask before going to market.
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