The Bridge Ep. 26: Is Technology Rewiring the Future of Private Markets?
The episode gives advisors and allocators a platform executive's view of where AI governance, data connectivity and tokenization may fit into private markets distribution and operations. It is useful context for firms weighing how technology and education affect client access to private market investments.
Summary
By the alternatives in wealth deskiCapital chairman and CEO Lawrence Calcano joins Sonali Basak for a conversation on how AI, data connectivity and infrastructure may reshape wealth management and private markets. The discussion covers why he expects AI to enhance rather than replace financial advisors, partnerships with Anthropic and DTCC, the role of education in private markets adoption, and the future of tokenization. Calcano also discusses leadership lessons from scaling iCapital and the company's view of what comes next.
- Calcano argues AI will enhance rather than replace financial advisors.
- Partnerships with Anthropic and DTCC are described as addressing industry-wide challenges.
- Education is framed as critical to broader adoption of private markets.
- The conversation covers data connectivity, tokenization and leadership lessons from scaling iCapital.
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