Welcome to the 18th episode of the Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream.

In the latest episode of the Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital, Lawrence and I go global. We discussed his recent trip to Asia to peer into the nuances of the different wealth management markets around the globe.

As the leader of a platform with over $300B of assets that is responsible for the majority of individual and advisor-led investment flows into the alts space, Lawrence and iCapital have their finger on the pulse of what’s happening in private markets across the globe.

Lawrence and I had a fascinating discussion. We covered:

Lawrence’s recent trip to Asia and the pulse on the ground.
Asia’s growing interest in private markets.
How wealth management market structures differ across the globe and what it means for alternatives distribution.
Data-driven personalization for investors.

Thanks Lawrence for a great conversation … look forward to the next episode!

Show Notes
00:00 Introduction to the Latest Episode of the Alts Pulse

00:18 Insights from Asia

00:40 Comparing Asia and US in Private Markets

01:43 Wealth Management Market Structure

02:06 iCapital's Focus on Technology

02:49 Advisors' Allocation to Alternatives

03:13 Evergreen Products and Client Needs

03:53 HSBC and iCapital Surveys

04:22 Global Adoption of Evergreen Products

05:13 Distribution and Education in Private Markets

06:15 Model Portfolios and Custom Exposures

08:03 Strategic Distribution for GPs

08:19 Global Distribution Expansion

12:33 Personalization in Wealth Management

14:01 Data-Driven Personalization

14:45 Private Banks and Alternative Allocations

16:37 Thoughts About GPs and Distribution

17:24 Balancing Personalization and Scale

Alts Pulse Ep. 18: Taking the pulse of private markets with iCapital Chairman & CEO Lawrence Calcano

Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

Alts Pulse Ep. 18: Taking the pulse of private markets with iCapital Chairman & CEO Lawrence Calcano