Monthly Alts Pulse, Ep. 2: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
English - July 14, 2023 00:15 - 21 minutes - 20 MB - ★★★★★ - 4 ratingsInvesting Business Society & Culture investing alternative investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Welcome to the 2nd episode of a collaboration between iCapital x Alt Goes Mainstream.
Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has his finger on the pulse of what’s happening in private markets.
On this episode, Lawrence and I had a fun and lively discussion. We covered:
What iCapital is seeing in the market now.How allocators are balancing strategies that make sense right now versus strategies, like venture, that may pay off in the future.How the alts space has evolved over the past 10 years.How the change in wealth management market structure and the rise of the breakaway broker has driven alts innovation forward.Some of the biggest challenges that iCapital has encountered over the past 10 years of growth.How Lawrence & iCapital have built a platform to serve different clients on the GP and LP sides.How iCapital took inspiration from prior market structure evolutions and innovations, like ETFs and mutual funds.What companies did iCapital look to for inspiration?The importance of UI/UX in B2B financial services — and how does this change with Millennials and Gen Z’s becoming customers or users?Building the desktop real estate for alts.What does a quote from a Dirty Harry movie have to do with the growth of iCapital?