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Ep 88: Expanding horizons with alternative assets – Lawrence Calcano
Between Meetings with Matt Heine
English - May 16, 2024 22:56 - 29 minutes - 68.5 MB - ★★★★★ - 1 ratingManagement Business Investing financialadvice adviser betweenmeetings mattheine netwealth wealth wealthmanagement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Hear Lawrence Calcano, Chairman & CEO of iCapital, a platform that helps advisers access private markets, share his experiences of growing iCapital from a small team to a global company with over 1,200 employees.
Lawrence emphasises the importance of having a strong culture, a clear vision, and a commitment to innovation and client success. He explains why alternative investments, such as private equity, private credit, hedge funds, and real estate, are becoming more popular among advisors and can help investors achieve their long-term goals. Lawrence also shares his enthusiasm about partnering with Netwealth to bring these opportunities to Australia, enabling Netwealth's clients to access iCapital's curated selection of alternative investments, as well as its educational program and operational support.