최고 Private Wealth 팟캐스트 (2024)

1
Inheritance Act claims and the myth of the 'watertight' Will 17:11

12d ago17:11

17:11

Inheritance Act claims and the myth of the 'watertight' Will In this episode, our Private Wealth experts discuss disputes in Wills and the myth of the ’watertight’ Will, as well as giving some helpful tips on what you can do to minimise the likelihood that your Will is contested after you’ve gone. Wills disputes are increasing year on year in the U…

1
War Impact on Diaspora Jews and Allies' Politics Ep 121 Jeremy Liebler 31:58

24d ago31:58

31:58

In this episode of the podcast, we sit down with Jeremy Leibler, a partner at Arnold Bloch Leibler and President of the Zionist Federation of Australia.Jeremy brings a wealth of experience in corporate law and Jewish affairs, particularly in the wake of rising anti-Semitic incidents in Australia since October 7th. We discuss the community's respons…

1
Balderton's Rana Yared - a masterclass on building global companies out of Europe 50:31

9d ago50:31

50:31

Welcome back to the Alt Goes Mainstream podcast. Today’s guest is an expert in financial services and capital markets who has experience as both a strategic investor and a VC. We welcome Rana Yared, a General Partner at Balderton, where she co-leads their Growth Fund. She came to Balderton in 2020 from across the pond, where she was a Partner at Go…

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Churchill Asset Management's Alona Gornick - the evolution of private credit, the power of permanent capital, and the importance of the product specialist 54:51

16d ago54:51

54:51

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who has experienced the growth and evolution of the credit space from different vantage points. We welcome Alona Gornick, a Managing Director, Senior Investment Strategist, and Co-Head of the Chicago Office for Churchill Asset Management, a firm with $50B committed cap…

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What's Your Edge?: StepStone Private Wealth's Bob Long 57:59

23d ago57:59

57:59

Today marks the launch of a new show on Alt Goes Mainstream: What’s Your Edge? Every person, every company, every fund has something that makes them special. Makes them stand out from the crowd. Gives them an unfair advantage. Tips the scales in favor of success. In this episode, I ask our special guest, Bob Long, “What’s Your Edge?” Bob Long is CE…

1
Ritholtz Wealth Management's Ben Carlson - bringing a wealth of common sense to asset allocation 52:13

1M ago52:13

52:13

Welcome back to the Alt Goes Mainstream podcast. Today’s show features a guest who brings a wealth of common sense to wealth management and asset allocation. We talk with Ben Carlson, the Director of Institutional Asset Management at Ritholtz Wealth Management, a $5B AUM wealth management firm. He’s managed institutional portfolios for his entire c…

1
Feeding hope Joseph Gitler on Navigating Food Security in Crisis with Leket Israel - Ep 120 30:12

1M ago30:12

30:12

In the wake of the tragic events of October 7th, thequestion on everyone’s mind is: What now? How do we move forward? What does theday after look like? We were deeply honored to welcome back Joseph Gitler,founder of Leket Israel and a close friend to the Goldrock family, to shareinsights on how he and his organization have innovatively restructured…

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Blue Owl GP Strategic Capital's Sean Ward - transforming GP stakes into an industry 1:06:27

1M ago1:06:27

1:06:27

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast illustrates just how far private markets have come. We dive into the world of GP stakes with Sean Ward, Senior Managing Director from Blue Owl’s GP Strategic Capital Platform, where he was a founding partner and is responsible for helping to oversee the firm that has done the lion’s s…

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What Is Your Game Plan? Featuring Paul Menig 38:19

2M ago38:19

38:19

In this insightful episode of Lessons by The Lake, Bob Bedritis is joined by Paul Menig, a seasoned business strategist and succession planning expert. Together, they dive into the critical steps business owners need to take to maximize the value of their companies while planning for a smooth and successful transition. Paul shares his wealth of kno…

1
HGGC's Steve Young & True North Advisors' Scott Wood - "the score takes care of itself" on the field and in investing 56:46

2M ago56:46

56:46

Welcome back to the Alt Goes Mainstream podcast. Today’s episode welcomes two elite performers in Steve Young of HGGC and Scott Wood of True North Advisors, where they talk about how they formed a partnership based on shared values. Steve’s private equity firm, $7B AUM HGGC, took a minority stake in Scott’s independent wealth management firm, $3.9B…

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Market Insights: Government Debt, Interest Rates, and Investment Trend - Daniel Krausz – Ep 119 28:37

2M ago28:37

28:37

1
Going Public Ep. 1 with Evercore's Glenn Schorr 54:30

2M ago54:30

54:30

Today marks the launch of a new show on Alt Goes Mainstream: Going Public with Evercore’s Glenn Schorr. 17 years ago, there wasn’t a single alternative asset manager that was part of the public markets. Today, not only are a number of the industry’s largest firms public, but in 2024, the industry’s largest alternative asset manager, Blackstone, ent…

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The Founder's Journey with David Howitt 37:28

2M ago37:28

37:28

In this episode of Lessons by the Lake, Bob Bedritis sits down with David Howitt, founder and CEO of the Merriweather Group, to explore "The Founder's Journey." David, a visionary entrepreneur and author, has dedicated his career to helping businesses merge purpose with profit. Through the Merriweather Group, he supports passionate founders and lea…

1
Monthly Alts Pulse Ep. 12: Taking the pulse of private markets and the future of AI and automation in private markets with Eileen Duff, Managing Partner & Chief Client Success Officer at iCapital 26:15

2M ago26:15

26:15

Welcome to the 12th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. This month’s episode features one of iCapital’s senior executives, Eileen Duff, Managing Partner & Chief Client Success Officer, and a private markets veteran who was Head of Alternative Investments, North America for Credit Suisse for a n…

1
Cantilever Group's Todd Owens - the untapped opportunity in GP stakes 48:32

2M ago48:32

48:32

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast dives into the continued innovation in the GP stakes space with someone who has advised some of the industry’s largest firms on their businesses and going public. We are joined by Todd Owens, the Co-Founder and Managing Partner of Cantilever Group. Cantilever is an independent firm fo…

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Intapp's Ben Harrison - using data and automation to transform private markets 1:00:58

2M ago1:00:58

1:00:58

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is a special show with Ben Harrison, the Co-Founder of DealCloud, which is now part of Intapp, where he is President, Industries. Ben is a former banker and private equity professional at Falfurrias Capital Partners who went on to co-found DealCloud to make the process of managing dea…

1
Is Your CPA an Advisor or a Historian? (Feat. Robert Curtis, CPA) 31:39

3M ago31:39

31:39

On the latest episode of Lessons by the Lake, we're discussing the intersection of wealth management and accounting with Robert Curtis, CPA. As the founding member of Neumann Curtis CPA's, Robert speaks intimately on the true role of a great advisor. This episode is packed with some helpful takeaways for your own financial world, so get your notepa…

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T. Rowe Price's Cheri Belski - how a $1.59T asset manager is approaching private markets: AGM x Pangea Private Markets Live Podcast 26:45

3M ago26:45

26:45

Welcome back to the Alt Goes Mainstream podcast. Recently, AGM partnered with Pangea to bring together a group of executives in private markets and wealth management in London for a live AGM podcast featuring Cheri Belski of T. Rowe Price, one of the largest asset managers in the world with over $1.59T AUM. Cheri is the Global Head of Product at T.…

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Bernstein Private Wealth Management's Alex Chaloff - how the CIO of a $125B wealth manager navigates private markets 1:00:55

3M ago1:00:55

1:00:55

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with Alex Chaloff, the CIO of a large and sophisticated private wealth management firm that is very active in private markets. Alex is Chief Investment Officer of Bernstein’s $125B+ private wealth management unit within $725B AUM AllianceBernstein. He was previously the Head of Alt…

1
The Emergence and Outlook for Defense Tech - EP 118 38:20

3M ago38:20

38:20

In this episode of the Definitely Uncertain Podcast, we speak with AmitPilowsky from Key1 Capital, an Israeli growth equity fund focused ontechnology. Amit shares his insights on the rising demand for innovation indefense tech amidst global geopolitical tensions. We discuss the challenges ofattracting capital and talent in the defense sector, the e…

1
[Repost] Animal Spirits: Alt Goes Mainstream with Michael Sidgmore 51:17

3M ago51:17

51:17

I went into The Compound and came out alive. Recently, I joined Michael Batnick and Ben Carlson of Ritholtz Wealth Management on their Animal Spirits podcast by The Compound. It is a fantastic show that produces frank and thoughtful conversations on markets and the wealth management world. They invited me on their show to discuss why alts are going…

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Build a Business With Real Intrinsic Value with Craig Wigginton 29:07

3M ago29:07

29:07

On the latest episode of Lessons by the Lake, we're examining a widely discussed but little understood topic among entrepreneurs and business leaders. We we fortunate to welcome Craig Wigginton, professional EOS implementer. Craig helps entrepreneurial leadership teams get what they want out of their businesses through the implementation of the Ent…

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Mercer Investments' Gregg Sommer & CAIS' Neil Blundell - following the fast river of alts 49:47

4M ago49:47

49:47

Welcome back to the Alt Goes Mainstream podcast. On today’s episode, we are joined by Mercer Investments’ US Financial Intermediaries Leader Gregg Sommer and CAIS’ MD and Head of Investments Neil Blundell. Gregg and Neil bring deep experience and backgrounds in private markets to discuss how alternatives can be further adopted by the wealth channel…

1
Manulife's Anne Valentine Andrews - connecting real assets with real money and the world of infrastructure investing 55:00

4M ago55:00

55:00

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features a guest who has consistently and astutely figured out the growth areas in private markets. We are joined by Manulife’s new Global Head of Private Markets Anne Valentine Andrews. She’s responsible for the strategy, business development, and growth of Manulife Investment Manage…

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Monthly Alts Pulse Ep. 11: Taking the pulse of private markets with Dan Vene, Co-Founder & Managing Partner, Head of Investment Solutions, iCapital 26:03

4M ago26:03

26:03

Welcome to the 11th episode of a collaboration between iCapital x Alt Goes Mainstream. We changed up this month’s episode, welcoming iCapital Co-Founder and Managing Partner, Head of Investment Solutions Dan Vene to the show to discuss the evolution of private markets and the launch of iCapital’s Marketplace. iCapital, as the leading platform that …

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Partners Group's Rob Collins - The how and why of evergreens: one of the most exciting trends in private markets 1:05:05

5M ago1:05:05

1:05:05

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is one of evergreen importance. We talk with one of the pioneers in the evergreen fund space. Rob Collins, a Partner, Co-Head of Private Wealth, and Head of the New York office and a member of the Global Executive Board at Partners Group, a $147B+ AUM alternative asset manager, joins …

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Cybersecurity for Families – Ep 117 32:59

5M ago32:59

32:59

Ophir Zilbiger (Head of Cybersecurity at BDO Israel) helps HNW families and organizations manage their cybersecurity risk. Among other issues, Ophir discusses how HNW families can take a few steps to protect themselves from cybersecurity threats. Based largely on NIST (National Institute of Standards and Technology) guidelines which provides an arr…

1
iCapital Chairman & CEO Lawrence Calcano - Driving efficiency across the entire value chain to transform private markets 41:15

5M ago41:15

41:15

Welcome back to the Alt Goes Mainstream podcast. I've been having many conversations with GPs and LPs over the past few months — and it feels like we've reached a point in private markets where both sides are trying to figure out how to navigate this space, from a product perspective and a technology perspective. To better understand these issues, …

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NEA's Peter Barris - From operator to VC legend, how Peter transformed NEA into a venture juggernaut 1:02:31

5M ago1:02:31

1:02:31

Welcome back to the Alt Goes Mainstream podcast. His career started when someone said to him, “well, have you thought about venture capital? We don’t think that you’d be any good at it.” The rest is history. Today’s episode features one of the legends of the venture capital industry. Peter Barris joined New Enterprise Associates in 1992 after a sto…

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Impact on Aliya Post October 7th – Ep 116 26:27

5M ago26:27

26:27

Join us for our latest episode with RabbiYehoshua Fass. Josh is the Co-Founder of Nefesh B’Nefesh and has served as theorganization’s Executive Director since 2002. We discuss how Nefesh B’Nefesh revolutionizedwestern Aliyah and facilitated the Aliyah of over 80,000 North Americans toIsrael. Over the years, the foundation has become a senior partne…

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NewEdge's Rob Sechan and Cameron Dawson - growing a cutting edge $44B platform to serve the wealth channel 59:56

5M ago59:56

59:56

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features the architects behind one of the industry’s faster growing wealth management platforms, NewEdge. We welcome NewEdge CEO, Managing Partner, and Co-Founder Rob Sechan and NewEdge CIO Cameron Dawson. Both Rob and Cameron have a wealth of experience in both wealth management and …

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2024 European Private Market Trends: An AGM x Pangea podcast shorts collaboration 1:07:20

5M ago1:07:20

1:07:20

AGM collaborated with Pangea Group, a firm that helps B2B fintech companies with go-to-market strategies, at a live event they hosted on private markets in London with Schroders and Illuminate Financial to gather thoughts from some leaders in private markets on their views of the industry’s future in Europe. We asked seven private market participan…

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Citi Outlook for H2 2024: Portfolio Construction in a Turbulent World – Ep 115 40:57

5M ago40:57

40:57

Catch our latest episode with leading Citiinvestment professionals, Jashpal Gulliani and Guillaume Menuet, where wediscuss global asset allocation, equity & fixed income markets, portfolioconstruction in light of geopolitical uncertainty and more. As the global economy has entered a phaseof growth and normalization, Citi believes that despite less …

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Ritholtz Wealth Management's Michael Batnick - real talk on private markets 1:06:05

6M ago1:06:05

1:06:05

Welcome back to the Alt Goes Mainstream podcast. On today’s show, we turned the tables. We welcomed famed podcast co-host of Animal Spirits and The Compound and Friends and writer at The Irrelevant Investor, and Managing Partner and Director of Research at $4B AUM Ritholtz Wealth Management Michael Batnick to come on the show to share a wealth mana…

1
The Strategic Pillars of Wealth 31:09

6M ago31:09

31:09

On the latest episode of Lessons by the Lake, we're diving deep into the core concepts surrounding wealth management, as well as the most prevalent concerns facing business owners and their financial world. We we fortunate to welcome Joe Jraitiny, Managing Director at City National Rochdale, to discuss these five pillars of wealth and how his team …

1
HgCapital Trust's Chairman of the Board Jim Strang - a masterclass in private markets 1:04:39

6M ago1:04:39

1:04:39

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features a masterclass in private markets from a guest who has seen it all. Jim Strang is a deeply experienced private equity professional who has been part of the industry as a GP, LP, investor, consultant, and now a teacher, board member, and advisor to a number of firms. I’d probab…

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6 Key Financial Considerations in Advance of Moving or Returning to Israel - Ep 114 28:14

6M ago28:14

28:14

With increased immigration expectations, itis crucial to understand the complex tax implications for U.S. citizens andstay informed about the significant changes to Israel's tax laws affecting newimmigrants and returning citizens. Our latest podcast features @Fred Kahn, ManagingPartner & CEO of @Phil Stein & Associates, a premier U.S. taxaccounting…

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Monthly Alts Pulse Ep. 10: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital, and Robert Picard, Managing Director, Head of Alternative Investments at Hightower Advisors ... 21:36

6M ago21:36

21:36

Welcome to the 10th 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 Chairman & 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 …

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Elite Runner: The Journey. The Resilience. The Dream. – Ep 113 30:15

6M ago30:15

30:15

Beatie Deutsch is the Israeli national champion in the marathon and half marathon. As a mother of five young children, she has learned to apply her training to the real marathon of life. Beatie took up running just seven years ago and is now training as an elite athlete, representing Israel on the international stage. More than anything else, her j…

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Are You Prepared for the Sunsetting of Estate Tax Exemptions? 34:18

6M ago34:18

34:18

In the latest episode of Lessons by the Lake, we're joined by Kristin Gaston, Estate Planning Attorney at Generations Estate Law, to delve into the impending changes to estate tax exemptions. As the sun sets on current estate tax regulations, Kristin Gaston sheds light on what this means for individuals and families planning their estates. With her…

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3i Members' Mark Gerson - building engaged investing communities 40:38

7M ago40:38

40:38

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast is a special show with 3i Members co-founder Mark Gerson. Alt Goes Mainstream’s first sponsor is 3i Members, an investing network built on community, collaboration and capital that was co-founded by Mark Gerson, Billy Libby, and Teddy Gold. 3i Members is a global deal network for acco…

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Michael Oren on US, Israel, Elections and Campuses 43:23

7M ago43:23

43:23

Join us for an in-depth analysis of thecurrent state of affairs with Michael Oren, former Israeli Ambassador to the US. After his time in DC, Oren served as a MK and Deputy Minister of Diplomacyin the Prime Minister’s Office. He has authored several NY Times bestsellers including Six Days of War, Ally: My Journey Across the American-Israel Dividean…

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Marc Rubinstein of Net Interest - an in-depth tour of financial markets with an expert in finance and history 59:52

7M ago59:52

59:52

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast provided us with an in-depth tour of financial markets with a student of both finance and history. And what a tour guide we had. Marc Rubinstein, an investment professional with 25 years of experience researching and investing in financial services joined us on the show. Marc started …

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Braughm Ricke of Aduro Advisors - building a fund administration business 44:52

7M ago44:52

44:52

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features an enabler of the micro VC movement who has now scaled his business into one of the industry’s larger fund administrators. Braughm Ricke is the Founder and CEO of Aduro Advisors, a leading fund administrator that has carved out a sterling reputation in the VC world. He's grow…

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Monthly Alts Pulse Ep. 9: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital, and Haig Ariyan, CEO of Arax Investment Partners 22:59

7M ago22:59

22:59

Welcome to the 9th 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 Chairman & 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 a…

1
Yieldstreet's Michael Weisz on unlocking access to alternatives 58:15

7M ago58:15

58:15

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a fintech founder who has scaled one of the larger private markets investing platforms for individual investors. Michael Weisz is the Founder and CEO of Yieldstreet, a leading private markets investing platform, with more than 450K members and $3.9B invested (as of October 202…

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Steve Case, Chairman & CEO of Revolution and Co-Founder of America Online, on revolutionizing the world on purpose with passion 56:29

8M ago56:29

56:29

Welcome back to the Alt Goes Mainstream podcast. Today’s episode with an internet legend provides an illuminating window into how the past can help inform us about the future. Steve Case is a pioneer and a visionary. He built one of the foundational companies of the internet, AOL, that brought America and the world online. As one of America’s best-…

1
Hamilton Lane's Griff Norville on how private markets are moving from the Stone Age to the digital age 50:47

8M ago50:47

50:47

Welcome back to the Alt Goes Mainstream podcast. Today’s episode takes us into the world of technology with an expert in private markets tech. Griff Norville is a Managing Director and Head of Technology Solutions at Hamilton Lane, the $903B AUM (*Inclusive of $120.2B in discretionary assets under management and $782.9B in non-discretionary assets …

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Lessons from a leading operator: Growing ECi Software Solutions to $500M revenue and $200M EBITDA with Net Health CEO & Carlyle Operating Partner Ron Books 48:24

8M ago48:24

48:24

Welcome back to the Alt Goes Mainstream podcast. Today we have the operator’s view on the show. We bring in someone who rose up the ranks of a private equity-backed software company to be CEO of that company — ECi Software Solutions — that now generates over $500M in revenue and $200M in EBITDA. We welcome Ron Books, now an Operating Partner at Car…

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Abraham Accords Resiliency, Multicultural Jerusalem & Innovation – Ep 111 32:39

8M ago32:39

32:39

Join us for a fascinating podcast with Fleur Hassan-Nahoum, former deputy mayor of Jerusalemand co-founder of the UAE-Israel Business Council. Explore her insights on theimpact of the current conflict on bilateral relations under the AbrahamAccords, her innovative initiatives in Jerusalem's multicultural landscape, andher role as Israel's first spe…

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