Player FM ऐप के साथ ऑफ़लाइन जाएं!
पॉडकास्ट सुनने लायक
प्रायोजित


[Repost] Animal Spirits: Alt Goes Mainstream with Michael Sidgmore
Manage episode 436648247 series 2887311
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 mainstream.
We had a great conversation on the animal spirits of alts and we unpacked the opportunities and challenges ahead for private markets, wealth managers, and the alternative asset managers looking to work with the wealth channel.
We covered:
- Why I don’t like the term “downstreaming of alts.”
- The size and scale of the opportunity with the wealth channel.
- Why and how it can make sense for the wealth channel to allocate to alts.
- The changing nature of asset allocation from slices of a pie to buckets and spectrums.
- The concept of liquidity.
- The attractiveness of evergreen funds for both GPs and LPs.
- Are private markets in a bubble?
- Why GP stakes are a compelling investment opportunity given structural trends in private markets.
- Can private markets be indexed (and should they be)?
Thanks Michael and Ben for having me on the show. Really enjoyed the conversation and it was a pleasure to join you.
Michael and Ben are fantastic and thoughtful asset allocators and commentators in investing and wealth management. If you don’t already listen to their podcast or read their commentary on markets, you can check out their blogs below:
Michael Batnick’s The Irrelevant Investor.
Ben Carlson’s A Wealth of Common Sense.
140 एपिसोडस
[Repost] Animal Spirits: Alt Goes Mainstream with Michael Sidgmore
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Manage episode 436648247 series 2887311
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 mainstream.
We had a great conversation on the animal spirits of alts and we unpacked the opportunities and challenges ahead for private markets, wealth managers, and the alternative asset managers looking to work with the wealth channel.
We covered:
- Why I don’t like the term “downstreaming of alts.”
- The size and scale of the opportunity with the wealth channel.
- Why and how it can make sense for the wealth channel to allocate to alts.
- The changing nature of asset allocation from slices of a pie to buckets and spectrums.
- The concept of liquidity.
- The attractiveness of evergreen funds for both GPs and LPs.
- Are private markets in a bubble?
- Why GP stakes are a compelling investment opportunity given structural trends in private markets.
- Can private markets be indexed (and should they be)?
Thanks Michael and Ben for having me on the show. Really enjoyed the conversation and it was a pleasure to join you.
Michael and Ben are fantastic and thoughtful asset allocators and commentators in investing and wealth management. If you don’t already listen to their podcast or read their commentary on markets, you can check out their blogs below:
Michael Batnick’s The Irrelevant Investor.
Ben Carlson’s A Wealth of Common Sense.
140 एपिसोडस
सभी एपिसोड
×
1 Alto's Eric Satz - retirement assets: the next frontier for private markets? 51:05

1 AlTi Global's Mike Tiedemann - when wealth management goes global 1:01:37

1 Blackstone's Joan Solotar - early innings for private markets? It's still spring training 43:41

1 Live from Nuveen's nPowered Conference: Nuveen's Keith Jones - structuring products for success 40:17

1 Live from Nuveen's nPowered Conference: Nuveen's Jeff Carlin - "It's all about the end client" 53:33

1 DealsPlus' Venkat Subramaniam - building a single source of truth for private markets 39:37

1 73 Strings' Yann Magnan - the opportunity for AI to automate private markets 45:18

1 Monthly Alts Pulse Ep. 14: Taking the pulse of private markets with iCapital Chairman & CEO Lawrence Calcano 21:33

1 Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 3 - Hamilton Lane's Stephanie Davis 38:27

1 Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 2 - KKR's Doug Krupa 41:00

1 Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 1 - Vista Equity Partners' Dan Parant 43:45

1 Going Public with Evercore's Glenn Schorr - Ep. 2 43:58

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

1 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

1 What's Your Edge?: StepStone Private Wealth's Bob Long 57:59
प्लेयर एफएम में आपका स्वागत है!
प्लेयर एफएम वेब को स्कैन कर रहा है उच्च गुणवत्ता वाले पॉडकास्ट आप के आनंद लेंने के लिए अभी। यह सबसे अच्छा पॉडकास्ट एप्प है और यह Android, iPhone और वेब पर काम करता है। उपकरणों में सदस्यता को सिंक करने के लिए साइनअप करें।