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

Michael Sidgmore
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29 snips
Mar 19, 2026 • 55min

Brookfield Asset Management's David Nowak - "earn your seat" private equity

David Nowak, President of Brookfield’s Private Equity Group and CEO of Brookfield Private Equity Fund, explains Brookfield’s blue-collar, earn-your-seat culture. He discusses owner-operator alignment, hands-on operational value creation, and tackling complex carve-outs. Expect stories on Westinghouse and GrafTech, a flat structure that accelerates young leaders, and how platform insights shape investment decisions.
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11 snips
Mar 12, 2026 • 26min

EQT's Lennart Blecher - active ownership of real assets

Lennart Blecher, Deputy Managing Partner and Chairperson of EQT Real Assets, former ABB and GE leader with a law background. He talks about founding EQT Infrastructure, the rise of infrastructure driven by decarbonization and digitalization, the blend of energy and data center opportunities, and EQT’s hands‑on ownership model and global scale.
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11 snips
Mar 5, 2026 • 1h 12min

Stable Asset Management's Erik Serrano Berntsen - what it takes to build a great alternative asset management firm

Erik Serrano Berntsen, CEO of Stable Asset Management and longtime GP-stakes investor, talks about building and scaling alternative asset managers. He covers incentives gaps between LPs and GPs, how GP stakes align interests, when evergreen structures suit different strategies, and the evolving edges managers need as they grow. He also discusses founder timing, self-awareness, and the mechanics of seeding versus accelerating firms.
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13 snips
Feb 26, 2026 • 48min

MSCI's Luke Flemmer - "bringing clarity to investment decisions"

Luke Flemmer, Head of Private Assets at MSCI and former Goldman Sachs leader and fintech founder, explains how data standardization and market structure can bring transparency and liquidity to private markets. He discusses parallels with public markets, tradeoffs of transparency, building daily pricing and indexes, the rise of secondaries as portfolio tools, and what it takes to scale privates into wealth channels.
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Feb 14, 2026 • 37min

AGM Unscripted: Goldman Sachs' Jeff Fine - An Investor’s Guide to Private Markets

Jeff Fine, Partner and Global Co-Head of Alternatives Capital Formation at Goldman Sachs Asset Management, draws on decades as a real estate investor to unpack private markets. He covers how product specialists bridge wealth channels, the war for talent and scale, designing client-aligned vehicles, transparency in product construction, and why insurers and tech-driven growth matter for private allocations.
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Feb 13, 2026 • 28min

AGM Unscripted: Goldman Sachs' Michael Bruun - Driving Value in Private Equity Through Network and Innovation

Michael Bruun, Global Co-Head of Private Equity at Goldman Sachs Asset Management, a long-tenured dealmaker focused on buyouts and growth. He discusses how value creation now depends on operational playbooks and resource battles. He explores data and AI as central margin drivers. He highlights Goldman’s network, cross-firm collaboration, and practical programs like a CEO AI Academy.
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Feb 12, 2026 • 19min

AGM Unscripted: Goldman Sachs' Harold Hope - Secondaries: A Primary Consideration

Harold Hope, Partner and Global Head of Vintage Strategies at Goldman Sachs with 25+ years in secondaries. He traces how the secondaries market grew and innovated, explains continuation vehicles and valuation skills, discusses firm-scale advantages like data and AI, and outlines why secondaries are poised to expand and attract wealth investors.
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11 snips
Feb 11, 2026 • 18min

AGM Unscripted: Goldman Sachs' Kristin Olson - The Evolution of Alternatives: Bridging Private Markets and Wealth

Kristin Olson, Partner and Global Head of Alternatives for Wealth at Goldman Sachs with 25 years at the firm. She discusses how alternatives moved from niche to mainstream, tailoring solutions across wealth segments, product evolution from closed-end funds to evergreens and ETFs, and the growing role of education and advisors in widening access to private markets.
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Feb 10, 2026 • 28min

AGM Unscripted: Goldman Sachs' James Reynolds - From Mezzanine to Moats: Over a Quarter-Century of Goldman Sachs Private Credit

James Reynolds, Global Co-Head of Private Credit at Goldman Sachs Asset Management and long-time firm leader. He recounts building private credit capabilities, the importance of origination and capital quality, harmonizing firm-wide solutions, deploying with discipline, and risks from AI, tech, and geopolitics. Short, candid takes on how private credit has evolved and what matters now.
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Feb 9, 2026 • 34min

AGM Unscripted: Goldman Sachs' Matt Gibson - Navigating the Future of Alternatives: Scale, Supply, and Geopolitics

Matt Gibson, Head of the Client Solutions Group at Goldman Sachs Asset Management and former US naval officer, recounts his journey and firmwide thinking. He explores blending public and private markets, global demand outpacing origination, balancing bespoke solutions with scalable products, and how geopolitics and megatrends shape where and how investments are made.

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