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

A few weeks ago, Alt Goes Mainstream went to the capitol of capital for alts, AltsLA by CAIA, the largest alternative investments conference on the West Coast, to speak with industry leaders about how they are allocating capital.Alt Goes Mainstream partnered with CAIA, the premier educational organization for the alts space, to have topical conversations on the world of alternative investments.With the backdrop of an uncertain macro environment and changing investor preferences that have resulted in a 60/40 portfolio no longer, top allocators in the industry discussed how alts are becoming an increasingly important part of investors’ portfolios.Over the next few days, we will bring you CAIA shorts: live interviews with the people who are making the decisions for many of the world’s largest investment institutions. Apologies in advance if there is background noise on the podcasts, but it’s because we recorded live and unfiltered from the AltsLA conference.There were 10 great podcasts with such rich conversations from some of the world’s smartest investors, so we will release these episodes in 4 parts.Today's episode (8/10) in this CAIA mini-series is with Jane Buchan, CEO of Martlet Asset Management. Jane and I go back to the beginning of the private equity and hedge fund industries to discuss the different market cycles and why diversification is critical.

A few weeks ago, Alt Goes Mainstream went to the capitol of capital for alts, AltsLA by CAIA, the largest alternative investments conference on the West Coast, to speak with industry leaders about how they are allocating capital.Alt Goes Mainstream partnered with CAIA, the premier educational organization for the alts space, to have topical conversations on the world of alternative investments.With the backdrop of an uncertain macro environment and changing investor preferences that have resulted in a 60/40 portfolio no longer, top allocators in the industry discussed how alts are becoming an increasingly important part of investors’ portfolios.Over the next few days, we will bring you CAIA shorts: live interviews with the people who are making the decisions for many of the world’s largest investment institutions. Apologies in advance if there is background noise on the podcasts, but it’s because we recorded live and unfiltered from the AltsLA conference.There were 10 great podcasts with such rich conversations from some of the world’s smartest investors, so we will release these episodes in 4 parts.Today's episode (7/10) in this CAIA mini-series is with Matt Hougan, CIO of Bitwise Asset Management. Matt comes on the Alt Goes Mainstream podcast one year after his first appearance to talk about how much things have changed in crypto, particularly around regulation and institutionalization. But one thing stayed the same - his favorite alternative investment (Ethereum).

A few weeks ago, Alt Goes Mainstream went to the capitol of capital for alts, AltsLA by CAIA, the largest alternative investments conference on the West Coast, to speak with industry leaders about how they are allocating capital.Alt Goes Mainstream partnered with CAIA, the premier educational organization for the alts space, to have topical conversations on the world of alternative investments.With the backdrop of an uncertain macro environment and changing investor preferences that have resulted in a 60/40 portfolio no longer, top allocators in the industry discussed how alts are becoming an increasingly important part of investors’ portfolios.Over the next few days, we will bring you CAIA shorts: live interviews with the people who are making the decisions for many of the world’s largest investment institutions. Apologies in advance if there is background noise on the podcasts, but it’s because we recorded live and unfiltered from the AltsLA conference.There were 10 great podcasts with such rich conversations from some of the world’s smartest investors, so we will release these episodes in 4 parts.Today's episode (6/10) in this CAIA mini-series is with Ashby Monk, Head of Research at Addepar. Ashby and I talk about how he’s helping the world’s biggest investors make smarter investment decisions and create a positive impact at the same time.

A few weeks ago, Alt Goes Mainstream went to the capitol of capital for alts, AltsLA by CAIA, the largest alternative investments conference on the West Coast, to speak with industry leaders about how they are allocating capital.Alt Goes Mainstream partnered with CAIA, the premier educational organization for the alts space, to have topical conversations on the world of alternative investments.With the backdrop of an uncertain macro environment and changing investor preferences that have resulted in a 60/40 portfolio no longer, top allocators in the industry discussed how alts are becoming an increasingly important part of investors’ portfolios.Over the next few days, we will bring you CAIA shorts: live interviews with the people who are making the decisions for many of the world’s largest investment institutions. Apologies in advance if there is background noise on the podcasts, but it’s because we recorded live and unfiltered from the AltsLA conference.There were 10 great podcasts with such rich conversations from some of the world’s smartest investors, so we will release these episodes in 4 parts.Today's episode (5/10) in this CAIA mini-series is with Evan Darr, Partner at Invesco Private Capital. Evan and I discuss how the fact that we are in the midst of a technological revolution has changed the GP and LP landscape for both technology and crypto.

A few weeks ago, Alt Goes Mainstream went to the capitol of capital for alts, AltsLA by CAIA, the largest alternative investments conference on the West Coast, to speak with industry leaders about how they are allocating capital.Alt Goes Mainstream partnered with CAIA, the premier educational organization for the alts space, to have topical conversations on the world of alternative investments.With the backdrop of an uncertain macro environment and changing investor preferences that have resulted in a 60/40 portfolio no longer, top allocators in the industry discussed how alts are becoming an increasingly important part of investors’ portfolios.Over the next few days, we will bring you CAIA shorts: live interviews with the people who are making the decisions for many of the world’s largest investment institutions. Apologies in advance if there is background noise on the podcasts, but it’s because we recorded live and unfiltered from the AltsLA conference.There were 10 great podcasts with such rich conversations from some of the world’s smartest investors, so we will release these episodes in 4 parts.Today's episode (4/10) in this CAIA mini-series is with Elizabeth Burton, CIO of Employees' Retirement System of State of Hawaii. Elizabeth and I discuss how a $23B pension fund CIO makes allocation decisions in a world where the 60/40 portfolio is breaking down.

A few weeks ago, Alt Goes Mainstream went to the capitol of capital for alts, AltsLA by CAIA, the largest alternative investments conference on the West Coast, to speak with industry leaders about how they are allocating capital.Alt Goes Mainstream partnered with CAIA, the premier educational organization for the alts space, to have topical conversations on the world of alternative investments. With the backdrop of an uncertain macro environment and changing investor preferences that have resulted in a 60/40 portfolio no longer, top allocators in the industry discussed how alts are becoming an increasingly important part of investors’ portfolios. Over the next few days, we will bring you CAIA shorts: live interviews with the people who are making the decisions for many of the world’s largest investment institutions. Apologies in advance if there is background noise on the podcasts, but it’s because we recorded live and unfiltered from the AltsLA conference. There were a number of great podcasts with such rich conversations from some of the world’s smartest investors, so we will release these episodes in 4 parts.Today's episode (3/10) in this CAIA mini-series is with Dominic Garcia, Chief Pension Investment Strategist at CBRE. Dominic and I discuss how the lines between public and private assets have become blurred and how investors need to think about finding truly idiosyncratic alpha. 

A few weeks ago, Alt Goes Mainstream went to the capitol of capital for alts, AltsLA by CAIA, the largest alternative investments conference on the West Coast, to speak with industry leaders about how they are allocating capital.Alt Goes Mainstream partnered with CAIA, the premier educational organization for the alts space, to have topical conversations on the world of alternative investments. With the backdrop of an uncertain macro environment and changing investor preferences that have resulted in a 60/40 portfolio no longer, top allocators in the industry discussed how alts are becoming an increasingly important part of investors’ portfolios. Over the next few days, we will bring you CAIA shorts: live interviews with the people who are making the decisions for many of the world’s largest investment institutions. Apologies in advance if there is background noise on the podcasts, but it’s because we recorded live and unfiltered from the AltsLA conference. There were a number of great podcasts with such rich conversations from some of the world’s smartest investors, so we will release these episodes in 4 parts.Today's episode (2/10) in this CAIA mini-series is with Ariel Babcock, Managing Director and Head of Research at FCLTGlobal. Ariel and I talk about how to help investors adopt a long-term perspective and rewire capital markets to be more supportive of longer-term businesses and investments.

A few weeks ago, Alt Goes Mainstream went to the capitol of capital for alts, AltsLA by CAIA, the largest alternative investments conference on the West Coast, to speak with industry leaders about how they are allocating capital.Alt Goes Mainstream partnered with CAIA, the premier educational organization for the alts space, to have topical conversations on the world of alternative investments. With the backdrop of an uncertain macro environment and changing investor preferences that have resulted in a 60/40 portfolio no longer, top allocators in the industry discussed how alts are becoming an increasingly important part of investors’ portfolios. Over the next few days, we will bring you CAIA shorts: live interviews with the people who are making the decisions for many of the world’s largest investment institutions. Apologies in advance if there is background noise on the podcasts, but it’s because we recorded live and unfiltered from the AltsLA conference. There were a number of great podcasts with such rich conversations from some of the world’s smartest investors, so we will release these episodes in 4 parts.Today's episode (1/10) in this CAIA mini-series is with James Keenan, BlackRock, CIO and Global Co-Head of Credit at BlackRock Alternative Investors. James and I discuss the evolution of private credit fitting into investors’ portfolios and the retailization of alts. 

Today on the Alt Goes Mainstream podcast we have a special guest on an important topic that is core to why alts are going mainstream – community.We have community builder extraordinaire Max Rothery, the VP Community at Finimize. Max is responsible for engaging and serving Finimize’s 1 million global audience. Finimize is building the world’s largest finance community of investors globally – and building community are they doing.In 4 years, they reached over 1 million subscribers, 60 thousand per year attend member organized events, and Finimize was recently acquired by 197 year old Abrdn plc, formerly Standard Life Aberdeen, a FTSE 100 investment firm with over 464B pounds AUM that’s the UK’s largest active asset manager.Max brings a wealth of experience in community building and digital transformation to the table as he builds community. He previously led innovation and digital transformation for Societe Generale’s private bank. He also brings a unique perspective from the creative industry to bear as a founder of an independent production, publishing, and recording company.Max and I had an absolutely fascinating conversation on the underpinnings of community and how to build an engaged community in financial services businesses. His thoughtful views on how to build community serve as a playbook for how to successfully build a thriving and engaged community. We talk about everything from how community gives companies a way to scale trust and relationships to how to enable the community to self-regulate itself to taking me back to my days studying international relations as we discuss the parallels between nation-building and community building.Thanks Max for such a rich conversation that we can all learn from on how to build community.

Today on the Alt Goes Mainstream podcast we have a guest who helps us bridge the gap between the past, the present, and the future.Ethan Kurzweil, a Partner at Bessemer Venture Partners, who is leading BVP’s crypto efforts and the BessemerDAO, comes onto the show to help us make sense of the evolution from the Web2 to Web2.5 to Web3 world.Ethan and I had a fascinating discussion. We talked about: The evolution of venture capital and private markets. Bessemer’s thesis on Web3.Why Bessemer decided to start a DAO and how they are innovating on portfolio services by building out a community. How Web3 gives people the primitives to fulfill on the premise of decentralization and ownership.Bessemer is a storied venture fund that got its start back in 1975 after spinning out of Bessemer Trust. Fast forward to today, they are one of the best technology investors on the planet investing into industry defining companies like Shopify, Twilio, PagerDuty, DocuSign, LinkedIn, Twitch, Yelp, Wix, Sorare, and many more.Ethan brings a fascinating perspective to the world of Web3 and consumerization of private markets investing given that he spent the early days of his career at early metaverse company Linden Lab, the creator of Second Life, and working for Dow Jones, where he managed the turnaround of the international editions of the Wall Street Journal.Ethan then went on to join Bessemer, where he’s a Partner investing into developer platforms, data infrastructure, digital consumer applications, and consumer facing crypto. He’s invested in the likes of PagerDuty, Intercom, Twitch, LaunchDarkly and crypto companies like Sorare, TRM Labs, and Fold.Thanks Ethan for coming on the Alt Goes Mainstream podcast.