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Alt Goes Mainstream
Alt Goes Mainstream
Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model portfolios, and more. For anyone looking to invest into private markets (from experienced wealth managers to family offices to the individual investor looking for a more diversified investment portfolio), you’ll hear inside stories from executives and founders at some of the world’s largest financial institutions, alternative asset managers firms, and wealth management firms. More than a personal finance podcast, Alt Goes Mainstream dives deep into trends, investment strategies, firm building lessons, and innovative technologies that are enabling investors to access private markets.
Welcome to the 16th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream.
We were live from iCapital Connect’s conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets exposure through a unified managed account (UMA) are now available to advisors.
I sat down with Jack Hannah, the President & COO of GeoWealth, and Michael Doniger, SVP, Partnerships at iCapital, to discuss the technology and market structure innovation of the UMA and how private markets can play a role in model portfolios.
In this live, unscripted episode, Jack, Michael, and I had a fascinating and lively discussion. We covered:
- An introduction to the partnership between BlackRock, iCapital, and GeoWealth.
- Incorporating private markets into UMAs.
- The private markets integration workflow.
- Customization and “sleeving” in UMAs.
Thanks Jack and Michael for a great episode … looking forward to next month’s Monthly Alts Pulse conversation!
Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM’s podcasts.
Show Notes
00:00 Introduction and Guest Welcome
00:34 Evolution of UMAs in Private Markets
01:03 Incorporating Alternatives into UMAs
01:32 Private Markets Integration Workflow
02:41 Challenges and Solutions in UMA Implementation
03:32 Customization and Sleeving in UMAs
04:32 Client-Centric Solutions and Advisor Needs
05:21 Early Adoption of Private Market Solutions
06:17 Building a Robust Model Marketplace
08:37 Future of Model Portfolios and UMAs
13:10 Post-Investment Processes and Technology
14:17 Data Solutions and Performance Reporting
15:06 Growth Projections for UMAs and Private Markets
16:09 Conclusion and Final Thoughts
16:12 Closing Remarks and Thank You
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