How advisors size, access and run private markets for clients: evergreen funds, platforms, due diligence and operations. Selected by our editors.
30 videos and podcasts · new this week: 5
It gives wealth professionals a manager-founder perspective on how alternatives are being discussed with advisors and how AI may affect advice delivery and advisor workflows. The episode also touches on trust, regulation, convergence and private credit, all relevant to how advisors frame and operate alternative allocations.
The episode explains a software vendor's role in alternative investment workflows, which may be relevant to professionals interested in deal sourcing and pipeline management tools. It is a sponsored insight tied to the podcast's Private Equity Deals season.
It is a manager-side view of how a non-U.S. firm approaches the U.S. wealth channel across public and private markets, framed around culture and distribution rather than products. Useful for advisors who want context on how overseas asset managers are entering or expanding in the channel.
It offers a view of leadership reinvention and how a large asset manager describes building private-markets capabilities before a major partnership. Wealth professionals may find it useful context for conversations about manager strategy and talent.
The episode is a sitting with a senior executive at a large alternatives manager about how private markets products are distributed and supported in the wealth channel. Advisors who allocate to alternatives may find the discussion of education, access and portfolio design relevant to their own evaluation of platforms and managers.
For wealth professionals working with private markets, the episode focuses on manager selection, due diligence and evergreen structures, areas that shape how allocators build and monitor private-markets exposure.
For wealth professionals, it offers a macro manager’s view on volatility, conviction and diversification over market cycles, along with the stated challenges of AI concentration and bonds as a weaker diversifier.
Useful for advisors and family office staff interested in how an integrated family office service model is run at scale and how culture and employee engagement are tied to growth. It also touches on selective client intake and AI's use in analysis and planning.
Wealth professionals working with private markets may find the discussion useful for understanding the data and operational challenges facing GPs and LPs, as well as how transparency and secondary trading could shape private markets.
It is a manager's account of two structures that increasingly touch wealth portfolios: minority stakes in alternative managers and roll-up strategies in sectors outside mainstream buyouts. The discussion of diligence criteria for founders and of returning capital to LPs during a pivot is useful context for allocators assessing GP relationships.
For wealth professionals, the episode is relevant to how a hedge fund-style diversifier is being offered in an ETF wrapper. It may be useful for understanding the attention around managed futures ETFs and the role they are pitched to play when other exposures struggle.
It offers a sitting endowment allocator's account of how private markets portfolios are built and how managers are picked, paired with an inside view of how an investment team is structured and staffed. The generalist-versus-specialist discussion speaks to how allocators organise coverage as portfolios grow more complex.
Advisors fielding client interest in private markets get a manager's view on access, diligence and investor behavior in less liquid holdings. The episode also addresses how vetting private companies may or may not differ from vetting public ones.
It puts manager selection, correlation and private credit risk into one discussion for advisors whose clients are being offered private market exposure. The segments on individual investors, secondaries and markups bear directly on the operational and due-diligence questions advisors field.
The episode is a detailed look at how a long-running fixed income arbitrage manager frames relative value and risk across rates, structured credit, corporates and emerging markets. For allocators, the process discussion on idea sourcing, position sizing and portfolio construction is the part that speaks to manager underwriting rather than market calls.
For wealth professionals, the conversation touches on how data and AI tools are being positioned for prospecting, outreach and engagement in private wealth. It also discusses the industry's focus on the wealth transfer wave and evolving expectations around financial data.
New manager videos, podcasts and our own alternatives in wealth stories on My Desk and in your morning edition.
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