Navigating the Complexities of Portfolio Management and Education for Advisors

Welcome to the 15th 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 Lawrence Calcano, the Chairman & CEO of iCapital and Jaime Magyera, Managing Director, Co-Head of US Wealth Business, Senior Sponsor for Retirement Business, BlackRock, to discuss the details on their partnership and why a UMA that integrates both public and private market investments for wealth advisors is the next phase of adoption of private markets by the wealth channel.

In this live, unscripted episode, Lawrence, Jaime, and I had a fascinating and lively discussion. We covered:

• An introduction to the partnership between BlackRock, iCapital, and GeoWealth.
• Current challenges advisors face when allocating to private markets.
• Why customization and scalability matters.
• The market structure evolution.
• The future of public-private models.

Thanks Lawrence and Jaime for a great episode … looking forward to next month’s Monthly Alts Pulse conversation!