This episode is part of our new Capital Series hosted by MCJ partner, Jason Jacobs. This series will explore a diverse range of capital sources and the individuals who drive them. From family offices and institutional LPs to private equity, government funding, and more, we'll take a deep dive into the world of capital and its critical role in driving innovation and progress.
Today’s guest is Grant Mulligan, a Vice President at Alvarium Tiedemann (AlTi).
AlTi is a global wealth and asset manager that's in the business of turning powerful ideas into high-performing strategies and solutions. Whether they are individuals or institutions, foundations, or family-led businesses, AlTi offers its clients a connected ecosystem of advice, solutions, and investment opportunities from across their global network.
As an institutional investor, AlTi is serious about impact. And Grant focuses specifically on the firm’s net-zero strategies and nature-based solutions. This conversation takes a fascinating dive into their approach, their origin story, how they measure impact, and how they allocate capital across many different asset classes. We also discuss the types of clients who prioritize impact investing and how this landscape is evolving over the past few years and into the future. Tune in to learn more about AlTi's mission to create enduring value.
In this episode, we cover:
- [3:00] An overview of Alvarium Tiedemann (AlTi) and where Grant sits in the firm
- [7:12] The role of impact in AlTi's clients' decision making
- [12:23] Grant's theory of change and work in wildlife biology
- [17:56] What inspired him to transition upstream and join AlTi's mission
- [20:45] A deep dive into the forthcoming wealth transfer
- [25:21] How AlTi structures capital allocation
- [29:39] AlTi's theory of change for overall climate sustainability, decarbonization tech, and nature-based solutions
- [33:45] The role of changing perspectives on impact and asset allocation as a result of recent market fluctuations
- [39:26] AlTi’s impact assessment process
- [44:45] How Grant balances servicing existing client demand vs generating new demand
- [53:34] The role of client recommendations in deploying capital
- [57:12] Grant's thoughts on what's missing in impact investments
- [1:00:37] Where philanthropic capital fits in
Get connected:
Jason Jacobs
Grant Mulligan / Alvarium Tiedemann
MCJ Podcast / Collective
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Episode recorded on March 8, 2023.
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*Editing and post-production work for this episode was provided by The Podcast Consultant
