Monthly Alts Pulse, Ep. 3: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital

Welcome to the 3rd episode of a collaboration between iCapital x Alt Goes Mainstream.

Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the CEO of iCapital, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the alts space, has his finger on the pulse of what’s happening in private markets.

Watch the Monthly Alts Pulse

On this episode, Lawrence and I had a fun and lively discussion. We covered:

• What iCapital is seeing in the market now.
• The importance of developing long-term partnerships in business and life.
• Why there’s a need for advisors to understand how alts fit into overall client portfolios and innovations needed with technology and analytics through innovations like iCapital Architect.
• The path to including alts in model portfolios.
• Why alts are still sold, not bought — and how iCapital’s Marketplace may change that dynamic.
• How GPs needed to be educated on why and how working with the wealth channel made sense for their business.
• How the market has evolved to where many GPs are focused on working with the wealth channel.
• How things go slow and then they go fast, particularly in asset management.