Masters in Business Alternate Investing: Masters in Business with Kristin Olson
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Nov 12, 2025 Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs, shares her expertise from decades of advising on private markets. She discusses the rise of alternative investments and how companies are staying private longer. Kristin emphasizes integrating alternatives into client portfolios, offering guidance on optimal allocations. She explores the appeal of private credit and the changing landscape of real assets, particularly in data and digital infrastructure. Olson reflects on mentorship and offers insights for newcomers to finance.
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Pivot Into Alternatives During Dot‑Com Bust
- Kristin described moving from investment banking into Goldman's Special Investments Group during the dot-com bust.
- She called that pivot the start of her long career in alternatives and wealth management.
Alts Have Become Much Broader
- Alternatives expanded from hedge funds to private equity, private credit, and real assets over decades.
- The asset class matured, broadened, and attracted large inflows across these subsegments.
Consider A 27% Alternatives Allocation
- Kristin recommends a ~27% allocation to alternatives for a moderate-risk client as a starting point.
- She suggests deciding funding sources (equities vs bonds) based on which alt strategies you choose.
