Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Monthly Alts Pulse Ep. 12: Taking the pulse of private markets and the future of AI and automation in private markets with Eileen Duff, Managing Partner & Chief Client Success Officer at iCapital
Oct 4, 2024
Eileen Duff, Managing Partner & Chief Client Success Officer at iCapital, shares her extensive expertise in alternative investments. She delves into the transformation of distribution in private markets and the role of technology, especially AI and automation, in enhancing client experiences. Eileen discusses strategies for engaging diverse clients and the significance of improved data connectivity. She emphasizes the need for better education on investment products and the efficiencies gained through automation in post-investment processes.
26:15
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Quick takeaways
- Eileen Duff highlights the importance of educating independent financial advisors about alternative investments to enhance client engagement and understanding.
- The integration of technology and automation in post-investment processes is crucial for improving client experiences and operational efficiency in private markets.
Deep dives
Transformation in the Alternative Investment Space
Eileen Duff discusses her extensive experience in the alternative investment sector, highlighting the significant changes she has observed throughout her career. While at Credit Suisse, she managed relationships with a limited set of financial advisors, which allowed her to closely understand client needs and educate them about alternative investments. Transitioning to iCapital, she found it challenging to engage a wider audience of independent financial advisors, who had more options and less guidance. This shift emphasized the importance of educating more clients in the independent broker-dealer landscape to nurture their understanding of alternatives.
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