Welcome to the 17th 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 dive into the most pressing trends at the intersection of private markets and wealth management —and unpack how wealth management firms are utilizing private markets to build out or enhance their practice.
In this episode of the Monthly Alts Pulse, iCapital Managing Partner and Co-Head of iCapital Solutions, Steve Houston, and I are joined by Eric Harrison, Founding Partner of IEQ Capital.
IEQ, managing close to $40B in AUM, has been an innovator from the start. Private markets — and a customized approach to investing in private markets — are a core part of the IEQ offering — and they’ve differentiated the firm as a result.
Eric and Steve shared a number of thought-provoking perspectives on wealth management and how advisors and clients can approach allocating to private markets as part of a holistic asset allocation framework.
Thanks Eric and Steve for a great episode … looking forward to the next Monthly Alts Pulse conversation!
Show Notes
00:00 Introduction and Guest Introduction
00:24 Experiences in Private Banking
01:28 Independent Advisors and Private Markets
01:46 IEQ Capital's Approach to Private Markets
03:33 Scaling and Research in Alternative Investments
05:48 Client Experience and Customization
07:35 Technology and Tax Strategy
10:46 Innovative Ideas in Private Markets
13:13 Conclusion and Final Thoughts
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets