Monthly Archives: January 2025

Episode 246 – Maximizing Investment Insights with Data: Leveraging AI for Smarter Decisions with Robert Huntsman



Robert Huntsman is the Chief Data Officer at iCapital, a company dedicated to powering the world’s alternative investment marketplace.

In this episode, Doug and Robert explore the advancement of data management and solutions, highlighting the technology-driven tools transforming private market investing.

Also discussed:

  • Robert’s role at iCapital, focusing on optimizing data governance, analytics, and AI to improve private market investing.
  • How wealth advisors are seeking tools to analyze large datasets and make personalized investment recommendations, with iCapital leveraging AI and tools like Alts Decoded to support these needs.
  • iCapital prioritizing data privacy through encryption, strict governance, and evolving systems to meet changing regulatory requirements, especially around PII.
  • AI transforming private market investing by automating data extraction, streamlining processes like document reconciliation, and enabling faster, more accurate reporting.
  • The future of data solutions, combining AI and human expertise to handle increasing data complexity, ensuring scalability and efficiency in alternative investments.

 

Resources: iCapital


Episode 244 – 2024 Advisor Digital Trends: J.D. Power Insights on Thriving Through Ease and Efficiency with Craig Martin



Advisorpedia welcomed Craig Martin, the Managing Director and Global Head of Wealth & Lending Intelligence at J.D. Power. This episode unpacks the findings from J.D. Power’s 2024 U.S. Advisor Online Experience Study, highlighting how asset managers can thrive by prioritizing ease of doing business.

 

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