Tag Archives: #Alternatives

Episode 234 – The Blueprint for Tomorrow’s Investors with Bob Santella

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This episode dives into how BetaNXT’s new CEO, Bob Santella, is revolutionizing wealth management with cutting-edge data integration, personalization, and innovative tech solutions.

 

Topics also discussed:

  • Bob discusses his plans to drive innovation at BetaNXT, aiming to help clients grow their businesses by expanding product offerings and integrating advanced technology.
  • He highlights BetaNXT’s new DataXChange initiative with Snowflake, designed to unify data across platforms and enhance security in wealth management.
  • Major challenges in the wealth management industry, such as data modernization, the rise of AI, and evolving investor needs.
  • The conversation explores BetaNXT’s approach to personalization, allowing clients to customize and manage wealth data for a more tailored experience.
  • Looking to the future, Bob anticipates that AI, new investment options, and modular cloud platforms will significantly impact wealth management trends in the coming years.

 

Resources: 

BetaNXT

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Episode 220 – Model Portfolios for Modern Investing with Kunal Shah

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Kunal Shah is the Managing Director and Head of Private Asset Research and Model Portfolios at the Global FinTech firm – iCapital.

In this podcast, Doug and Kunal explore the rising interest in alternative investments, emphasizing the importance of education, data-driven model portfolios, and technological advancements to simplify and optimize advisor investment strategies.

Topics discussed:

  • The abilities of alternative investments, citing their capabilities to provide lower correlation, enhanced returns, and different income sources compared to traditional public markets.
  • Educational barriers and structural challenges advisors face when incorporating alternative investments.
  • Introduction to a new model portfolio focusing on alternative investments, which provides guidance on allocation among different asset classes such as private equity, private credit, and real assets.
  • The development of the model portfolio which involved extensive data analysis, performance review, and optimization to ensure high risk-adjusted returns through a diversified and balanced approach.
  • The model portfolio availability on the iCapital marketplace for all advisors, with plans to introduce more portfolios targeting different outcomes and allowing for customization based on client needs.
  • How model portfolios simplify the integration of alternative investments, helping advisors meet client demands, diversify portfolios, and potentially attract more clients.
  • Upcoming technology enhancements, including a multi-investment workflow, and the launch of the new portfolio analytics solution, Architect, aimed at making the investment process more efficient and seamless for advisors.

 

Resources: 

iCapital

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Episode 202 – Rate Cuts, Resilience, and Returns with Anastasia Amoroso

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Anastasia Amoroso serves as the Managing Director and Chief Investment Strategist at iCapital, a company dedicated to powering the world’s alternative investment marketplace.

In this podcast, Anastasia and Doug engage in a conversation regarding the 2024 Federal Reserve rate cuts and the potential consequences they may entail.

They also discussed:

  • Anastasia Amoroso’s journey to becoming the Managing Director and Chief Investment Strategist at iCapital.
  • The January Fed decision to hold interest rates and the expectations for future rate cuts.
  • The potential effects of a rate cut on the markets and historical trends.
  • The strength of the current economy and its resilience to higher interest rates.
  • Potential stress points in the markets, including refinancing challenges and US government debt.
  • Top investment ideas for the year, including opportunities in private equity, private credit, and venture capital.

 

Resources: iCapital

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Episode 194 – Democratizing Access to Alternatives & Portfolio Management with Alan Strauss

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Alan Strauss is the Senior Partner and Director of Investor Relations at Crystal Capital Partners: a premier independent platform connecting financial advisors to the trillion-dollar alternative investment industry. 

In this episode, Doug talks with Alan about the essential components of alternative investments driving portfolio success and financial advisor adaptability. 

They also discussed:

  • The growth of alternatives in the financial industry, emphasizing their mainstream acceptance and their role in bringing risk mitigation, lower volatility, and outperformance to investor portfolios.
  • The role of alternatives in asset allocation and their impact on portfolio creation and management.
  • Evolution of the traditional 60/40 portfolio to a more diversified approach.
  • The use of alternative strategies by advisors to drive business growth, compete with larger wealth management firms, and capture more wallet share from clients.
  • The demand for different types of alternatives, including distinctions between liquid and illiquid alternatives and the opportunities in private markets.
  • Common misconceptions about alternatives, and the importance of education to dispel these misconceptions.
  • The role of platforms like Crystal in democratizing access to alternatives and portfolio management, providing lower investment minimums, a unified interface, and tools for education and business development.
  • The importance of diversity and inclusion in the alternative space, both internally within corporate structures and in investor portfolios, with a focus on women as investors and managers.

 

Resources: 

Crystal Capital Partners

 

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Episode 181 – Data-Driven Wealth Management with Stephen Daffron

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Stephen Daffron is the Chairman and Chief Executive Officer of BetaNXT, the next wave in wealth management technology and outsourcing solutions. Join Stephen as he introduces BetaNXT, its offerings, and the challenges they are helping wealth advisors and investors address.

Topics also discussed:

  • Stephen’s diverse background and his journey and role in co-founding BetaNXT.
  • The evolving wealth management landscape, emphasizing the need for better tools and real-time data to meet changing client demands.
  • The challenges faced by wealth advisors, such as time spent on data gathering, are highlighted, along with the potential benefits of real-time data processing.
  • The acquisition of Mediant, emphasizing its role in enhancing data curation and delivery, ultimately improving the advisor-client experience.
  • The BetaNXT commitment to investing in firms that align with its mission of elevating the wealth management ecosystem.

 

Resources: 

BetaNXT

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Episode 157 – The Right Toolkit for the Right Client with Andrew Krei

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Andrew Krei is the Co-Chief Investment Officer at Crescent Grove Advisors, based near their Milwaukee office with other offices in Lake Forest and Atlanta. Crescent Grove provides quality investment and financial guidance and solutions to individuals and their families, institutions, endowments, and foundations. 

In this podcast, Doug and Andrew discuss how Crescent Grove Advisors differentiates itself from other firms in the advisory space, offering different business lines for different clients.

They also discussed:

  • The formation of Crescent Grove and the core values and experience the firm provides for their clients
  • How Crescent Grove meets the financial needs of the specialized client base of ultra-high net worth individuals and families, top executives, and first-generation wealth builders
  • Building an investment platform for a diverse group of clients
  • Crescent Grove’s approach to alternatives and how they fit into a client’s asset allocation
  • The investment strategies the firm is steering clients towards and the methodology used to identify managers that offer them
  • The biggest challenges for investors in 2023 and how Crescent Grove is counseling clients
  • The biggest mistake investors are making right now

 

Resources: 

Crescent Grove Advisors

 

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