Best Evergreen Wealth Solutions Podcasts (2025)

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Monthly Alts Pulse Ep. 17: Live from iCapital Connect - IEQ's Eric Harrison and iCapital's Steve Houston on innovative approaches to wealth management 14:32

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7h ago14:32

14:32

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 ou…

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Blue Owl Capital's Ivan Zinn - running the long race in private credit 1:10:09

8d ago1:10:09

1:10:09

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who is running the long race — in investing and in running. We sit down with prolific long distance runner, Blue Owl Capital’s Ivan Zinn, who has been a pioneer in alternative credit and asset-based finance. Ivan has had a long career in private credit. He started at D…

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Lincoln Financial's Jayson Bronchetti - the role of insurance companies in private markets 51:34

21d ago51:34

51:34

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with the CIO of an insurance company responsible for more than $300B in assets and a major focus on private markets. Lincoln Financial EVP and CIO Jayson Bronchetti and I sat down recently at Lincon Financial’s headquarters in Radnor, Pennsylvania to discuss the increasing involvem…

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Krilogy's John McArthur - charting an RIA's growth path by building out private markets capabilities 40:22

23d ago40:22

40:22

Welcome back to the Alt Goes Mainstream podcast. Today’s episode digs into how the CIO of a growing multi-billion dollar wealth management firm thinks about customization and differentiation by building out private markets capabilities. We sat down with John McArthur, Senior Partner and CIO at $3.6B AUM Krilogy. Founded in 2009, Krilogy provides co…

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New Mountain Capital's Steve Klinsky - building a business that builds businesses 53:41

1M ago53:41

53:41

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a private equity pioneer who has seen the industry evolve in the forty plus years he’s spent in private markets. We sat down with Steve Klinsky, the Founder and Chief Executive Officer of New Mountain Capital, which he started in 1999, and has grown to over $55B AUM with an in…

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Arcesium's Cesar Estrada - data silos and technology integrations in private markets 41:15

1M ago41:15

41:15

Welcome back to the Alt Goes Mainstream podcast. Today we sit down with a technology and fund services veteran who has worked with many of the industry’s largest asset managers. Cesar Estrada is Private Markets Head at Arcesium, a global financial technology company delivering pre- and post-investment operations and enterprise data management solut…

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Monthly Alts Pulse Ep. 16: Live from iCapital Connect - the technology perspective of model portfolios and UMAs with GeoWealth and iCapital 16:34

1M ago16:34

16:34

Welcome to the 16th 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 announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets …

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Goldman Sachs' Kyle Kniffen - standing on the shoulders of Goldman Sachs to be "a complete partner" for the wealth channel 53:22

1M ago53:22

53:22

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone responsible for growing the footprint of one of the largest private markets businesses in the industry. We sat down at Goldman Sachs’ 200 West office with Kyle Kniffen to discuss the evolution of the firm’s work with the wealth channel and how an intensified focus on p…

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Fortress Investment Group's Adam Bobker - Combining experience and innovation to build a wealth solutions business 56:58

2M ago56:58

56:58

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a wealth channel veteran who has an innate and developed view of working with wealth. We sat down in the studio with Adam Bobker. Adam joined Fortress Investment Group in 2022 to build out their wealth business as Managing Director, Global Co-Head of Private Wealth Solutions. …

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Constellation Wealth Capital's Karl Heckenberg - why there will be a $1T independent wealth management firm 1:07:04

2M ago1:07:04

1:07:04

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who is an expert on the RIA market and the wealth management business model. We talk with Karl Heckenberg, the President & Managing Partner of Constellation Wealth Capital, an investment firm that recently closed on a $1B debut fund dedicated to providing differentiate…

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Monthly Alts Pulse Ep. 15: Live from iCapital Connect - announcing the BlackRock, iCapital, GeoWealth unified managed account partnership 14:48

2M ago14:48

14:48

Welcome to the 15th 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 announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets …

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EQT's Peter Aliprantis - bringing EQT's success to the US wealth market 48:21

2M ago48:21

48:21

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a private markets veteran who has been working in the wealth channel before it was considered "the wealth channel." We sat down in the studio with Peter Aliprantis. Peter joined EQT in October 2024 as a Partner and Head of Private Wealth Americas. He’s hit the ground running t…

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KKR's Alisa Wood - innovating in private markets 1:01:55

2M ago1:01:55

1:01:55

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the details of product innovation in private markets with a private equity veteran who has helped to pioneer a new investment structure and working with the wealth channel. We sat down at KKR’s Hudson Yards office with Alisa Wood, a Partner and Co-CEO of KKR Private Equity …

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Cantilever Group's Todd Owens - GP stakes: the best of all worlds? (live from New York) 28:35

2M ago28:35

28:35

Welcome back to the Alt Goes Mainstream podcast. Today’s conversation features a live podcast that takes place at BTG Pactual’s NYC office for an audience in private markets. We are joined by Todd Owens, the Co-Founder and Managing Partner of Cantilever Group, where BTG Pactual is an investor. Cantilever is an independent firm focused on providing …

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BlackRock's Joe DeVico and Jonathan Diorio and Partners Group's Rob Collins - “an iPhone moment for private markets" 54:58

3M ago54:58

54:58

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into a groundbreaking partnership that could change the trajectory of how the wealth channel invests into private markets. We are joined by BlackRock’s Senior Managing Director, Head of the Americas Client Business, Co-Head of U.S. Wealth Advisory (USWA), and a member of the Glo…

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Going Public with Evercore's Glenn Schorr - Ep. 3: The "Final Four" 47:30

3M ago47:30

47:30

Welcome back to Going Public with Evercore’s Glenn Schorr. On the latest episode of Going Public, we dive for the loose balls in private markets’ March Madness as Glenn shares his thoughts on why it’s important to separate the forest from the trees when it comes to why certain firms make his “Final Four.” We cover some of the most pressing topics i…

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Brookfield Oaktree Wealth Solutions' John Sweeney - building a high-performing wealth solutions business 58:55

3M ago58:55

58:55

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the details of distribution and how to build a high-performing global business to serve the wealth channel across brands and strategies. John Sweeney is the Chief Executive Officer of Brookfield Oaktree Wealth Solutions, a business unit that was created to harmonize the dis…

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Cerity Partners' Tom Cohn and Amita Schultes - combining an OCIO with a $100B wealth management practice 1:01:29

3M ago1:01:29

1:01:29

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into one of the most topical trends in the evolution of wealth management platforms and their adoption of private markets. We are joined by Tom Cohn and Amita Schultes of Cerity Partners, where they discuss the recent combination of their two respective businesses, Cerity Partne…

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Blue Owl's Marc Lipschultz - skate to where the puck is going 58:09

4M ago58:09

58:09

Welcome back to the Alt Goes Mainstream podcast. We had a chance to sit down with Blue Owl Co-CEO Marc Lipschultz recently at their Nest Network Summit for RIAs and private banks in Laguna Beach. It was a perfect setting to discuss Blue Owl’s incredible growth, which has been in part due to its unique and focused partnership with the wealth channel…

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Apollo's Stephanie Drescher - what is safe, what is risky? 55:09

4M ago55:09

55:09

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features an industry titan who has been on the forefront of the intersection of alts and wealth. We talk with Stephanie Drescher, Partner, Chief Client and Product Development Officer at Apollo and a member of the firm’s Leadership Team. She oversees the Client and Product Solutions G…

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Alto's Eric Satz - retirement assets: the next frontier for private markets? 51:05

4M ago51:05

51:05

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into an important and growing part of the private markets ecosystem: how investors can access and invest into alternatives through their retirement funds. We have Eric Satz, the Founder & CEO of Alto, a self-directed IRA custodian, with us today to discuss how he’s on a mission …

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AlTi Global's Mike Tiedemann - when wealth management goes global 1:01:37

4M ago1:01:37

1:01:37

Welcome back to the Alt Goes Mainstream podcast. Today’s guest is an industry leader in wealth management who has been very active in private markets. Mike Tiedemann is a pioneer in the wealth management space in a number of ways. He's at the helm of the first pure play publicly traded wealth management business, AlTi Global. AlTi, a $72B AUM platf…

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Blackstone's Joan Solotar - early innings for private markets? It's still spring training 43:41

4M ago43:41

43:41

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features an industry leader who has pioneered working with the wealth channel. We talk with Joan Solotar, the Global Head of Private Wealth Solutions at Blackstone, where she also serves on the firm’s Management Committee. Joan has been responsible for leading Blackstone’s impressive …

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Live from Nuveen's nPowered Conference: Nuveen's Keith Jones - structuring products for success 40:17

5M ago40:17

40:17

Welcome back to the Alt Goes Mainstream podcast. Alt Goes Mainstream was live from $1.2T AUM asset manager Nuveen’s nPowered conference, a two-day event bringing together Nuveen thought leaders and industry experts to explore challenges and opportunities in private markets. We interviewed some of Nuveen’s senior leadership on site to hear their vie…

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Live from Nuveen's nPowered Conference: Nuveen's Jeff Carlin - "It's all about the end client" 53:33

5M ago53:33

53:33

Welcome back to the Alt Goes Mainstream podcast. Alt Goes Mainstream was live from $1.2T AUM asset manager Nuveen’s nPowered conference, a two-day event bringing together Nuveen thought leaders and industry experts to explore challenges and opportunities in private markets. We interviewed some of Nuveen’s senior leadership on site to hear their vie…

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DealsPlus' Venkat Subramaniam - building a single source of truth for private markets 39:37

5M ago39:37

39:37

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a founder who is building mission-critical software for private equity firms. I sat down in Citywire’s London studio with Venkat Subramaniam, the Co-Founder of DealsPlus, to discuss why he has built a digital solution to streamline, digitize, and automate the management of com…

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73 Strings' Yann Magnan - the opportunity for AI to automate private markets 45:18

6M ago45:18

45:18

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a founder who is building mission-critical valuation and portfolio monitoring software for alternative asset managers. We are joined by Yann Magnan, the Co-Founder and CEO of 73 Strings, to discuss how valuation work and portfolio monitoring is moving from manual to automated …

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Monthly Alts Pulse Ep. 14: Taking the pulse of private markets with iCapital Chairman & CEO Lawrence Calcano 21:33

6M ago21:33

21:33

Welcome to the 14th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. Here’s the latest episode of the Monthly Alts Pulse, a live conversation in studio with Lawrence Calcano, the Chairman & CEO of iCapital. As the leader of a platform with over $200B of assets that is responsible for the majority of individ…

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Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 3 - Hamilton Lane's Stephanie Davis 38:27

6M ago38:27

38:27

Everyone is talking about evergreens. Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets. This three part series with industry experts from Vista Equity Partners, KKR, and Hamilto…

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Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 2 - KKR's Doug Krupa 41:00

6M ago41:00

41:00

Everyone is talking about evergreens. Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets. This three part series with industry experts from Vista Equity Partners, KKR, and Hamilto…

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Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 1 - Vista Equity Partners' Dan Parant 43:45

6M ago43:45

43:45

Everyone is talking about evergreens. Alt Goes Mainstream has collaborated with iCapital and Co-Founder & Managing Partner, Head of Portfolio Management Nick Veronis to dive into the evergreen question with some of the leading practitioners in private markets. This three part series with industry experts from Vista Equity Partners, KKR, and Hamilto…

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43. A Seat at the Table: Building Stronger Families with Dwell 30:27

7M ago30:27

30:27

Join Evergreen’s Michael Kolb and Dwell’s Jenn Lake as they discuss the transformative work of Dwell, a nonprofit dedicated to supporting foster, adoptive, and kinship families in Central Pennsylvania. Learn how community support can create lasting change, provide practical resources, and nurture families so every child can thrive in a safe and lov…

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Going Public with Evercore's Glenn Schorr - Ep. 2 43:58

7M ago43:58

43:58

Welcome back to Going Public with Evercore’s Glenn Schorr. On the latest episode of Going Public, we drop the beat on F.R.E.A.M. Paying homage to Wu-Tang Clan’s song “C.R.E.A.M.” (“Cash rules everything around me”), Glenn discusses why “Fees rule everything around me” in asset management. We cover some of last quarter's most pressing topics in alte…

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Balderton's Rana Yared - a masterclass on building global companies out of Europe 50:31

7M ago50:31

50:31

Welcome back to the Alt Goes Mainstream podcast. Today’s guest is an expert in financial services and capital markets who has experience as both a strategic investor and a VC. We welcome Rana Yared, a General Partner at Balderton, where she co-leads their Growth Fund. She came to Balderton in 2020 from across the pond, where she was a Partner at Go…

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Churchill Asset Management's Alona Gornick - the evolution of private credit, the power of permanent capital, and the importance of the product specialist 54:51

7M ago54:51

54:51

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who has experienced the growth and evolution of the credit space from different vantage points. We welcome Alona Gornick, a Managing Director, Senior Investment Strategist, and Co-Head of the Chicago Office for Churchill Asset Management, a firm with $50B committed cap…

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Evergreen Institutional: Private Capital 32:19

8M ago32:19

32:19

Today we talk about the benefits of private investments and institution portfolios and the difference of public and private investments. We also talk about the challenge of managing private investment cash flows and more! If you have questions or concerns, we'd love to hear from you! Email [email protected] with your questions.…

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Evergreen Institutional: Spending Policy 19:25

8M ago19:25

19:25

On this episode we talk about Spending Policy! We are going to focus on balancing the needs of present and future through spending policies and more! If you have questions or concerns, we'd love to hear from you! Email [email protected] with your questions.By Evergreen Wealth Solutions

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Evergreen Institutional: Philosophy & Process 32:22

8M ago32:22

32:22

Let's discuss how you as a board member or a member of an endowment non profit organization, might want to structure your thinking surrounding investment management and board governance. If you have questions or concerns, we'd love to hear from you! Email [email protected] with your questions.By Evergreen Wealth Solutions

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Evergreen Institutional Episode 2 23:36

8M ago23:36

23:36

On This episode we're going to talk about board governance and the primary documents that are used in informing investment decisions and how you as a investment committee or board member should be thinking about your responsibility and your contribution and decision making process surrounding governance. If you have questions or concerns, we'd love…

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Introduction to Evergreen Institutional 10:54

8M ago10:54

10:54

On this episode, We're going to cover several topics that relate to the best practices of institutional asset management with the goal of creating a process and program that lasts generations.By Evergreen Wealth Solutions

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What's Your Edge?: StepStone Private Wealth's Bob Long 57:59

8M ago57:59

57:59

Today marks the launch of a new show on Alt Goes Mainstream: What’s Your Edge? Every person, every company, every fund has something that makes them special. Makes them stand out from the crowd. Gives them an unfair advantage. Tips the scales in favor of success. In this episode, I ask our special guest, Bob Long, “What’s Your Edge?” Bob Long is CE…

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Ritholtz Wealth Management's Ben Carlson - bringing a wealth of common sense to asset allocation 52:13

8M ago52:13

52:13

Welcome back to the Alt Goes Mainstream podcast. Today’s show features a guest who brings a wealth of common sense to wealth management and asset allocation. We talk with Ben Carlson, the Director of Institutional Asset Management at Ritholtz Wealth Management, a $5B AUM wealth management firm. He’s managed institutional portfolios for his entire c…

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Blue Owl GP Strategic Capital's Sean Ward - transforming GP stakes into an industry 1:06:27

8M ago1:06:27

1:06:27

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast illustrates just how far private markets have come. We dive into the world of GP stakes with Sean Ward, Senior Managing Director from Blue Owl’s GP Strategic Capital Platform, where he was a founding partner and is responsible for helping to oversee the firm that has done the lion’s s…

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HGGC's Steve Young & True North Advisors' Scott Wood - "the score takes care of itself" on the field and in investing 56:46

8M ago56:46

56:46

Welcome back to the Alt Goes Mainstream podcast. Today’s episode welcomes two elite performers in Steve Young of HGGC and Scott Wood of True North Advisors, where they talk about how they formed a partnership based on shared values. Steve’s private equity firm, $7B AUM HGGC, took a minority stake in Scott’s independent wealth management firm, $3.9B…

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Going Public Ep. 1 with Evercore's Glenn Schorr 54:30

9M ago54:30

54:30

Today marks the launch of a new show on Alt Goes Mainstream: Going Public with Evercore’s Glenn Schorr. 17 years ago, there wasn’t a single alternative asset manager that was part of the public markets. Today, not only are a number of the industry’s largest firms public, but in 2024, the industry’s largest alternative asset manager, Blackstone, ent…

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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 26:15

9M ago26:15

26:15

Welcome to the 12th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. This month’s episode features one of iCapital’s senior executives, Eileen Duff, Managing Partner & Chief Client Success Officer, and a private markets veteran who was Head of Alternative Investments, North America for Credit Suisse for a n…

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Cantilever Group's Todd Owens - the untapped opportunity in GP stakes 48:32

9M ago48:32

48:32

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast dives into the continued innovation in the GP stakes space with someone who has advised some of the industry’s largest firms on their businesses and going public. We are joined by Todd Owens, the Co-Founder and Managing Partner of Cantilever Group. Cantilever is an independent firm fo…

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Intapp's Ben Harrison - using data and automation to transform private markets 1:00:58

9M ago1:00:58

1:00:58

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is a special show with Ben Harrison, the Co-Founder of DealCloud, which is now part of Intapp, where he is President, Industries. Ben is a former banker and private equity professional at Falfurrias Capital Partners who went on to co-found DealCloud to make the process of managing dea…

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T. Rowe Price's Cheri Belski - how a $1.59T asset manager is approaching private markets: AGM x Pangea Private Markets Live Podcast 26:45

10M ago26:45

26:45

Welcome back to the Alt Goes Mainstream podcast. Recently, AGM partnered with Pangea to bring together a group of executives in private markets and wealth management in London for a live AGM podcast featuring Cheri Belski of T. Rowe Price, one of the largest asset managers in the world with over $1.59T AUM. Cheri is the Global Head of Product at T.…

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Bernstein Private Wealth Management's Alex Chaloff - how the CIO of a $125B wealth manager navigates private markets 1:00:55

10M ago1:00:55

1:00:55

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with Alex Chaloff, the CIO of a large and sophisticated private wealth management firm that is very active in private markets. Alex is Chief Investment Officer of Bernstein’s $125B+ private wealth management unit within $725B AUM AllianceBernstein. He was previously the Head of Alt…