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

Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

Content provided by Michael Sidgmore. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Sidgmore or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

1d ago 16:34

MP3•Episode home

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 exposure through a unified managed account (UMA) are now available to advisors.

I sat down with Jack Hannah, the President & COO of GeoWealth, and Michael Doniger, SVP, Partnerships at iCapital, to discuss the technology and market structure innovation of the UMA and how private markets can play a role in model portfolios.

In this live, unscripted episode, Jack, Michael, and I had a fascinating and lively discussion. We covered:

An introduction to the partnership between BlackRock, iCapital, and GeoWealth.
Incorporating private markets into UMAs.
The private markets integration workflow.
Customization and “sleeving” in UMAs.

Thanks Jack and Michael for a great episode … looking forward to next month’s Monthly Alts Pulse conversation!

Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM’s podcasts.

Show Notes
00:00 Introduction and Guest Welcome

00:34 Evolution of UMAs in Private Markets

01:03 Incorporating Alternatives into UMAs

01:32 Private Markets Integration Workflow

02:41 Challenges and Solutions in UMA Implementation

03:32 Customization and Sleeving in UMAs

04:32 Client-Centric Solutions and Advisor Needs

05:21 Early Adoption of Private Market Solutions

06:17 Building a Robust Model Marketplace

08:37 Future of Model Portfolios and UMAs

13:10 Post-Investment Processes and Technology

14:17 Data Solutions and Performance Reporting

15:06 Growth Projections for UMAs and Private Markets

16:09 Conclusion and Final Thoughts

16:12 Closing Remarks and Thank You

155 episodes

#Trading #Business #Michael Sidgmore #Investing #Alternative Investments #MBA #Private Markets #Wealth Management #Asset Management