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Blue Alternative Asset Management Podcasts

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Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model ...
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Blue Alternative Asset Management

Blue Alternative Asset Management

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Blue Alternative Asset Management is a privately held company in New York, NY which specializes in wealth management, financial advisor and operating business. For more info: https://gust.com/companies/blue-alternative-asset-management
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Invest Like A Pro

Manish Kataria

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Hello and welcome to the Invest Like a Pro podcast! I'm Manish Kataria and I'm here to show you how simple it can be to invest in the financial markets, in shares, ETFs and options to achieve financial security. This is all about diversifying, this is all about long term compounded investing for inflation beating growth and creating additional streams of income with financial markets. I'm really excited to bring you all the tools and the knowledge and to show you how simple it can be to achi ...
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Private Markets Unleashed

Philipp Hemmersbach

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Private markets are opaque and unfamiliar to many people. Within the podcast series 'Private Markets Unleashed', we are interviewing fascinating individuals representing diverse alternative asset classes to enhance transparency and foster greater understanding of private markets.
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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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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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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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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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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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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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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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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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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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Curious about generating passive income through options? In this video, I'll show you how to utilize call and put options like rental properties to earn a monthly income. Whether you've heard of covered call options or you're completely new to the concept, I've got you covered. Plus, I'll do a live demo on my platform, Interactive Brokers and share…
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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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In this episode my (Ai) "friends" returned to discuss my article on why volatility HELPS smart and patient investors ... For patient set-and-forget investors, the recent tariff-driven volatility was overdue and welcome. Pullbacks enable long-term investors, like myself, to accumulate quality assets at better prices. As Warren Buffett says: “The Sto…
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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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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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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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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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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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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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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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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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Today we're exploring a topic that's not only timely, given the impending financial year-end, but also incredibly valuable—accessing free money for investing and securing your financial future. Yes, you heard it right, free money! Learn how to utilize the U.K.'s tax system to your advantage and make your investing as efficient as possible. I've got…
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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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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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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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In this episode, we delve into the crucial role of mindset in becoming a successful investor. I chat with Peter Dean, a seasoned investor and coach in my Investment Academy, about what sets top investors apart. Have you ever wondered how to think like a successful investor? Are you curious to understand the psychological barriers that might be hold…
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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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Listen to my article in an interview format. It’s surprisingly good with Ai converting my article into an engaging conversation between two of my "friends". Some investors may think investing in the S&P 500 is enough. But the increasing weighting of tech stocks within the US market could expose you to more risk than expected. This episode explores …
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In the first podcast episode of 2025, we are excited to welcome Nico Zeifang, Co-Founder and Partner at Penguin Capital. Penguin Capital is an investment firm with a competitive edge in the Lower-Mid Market. Backed by 50 entrepreneurial families, we combine data-driven expertise with firsthand entrepreneurial experience, offering our investors uniq…
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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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The Traitors was a hit show for the BBC. But did you know The Traitors teaches us important investment lessons? Like, how to outsmart the investment industry. I wrote an article to highlight those lessons. In this podcast episode, two of my (Ai !) friends sat down to discuss my article. It's surprisingly engaging - and totally true to what i wrote!…
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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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In this episode, I detail the essentials of constructing a well-balanced portfolio for options investing and income. Ever wondered how to identify great stocks and ETFs? I break down the four key attributes professionals use to spot high-quality companies: quality, value, growth, and momentum. Have you experienced the struggle of finding stocks wit…
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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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In this episode I share how I manage my own Options portfolio. Images referred to in the episode are at: https://investlikeapro.co.uk/podcast/options-delta Learn how to generate continuous income, use diversified options portfolios, and apply advanced strategies like the options wheel, credit spreads, and using margin to enhance returns while manag…
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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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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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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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In this episode, I sit down with Kevin Whelan, founder of Wealth Builders, to explore essential strategies for achieving financial independence. Here is the link for the free resources mentioned: https://wealthbuilders.co.uk/investlikeapro We discuss why it's crucial to take control of your financial future, the benefits of SAS pensions, and practi…
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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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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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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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I stumbled upon a new Ai tool that converts text-to-voice (thanks to one of my Investment academy grads). The resulting conversation blew my mind - have a listen !! Have a play around with it yourself here: https://notebooklm.google.com/ Just enter any text (eg one of your emails, an article, or even just a brief story about your day). Then wait fo…
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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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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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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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In this week's podcast episode, we are excited to welcome Richard Kunzer, Founding Partner at Integrum. Integrum is a mission-driven, technology-focused investment firm founded by experienced leaders with diverse backgrounds. The firm invests in sectors like Insurance Services, Payments, Business & Professional Services, and Capital-Light Financial…
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In this episode, I look at over 100 years of stock market data and tackle the common misconception that 'what goes up must come down'. I'll show you why the evidence proves that what goes down must come up. We'll dive into the simplicity of stock investments, the role of the global economy and inflation, and illustrate how shares track profits over…
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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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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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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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