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Alt Goes Mainstream

Michael Sidgmore

Join the smartest people in the room and subscribe to learn how top investors and allocators are incorporating private markets into the portfolios of tomorrow. altgoesmainstream.substack.com

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Episodes

195 episodes

  1. 🎥 Lowercarbon Capital’s Chris Sacca and Caie Kelley - investing in the powerhouses driving the new energy economy 1:36:30
  2. 🎥 Nomura Asset Management International’s Shawn Lytle - pizza, patterns in asset management, and private markets 31:40
  3. 🎥 Arcesium’s Jeb Altonaga - where data and decision-making intersect to drive “operational mastery” 54:58
  4. 🎥 Clarion Partners’ Josh Pristaw - an industrious approach to real estate investing 47:19
  5. 🎥 EQT’s Christian Sinding - “Why not” Europe and building the €1 trillion company 57:50
  6. 🎥 KKR’s Pete Stavros - a culture of ownership - live from AGM’s RIA Field Trip 39:42
  7. 🎥 I Squared’s Dr. Sadek Wahba - it’s time to “Build” 1:19:17
  8. 🎥 Golub Capital’s David Golub - inside the mind of one of private credit’s pioneers 1:13:23
  9. 🎥 Davidson Kempner’s James Li - “no situation is too complex” 1:00:42
  10. 🎥 Ardian’s Ava Mallin - “managing money is managing emotion” 16:04
  11. 🎥 Franklin Templeton’s Dave Donahoo - “start with the end client” - live from AGM’s RIA Field Trip 33:44
  12. 🎥 RIT Capital Partners' Maggie Fanari - why permanent capital is a privilege 1:00:45
  13. 🎥 Wellington Management's Mike Trihy - going long on evergreen funds: AGM Live from SuperReturn 26:20
  14. 🎥 Investcorp Strategic Capital Group's Anthony Maniscalco - the evolution of GP stakes 44:19
  15. 🎥 Coller Capital's Jake Elmhirst - secondaries coming in first: AGM Live at SuperReturn 32:09
  16. 🎥 Goldman Sachs' Kyle Kniffen - the arc of alternatives at Goldman Sachs: AGM Live at SuperReturn 25:58
  17. 🎥 Sagard's Paul Desmarais III - building the next generation alternative asset manager: AGM Live at SuperReturn 26:51
  18. 🎥 Brookfield's Anuj Ranjan - "own the boring that makes exciting possible": AGM Live at SuperReturn 21:47
  19. 🎥 Vista Equity Partners' Monti Saroya - "harnessing" the power of AI in the enterprise: AGM Live at SuperReturn 26:42
  20. 🎥 Apax's Andrew Sillitoe and Mitch Truwit - buying complexity for value in the middle market: AGM Live from SuperReturn 30:46
  21. 🎥 Blackstone's Farhad Karim - a "relentless" focus on serving private wealth 40:38
  22. 🎥 Hightower's Larry Restieri - building a $1T RIA and operating at the intersection of private markets and private wealth 56:03
  23. 🎥 Oak Hill Advisors' Eric Muller - operating at the intersection of public and private credit: live from iCapital Connect 34:23
  24. 🎥 Oaktree's Danielle Poli - private credit: "boring is beautiful" - live from AGM's RIA Field Trip 34:45
  25. 🎥 Breaking bread at Franklin Templeton's Private Markets RIA Advisory Council - Franklin Templeton's Dave Donahoo and Summit Wealth Group's Chelsea Ganey 45:56
  26. 🎥 Juventus' Giorgio Chiellini - life lessons in sports and business from a world-class performer on and off the field 1:01:06
  27. 🎥 Bank of America's Mark Sutterlin - why being a good investor in private markets is table stakes 55:50
  28. 🎥 Benefit Street Partners' Michael Comparato - the opportunity in commercial real estate credit 58:41
  29. 🎥 73 Strings' Yann Magnan - unlocking valuation intelligence in private markets 46:33
  30. 🎥 Hamilton Lane's Hartley Rogers - pioneering private markets: Live from iCapital Connect 36:45
  31. 🎥 Lincoln International's Brian Garfield - how is AI impacting private markets valuations? 49:16
  32. 🎥 Bridgepoint's Xavier Robert - building a "middle market global champion" 41:12
  33. 🎥 HarbourVest's John Toomey - over 40 years of "earning investors' trust" 1:01:53
  34. 🎥 Stonepeak Credit's Ryan Roberge - building an infrastructure credit strategy 1:05:06
  35. 🎥 Bloomberg's Brad Foster - driving the convergence between public and private markets 48:20
  36. 🎥 Brookfield Asset Management's David Nowak - "earn your seat" private equity 55:18
  37. 🎥 Stable's Erik Serrano Berntsen - what it takes to build a great alternative asset management firm 1:14:42
  38. 🎥 MSCI's Luke Flemmer - "bringing clarity to investment decisions" 53:13
  39. 🎥 AGM Unscripted: Goldman Sachs' Jeff Fine - An Investor’s Guide to Private Markets 40:17
  40. 🎥 AGM Unscripted: Goldman Sachs' Michael Bruun - Driving Value in Private Equity Through Network and Innovation 29:17
  41. 🎥 AGM Unscripted: Goldman Sachs' Harold Hope - Secondaries: A Primary Consideration 20:03
  42. 🎥 AGM Unscripted: Goldman Sachs' Kristin Olson - The Evolution of Alternatives: Bridging Private Markets and Wealth 18:45
  43. 🎥 AGM Unscripted: Goldman Sachs' James Reynolds - From Mezzanine to Moats: Over a Quarter-Century of Goldman Sachs Private Credit 31:04
  44. 🎥 AGM Unscripted: Goldman Sachs' Matt Gibson - Navigating the Future of Alternatives: Scale, Supply, and Geopolitics 34:03
  45. 🎥 Lexington Partners' Taylor Robinson - secondaries in the spotlight 1:02:11
  46. 🎥 Ultimus Fund Solutions' Gary Tenkman - building the core fund administration infrastructure to make private markets go mainstream 56:48
  47. 🎥 Goldman Sachs' Sara Naison-Tarajano - working with the apex of the wealth channel 1:10:56
  48. 🎥 Stonepeak's Cyrus Gentry - bringing infrastructure investing to the wealth channel 52:33
  49. 🎥 Blue Owl's Sean Connor - a growth company in a growth industry that is investing in megatrends 1:04:32
  50. 🎥 Vista's David Breach - building a software investing powerhouse in the age of AI 57:11