Best Wealthtech Podcasts (2024)

1
2024 European Private Market Trends: An AGM x Pangea podcast shorts collaboration 1:07:20

2h ago1:07:20

1:07:20

AGM collaborated with Pangea Group, a firm that helps B2B fintech companies with go-to-market strategies, at a live event they hosted on private markets in London with Schroders and Illuminate Financial to gather thoughts from some leaders in private markets on their views of the industry’s future in Europe. We asked seven private market participan…

1
Ritholtz Wealth Management's Michael Batnick - real talk on private markets 1:06:05

8d ago1:06:05

1:06:05

Welcome back to the Alt Goes Mainstream podcast. On today’s show, we turned the tables. We welcomed famed podcast co-host of Animal Spirits and The Compound and Friends and writer at The Irrelevant Investor, and Managing Partner and Director of Research at $4B AUM Ritholtz Wealth Management Michael Batnick to come on the show to share a wealth mana…

1
HgCapital Trust's Chairman of the Board Jim Strang - a masterclass in private markets 1:04:39

14d ago1:04:39

1:04:39

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features a masterclass in private markets from a guest who has seen it all. Jim Strang is a deeply experienced private equity professional who has been part of the industry as a GP, LP, investor, consultant, and now a teacher, board member, and advisor to a number of firms. I’d probab…

1
Monthly Alts Pulse Ep. 10: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital, and Robert Picard, Managing Director, Head of Alternative Investments at Hightower Advisors ... 21:36

27d ago21:36

21:36

Welcome to the 10th episode of 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, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the …

1
3i Members' Mark Gerson - building engaged investing communities 40:38

1M ago40:38

40:38

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast is a special show with 3i Members co-founder Mark Gerson. Alt Goes Mainstream’s first sponsor is 3i Members, an investing network built on community, collaboration and capital that was co-founded by Mark Gerson, Billy Libby, and Teddy Gold. 3i Members is a global deal network for acco…

1
Marc Rubinstein of Net Interest - an in-depth tour of financial markets with an expert in finance and history 59:52

1M ago59:52

59:52

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast provided us with an in-depth tour of financial markets with a student of both finance and history. And what a tour guide we had. Marc Rubinstein, an investment professional with 25 years of experience researching and investing in financial services joined us on the show. Marc started …

1
The Connector Podcast - Pivoting to Success: How POM Transformed Invoice Payments and Mastered the Fintech Space 13:39

2M ago13:39

13:39

Ever wondered how a simple pivot can redefine a company's destiny? That's exactly what Johannes from POM reveals as we explore the transformation of the invoice payment landscape on the Connector Podcast. Johannes takes us through the inception of POM, originally designed to ease the pain points of consumers managing their bills, to its strategic s…

1
The Connector Podcast - Mastering Digital Identity in the EU: A Deep Dive into eIDAS 2.0 with itsme® 13:45

2M ago13:45

13:45

Unlock the secrets of seamless digital identity in the EU with our latest conversation featuring Tom from itsme®. We venture into the realm of eIDAS 2.0, the regulation revolutionizing how we interact online. Prepare to be enlightened as Tom, with his expert knowledge, navigates the evolution of this critical legislation, from its origins to its la…

1
Braughm Ricke of Aduro Advisors - building a fund administration business 44:52

2M ago44:52

44:52

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features an enabler of the micro VC movement who has now scaled his business into one of the industry’s larger fund administrators. Braughm Ricke is the Founder and CEO of Aduro Advisors, a leading fund administrator that has carved out a sterling reputation in the VC world. He's grow…

1
Monthly Alts Pulse Ep. 9: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital, and Haig Ariyan, CEO of Arax Investment Partners 22:59

2M ago22:59

22:59

Welcome to the 9th episode of 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, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the a…

1
EP064 - GenAI - In conversation with Ankit Ratan, Co-Founder, Signzy 45:37

2M ago45:37

45:37

In our next episode on AI, we spoke with Ankit Ratan, Co-Founder Signzy. Ankit helped us understand and answer the important question of how GenAI is helping banks with compliance and regulators with monitoring compliance. In our conversation we discussed: 🤖 GenAI and Financial services use cases in India ⚙️ SupeTech and GenAI 🔑 Key considerations …

1
Yieldstreet's Michael Weisz on unlocking access to alternatives 58:15

2M ago58:15

58:15

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a fintech founder who has scaled one of the larger private markets investing platforms for individual investors. Michael Weisz is the Founder and CEO of Yieldstreet, a leading private markets investing platform, with more than 450K members and $3.9B invested (as of October 202…

1
Steve Case, Chairman & CEO of Revolution and Co-Founder of America Online, on revolutionizing the world on purpose with passion 56:29

2M ago56:29

56:29

Welcome back to the Alt Goes Mainstream podcast. Today’s episode with an internet legend provides an illuminating window into how the past can help inform us about the future. Steve Case is a pioneer and a visionary. He built one of the foundational companies of the internet, AOL, that brought America and the world online. As one of America’s best-…

1
EP063 - GenAI - In conversation with Anant Gupta, FSI Head, Google Cloud India 30:59

2M ago30:59

30:59

In our latest episode on AI, we spoke with Anant Gupta, FSI Head, Google Cloud India to better understand how AI use cases are implemented on the cloud and how financial services firms could leverage the cloud to bring AI use cases to life. During our conversation we discussed: 🤖 GenAI and Financial services use cases in India ⚙️ Implementing AI us…

1
Hamilton Lane's Griff Norville on how private markets are moving from the Stone Age to the digital age 50:47

2M ago50:47

50:47

Welcome back to the Alt Goes Mainstream podcast. Today’s episode takes us into the world of technology with an expert in private markets tech. Griff Norville is a Managing Director and Head of Technology Solutions at Hamilton Lane, the $903B AUM (*Inclusive of $120.2B in discretionary assets under management and $782.9B in non-discretionary assets …

1
The Connector Podcast - Unveiling AI Ethics with IBM's Insight and Navigating Digital Partnerships with Arrow 18:49

2M ago18:49

18:49

Get ready to navigate the complex tapestry of AI ethics and partnerships with the Connector podcast! I’m Koen Vanderhoydonk, and in this episode, I’m joined by IBM's Michel Van Der Poorten and Arrow's Francis Mukwayanzo to unravel how the tech titan IBM harnesses AI to amplify human ingenuity. Michel grants us exclusive access to IBM's conscientiou…

1
The Connector Podcast - Fintech's Resurgence and AI Revolution: Uncovering the Next Waves with Bence Siklós from PEAK 14:30

2M ago14:30

14:30

Prepare to unlock the secrets of fintech's future as Ben Siklós from Budapest's PEAK joins me for a captivating exchange. This episode is a treasure trove of insights, with Ben, a trailblazer from Hungary's foremost fintech firm, guiding us through the industry's twists and turns. Together, we chart the resurgence of mega-round financings and disse…

1
Lessons from a leading operator: Growing ECi Software Solutions to $500M revenue and $200M EBITDA with Net Health CEO & Carlyle Operating Partner Ron Books 48:24

3M ago48:24

48:24

Welcome back to the Alt Goes Mainstream podcast. Today we have the operator’s view on the show. We bring in someone who rose up the ranks of a private equity-backed software company to be CEO of that company — ECi Software Solutions — that now generates over $500M in revenue and $200M in EBITDA. We welcome Ron Books, now an Operating Partner at Car…

1
EP062 - GenAI - In conversation with Raoul Nanavati, Co-founder & CEO, Navana 26:50

3M ago26:50

26:50

Generative AI is rapidly transforming many industries across the globe and financial services is one of them. To better understand the impact of GenAI and AI in general on the financial services space, our next few episodes will be focused on speaking to companies and leaders in this space. To begin unpacking this topic we spoke with Raoul Nanavati…

1
Blue Owl Capital's Global Private Wealth President & CEO Sean Connor on working with the wealth channel 52:36

3M ago52:36

52:36

Welcome back to the Alt Goes Mainstream podcast. Today’s episode takes us inside the world of wealth from the perspective of one of the industry’s largest alternative asset managers. We are joined by Sean Connor, President & CEO, Global Private Wealth at Blue Owl Capital, a firm with over $160B in AUM. Sean highlighted a number of key insights for …

1
Monthly Alts Pulse Ep. 8: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital 20:04

3M ago20:04

20:04

Welcome to the 8th episode of 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, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the a…

1
Blackstone Chief Technology Officer John Stecher on how technology is transforming private markets 48:58

3M ago48:58

48:58

Welcome back to the Alt Goes Mainstream podcast. Today’s episode takes us inside the mind of a tech titan who is at the forefront of shaping the market structure evolution in private markets. John Stecher is the Chief Technology Officer at Blackstone. He’s responsible for all aspects of technology across the firm and advises the firm’s investment t…

1
Chris Long on building $29B credit investment firm Palmer Square and a winning NWSL soccer team, KC Current 56:22

3M ago56:22

56:22

Welcome back to the Alt Goes Mainstream podcast. Today we have an incredible discussion that spans the world of private credit and the growth of women’s sports - and how those two topics intersect in the guest’s daily life. Chris Long founded Palmer Square Capital Management, an approximately $29B+ asset manager focused on corporate and structured …

1
EP061 - Wealthtech - In conversation with Ridhi Doongursee, Co-founder LXME 26:20

3M ago26:20

26:20

Did you know that 95% of women did not access any financial platform? To understand what are some of the barriers to financial product adoption among women and how fintechs can help solve this, we thought that it would be a timely topic to deep dive into on International Women’s day. To help us unpack this topic we spoke with Ridhi Doongursee, Co-f…

1
Stories from building Blackstone, Airbnb, and private markets with Laurence Tosi of WestCap 1:16:01

4M ago1:16:01

1:16:01

“The room where it happens … No one really knows how the game is played The art of the trade How the sausage gets made We just assume that it happens But no one else is in the room where it happens … When you got skin in the game, you stay in the game But you don’t get a win unless you play in the game.” Welcome back to the Alt Goes Mainstream podc…

1
DLAI Fintech Conclave 2024 - Empowering Women: Closing the Credit Gap 32:29

4M ago32:29

32:29

This Friday is International Women’s Day, and we thought that in our next episode in the DLAI Fintech Podcast Series, we would discuss the important issue of the credit gap between genders and how we can bridge it. To shed more light on the issue and provide insights on solutions, we spoke with Puneet Gupta, Co-Founder of Kaleidofin. We discussed: …

1
$28B Sanctuary Wealth on working with the wealth channel 48:35

4M ago48:35

48:35

Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives deep into one of the fastest growing independent wealth platforms in the US — Sanctuary Wealth — and how alternatives is a major ingredient to the growth of their firm and the RIA space more broadly. We have Sanctuary’s MD and Head of Alternative Investments, Patrick McGowan, an…

1
DLAI Fintech Conclave 2024 - Digital Lending Guidelines: One Year Later 24:08

4M ago24:08

24:08

In Sep 2022, the RBI announced the Digital Lending Guidelines which had a profound impact on the digital lending landscape in India. Now over one year later we unbox what this has meant for the ecosystem with our special guest Sanjay Khan Nagra, Partner, Khaitan & Co. In the episode we discussed:🏛️ Recap of the Digital Lending Guidelines📜 Impact on…

1
DLAI Fintech Conclave 2024 - Artificial Intelligence in Fintech 40:30

4M ago40:30

40:30

In our next episode in the DLAI Fintech Conclave 2024 podcast series, we examine Artificial Intelligence and how it's powering new and old use cases in financial services. To unpack this, we were joined by Anuj Kacker, Co-Founder of Freo and Neeraj Gupta, Managing Director of Branch International. We discussed: Use cases of AI in Financial Services…

1
Monthly Alts Pulse Ep. 7: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital 26:46

4M ago26:46

26:46

Welcome to the 7th episode of 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, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the a…

1
DLAI Fintech Conclave 2024 - SRO and it’s implications for Fintech 22:01

4M ago22:01

22:01

We are back with a special podcast series in collaboration with the DLAI Fintech Conclave 2024. In the first episode in the series we caught up with Jatinder Handoo, CEO of DLAI on the recently announced framework for Self Regulatory Organizations (SRO) and its implications for Fintechs. We discussed: What is an SRO? Salient features of the SRO fra…

1
[Repost] The 10X Podcast - How Everyday Investors Can Access Blackstone, Apollo, and KKR? 32:35

4M ago32:35

32:35

A few weeks ago, the tables were turned and I sat down with David Weisburd of the 10X Capital Podcast to talk about the ongoing transformation of private markets. The wealth channel is becoming a centerpiece of the LP universe. Every alternative asset manager either has — or has to have — a strategy for working with the wealth channel in today’s pr…

1
The Connector Podcast - Unveiling Risk Intelligence in Central Asia's Corporate Landscape with ClearPic's Alexei Panin 12:19

4M ago12:19

12:19

Discover the enthralling world of risk intelligence as we sit down with Alexei from ClearPic, who guides us through the labyrinth of corporate information within the emerging markets of Central Asia and the Caspian region. His 15 years of experience unveil a realm where data is both a hidden treasure and a complex puzzle. With ClearPic's innovative…

1
The Connector Podcast - Open Banking Evolution: Navigating Future Payment Systems with Jan Willem Stoffer from SOPRA Banking 15:03

4M ago15:03

15:03

Embrace the future of financial transactions as we unravel the potential shift from traditional card payments to innovative open banking solutions with Jan Willem Stoffer from SOPRA Banking. Our latest conversation on the Connector podcast promises to elevate your understanding of the evolving fintech landscape, where the intertwining of technologi…

1
The Connector Podcast - WealthTech Live in Zürich 2024 - Charting Asia's Wealth Management Transformation by Valuefy 12:26

4M ago12:26

12:26

In our latest Connector podcast episode, unlock the secrets of Asia's wealth management evolution with Shirkant Tiwari, a luminary from Valuefy. Listen as he narrates his journey from the historic city of Jaipur to reshaping the financial contours of an entire continent. His profound insights into the cultural fabric of Asian savings and investment…

1
The Connector Podcast - WealthTech Live in Zürich 2024 - Delving into FinTech Innovations and Global Private Banking by ERI 15:55

4M ago15:55

15:55

Unlock the world of FinTech innovation with Roger Furrer and Jean-Philippe Bersier from ERI as they share their frontline insights on the OLYMPIC Banking System and more. As key players in the FinTech scene, Roger oversees ERI's operations in the German and Italian-speaking regions of Switzerland, while Jean-Philippe, with his long tenure since 200…

1
The Connector Podcast - WealthTech Live in Zürich 2024 - Revolutionizing Core Banking and Embracing Innovation in Switzerland by SaaScada 15:41

4M ago15:41

15:41

Unlock the future of fintech with us, Koen Vanderhoydonk, as we invite the astute Nelson Wootton, CEO and co-founder of Saascada, into our conversation. Prepare to have your perspective on banking innovation revolutionized as we dissect SaaScada's minimalist yet powerful approach to core banking solutions. Their cloud-native platform is a game-chan…

1
The Connector Podcast - Shaping the Future of FinTech with swissQuant's Innovative Banking Software Solutions 15:21

4M ago15:21

15:21

Unlock the secrets of FinTech innovation with Salar from swissQuant, the sales team leader at the forefront of transforming the financial technology landscape. This episode promises to be an eye-opener as we discuss the evolution of swissQuant, from its quant house beginnings to becoming a software titan with a unique quant core. Salar, with his ex…

1
The Connector Podcast - WealthTech Live in Zürich 2024 - Innovating the Digital Financial Landscape with SIX 12:40

4M ago12:40

12:40

Unlock the secret to navigating the digitized financial world with Roy Kirby, the mastermind behind SIX Financial Information's core products. This episode is a must-listen for anyone keen on understanding the seismic shift in wealth management and the critical importance of data in the financial sector's evolution. Roy offers a rare glimpse into S…

1
The Connector Podcast - WealthTech Live in Zürich 2024 - All Stars Session 13:00

4M ago13:00

13:00

Prepare to be enchanted by the future of finance as we unpack the Swiss WealthTech revelations! Our latest episode is a treasure trove of insights featuring the brilliant minds of Effy and Olga alongside industry trailblazer Urs. Together, we dissect the seismic shifts occurring at the nexus of technology and wealth management. Effy guides us throu…

1
Building a $3B real estate hospitality investment platform with Carlos Rodriguez Jr. of Driftwood Capital 1:01:27

5M ago1:01:27

1:01:27

Welcome back to the Alt Goes Mainstream podcast. On today’s episode, we travel around the world of hospitality investing. We talk with Carlos Rodriguez Jr., the Founder, President, and COO of Driftwood Capital, one of the US’s leading hospitality sponsors with over $3B in hospitality assets under management. They’ve found a way to do both the tradi…

1
EP060 - Wealthtech - In conversation with Satyen Kothari, Founder & CEO Cube Wealth 44:39

5M ago44:39

44:39

In the last few years the entire landscape of retail investing in India has changed. From being able to invest in stocks at the click of a button to opening an FD digitally to being able to invest in new avenues like invoice factoring, P2P lending, alternative assets etc. the Indian retail investor has come a long way. We spoke with Satyen on what’…

1
J.P. Morgan Asset Management's Tyler Jayroe on how one of the world's largest financial institutions approaches private equity 48:04

5M ago48:04

48:04

Welcome back to the Alt Goes Mainstream podcast. On today’s show, we welcome a senior member of the team at the world’s 3rd largest alternatives manager. Tyler Jayroe is a MD and Portfolio Manager in the Private Equity Group at J.P. Morgan Asset Management, which manages over $2.4 trillion of assets on behalf of a diverse group of global institutio…

1
Stride VC's Fred Destin on how to build trust in a competitive, chaotic world 55:56

5M ago55:56

55:56

Welcome back to the Alt Goes Mainstream podcast. On today’s show, we welcome a long-time VC investor who brings the perspective from both sides of the pond. Fred Destin, the founder of Stride VC, a seed fund operating out of London and currently investing out of its second £123M fund, shares his views on the venture capital industry. Prior to Strid…

1
The Connector Podcast - Humanizing Finance: DACX's Journey to Deepen Client Connections 15:04

5M ago15:04

15:04

Have you ever walked away from a financial meeting feeling you missed a personal connection? Yannick from DACX joins us to unravel this phenomenon and reveals how his epiphany led to the birth of a company revolutionizing customer intimacy in the financial sphere. As we chatted with Yannick, his passion for blending tech-savvy solutions with the hu…

1
EP059 - What’s in store for Indian Fintech in 2024? 21:05

5M ago21:05

21:05

After an absolutely interesting 2023, we were wondering what's in store for 2024? To answer that question we spoke with Jatinder Handoo - CEO of the Digital Lenders Association of India, Dhirendra Mahyavanshi - Co-founder of Turtlemint, Rajesh Mirjankar - MD & CEO at Kiya.ai and Satyen Kothari - Founder and CEO of Cube Wealth. We spoke with them ab…

1
Master of micro VC, Chris Douvos of Ahoy Capital, on why there's always room for a Bugatti in a market full of Fords and Toyotas 51:44

6M ago51:44

51:44

Welcome back to the Alt Goes Mainstream podcast. On today’s show, we welcome a veteran of venture, a champion of portfolio concentration, a master of micro VC. Chris Douvos has taken a mosaic of experiences as an allocator at both endowments and funds that worked on behalf of institutional investors to found Ahoy Capital in 2018, an intentionally r…

1
FP podcast host Justin L. Mack signs off 5:28

6M ago5:28

5:28

The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.

1
Monthly Alts Pulse Ep. 6: Taking the pulse of private markets with Lawrence Calcano, Chairman & CEO of iCapital 22:31

5M ago22:31

22:31

Welcome to the 6th episode of 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, who as the leader of a platform that is responsible for the majority of individual and advisor-led investment flows into the a…

1
EP058 - 2023 Retrospective with Navin Surya 51:57

6M ago51:57

51:57

2023 was indeed a roller-coaster year for Fintech in India, with several interesting developments across the entire spectrum of Fintech Subsectors in India. To recap the most interesting and important developments of the year we caught up with Navin Surya, Fintech Thought Leader, Mentor and Investor. We spoke with Navin about: 💰 Fintech Funding in …

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