Best Evergreen Wealth Solutions Podcasts (2024)

1
Mercer Investments' Gregg Sommer & CAIS' Neil Blundell - following the fast river of alts 49:47

9d ago49:47

49:47

Welcome back to the Alt Goes Mainstream podcast. On today’s episode, we are joined by Mercer Investments’ US Financial Intermediaries Leader Gregg Sommer and CAIS’ MD and Head of Investments Neil Blundell. Gregg and Neil bring deep experience and backgrounds in private markets to discuss how alternatives can be further adopted by the wealth channel…

1
Manulife's Anne Valentine Andrews - connecting real assets with real money and the world of infrastructure investing 55:00

5d ago55:00

55:00

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features a guest who has consistently and astutely figured out the growth areas in private markets. We are joined by Manulife’s new Global Head of Private Markets Anne Valentine Andrews. She’s responsible for the strategy, business development, and growth of Manulife Investment Manage…

1
Monthly Alts Pulse Ep. 11: Taking the pulse of private markets with Dan Vene, Co-Founder & Managing Partner, Head of Investment Solutions, iCapital 26:03

22d ago26:03

26:03

Welcome to the 11th episode of a collaboration between iCapital x Alt Goes Mainstream. We changed up this month’s episode, welcoming iCapital Co-Founder and Managing Partner, Head of Investment Solutions Dan Vene to the show to discuss the evolution of private markets and the launch of iCapital’s Marketplace. iCapital, as the leading platform that …

1
Creating Transformative Financing Solutions 24:44

22d ago24:44

24:44

What does it take to create financing solutions that help businesses succeed? In this episode, Adam Torres and Bradley Kissler, Transformative Financing Solutions Serial Entrepreneur, explore Brad's current ventures and the creative process he uses to create financing solutions for businesses. Follow Adam on Instagram at https://www.instagram.com/a…

1
Change the Way We Think About Money 21:40

17d ago21:40

21:40

Why should we change the way we think about money? In this episode, Adam Torres and Tony Steuer, Author, Podcaster and Financial Preparedness Advocate, explore how people can take control of their financial futures and Tony's book, "Get Ready!: A Step-by-Step Planner for Maintaining Your Financial First Aid Kit." Follow Adam on Instagram at https:/…

1
How to Become a Successful Angel Investor 22:04

1M ago22:04

22:04

What does it take to become a successful angel investor? In this episode, Adam Torres and Jonathan Hung, Managing Partner at Entrepreneur Ventures, explore angel investing and entrepreneurship. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on o…

1
DSCR Loans to Grow Your Single-family Rental Investment Portfolio 17:56

25d ago17:56

17:56

Visio Lending provides long-term mortgage financing to investors in long-, mid- and short-term single family rental properties across the United States. In this episode, Adam Torres and Jeff Ball, CEO of Visio Lending, explore Visio Lending and mortgage financing options for investors. Follow Adam on Instagram at https://www.instagram.com/askadamto…

1
Partners Group's Rob Collins - The how and why of evergreens: one of the most exciting trends in private markets 1:05:05

26d ago1:05:05

1:05:05

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is one of evergreen importance. We talk with one of the pioneers in the evergreen fund space. Rob Collins, a Partner, Co-Head of Private Wealth, and Head of the New York office and a member of the Global Executive Board at Partners Group, a $147B+ AUM alternative asset manager, joins …

1
How Climate Technology will Generate Outsized Performance in the Venture Capital Ecosystem 16:55

1M ago16:55

16:55

Can Climate Technology generate outsized performance for investors? In this episode, Adam Torres and Andrew Karsh, General Partner at Bay Bridge Ventures, explore the Founding of Bay Bridge Ventures and its focus on Climate Technologies. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases…

1
Financial Growth and Legacy Building: Strategies for Success 23:14

1M ago23:14

23:14

What will financial planning and wealth management look like in the modern era? In this episode, Adam Torres and Chad Olivier, CEO and Founder at Olivier Group, explore financial planning and wealth management. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply t…

1
iCapital Chairman & CEO Lawrence Calcano - Driving efficiency across the entire value chain to transform private markets 41:15

1M ago41:15

41:15

Welcome back to the Alt Goes Mainstream podcast. I've been having many conversations with GPs and LPs over the past few months — and it feels like we've reached a point in private markets where both sides are trying to figure out how to navigate this space, from a product perspective and a technology perspective. To better understand these issues, …

1
NEA's Peter Barris - From operator to VC legend, how Peter transformed NEA into a venture juggernaut 1:02:31

1M ago1:02:31

1:02:31

Welcome back to the Alt Goes Mainstream podcast. His career started when someone said to him, “well, have you thought about venture capital? We don’t think that you’d be any good at it.” The rest is history. Today’s episode features one of the legends of the venture capital industry. Peter Barris joined New Enterprise Associates in 1992 after a sto…

1
Private Lending For Real Estate Investors 20:05

2M ago20:05

20:05

WE LEND aims to take the headaches out of real estate loans. In this episode, Adam Torres and Ruben Izgelov, Co-Founder & Managing Partner at WE LEND - NATIONWIDE PRIVATE LENDING, explore Ruben's journey as an entrepreneur and the current state of the real estate market. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to…

1
Turning Risk into Profit Through Captive Insurance Companies 24:15

2M ago24:15

24:15

In this episode, Adam Torres interviews Jarid Beck, Co-Founder, Managing Director at Risk Management Advisors. Explore setting up captive insurance companies and what businesses could benefit from the strategy. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply t…

1
NewEdge's Rob Sechan and Cameron Dawson - growing a cutting edge $44B platform to serve the wealth channel 59:56

2M ago59:56

59:56

Welcome back to the Alt Goes Mainstream podcast. Today’s episode features the architects behind one of the industry’s faster growing wealth management platforms, NewEdge. We welcome NewEdge CEO, Managing Partner, and Co-Founder Rob Sechan and NewEdge CIO Cameron Dawson. Both Rob and Cameron have a wealth of experience in both wealth management and …

1
Launching Successful Equity Crowdfunding Campaigns 14:41

2M ago14:41

14:41

How do you plan and launch a Reg CF Equity Crowdfunding Campaign? In this episode, Adam Torres and Danielle Dongmo Godfrey, CEO of Setapart Accountancy Corp, explore the world of crowdfunding and best practices. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply …

1
Evolution of Tech Venture Financing 17:44

2M ago17:44

17:44

Technology venture financing has had many changes through the years including direct investment, convertible notes, SAFEs, SAFTS, and now digital asset Fair Launches. In this episode, Adam Torres and Steve Masur, Partner, Chair, Technology and Ventures Practice Group at Raines Feldman Littrell LLP, explore the evolution of venture financing. Follow…

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

2M 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

2M 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
Creating a Sustainable Future Through "Challenger Technologies" 20:48

2M ago20:48

20:48

In what ways can collaboration between corporations, founders and startups accelerate progress toward sustainability goals? In this episode, Adam Torres and Nicolas Sauvage, President at TDK Ventures, explore "challenger technologies" and their significance in shaping a sustainable future. Follow Adam on Instagram at https://www.instagram.com/askad…

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

2M 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
Changing Landscape of Crowdfunding 17:13

3M ago17:13

17:13

The crowdfunding landscape is changing. In this episode, Adam Torres and Sean Levine, Managing Director at Entoro Capital, explore crowdfunding and what investors need to know. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https…

1
What is Happening in Early Stage Venture Today? 22:37

3M ago22:37

22:37

How can someone get funding from Sputnik ATX? In this episode, Adam Torres and Joe Merrill, General Partner at Sputnik ATX, explore early stage venture and tips for founders looking for investment from Sputnik ATX. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. App…

1
Helping Companies on the Journey of Going Public 17:38

3M ago17:38

17:38

Why should a company consider going public and when? In this episode, Adam Torres and Seth Farbman, Chairman and Founder of Vstock Transfer and Sharemedia.co, explore the going public journey. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on ou…

1
How to Market Your Regulated Investment Crowdfund 23:24

3M ago23:24

23:24

What types of channels and results should issuers seek out in their Reg CF and Reg A campaigns? In this episode, Adam Torres and Jason Fishman, Co-Founder & CEO at Digital Niche Agency (DNA), explore what separates the top groups from the underperformers running crowdfunding campaigns. Follow Adam on Instagram at https://www.instagram.com/askadamto…

1
The Explosive Growth in Investment Crowdfunding 21:46

3M ago21:46

21:46

How does Regulation Crowdfunding differ from traditional funding methods? In this episode, Adam Torres and Woodie Neiss, Partner at Crowdfund Capital Advisors, LLC, explore the pros and cons of crowdfunding and what business owners and investors need to know. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date inform…

1
Acquiring Senior Loans Collateralized by Real Estate 26:37

3M ago26:37

26:37

Sortis sponsors and manages the Sortis Income Fund (“SIF”), an unleveraged, evergreen investment fund focused on the acquisition of senior loans collateralized by real estate in the US with a focus on Western US markets. In this episode, Adam Torres interviews Paul Brenneke, Founding Partner at Sortis Capital. Explore SIF’s disciplined approach and…

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

3M 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
Marketing Investment Offerings Online 17:52

3M ago17:52

17:52

Why are more companies raising capital online instead of going to angels and VC's? In this episode, Adam Torres and Gene Massey, Chairman & CEO at MediaShares, explore the current state of marketing investment offerings online. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour …

1
Proxy Solicitation for SPAC Clients 8:20

3M ago8:20

8:20

In this episode, Adam Torres and Donna Ackerly, Founder and CEO at Lioness Consulting LLC, explore the current state of the SPAC market. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest…

1
The Future of the IPO Market: Traditional IPOs and SPACs 14:40

3M ago14:40

14:40

Why aren't companies going public? And what are the solutions to that? In this episode, Adam Torres and Kristi Marvin, Founder & CEO at SPACInsider.com and IPOInsider.com, explore the current and future of the IPO market. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedu…

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

3M 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
Author Marguerita Cheng to Launch New Book with Mission Matters and Women Connect4Good 20:49

3M ago20:49

20:49

New book alert! In this episode, Adam Torres and Marguerita Cheng, CEO at Blue Ocean Global Wealth, explore the new book Marguerita will be launching with Woman Connect4Good and Mission Matters. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on …

1
Tips to Closing Real Estate Deals in Volatile Markets 25:35

4M ago25:35

25:35

Diversified Lending Solutions (“DLS”) is a real estate capital advisor created to help emerging and middle-market property owners seeking funding of $1 million and up on their residential and commercial projects. In this episode, Adam Torres and Vernon Beckford, Co-Founder & CEO at Diversified Lending Solutions, explore DLS and Vernon’s journey in …

1
37. Welcome: Todd Rishel! 21:45

4M ago21:45

21:45

This is your chance to get to know Todd Rishell! A new advisor that joined us in 2023. Get to know and learn a little bit about Todd in this podcast. If you have questions or concerns, we'd love to hear from you! Email Kate@egwealth.com with your questions.

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

4M 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 Future of Web3 Real Estate Investing 16:45

4M ago16:45

16:45

Tokenizing real estate is one of the ways real estate investors are increasing their liquidity. In this episode, Adam Torres interviews Johnney Zhang, Founder & CEO at USP and Primior Asset Management. Explore real estate investing, tokenizing real estate and the future of Web3. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ f…

1
Doing Due Diligence on Private Placement Investments 21:16

4M ago21:16

21:16

Private Investor Club has an extensive due diligence library of over 1000+ sponsors and deals. In this episode, Adam Torres and Ian Ippolito, Founder & CEO at Private Investor Club, explore the evolution of Private Investor Club. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tou…

1
Growing The Ukraine Business Network 20:01

4M ago20:01

20:01

The Ukraine Business Network was created with the goal of aiding foreign investors operating in the country and ultimately contributing to the nation’s reconstruction. In this episode, Adam Torres and Mark McNamee, Co-Founder & CEO of The Ukraine Business Network, explore The Ukraine Business Network and its plans for the future. Follow Adam on Ins…

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

3M 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

4M 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
Tax Efficient Strategies for Retirees and Advanced Tax Planning 20:42

4M ago20:42

20:42

In this episode, Adam Torres interviewed Christopher J. Dixon, RFC. and Samuel J. Dixon, RFC. Co-Founders of Oxford Advisory Group. Explore the Oxford Advisory Group approach to financial planning. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest …

1
Is it Ever Too Late to Create a Financial Plan? 17:05

4M ago17:05

17:05

Why is it so important to have a financial plan? In this episode, Adam Torres and Lisa Hutter, Partner at IronOak Wealth, explore Lisa's journey in finance and creating financial plans. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podca…

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

4M 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
Democratizing Investing in the Energy Space 24:22

4M ago24:22

24:22

In this episode, Adam Torres interviewed Larry Galan & Rollyn Reyes, Co-Chief Executive Officers at Energia. Explore Energia and how it's helping investors access investments in the energy space. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on…

1
Daily Active Engagement and How it Encourages Success for Entrepreneurs 20:59

4M ago20:59

20:59

H/L Ventures is a firm dedicated to building start-ups at the nexus of growth, impact, and diversity. In this episode, Adam Torres and Oliver Libby, Managing Partner at H/L Ventures, explore H/L Ventures and how it's providing hands-on support to support its portfolio companies. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ f…

1
Survival First: The Rebel Entrepreneur's Guide to Risk, Riches and Immortality 30:39

4M ago30:39

30:39

New book alert! In this episode, Adam Torres and Alexander Concepcion, Author, Entrepreneur at Taco Street Locating, explore Alex’s new book, Survival First: The Rebel Entrepreneur's Guide to Risk, Riches and Immortality. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedu…

1
Relli is Positioning Itself as "The Stock Market of Real Estate" 20:06

4M ago20:06

20:06

What makes Relli different from other fractionalized real estate companies? In this episode, Adam Torres and Mor Milo, Founder & CEO of Relli, explore Relli and how it plans to democratize real estate investing. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply …

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

4M 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
Hamilton Lane's Griff Norville on how private markets are moving from the Stone Age to the digital age 50:47

4M 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 …

Podcasts Worth a Listen

Evergreen Wealth Solutions Podcasts

Podcasts Worth a Listen

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