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19 episodes

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

by Michael Sidgmore · English

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 portfolios, and more. For anyone looking to invest into private markets (from experienced wealth managers to family offices to the individual investor looking for a more diversified investment portfolio), you’ll hear inside stories from executives and founders at some of the world’s largest financial institutions, alternative asset managers firms, and wealth management firms. More than a personal finance podcast, Alt Goes Mainstream dives deep into trends, investment strategies, firm building lessons, and innovative technologies that are enabling investors to access private markets.

Latest episodes

All episodes

I Squared’s Mohamed El Gazzar, Maxime Jacqz, Kristen Guo at Arriva - the wheels on the infrastructure bus “go ‘round and ‘round”

iSquared’s infrastructure investing in Arriva (London buses and European public transport), focusing on how taking Arriva private enabled a hands-on value creation plan: cost/revenue optimization,…

12 Nov 2026 · 1h 4m · 33 chapters

Lowercarbon Capital’s Chris Sacca and Caie Kelley - investing in the powerhouses driving the new energy economy

Lowercarbon Capital’s Chris Sacca and Caie (Kai) Kelley discuss investing in “energy” and industrial power/advanced manufacturing rather than “climate tech,” how they underwrite early-stage hardware,…

29 Oct 2026 · 1h 31m · 37 chapters

Nomura Asset Management International’s Shawn Lytle - pizza, patterns in asset management, and private markets

Nomura Asset Management International CEO Shawn Lytle discusses parallels between Japanese Neapolitan pizza craftsmanship and asset management, emphasizing client-first consistency, long-term…

21 Oct 2026 · 29m · 14 chapters

Arcesium’s Jeb Altonaga - where data and decision-making intersect to drive "operational mastery"

Arcesium’s Jeb Altonaga discusses “operational mastery” in private markets by fixing the data normalization problem—turning unstructured deal data into structured, standardized data—and the missing…

13 Oct 2026 · 53m · 23 chapters

Clarion Partners’ Josh Pristaw - an industrious approach to real estate investing

Josh Pristaw, president of Clarion Partners (a $72B real estate investment firm within Franklin Templeton’s alternatives), explains how Clarion invests using long-term demographic/structural…

6 Oct 2026 · 43m · 26 chapters

EQT's Christian Sinding - "Why not" Europe and building the €1 trillion company

Christian Sinding (former EQT CEO) explains EQT’s “inspire change” culture, its governance tools (Full Potential Plans and the Troika model), and why Europe can produce “trillion euro” companies.

29 Sep 2026 · 53m · 18 chapters

KKR’s Pete Stavros - a culture of ownership - live from AGM’s RIA Field Trip

Pete Stavros (KKR) discusses KKR’s 50-year culture of collaboration and “making everybody an owner,” arguing private equity’s next decade should shift from financial engineering to total cultural…

22 Sep 2026 · 37m · 15 chapters

I Squared's Dr. Sadek Wahba - it's time to "Build"

Dr. Sadek Wahba (I Squared) explains how to “Build” infrastructure investing in the mid-market, emphasizing long-term service quality, correct pricing/user fees, and a risk framework that avoids “too…

17 Sep 2026 · 1h 16m · 30 chapters

Golub Capital’s David Golub - inside the mind of one of private credit’s pioneers

Golub Capital co-CEO David Golub explains how private credit pioneer Golub built a $95B specialist platform, pioneered unitranche “one-stop” sponsor-backed financing, and manages credit risk via…

10 Sep 2026 · 1h 10m · 28 chapters

Davidson Kempner’s James Li - “no situation is too complex”

James Li, president/partner at Davidson Kempner, explains how the firm’s principal, family-office DNA drives a “no situation is too complex” approach to liquid and illiquid credit.

8 Sep 2026 · 59m · 32 chapters

Ardian’s Ava Mallin - “managing money is managing emotion”

Ava Mallin (Ardian) discusses why managing money is managing emotion in private wealth and secondaries, emphasizing evergreen structures, advisor/client communication, and partnership-based investing.

2 Sep 2026 · 16m · 8 chapters

Franklin Templeton’s Dave Donahoo - “start with the end client” - live from AGM’s RIA Field Trip

Franklin Templeton’s Dave Donahoo discusses building private-market and wealth solutions for RIAs by “starting with the end client,” using investor-first product design, brand/communication strategy,…

19 Aug 2026 · 32m · 14 chapters

RIT Capital Partners' Maggie Fanari - why permanent capital is a privilege

RIT Capital Partners’ CEO Maggie Fanari explains why “permanent capital” (RIT’s family-office heritage institutionalized) is a privilege for building a multi-asset portfolio across public and private…

12 Aug 2026 · 57m · 23 chapters

Wellington Management's Mike Trihy - going long on evergreen funds: AGM Live from SuperReturn

Mike Trihy (Wellington Management) explains “evergreen” private-market funds—how they differ from drawdown structures, what ingredients drive success (cashflow planning, operations, valuation…

6 Aug 2026 · 25m · 11 chapters

Investcorp Strategic Capital Group's Anthony Maniscalco - the evolution of GP stakes

The evolution of GP stakes (buying equity stakes in private-market managers) and how Investcorp’s GP Staking business views returns, investor “buckets,” middle-market manager growth, and…

5 Aug 2026 · 42m · 21 chapters

Coller Capital's Jake Elmhirst - secondaries coming in first: AGM Live at SuperReturn

Secondaries as “solutions” for both LPs and GPs, with emphasis on GP-led continuation vehicles (CVs), portfolio construction, and how Collar Capital approaches underwriting and discounting.

4 Aug 2026 · 30m · 17 chapters

Goldman Sachs' Kyle Kniffen - the arc of alternatives at Goldman Sachs: AGM Live at SuperReturn

Kyle Kniffen, Goldman Sachs Global Head of Alternatives for Third-Party Wealth, discusses how private markets are evolving into the wealth channel, and how Goldman’s alternatives franchise supports…

30 Jul 2026 · 24m · 18 chapters

Sagard's Paul Desmarais III - building the next generation alternative asset manager: AGM Live at SuperReturn

Paul Desmarais III (Sagar) explains how Sagar built a $46B alternative asset manager since 2016, aiming to “go mainstream” by offering alternatives and innovation to entrepreneurs and family offices,…

29 Jul 2026 · 25m · 13 chapters

Brookfield's Anuj Ranjan - "own the boring that makes exciting possible": AGM Live at SuperReturn

Anuj Ranjan (CEO, Brookfield Private Equity) discusses how Brookfield invests in “boring” industrial and infrastructure businesses, why patience and balance-sheet capital matter, and how AI is being…

28 Jul 2026 · 31m · 16 chapters