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Wealth Management Invest: Trends and Innovations in Alternative InvestmentsWealth Management Invest: Trends and Innovations in Alternative Investments

iCapital's Lawrence Calcano explores the world of alternative investments and their role in modern portfolio strategies.

David Bodamer, Executive Editor, Inestments

April 15, 2024

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Listen in as David Bodamer sits down with Lawrence Calcano, chairman and CEO of iCapital, to explore the world of alternative investments and their role in modern portfolio strategies. They unravel the complexities of the alts space, examine recent developments at iCapital and discuss how advisors are integrating these assets into their offerings for a more diversified investment approach.

Lawrence focuses on:

  • The importance of education in the early adoption phase of alternative investments.

  • How alternatives can enhance portfolio diversification and performance.

  • How innovative fund structures make alternative investments more accessible.

  • The role of technology in simplifying the investment process in alternative assets.

  • And more

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About Our Guest:

Lawrence is the Chairman and CEO of iCapital. He began advising and working with iCapital shortly after its 2013 founding, leading key strategic and business development initiatives, before joining full-time as CEO in early 2014. Since then, he has led the rapid growth – both organic and through acquisition – of iCapital, building it into a leading global Fintech company.

The majority of Lawrence’s career has focused on the meeting point of finance and technology. At Goldman, Sachs & Co., where he worked for 17 years, he was a partner & managing director, most recently serving as the co-head of the Global Technology Banking Group (part of the Investment Banking Division), focusing on all aspects of technology including the internet & e-commerce, software, services & hardware. He has also worked as director of various digital & e-commerce businesses, as well as a series of acquisition vehicles.

 

Listen to the Wealth Management Invest podcast series

About the Author

David Bodamer

Executive Editor, Inestments, WealthManagement.com

David Bodamer covers investments for WealthManagement.com, including hosting the Wealth Management Invest podcast. Coverage areas include SMAs, ETFs, model portfolios and alternative investing.

He previously covered commercial real estate for more than 20 years for Wealth Management Real Estate, National Real Estate Investor, Retail Traffic, Commercial Property Executive and Shopping Centers Today. He also previously served as editorial director for Waste360.

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