WealthManagement INVEST: Trends and Innovations in Alternative Investments

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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 alt 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

Connect With Lawrence Calcano:

• LinkedIn: Lawrence Calcano
• iCapital

Connect With David Bodamer:

• [e-mail]
• WealthManagement.com
• LinkedIn: David Bodamer
• LinkedIn: Informa

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.