Wealth Management Invest: Trends and Innovations in Alt Investments


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Listen 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 explore 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 increase 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:

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About our guest:

Lawrence is Chairman and CEO of iCapital. He began advising and working with iCapital shortly after its founding in 2013, 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.

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



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