Episode
Bank of America's Mark Sutterlin - why being a good investor in private markets is table stakes
- Published
- Jun 4, 2026
- Duration seconds
- 3103
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- https://share.transistor.fm/s/921805c3
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Summary
Welcome back to the Alt Goes Mainstream podcast. Today’s conversation provides a fascinating window into the world of how one of the industry’s largest wealth managers approaches private markets. We sat down with the man who holds the keys to the kingdom. Mark Sutterlin is the Head of Alternative Investments within the Investment Solutions Group at Bank of America . He leads the firm’s strategy and platform development across hedge funds, private credit, private equity, physical precious metals, and real estate, delivering a broad spectrum of institutional-grade investment solutions to advisors and their clients. Mark brings the advisor’s perspective to bear as he builds the alternative investments menu for Merrill and Bank of America Private Bank and helps educate advisors and clients on how and where to thoughtfully and appropriately include private markets in portfolios. Mark and I had a fascinating discussion. We covered: How GPs can work with private banks. What one of the largest private wealth allocators looks for in GPs. How Merrill approaches different product structures to deliver solutions across the wealth client spectrum. What constitutes a manager’s edge. I loved this conversation with Mark, who takes such a thoughtful approach and brings a true passion to helping clients and advisors build and protect wealth. Thanks Mark for sharing your expertise, wisdom, and passion on private markets and private wealth. Show Notes 00:00 Investor Edge Beyond Returns 00:32 Sponsor Message from Ultimus 01:41 Meet Mark Sutterlin 04:15 Advisor Trust and Responsibility 04:24 Penetration Across Wealth Tiers 04:38 Scaling Alts Across Books 04:49 Evergreen to Drawdown Spectrum 05:12 Building the Shelf Challenge 05:32 Evergreen Role in Portfolios 05:42 Serving Broad Client Need…