Episode
Evolution of Alts: From Institutions to Main Street | EP.15
- Published
- Oct 1, 2024
- Duration seconds
- 1396
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/alternative-allocations-with-tony-davidow-6553863/episodes/evolution-of-alts-from-institutions-to-main-street-ep-15/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/alternative-allocations-with-tony-davidow-6553863/evolution-of-alts-from-institutions-to-main-street-ep-15.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Nick Veronis joins Tony in episode 15 of the Alternative Allocations podcast series to discuss the evolution of alternative investments solely being available to institutions to now becoming more accessible to the wealth channel. They delve into the changes in product structures, the introduction of technology to simplify operations, and the emergence of educational opportunities to help advisors understand the role alts play in client portfolios. Nick is Co-Founder and one of the Managing Partners of iCapital, where he is Head of Portfolio Management. He is also a member of the company's Operating Committee. Nick spent 11 years at Veronis Suhler Stevenson (VSS), a middle market private equity firm where he was a Managing Director responsible for originating and structuring investment opportunities. At VSS, he specialized in the business information services sector and helped spearhead the firm's investment strategy in the financial software and data sector, including its investment in Ipreo. Nick was previously an operating advisor to Atlas Advisors, an independent investment bank based in New York. He began his career as a financial journalist for The Boston Business Journal, was a reporter for The Star-Ledger, and a Senior Associate in the New Media Division of Newhouse Newspapers. He holds a BA in economics from Trinity College and FINRA Series 7, 79, and 63 licenses. Nick Veronis | LinkedIn Powering the World's Alternative Investment Marketplace - iCapital Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn