This mini-series explores the important questions raised by the accelerating convergence of institutional-style investing with private wealth. We’ll hear from three of the most influential asset owners – one each from the private banking, wire house, and RIA channels – and three of the most significant asset managers in the space.
Episodes:
Democratizing Access to the Middle Market at Future Standard
With:
Michael Kelly
Episode: 473
November 24, 2025
Capital Allocators
Mini-Series
Mike Kelly is Co-President and Chief Investment Officer of Future Standard, a $90 billion alternative asset manager focused on private middle-market strategies for the wealth channel.
Michael Kelly
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Democratizing Access to the Middle Market at Future Standard
Episode: 473
November 24, 2025
Capital Allocators
RIA Perspective at Hightower
With:
Bob Oros
Episode: 452
June 16, 2025
Capital Allocators
Mini-Series
Bob Oros is the outgoing Chairman and CEO of Hightower Advisors, a leading RIA platform.
Bob Oros
-
RIA Perspective at Hightower
Episode: 452
June 16, 2025
Capital Allocators
Software Specialist Enters Private Wealth
With:
David Breach
Episode: 450
June 9, 2025
Capital Allocators
Mini-Series
David Breach is the President and Chief Operating Officer of Vista Equity Partners.
David Breach
-
Software Specialist Enters Private Wealth
Episode: 450
June 9, 2025
Capital Allocators
Scaling for Private Wealth Globally in Credit
With:
Kipp deVeer
Episode: 449
June 2, 2025
Capital Allocators
Mini-Series
Kipp deVeer is the Co-President of Ares Management.
Kipp deVeer
-
Scaling for Private Wealth Globally in Credit
Episode: 449
June 2, 2025
Capital Allocators
Alts at J.P. Morgan’s Private Bank
With:
Kristin Kallergis Rowland
Episode: 447
May 26, 2025
Capital Allocators
Mini-Series
Kristin Kallergis Rowland is the Global Head of Alternative Investments for J.P. Morgan Wealth Management.
Kristin Kallergis Rowland
-
Alts at J.P. Morgan’s Private Bank
Episode: 447
May 26, 2025
Capital Allocators
KKR's Pivot to Private Wealth
With:
Eric Mogelof
Episode: 446
May 19, 2025
Capital Allocators
Mini-Series
Eric Mogelof is the head of Global Client Solutions at KKR.
Eric Mogelof
-
KKR's Pivot to Private Wealth
Episode: 446
May 19, 2025
Capital Allocators
Steering the Largest Wirehouse at UBS
With:
John Mathews
Episode: 444
May 12, 2025
Capital Allocators
Mini-Series
John Mathews is the Head of Private Wealth Management in the Americas for UBS.
John Mathews
-
Steering the Largest Wirehouse at UBS
Episode: 444
May 12, 2025
Capital Allocators
Alternatives Go Mainstream
With:
Michael Sidgmore
Episode: 443
May 5, 2025
Capital Allocators
Mini-Series
Michael Sidgmore is the Co-Founder of Broadhaven Ventures and the creator of the Alt Goes Mainstream podcast.
Michael Sidgmore
-
Alternatives Go Mainstream
Episode: 443
May 5, 2025
Capital Allocators