Join Brett Hina and Dan Lesneski, seasoned Private Wealth Advisors from Cornerstone Private Wealth, as they answer your most pressing questions about today’s markets. With decades of combined experience serving high-net-worth clients, business owners, and retirees, Brett and Dan provide clear, insightful guidance tailored to help you achieve your unique financial goals. Each month, they unpack current market trends, share expert insights, and bring in top financial minds for interviews to gi ...
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A discussion of market conditions and investment strategy.
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A podcast (recorded by Asif Khan) with a summary of what took place in the economy and markets this week, as well as some other thoughts - May 29, 2020
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At CIBC, we provide a full suite of investment management, wealth planning, trustee services and private and commercial banking solutions tailored to your personal and business objectives.
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How can wealthy investors make better investments and wiser financial decisions? On this podcast we look at the big investment trends, how to allocate private wealth, tools for multi-generational planning, philanthropy and a range of other issues unique to high net worth families. We interview leading investment managers, high net worth individuals and private wealth advisors. Brought to you by Goldrock Capital, a multi-family office.
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Welcome to Lessons by the Lake: The Oswego Private Wealth Show! Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we'll explore various wealth management strategies, solutions, and conversations that Bob is discussing with his affluent clients every day. Whether it be circumstances related to family businesses, wealth preservation, or even charitable intent, this show covers a wide-variety of financial services that's bound to leave you with some considerations f ...
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Our podcast channel brings you thought provoking and insightful discussions on all things private wealth. We will talk about future and later life planning and wealth management, from making a Will or creating a trust, to preparing powers of attorney and ensuring the welfare of elderly or vulnerable relatives. Our experts will explore issues surrounding the administration of estates and trusts, and discuss effective tax and succession planning strategies for individuals, their families and f ...
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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Michael Sidgmore
Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model ...
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Are We in an AI Tech Bubble or Another 1999? Market Insights for October
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38:04Get up to speed with the latest market moves and insights in our October podcast. Brett and Dan break down recent trends, compare today’s tech rally to past booms, and share actionable strategies for your portfolio. In this episode, we discuss: - Market performance recap: Stocks, small caps, and the continued dominance of Big Tech and the "Magnific…
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Blue Owl's Matt A'Hearn - a generational opportunity in financing digital infrastructure
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54:03Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into digital infrastructure and how it powers the growth of artificial intelligence and other major trends in digitalization and electrification. We sat down in Blue Owl’s NYC office with Matt A’Hearn, an asset management entrepreneur and executive at the firm. Matt is a Senior …
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PGIM's Phil Waldeck - the intersection of insurance and asset management
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40:03Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with an experienced asset allocator who has operated at the intersection of insurance and asset management throughout his career. We sat down in Prudential’s Newark studio with PGIM’s Head of Multi-Asset and Quantitative Solutions, Phil Waldeck. Phil is responsible for nearly $140B…
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Stonepeak's Mike Dorrell - pioneering infrastructure investing
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1:11:21Michael Sidgmore által
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Hg's Chris Kindt - AI's transformative role in value creation for private equity
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57:00Welcome back to the Alt Goes Mainstream podcast. Today’s episode provides a fascinating window into the world of private equity value creation and how AI can help transform both portfolio company and investment firm processes and operations to create value. We sat down in New York with Hg Partner and Head of Value Creation Chris Kindt to dive into …
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Permira Part 2: Co-CEOs Brian Ruder and Dipan Patel - the collaborative leadership model in action: scaling an €80B alternative asset manager
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48:44Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with two executives who have helped to build one of the industry’s leading alternative asset managers. In Permira Part 2, Brian Ruder joins his Co-Managing Partner and Co-CEO Dipan Patel in Permira’s London office to discuss the firm’s evolution and how the business has grown to ov…
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Going Public with Glenn Schorr - Ep. 4: Unpacking the past few months in private markets
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57:11We are back with the latest Going Public with Evercore’s Glenn Schorr. On this episode of Going Public, we unpack the rollercoaster of the past few months in private markets for alternative asset managers. Private markets is much more than private equity — and this episode dives into nuances of specific strategies and what it means for alternative …
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Permira's Dipan Patel - how to scale an €80B AUM alternative asset manager
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47:45Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with one of the executives who has helped to build one of the industry’s leading alternative asset managers. We sat down in Permira’s London office with Co-CEO Dipan Patel to discuss the firm’s evolution and how the business has grown to over €80B in AUM. Dipan brings a deep backgr…
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Morningstar's Kunal Kapoor - live from the Morningstar Investment Conference
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50:57Welcome back to the Alt Goes Mainstream podcast. Today’s podcast was a conversation that was recorded live at Morningstar’s Investment Conference in Chicago earlier this year. Morningstar CEO Kunal Kapoor took time out of his packed schedule at the event to sit down with me for a thought-provoking conversation that dove into the nuances of many of …
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How the September Effect and Fed Actions Could Impact Your Portfolio This Fall
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34:42Get the latest on the September markets, Fed decisions, and what might be coming for your investments. Brett and Dan break down key headlines and how they impact your financial planning. Topics include: - Why September is historically the worst month for the markets, with real data to back it up - Key factors influencing this year’s market, includi…
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Stonepeak's Luke Taylor - what it takes to be a great infrastructure investor
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58:52Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the evolution of infrastructure investing with the leading scaled specialist firm in infrastructure. We sat down in Stonepeak’s Hudson Yards office with the firm’s Co-President Luke Taylor to discuss the inner workings of the infrastructure investing world and unpack the st…
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Arcesium's David Nable - architecting private markets technology infrastructure for the future
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49:50Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into how operations and streamlining technology processes can be turned into a strategic advantage. We sat down with Arcesium’s MD and Head of Client and Partner Development David Nable to discuss how technology is impacting how funds manage their processes, operations, and data…
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Juniper Square's Alex Robinson - "high tech and high service," balancing AI with the human element in fund administration
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1:03:21Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into what the future of fund administration could look like with a tech-forward approach and the application of AI. We sat down with Juniper Square CEO and Co-Founder Alex Robinson to discuss how and why they’ve built a digital first fund administrator for private markets, start…
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Capital Allocators' Ted Seides - the capital allocator behind the mic
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58:53Welcome back to the Alt Goes Mainstream podcast. What happens when two podcasters walk into a room? They talk. Today’s podcast turns the tables on one of the industry’s leading podcasters and content creators to have him share his story and experience as an allocator and content creator. We sat down with Ted Seides, the Founder of industry-leading …
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Stock Market Trends, AI Boom, and Washington Fights: August Financial Insights from Cornerstone
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41:37Get the latest market insights and financial strategies with Brett Hina and Dan Lesneski from Cornerstone Private Wealth Partners. In this August episode, they tackle major client questions and break down what’s moving the markets right now. Here's what you'll learn in this episode: - Key market trends from the summer, including the strong performa…
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Hg's Nic Humphries - investing at an inflection point in history
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1:22:09Welcome back to the Alt Goes Mainstream podcast. Today’s episode is about mining for investment success in enterprise software by going “an inch wide and a mile deep” with someone who is one of the industry’s most prolific private equity technology investors. We sat down with Nic Humphries in Hg’s London office. Nic is the Senior Partner and Execut…
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Live from Miami with EQT's Peter Aliprantis - bringing global local
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34:19Welcome back to the Alt Goes Mainstream podcast. Today’s conversation brings us beachside, featuring a live podcast from Soho Beach House in Miami with EQT Partner, Head of Private Wealth Americas Peter Aliprantis. With the backdrop of the beach behind us and the wealth community in the audience, Peter and I discussed the nuances of the wealth chan…
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SageSpring Private Wealth's Winston Justice - from protecting star quarterbacks to protecting families' wealth
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38:12Welcome back to the Alt Goes Mainstream podcast. Today’s podcast is with an elite performer on and off the field who has gone from protecting quarterbacks to protecting families’ wealth. We sit down with former NFL and USC star Winston Justice, whose entrepreneurial spirit that was stoked while he was still playing in the NFL has led to a successfu…
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How to Build a Smarter Portfolio in 2025 with Matheus Dibo | Episode 131
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30:56Markets are at a crossroads—but what’s actually moving the needle as we head into 2025? In Episode 131, host Darren Rockman welcomes Matheus Dibo, a senior investmentstrategist with 15 years of experience spanning São Paulo, New York, and now London. They dig into: • Why equity valuations are at levels rivaling the dot com peak • Macro indicators t…
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Future Proof Citywide Replay: Alt Goes Mainstream Live with Blue Owl's Marc Zahr
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46:05Future Proof, which holds one of the industry’s largest wealth conferences, invited me to hold a live podcast earlier this year with Blue Owl Co-President and Global Head of Real Assets Marc Zahr. Marc is a pioneer in the real estate space, building Blue Owl into a market leader in the triple net lease strategy, a commercial real estate investment …
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Commodities: Cycles, Scarcity & Natural Resources with Adam Rozencwajg - Ep 130
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40:49Commodities at a Turning Point: Cycles, Scarcity & the Case for Natural Resources In this episode of the Definitely Uncertain podcast, Goldrock Partner David Ram sits down with Adam Rozencwajg, Partner at Goehring & Rozencwajg, an investment firm focused on the natural resources sector. They explore the long-overlooked case for commodities—includin…
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Hg's Martina Sanow - unlocking opportunities to invest in Europe's largest portfolio of software and services businesses
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1:03:50Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who has successfully built a wealth solutions business tailored to her firm’s unique strengths, expertise, and investment track record. Martina Sanow is a Partner and Head of Hg Wealth, where she is focused on building the firm’s wealth solutions offering built out of …
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Navigating July Markets: Earnings, Tariffs, and Investor Sentiment with Cornerstone Private Wealth
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44:47In this episode of the Cornerstone Private Wealth Podcast, Daniel J. Lesneski and Brett Hina break down the latest market headlines, investor sentiment, and what clients need to know heading into the summer. How the markets performed in the first half of the year and why returns aren't as "average" as they seem The impact of tariffs, trade agreemen…
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Global Real Estate Strategist & Investor - Rob Rackind Ep 129
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36:42On this episode of the Definitely Uncertain podcast, Darren Rockman sits down with Rob Rackind, a veteran global real estate investor and former Global Head of Real Estate at Credit Suisse. With over 30 years of experience building and managing real estate platforms around the world, Rob shares his perspective on today’s rapidly shifting market.The…
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Goldman Sachs Petershill's Robert Hamilton Kelly - riding the waves of change in GP stakes
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1:00:14Welcome back to the Alt Goes Mainstream podcast. Today’s conversation dives into the current state of private markets through the lens of one of the leading GP stakes firms in the industry. We sat down with Partner and Global Co-Head of the Petershill Group at Goldman Sachs Robert Hamilton Kelly. Petershill takes minority equity stakes in establish…
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Monthly Alts Pulse Ep. 17: Live from iCapital Connect - IEQ's Eric Harrison and iCapital's Steve Houston on innovative approaches to wealth management
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14:32Welcome to the 17th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect’s conference in Phoenix to dive into the most pressing trends at the intersection of private markets and wealth management —and unpack how wealth management firms are utilizing private markets to build ou…
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Blue Owl Capital's Ivan Zinn - running the long race in private credit
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1:10:09Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who is running the long race — in investing and in running. We sit down with prolific long distance runner, Blue Owl Capital’s Ivan Zinn, who has been a pioneer in alternative credit and asset-based finance. Ivan has had a long career in private credit. He started at D…
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Gila Tolub & Daniel Goldman: Navigating Philanthropy From McKinsey to Trauma Healing - Ep 128
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49:45In this episode, Daniel Goldman sits down with Gila Tolub —a former McKinsey partner who has spent the last two decades working acrosshealthcare innovation, strategy, and leadership development. Gila shares herjourney from advising Fortune 500s and leading McKinsey’s vaccine and healthequity initiatives, to her recent work supporting trauma healing…
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Stock Market Swings, Tariff Talks, and Buffett Wisdom: What Investors Need to Know
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39:56Get up to speed on the key topics concerning investors this June with Brett and Dan from Cornerstone Private Wealth. In this episode, they break down recent market volatility, policy changes, and what it all means for your financial strategy. Stock and bond market volatility in May and what drove the market's turnaround The ongoing US tariff situat…
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Lincoln Financial's Jayson Bronchetti - the role of insurance companies in private markets
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51:34Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with the CIO of an insurance company responsible for more than $300B in assets and a major focus on private markets. Lincoln Financial EVP and CIO Jayson Bronchetti and I sat down recently at Lincon Financial’s headquarters in Radnor, Pennsylvania to discuss the increasing involvem…
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Krilogy's John McArthur - charting an RIA's growth path by building out private markets capabilities
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40:22Welcome back to the Alt Goes Mainstream podcast. Today’s episode digs into how the CIO of a growing multi-billion dollar wealth management firm thinks about customization and differentiation by building out private markets capabilities. We sat down with John McArthur, Senior Partner and CIO at $3.6B AUM Krilogy. Founded in 2009, Krilogy provides co…
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Welcome to the Cornerstone Private Wealth podcast! Hosts Brett Hina and Dan Lesneski created the Cornerstone Private Wealth podcast after running monthly webinars with their clients for years. Their goal is to bring value, education, and clarity to the world of investing by leveraging their decades of experience as private wealth advisors to high n…
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Land, Legacy, and Law: what the new inheritance laws could mean for farming families
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23:51Land, Legacy, and Law: what the new inheritance laws could mean for farming families As a new series of Clarkson’s Farm is released, so to is the latest episode of our Private Wealth Matters Podcast. We delve into all things farming / farming families and farming estates. In this episode Emma Weir speaks with Family Team partner Rachel Osgood and P…
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State Of the Market: Canadian Real Estate with Avi Glina – Ep 127
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23:43On this episode we had the pleasure of speaking with Avi Glina, Founder of SpiceCart Investments and a seasoned real estate investor and developer based in Toronto. Avi brings a wealth of experience in multifamily residential, commercial, and developmentprojects, with a deep understanding of the Canadian market. As a third-generation real estate pr…
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New Mountain Capital's Steve Klinsky - building a business that builds businesses
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53:41Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a private equity pioneer who has seen the industry evolve in the forty plus years he’s spent in private markets. We sat down with Steve Klinsky, the Founder and Chief Executive Officer of New Mountain Capital, which he started in 1999, and has grown to over $55B AUM with an in…
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Arcesium's Cesar Estrada - data silos and technology integrations in private markets
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41:15Welcome back to the Alt Goes Mainstream podcast. Today we sit down with a technology and fund services veteran who has worked with many of the industry’s largest asset managers. Cesar Estrada is Private Markets Head at Arcesium, a global financial technology company delivering pre- and post-investment operations and enterprise data management solut…
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Timing the Transition: When and How to Start Exit Planning (Feat: Scott Snider)
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36:32In this episode of Lessons by the Lake, we sit down with Scott Snider, President of the Exit Planning Institute, to explore one of the most critical—and often overlooked—phases in a business owner’s journey: knowing when and how to begin planning your exit. Scott shares expert insights on the strategic importance of timing, how early preparation cr…
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Monthly Alts Pulse Ep. 16: Live from iCapital Connect - the technology perspective of model portfolios and UMAs with GeoWealth and iCapital
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16:34Welcome to the 16th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect’s conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets …
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Goldman Sachs' Kyle Kniffen - standing on the shoulders of Goldman Sachs to be "a complete partner" for the wealth channel
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53:22Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone responsible for growing the footprint of one of the largest private markets businesses in the industry. We sat down at Goldman Sachs’ 200 West office with Kyle Kniffen to discuss the evolution of the firm’s work with the wealth channel and how an intensified focus on p…
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Investing in Innovation and Unity: Eric Reiner on the Future of VC - Ep 126
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30:35Israel’s tech ecosystem is defying theodds—small in size, big in impact. On this episode of Definitely Uncertain,Eric Reiner, Founder and Managing Partner of Vine Ventures, joins DarrenRockman to unpack what fuels that success. From investing in AI leaders likeHippo and Gynger to launching the Sarona Unity Center, Eric explains how his$140M fund is…
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Fortress Investment Group's Adam Bobker - Combining experience and innovation to build a wealth solutions business
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56:58Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a wealth channel veteran who has an innate and developed view of working with wealth. We sat down in the studio with Adam Bobker. Adam joined Fortress Investment Group in 2022 to build out their wealth business as Managing Director, Global Co-Head of Private Wealth Solutions. …
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Constellation Wealth Capital's Karl Heckenberg - why there will be a $1T independent wealth management firm
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1:07:04Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with someone who is an expert on the RIA market and the wealth management business model. We talk with Karl Heckenberg, the President & Managing Partner of Constellation Wealth Capital, an investment firm that recently closed on a $1B debut fund dedicated to providing differentiate…
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Monthly Alts Pulse Ep. 15: Live from iCapital Connect - announcing the BlackRock, iCapital, GeoWealth unified managed account partnership
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14:48Welcome to the 15th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. We were live from iCapital Connect’s conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets …
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EQT's Peter Aliprantis - bringing EQT's success to the US wealth market
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48:21Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with a private markets veteran who has been working in the wealth channel before it was considered "the wealth channel." We sat down in the studio with Peter Aliprantis. Peter joined EQT in October 2024 as a Partner and Head of Private Wealth Americas. He’s hit the ground running t…
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KKR's Alisa Wood - innovating in private markets
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1:01:55Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the details of product innovation in private markets with a private equity veteran who has helped to pioneer a new investment structure and working with the wealth channel. We sat down at KKR’s Hudson Yards office with Alisa Wood, a Partner and Co-CEO of KKR Private Equity …
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Cantilever Group's Todd Owens - GP stakes: the best of all worlds? (live from New York)
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28:35Welcome back to the Alt Goes Mainstream podcast. Today’s conversation features a live podcast that takes place at BTG Pactual’s NYC office for an audience in private markets. We are joined by Todd Owens, the Co-Founder and Managing Partner of Cantilever Group, where BTG Pactual is an investor. Cantilever is an independent firm focused on providing …
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BlackRock's Joe DeVico and Jonathan Diorio and Partners Group's Rob Collins - “an iPhone moment for private markets"
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54:58Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into a groundbreaking partnership that could change the trajectory of how the wealth channel invests into private markets. We are joined by BlackRock’s Senior Managing Director, Head of the Americas Client Business, Co-Head of U.S. Wealth Advisory (USWA), and a member of the Glo…
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Driving Untapped Growth and Resilience for Business Owners (Feat: Rick Campfield)
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37:30In this episode of Lessons by the Lake, we sit down with Rick Campfield, a seasoned business executive turned consultant and coach, to uncover the hidden drivers of growth and resilience for today’s business owners. With decades of leadership experience under his belt, Rick shares how he now guides entrepreneurs through their most pressing personal…
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Going Public with Evercore's Glenn Schorr - Ep. 3: The "Final Four"
47:30
47:30
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47:30Welcome back to Going Public with Evercore’s Glenn Schorr. On the latest episode of Going Public, we dive for the loose balls in private markets’ March Madness as Glenn shares his thoughts on why it’s important to separate the forest from the trees when it comes to why certain firms make his “Final Four.” We cover some of the most pressing topics i…
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Brookfield Oaktree Wealth Solutions' John Sweeney - building a high-performing wealth solutions business
58:55
58:55
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58:55Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the details of distribution and how to build a high-performing global business to serve the wealth channel across brands and strategies. John Sweeney is the Chief Executive Officer of Brookfield Oaktree Wealth Solutions, a business unit that was created to harmonize the dis…
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