AGM Alts & Wealth Weekly News Roundup | 5.8.26
AGM announced the launch of its AGM Community and an RIA Advisory Board, plus upcoming RIA field trips in New York for May, October and November. The roundup highlights a record 142 RIA M&A deals in Q1, representing $1.67 trillion of assets, and growing AI adoption in wealth management, including Anthropic’s new agents. StepStone partnered with LSEG’s Digital Market Infrastructure and PitchBook to deliver evergreen‑strategy data and benchmarking tools. Several private‑equity and credit firms raised multi‑billion‑dollar funds, underscoring strong capital flows into evergreen and hybrid structures.
📝 The AGM Q&A with Davidson Kempner's Tony Yoseloff and Suzanne Gibbons - Opportunities in Credit Amidst a Capital Structure...
Davidson Kempner’s Managing Partner Tony Yoseloff and Head of Research Suzanne Gibbons explained that the shift from a zero‑interest‑rate era to a higher‑for‑longer environment has begun a capital‑structure reset, leaving many leveraged companies with stressed balance sheets. They highlighted that...
AGM Alts & Wealth Weekly News Roundup | 4.24.26
The AGM Alts & Wealth weekly roundup highlighted a wave of capital inflows and strategic partnerships across private markets. EQT secured a record $15.6 billion for its Asia private‑equity fund, while OpenAI committed up to $1.5 billion to a new private‑equity joint...
🎥 AlphaCore Wealth Advisory's Dick Pfister - Wealth Management with Alpha at Its Core: Live From iCapital Connect
AlphaCore Wealth Advisory CEO Dick Pfister appeared on the iCapital Connect Alts Pulse podcast to discuss how his firm blends wealth management with private‑market access. Drawing on 25 years of trading and advisory experience, Pfister explained AlphaCore’s origins, its technology‑driven...
AGM Alts & Wealth Weekly News Roundup | 4.10.26
The AGM Collective announced the launch of its AGM Community, an RIA Advisory Board, and its first RIA field trip in New York City, signaling a deeper engagement with private‑wealth professionals. In the broader private‑markets landscape, Lido Advisors (US$42 bn AUM)...
AGM Alts & Wealth Weekly News Roundup | 3.20.26
The AGM Collective announced the launch of its AGM Community, an advisory board of RIA executives, and its first RIA field trip in New York for May 19‑20. Across the private‑markets landscape, asset managers are pivoting toward high‑net‑worth (HNW) households,...
🎥 Brookfield Asset Management's David Nowak - "Earn Your Seat" Private Equity
In this episode, Brookfield Asset Management’s President of Private Equity, David Nowak, discusses how the firm’s owner‑operator culture and “earn your seat” ethos shape its private‑equity strategy. He explains Brookfield’s deep alignment with LPs—investing its own capital alongside theirs—and its...
🎥 MSCI's Luke Flemmer - "Bringing Clarity to Investment Decisions"
In this episode, Luke Flemmer, head of private assets at MSCI, explains how standardizing and normalizing data can unlock transparency, price formation, and liquidity in private markets, drawing parallels to past evolutions in bonds, FX, and equities. He argues that...
🎥 AGM Unscripted: Goldman Sachs' Jeff Fine - An Investor’s Guide to Private Markets
Goldman Sachs Partner Jeff Fine discussed private markets and wealth channels on the Alt Goes Mainstream podcast, recorded at the 2025 Alternatives Summit. He outlined the evolving landscape, the role of product specialists, AI’s impact, and the growing participation of...
AGM Alts & Wealth Weekly News Roundup | 2.13.26
The AGM newsletter announced the launch of the AGM Community, an RIA advisory board, and its first field trip in New York, signaling deeper engagement with wealth managers. Across the private‑markets landscape, major deals include Apollo and Schroders’ joint fund...
🎥 AGM Unscripted: Goldman Sachs' Harold Hope - Secondaries: A Primary Consideration
Goldman Sachs’ Harold Hope, Global Head of Vintage Strategies, sat down on the Alt Goes Mainstream podcast to discuss the rapid evolution of the private‑markets secondaries space. He traced the market from a modest $2 billion annual volume 25 years ago to...
🎥 AGM Unscripted: Goldman Sachs' Kristin Olson - The Evolution of Alternatives: Bridging Private Markets and Wealth
Goldman Sachs hosted its 2025 Alternatives Summit, spotlighting the integration of private markets into mainstream wealth management. In a podcast interview, Kristin Olson, Global Head of Alternatives for Wealth, outlined how the firm’s platform is scaling access to private equity,...
🎥 AGM Unscripted: Goldman Sachs' James Reynolds - From Mezzanine to Moats: Over a Quarter-Century of Goldman Sachs Private Credit
In this episode, Goldman Sachs Asset Management’s global co‑head of private credit, James Reynolds, reflects on 25 years of building the firm’s private credit franchise, emphasizing a culture of disciplined underwriting, selective origination, and leveraging Goldman’s broader banking ecosystem. He explains...