“The Private Markets Playbook” by Allocate Institute with Raj Bhattacharyya and Stuart Katz
How do leading wealth managers thoughtfully incorporate alternatives into client portfolios? In the latest Allocate podcast episode of The Private Markets Playbook, Raj Bhattacharyya and Stuart Katz share insights on private markets, portfolio construction, and the growing role of AI in wealth management. Why Most Firms Miss on Alts: It’s NOT the Product, It’s the Plumbing […]