Access to private market alternatives—once the exclusive domain of institutions and family offices—is rapidly expanding across the wealth management landscape. What began in earnest over a decade ago, with firms like Blackstone pushing broader access, is now accelerating into model portfolios, retirement plans, and retail platforms. In this edited discussion, William J. Kelly, former CEO of the CAIA Association, and Michael Sidgmore, founder of Alt Goes Mainstream, examine what this “democratization of alts” really means. They explore how access points have evolved, the risks advisors must watch closely, and the roles education and regulation play in ensuring private investments add value—rather than unintended complexity—for end investors.
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About Investments & Wealth Review
Investments & Wealth Review is a bimonthly magazine, written by award-winning authors from academic institutions and leading financial firms. Immerse yourself in current industry news and thought-provoking articles on the investment, legal, regulatory, business development, retirement, and wealth management topics that matter most to you and your clients.
