private wealth market

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Nov 24, 2025 by Mike Kelly · across every show →

Everything said about private wealth market, oldest first

Nov 24, 2025 neutral

Opinion

Kelly: Few Alternative Investment Firms Are Well-Equipped to Serve Private Wealth

“Still to this day, there aren't many firms that are well equipped to bring their offerings to the private wealth market.”

Mike Kelly Nov 24, 2025 ▶ 32:27 Michael Kelly – Democratizing Access to the Middle Market at Future Standard (EP.473)

Dec 4, 2025 negative

Assertion Not checkable as stated

Boucai: 80% of Big Alternative Firm Investors Are Tax-Exempt

“80% of their investors don't pay taxes. 20% do. That's the growing part of their business because they're slowly trying to expand to the private wealth market. Their products are not optimized for tax paying individuals the way ours are.”

Robert Bukai Dec 4, 2025 ▶ 35:30 Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

private wealth market

Everything said about private wealth market, oldest first

Turn any episode into a week of clips.