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wealth management firms

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Sep 26, 2022 by Matt Brown · across every show →

Everything said about wealth management firms, oldest first

Sep 26, 2022 positive
Assertion Not checkable as stated
Brown: Many alternative allocations are driven by first-time advisors
“If you exclude the very sophisticated wealth management firms that know alts well, many allocations to alts right now are first-time advisors putting money to work in alternatives.”
Matt Brown Sep 26, 2022 ▶ 24:30 Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
May 5, 2025 positive
Assertion Not checkable as stated
Wealth managers are acquiring OCIOs for institutional diligence capabilities
“Wealth management as both a business and the way it's investing in private markets is institutionalizing itself. Those firms are acquiring OCIOs to Add capabilities that give them institutional quality diligence and processes to invest in private markets.”
Michael Sidgmore May 5, 2025 ▶ 18:15 Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
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