We’re thrilled to see Peter Epstein, our Managing Director of Relationship Management, featured in InvestmentNews for his perspective on how private markets are reshaping the operating model for modern wealth firms. Peter has spent over a decade working with RIAs to help embed alternative strategies into the core of their portfolios — not as products, but as programs that drive differentiation, personalization, and scale. In this latest feature, Peter speaks candidly about what’s changing: • Why alternatives are no longer “alternative” — they're expected • How fragmented workflows are slowing advisor adoption and exhausting teams • What unified infrastructure makes possible: scalable personalization, normalized data, and AI-powered portfolio design These insights mirror what we’re hearing across our wealth advisor, fund manager, and limited partner investor conversations: that executional lift, visibility gaps, and compliance risks are still the bottlenecks — not demand. Thank you to InvestmentNews and Steve Randall for spotlighting this critical shift! 🔗 Read the full article at https://lnkd.in/dv_s3pM3
Peter Epstein on private markets and wealth firms in InvestmentNews
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