AlphaCore Wealth Advisory's Dick Pfister - Wealth management with alpha at its core: live from iCapital Connect
About this episode
The episode features a discussion with Dick Pfister on the evolution of wealth management and the role of technology in enhancing client experiences.
Welcome to the 19th episode of the Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. In the latest episode of the Alts Pulse, we were live from iCapital Connect. AlphaCore Wealth Advisory CEO & Founder Dick Pfister and I had a nuanced discussion about the intersection of wealth management, technology, and private markets. Dick is a pioneer of providing the wealth channel with access to private markets. He’s also a serial entrepreneur in both wealth management and private markets, bringing 25 years of experience across wealth advisory and financial services to bear as he builds AlphaCore. In 2015, he founded AlphaCore, which has become a leading wealth advisory firm. He serves as AlphaCore’s CEO and is a managing member of the Investment Committee. As a partner at Altegris, Dick democratized access to elite asset managers previously not available to the mainstream investor. In 2010, Dick and his partners sold Altegris to a Fortune 500 company. Dick and I had a fascinating discussion about the evolution of wealth management. We covered: How Dick’s background in trading and private markets informed the creation of AlphaCore Wealth Advisory. Lessons learned from…
More episodes of Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
- Bridgepoint's Xavier Robert - building a "middle market global champion"
- HarbourVest's John Toomey - over 40 years of "earning investors' trust"
- Stonepeak Credit's Ryan Roberge - building an infrastructure credit strategy
- Bloomberg's Brad Foster - driving the convergence between public and private markets
- Brookfield Asset Management's David Nowak - "earn your seat" private equity
- EQT's Lennart Blecher - active ownership of real assets
Explore listener stats, chart rankings, contacts and more on the Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets podcast page.