iCapital's Kunal Shah - the private markets mindset wealth managers need: live from iCapital Connect
About this episode
Kunal Shah discusses the integration of an institutional allocator's mindset into wealth management at iCapital.
Welcome to the 20th 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 . iCapital Managing Director, Head of Private Asset Research & Model Portfolios, Kunal Shah, and I had a conversation about how to marry an institutional allocator’s mindset with the nuances of serving wealth clients. Kunal brings an institutional allocator’s mindset to the wealth channel. At iCapital, he’s focused on the identification, selection, and due diligence of private equity funds offered on the Flagship Platform. Prior to iCapital, Kunal was a Principal in the private markets group at Meketa Investment Group, a leading global investment consultant serving pension funds, endowments and foundations, and family offices. In that role, Kunal was responsible for leading and managing private equity fund investments. He joined Meketa in 2006 and invested globally, covering buyouts, venture capital, private debt, natural resources, and infrastructure investments. He also developed and led Meketa’s secondary funds purchase practice. Kunal has also served on various LP advisory boards. Prior to…
People in this episode
Host: Michael Sidgmore
Guest: Kunal Shah
Topics covered
- private markets
- wealth management
- alternative investments
- institutional allocator
- due diligence
- private equity
Keywords
- private equity
- alternative asset managers
- wealth clients
- investment consultant
- due diligence
Mentioned in this episode
Organizations: iCapital, Meketa Investment Group, The Vanguard Group
Places: 441 Lexington
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