Inside Goldman Sachs’ Alternatives Playbook (w/ Kristin Olson) | #621
From The Meb Faber Show - Better Investing by The Idea Farm
March 6, 2026 · 42 min · Episode 620
About this episode
Kristin Olson discusses the growth of the alternatives market and its implications for investors.
My guest today is Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs. Last year she was named one of the 100 Most Influential Women in US Finance by Barron’s. In today’s episode, Kristin discusses the explosive growth of the alternatives market over the past decade. She explains what has driven interest from individual investors, particularly millennials, and touches on recent volatility within software and private credit BDCs. Finally, she shares her expectations for the 2026 IPO market, the potential for renewed interest in hedge funds, and how AI is set to reshape sourcing, underwriting, and portfolio construction. (0:00) Starts (1:31) Introduction of Kristin Olson (3:16) Evolution of alternative investments (10:19) Secondary strategies (13:05) Private equity alpha and liquidity concerns (19:13) Private credit market concerns (22:29) Manager selection and due diligence (24:17) Non-traditional investments and hedge fund interest (27:17) Millennial interest in alternatives (31:40) Infrastructure and global opportunities ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our…
People in this episode
Host: Meb Faber
Guest: Kristin Olson
Topics covered
- alternatives market
- private equity
- private credit
- millennial investors
- hedge funds
- AI in finance
Keywords
- alternatives
- investing
- private equity
- millennials
- hedge funds
- AI
- portfolio construction
Sponsors
Alpha Architect
Mentioned in this episode
Organizations: Goldman Sachs, Barron’s
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