Evergreen Funds, AI, and the Evolving Wealth Landscape

About this episode

The episode features a discussion on the evolution of wealth management and the impact of technology and alternative investments with Alan Zafran.

Welcome to the Allocate Podcast, an interview and educational content series to help investors learn and navigate investing in alternatives. Join us to hear from leading founders, fund managers, and allocators on the latest trends and the keys to successfully participating in the private markets. In this episode, Allocate Co-Founder and President, Samir Kaji, speaks with Alan Zafran , Co-Founder and Managing Partner at IEQ Capital . Alan shares his journey from Goldman Sachs and Merrill Lynch to building a client-centric, independent wealth management firm, offering a unique perspective on the evolution of the industry and the importance of culture, technology, and innovation. Topics include the transformation of wealth management from traditional models to bespoke client experiences, the growing role and complexity of alternative investments, and the impact of technology and artificial intelligence on both client service and operational efficiency. The conversation also explores the rise of evergreen and semi-liquid funds, industry consolidation, advisor education, and the future of private markets. Alan offers practical insights on building institutional-quality investment…

People in this episode

Host: Samir Kaji

Guest: Alan Zafran

Topics covered

• wealth management
• alternative investments
• technology in finance
• evergreen funds
• client-centric culture
• private markets

Keywords

• wealth management
• alternative investments
• evergreen funds
• AI in finance
• client service
• investment programs
• industry trends

Mentioned in this episode

Organizations: IEQ Capital, Goldman Sachs, Merrill Lynch

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