About this episode

In this episode, David Bodamer interviews Ben Sayer about MAI Capital's approach to private markets and the challenges of managing illiquid assets.

In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Ben Sayer, managing director and head of the alternative investments group at MAI Capital Management. Ben shares insights on MAI’s longstanding approach to private markets, the rise of evergreen structures, and the operational challenges of managing illiquid assets. He also discusses how client education and strategic technology partnerships can unlock meaningful access to alternatives. Key highlights include: MAI Capital’s evolution from a sports agency affiliate to a $30 billion RIA serving entertainers, high-net-worth individuals and multi-family offices How MAI has long embraced alternatives, including co-investments and custom feeder funds The complexities of evergreen structures, including liquidity mismatches, pricing concerns and client expectations Diligence strategies RIAs should apply before recommending alternatives, including document review and external legal support Educating clients on illiquidity, reporting delays and drawdown scenarios to avoid panic during market stress Resources: Listen to the Wealth Management Invest Podcast on WealthManagement.com Listen and Subscribe to…

Topics covered

• private markets
• alternative investments
• client education
• technology partnerships
• illiquid assets

Keywords

• MAI Capital
• evergreen structures
• co-investments
• custom feeder funds
• diligence strategies

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