Welcome to Perspective First, a podcast series by A&M’s Financial Services Industry Group. We’ll share insights and speak with sector luminaries about the latest trends and hot topics within the financial services sector.
The retail alternatives market continues to evolve, creating new opportunities for asset managers, wealth platforms and investors alike. In our latest Perspective First podcast episode, Gautham Ratnakar, A&M Managing Director, is joined by Nick Ablahani, Managing Director, Head of Retail Alternative Products, and Lance Christofferson, Senior Vice President, Head of Product and Strategy, at Ultimus Fund Solutions to discuss the trends shaping the next phase of growth in retail alternatives. The conversation explores:
Alternative investments in retail, focused on service providers and how they are servicing the retail products in the market.
Why the scale of that shift is now hard to ignore: interval and tender offer funds have grown from a niche structure a decade ago to more than 300 funds today.
Private credit has become the most popular allocation within these vehicles.
16 Sept 2025
Launching an MGU in Today's Market
Host David Carey interviews Dan Grayzel, Head of Corporate Development and Strategy at Ascendex, about the essential steps for building a Managing General Underwriter and successfully launching it in the current market.
14 Jul 2025
Navigating the Retail Alternatives Landscape
Mark Sutterlin discusses the expanding retail alternative investment market with hosts Gautham Ratnakar and Will Sammons, offering insights into navigating this evolving financial landscape in this interview.
28 May 2025
The Rise of MGAs: Trends, Challenges and Opportunities
Directors Chris Taylor and David Carey examine the increasing role of MGAs in insurance, focusing on their specialized knowledge and creative solutions within the current market, in this interview episode.
14 May 2025
Infrastructure and Distributed Ledger Technology
Tech is evolving, and traditional finance players must adapt or be left behind. Join us for an insightful discussion with A&M Managing Director Alberto Corvo, Dick Taggart, CEO of L4S Corp, and Paul Dowding, Co-founder of L4S Corp, on different approaches and considerations to work around the challenges associated with using distributed ledger technology in Capital Markets, starting with the question of whether or not smart contracts are an appropriate tool to support accounting.
5 Dec 2024
Changes in the Asset Servicing Markets
Welcome to "Perspective First," a podcast series by A&M's Financial Services Industry Group, where we delve into the latest trends and hot topics within the financial services sector. In our inaugural episode, host Alberto Corvo, Managing Director, Alvarez & Marsal engages in a thought-provoking conversation with Mike Janiszewski, COO at Alter Domus, about the transformative changes in the asset servicing markets.
Join us as we explore the evolution of technology in enhancing client experiences, moving beyond mere efficiency to delivering personalized, data-driven services. Discover how the industry is shifting towards a more client-centric approach, akin to the "Netflixization" of financial services, where personalization and digital interaction are at the forefront.
5 Dec 2024
Perspective First Teaser
Welcome to Perspective First, a podcast series by A&M’s Financial Services Industry Group. We’ll share insights and speak with sector luminaries about the latest trends and hot topics within the financial services sector.
Podcast Authority Score: 13 / 100
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Questions about Perspective First
Who hosts Perspective First?
David Carey host the show. Published by Alvarez & Marsal.
How often do new episodes come out?
The show publishes monthly, based on its RSS feed.
Does Perspective First take guests?
Yes. Guests have been identified in episode analyses.
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