The Advisor’s Edge Podcast

Expanding Access to Alternative Investments Through Technology

As alternative investments continue to move from the margins to the core of client portfolios, advisors face a challenge: how to access private markets at scale without adding operational burden. In this episode of The Advisor’s Edge, David Pappalardo and Peter Sullivan of Segal Marco Advisors sit down with Chris Nero, founder of Bridgeport Technology, to discuss:
Ways technology is reshaping access to alternatives
Why private markets require a fundamentally different operational approach than public markets
How a flexible digital infrastructure can support customization and scale for advisors
Why human judgment remains essential

How Investment Managers Can Navigate the Due Diligence Process

Investment managers looking to participate in the institutional consultant due diligence process face several challenges. Depending on whether their focus is on institutional consulting or private wealth management, they can find different hurdles along the way.
This discussion highlights key considerations for managers seeking approval and distribution in both consulting and private wealth. We cover the ways institutional managers benefit from their scale and established processes, while successful private-wealth-focused managers have a deep understanding of the advisor market and maintain frequent, flexible communications suited to intermediaries. Preparation, awareness of a consultant’s processes and competitive fee structures can help boost a manager’s standing with both institutional and private wealth consultants.Featuring:
David Pappalardo, Senior Vice President, Advisor Solutions Group
Peter Sullivan, Vice President
Alan Kosan, Senior Vice President, Head of Strategy and Communications

Episode 2: Building Investment Platforms

What is an investment platform? While every organization defines it differently, the goal is always the same: to implement the specific asset allocation policy of the firm.
 
In this episode, Dave and Peter from Segal Marco Advisors’ Advisor Solutions Group lay out the basics of investment platforms: what they are, why they're not “one size fits all" and what to keep in mind when you go about the task of building one. They also discuss why it’s important to keep your platform flexible and customizable — for both advisor and client. Listen now.

Navigating Wealth Management with the Advisor Solutions Group

This is the podcast that all financial intermediaries should be listening to.
In our kickoff episode, we introduce you to Segal Marco Advisors’ Advisor Solutions Group. We’ll share background about our unique qualifications and experience, describe the services we provide, and talk about the types of clients we work with — and how we work with them. We’ll also discuss the reasons why clients engage us: from helping them differentiate themselves in a competitive market, to showing them how to attract and retain clients.