Wealth managers are increasingly participating in private markets, and for good reason. Today’s podcast is with an expert allocator in the alts space, Phil Huber, who has not only been actively investing in private markets as the CIO of $18B Savant Wealth, but has also authored a book about how advisors can approach private markets.This podcast is a must-listen for any allocator, particularly in the wealth management space, as Phil shares actionable insights for how LPs can go about building a strategy for investing in private markets and how GPs and alternative asset managers can work with the private wealth space.Phil is the CIO of $18B Savant Wealth. He comes onto the show to discuss how he approaches allocating to alts on behalf of their clients. Phil has spent much of the past 15 years thinking deeply about alts. The has culminated in him authoring a book, The Allocator’s Edge, A Modern Guide to Alternative Investments and the Future of Diversification. Phil is a Certified Financial Planner professional, has attained his Chartered Financial Analyst (CFA) designation, and is a member of the CFA Society of Chicago. Phil has been featured in a number of notable media outlets, including the WSJ, New York Times, and Bloomberg TV, and Phil recently won RIA Intel’s CIO of the Year award. He produces his own investing blog, bps and pieces, in addition to authoring his book.Thanks Phil for coming on the show to share your wisdom.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related