Monthly Alts Pulse Ep. 15: Live from iCapital Connect - announcing the BlackRock, iCapital, GeoWealth unified managed account partnership

Monthly Alts Pulse Ep. 15: Live from iCapital Connect - announcing the BlackRock, iCapital, GeoWealth unified managed account partnership

Author: Michael Sidgmore May 2, 2025 Duration: 14:48

Welcome to the 15th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream.

We were live from iCapital Connect’s conference in Phoenix to announce a ground-breaking partnership in private markets: a collaboration between BlackRock, iCapital, and GeoWealth, where models that include both public and private markets exposure through a unified managed account (UMA) are now available to advisors.

I sat down with Lawrence Calcano, the Chairman & CEO of iCapital and Jaime Magyera, Managing Director, Co-Head of US Wealth Business, Senior Sponsor for Retirement Business, BlackRock, to discuss the details on their partnership and why a UMA that integrates both public and private market investments for wealth advisors is the next phase of adoption of private markets by the wealth channel.

In this live, unscripted episode, Lawrence, Jaime, and I had a fascinating and lively discussion. We covered:

  • An introduction to the partnership between BlackRock, iCapital, and GeoWealth.
  • Current challenges advisors face when allocating to private markets.
  • Why customization and scalability matters.
  • The market structure evolution.
  • The future of public-private models.

Thanks Lawrence and Jaime for a great episode … looking forward to next month’s Monthly Alts Pulse conversation!


Hosted by Michael Sidgmore, Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets sits at a crucial crossroads where finance is being reshaped. Each conversation moves beyond surface-level trends to explore the operational realities and strategic shifts defining private markets today. You’ll hear detailed discussions on specific asset classes-from private equity and credit to venture capital, infrastructure, and real estate-alongside the evolving landscape of wealth management and the technology transforming it. The focus is consistently on practical frameworks and tools that investors and advisors are actually using, drawn directly from the experiences of leading practitioners. This isn't about abstract theory; it's a direct line to the nuanced decisions and forward-looking perspectives from those navigating this complex terrain. By tuning into this podcast, you gain access to a candid exploration of how alternative investments are becoming accessible and integrated into modern portfolios, all through substantive dialogue that prioritizes depth and clarity over hype. The discussions are designed for those who want to understand not just the 'what' but the 'how' and 'why' behind the movement of alternatives into the mainstream financial conversation.
Author: Language: English Episodes: 100

Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
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