Переходьте в офлайн за допомогою програми Player FM !
Live from Allocate's Beyond Summit: $40B AUM Cresset's Avy Stein and Jordan Stein on how private markets are changing wealth management
Manage episode 373010815 series 2887311
Welcome back to the Alt Goes Mainstream podcast.
Recently, I had the pleasure of hosting a live podcast at the Allocate Beyond Summit, where I interviewed Avy Stein and Jordan Stein from Cresset.
Allocate’s founders Samir Kaji and Hana Yang brought together a fascinating and thoughtful group of allocators, family offices, and VCs for an engaging two days of discussion about private markets.
At the event, I interviewed father and son duo from Cresset. Avy Stein, the Co-Founder and Co-Chairman of Cresset, and Jordan Stein, Director of Private Capital at Cresset Partners, joined me on stage to discuss how their firm has achieved astronomical growth over the past few years, largely due to their business building acumen and in part powered by their focus on private markets.
Cresset is a client and family-owned award-winning multi-family office with over $40 billion in AUM that was built by founders and private equity professionals.
We had a fascinating discussion that covered everything from how and why Avy and Jordan built Cresset to the evolution of the wealth management space and how private markets is playing a large role in that.
Thanks Avy and Jordan for sharing your wisdom and thanks Samir and Hana for hosting such a fantastic event.
127 епізодів
Live from Allocate's Beyond Summit: $40B AUM Cresset's Avy Stein and Jordan Stein on how private markets are changing wealth management
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Manage episode 373010815 series 2887311
Welcome back to the Alt Goes Mainstream podcast.
Recently, I had the pleasure of hosting a live podcast at the Allocate Beyond Summit, where I interviewed Avy Stein and Jordan Stein from Cresset.
Allocate’s founders Samir Kaji and Hana Yang brought together a fascinating and thoughtful group of allocators, family offices, and VCs for an engaging two days of discussion about private markets.
At the event, I interviewed father and son duo from Cresset. Avy Stein, the Co-Founder and Co-Chairman of Cresset, and Jordan Stein, Director of Private Capital at Cresset Partners, joined me on stage to discuss how their firm has achieved astronomical growth over the past few years, largely due to their business building acumen and in part powered by their focus on private markets.
Cresset is a client and family-owned award-winning multi-family office with over $40 billion in AUM that was built by founders and private equity professionals.
We had a fascinating discussion that covered everything from how and why Avy and Jordan built Cresset to the evolution of the wealth management space and how private markets is playing a large role in that.
Thanks Avy and Jordan for sharing your wisdom and thanks Samir and Hana for hosting such a fantastic event.
127 епізодів
כל הפרקים
×Ласкаво просимо до Player FM!
Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.