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

In this episode of the Alt Goes Mainstream podcast, Tom Cohn and Amita Schultes of Cerity Partners join host Michael Sidgmore to discuss the evolving role of private markets in wealth management—and the strategic thinking behind Cerity Partners’ combination with Agility last year.

They delve into how this integration supports a more scalable and customizable approach to private market investing for wealth clients, and why aligning institutional expertise with a wealth platform creates new opportunities for both investors and asset managers.

Tune in for insights on:

• The rationale behind the Cerity Partners–Agility merger
• Balancing customization and scalability in wealth management
• Why scale matters when delivering private markets access
• How alternative asset managers can better engage with the wealth channel