Trends with Benefits #137: Alts for All: Retail Investors and the Private Market Revolution

Eric Mancini, Partner and Director of Investment Research at Traphagen CPAs & Wealth Advisors, joins this episode. He discusses the rising popularity of private alternatives, including private equity, credit, real estate, and insurance-linked securities, and how advisors are shifting from traditional 60/40 portfolios to more diversified, risk-aware strategies. He also explains the use of interval and tender offer funds to improve access and liquidity, the value of uncorrelated assets, and the importance of client education in adopting these solutions.

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Alts for All: Retail Investors and the Private Market Revolution

Show Notes:

02:18 Defining alternative investments

05:30 Evolving advisor perspectives on alternatives

07:30 Interval funds and tender offers

11:53 Risk-based portfolio construction and liquidity management

18:12 Exposure to private market growth through an ETF

27:51 Private credit and insurance-linked securities

35:06 Annuities in retirement planning

36:59 Encouraging clients to enjoy their wealth

39:06 Long-term trend

47:00 Trend or fad

Trend or Fad

Listen for Eric’s take on tokenized funds, AI-built model portfolios, robotaxis, and cold plunges before morning emails.

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