Kunal Shah, Managing Director and Head of Private Asset Research & Model Portfolios at iCapital, sits down with Michael Sidgmore at iCapital CONNECT in Phoenix to discuss how the wealth channel is evolving its approach to private markets.
Monthly Alts Pulse Ep. 20
The Private Markets Mindset Wealth Managers Need Kunal Shah
Kunal draws on 20 years of experience across institutional and wealth channels to break down why consistent allocation matters more than timing, how evergreen structures are reshaping access, and where alpha lives in private markets today.
Topics covered:
- What the wealth channel can learn from institutional allocators
- Why you can’t pick a vintage and what to do instead
- How evergreen structures enabled model portfolios
- The deployment challenge facing evergreen funds today
- Where GPs are finding new pockets of capital in the wealth channel
- How wealth platforms are consolidating and what it means for manager access
- Where alpha lives: small and mid-market buyouts, venture, and growth equity
- How to evaluate manager edge through diligence
- The ABC framework: Always Be Committed to private markets
