Private markets are no longer novel, but how advisors use them still matters.
In this episode of Alts Pulse, Dick Pfister, Founder and CIO of AlphaCore Wealth Management, joins iCapital to discuss how leading advisory firms are rethinking portfolio construction as alternatives move from the margins to the core. Drawing on decades of experience in private markets, Dick explains why access alone is no longer a competitive advantage, and why education, technology, and intentional allocation design now define success.
The conversation explores AlphaCore’s “Alpha Core” philosophy, the role of liquidity segmentation, the distinction between alternative asset classes and strategies, and how advisors can use technology to scale without sacrificing customization or advisor‑client trust.
