In this episode of Monthly Alts Pulse, Jack Hannah, President & COO of GeoWealth, joins iCapital’s Mike Doniger, Head of Platform Partnerships at iCapital, and Michael Sidgmore, Founder of Alt Goes Mainstream. Together, they explore how private markets are being integrated into Unified Managed Account (UMA) structures—unlocking new levels of access, customization, and scalability for advisors.
From the evolution of UMA architecture to the future of model marketplaces, this conversation dives deep into the technology, partnerships, and innovation driving the next wave of wealth management.
Watch to learn how GeoWealth and iCapital are simplifying access to alternatives and reshaping the advisor experience with the first solution to implement private assets through UMA.
