The Democratization of Alternative Investments  

Episode 167

Join BNY Mellon’s David Moss, Growth Ventures Partner, and Aaron Steinberg, Head of Prime Services Business Development and Capital Introductions, for the latest InvestmentNews podcast hosted by Senior Columnist and reporter, Bruce Kelly. In this episode, we dive into the expanding realm of alternative investments and explore why these assets are capturing the attention of both advisors and individual investors.  

David and Aaron share their unique perspectives on the future of investing, discussing how new innovations are making alternative investments more accessible and manageable for the wealth management community. During this podcast, you will gain key insights into the macro-outlook for private markets, the importance of diversity and downside protection, as well as the challenges and strategies surrounding investing in alternatives.   

Highlights include:  

  • The expansive growth opportunities for private markets and alternatives among advisors and individual investors 
  • Key factors impacting adoption – access, education, and experience – and how fund managers are addressing each in order to attract new investment  
  • Technological advancements and rapid innovation taking place to facilitate greater access and flexibility in private markets and alternatives   

To learn more, press play and listen to the podcast. 

This episode is sponsored by BNY Mellon | Pershing

Recent episodes
  • Episode 193
  • Aug 25, 2025

InvestmentNews talks fiduciary standard with Knut Rostad

The Trump Administration's executive order to open up retirement plans to different kinds of investments raises questions around the fiduciary standard that should be applied.

InvestmentNews talks fiduciary standard with Knut Rostad
  • Episode 192
  • Aug 07, 2025

InvestmentNews reviews the highs and the lows of the wealth management industry

July is supposed to be a slow month, but InvestmentNews has a fascinating list of stories worth paying attention to.

InvestmentNews reviews the highs and the lows of the wealth management industry
  • Episode 191
  • Jul 24, 2025

InvestmentNews reviews the first half of 2025

The InvestmentNews editorial team recaps the twists and turns of the first half of 2025.

InvestmentNews reviews the first half of 2025
  • Episode 190
  • Jul 11, 2025

Meet Andrew Cohen: From sports biz to RIA beat at InvestmentNews

Bruce chats with reporter Andrew Cohen, who has covered the RIA industry for InvestmentNews since late March, while crossing over with his old beat covering sports business as the trendy asset class just hit a record-breaking $10 billion team sale.

Meet Andrew Cohen: From sports biz to RIA beat at InvestmentNews