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Podcast: For Advisors By Advisors
Episode: For Advisors By Advisors - Interview with Jillian Altamura, Managing Director, iCapital - Do you use Structured Products & Alternatives? If so, Do you know about Simon from iCapital?
Description: In this episode, we speak with Jillian Altamura, Managing Director at iCapital. Jillian goes over her career, starting as an intern with Goldman Sachs and climbing up the investment banking ladder to becoming Head of Growth at Simon Markets which was acquired by iCapital in August 2022. Jillian talks about how the spinoff happened, how Simon grew to dominate the space, and the recent acquisition of Simon by iCapital. We went over the great functionality of Simon and how it can be used as an end all, be all to all things alternatives for financial advisors.  Hope you enjoy it!<...