Podcasts about altigo

This week, Jack talks with Perry Moutzouros (Oranj) and Mathew Dellorso (Altigo) about how their companies joined SEI and are now driving innovation from within. Perry shares how Oranj reimagined advisor-facing technology, while Mathew explains how Altigo revolutionized access to alternative investments. Together with SEI, they're building a unified, streamlined wealthtech ecosystem that enhances the advisor and client experience. The conversation explores scaling challenges, advisor education, the growing role of AI, and SEI's broader strategy to deliver personalized, tax-smart, multi-account solutions.  In this episode: (00:00) - Intro (01:40) - The origin and evolution of Oranj (04:31) - Matt's journey to launching Altigo (08:57) - Perry's role in SEI's long-term technology strategy (11:15) - How SEI Access is transforming the alt investment experience (15:30) - What's next for SEI Connect (18:10) - Scaling the marketplace (23:29) - Why advisor education is the key to alt adoption (25:11) - Can AI bridge the education gap? (27:57) - Matt's and Perry's interests outside of work Quotes " Alts in client portfolios can create good outcomes. They can create differentiation and be a good source of business for advisors." ~ Mathew Dellorso "The world of alternative investments is very opaque, and it's hard to find certain products that produce yield, help with growth, or provide tax advantages. We create a nice marketplace that helps advisors find what they're looking for to help clients enhance their portfolios." ~ Mathew Dellorso  "A unified front office makes it a lot easier for people to engage, and working with SEI is probably one of the biggest goals that we have." ~ Perry Moutzouros "AI is the great bridge that solves the education problem in alternative investments." ~ Perry Moutzouros Links  Perry Moutzouros on LinkedIn Mathew Dellorso on LinkedIn SEI WealthForge David Lyon SEI Access BlackRock KKR Hamilton Lane Morgan Stanley Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Co-hosts Omar Eltorai and Cole Perry are joined by Mat Dellorso, Managing Director of SEI, and Co-Founder of the Altigo platform (acquired by SEI) and WealthForge. Mat shares his entrepreneurial journey in finance and technology and discusses the challenges, opportunities and explosive growth of alternative investments and the private market. He also explains how innovative tech is providing better access for individual investors and financial advisors to the private market, offering a wider set of options for these parties to diversify and fortify portfolios with commercial real estate investments and other alternative investments.Key Takeaways:(02:41) Mat Dellorso's background and early career.(04:27) Founding WealthForge.(06:42) The growth and evolution of WealthForge.(11:00) The acquisition of Altigo by SEI and Impact.(21:25) Private market size and potential.(24:19) Current trends in alternative investments.(30:09) Private market challenges for financial advisors.(32:27) Current and future role of alternatives and private market investments.Resources Mentioned:Omar Eltorai - https://www.linkedin.com/in/omareltorai/Cole Perry - https://www.linkedin.com/in/coleperry1/Mat Dellorso -https://www.linkedin.com/in/mathewdellorso/SEI | LinkedIn - https://www.linkedin.com/company/sei/WealthForge | LinkedIn - https://www.linkedin.com/company/wealthforge/SEI Altigo - https://www.altigo.com/WealthForge - https://www.wealthforge.com/Thanks for listening to the CRE Exchange podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property

Michael Roman is Managing Director of WealthForge, a financial technology company that helps automate investments into alternative securities. He has 20 years of experience in the financial services industry, specializing in the alternative investment sector, and holds FINRA Series 7 and Series 63 licenses. He is in charge of driving sales of WealthForge's managing broker-dealer business, as well as expanding sponsor engagement on Altigo, WealthForge's straight-through processing platform. Altigo has processed over $100 million in transactions in the last 12 months. In this interview, Michael shares knowledge from over 20 years in the alternative investment sector. He explains how his company has streamlined the alternative investment process. He talks about the effects of Covid-19 on the capital markets. He tells how he keeps his deal pipeline full. He explains what makes a good deal sponsor. He talks about what investors are looking for in the current environment. He explains his process for evaluating a deal, and much more. What you'll learn from this episode: How to streamline the alternative investment process How Michael fills his pipeline with deals How Covid-19 has affected the Capital Markets How Michael prepares for doing deals What makes a good deal sponsor And much more! Connect with Michael: LinkedIn Watch the video: Youtube

From smartphone cases to over-ear noise canceling headphones Altigo products are sold exclusively through Amazon which makes their pricing really really attractive. In this interview, we speak with Senior Product Manager Ann Barnes about what makes this new company different and where their heart is.

Welcome to the Double Talk podcast for January 2019. Your host (and father of twins plus one), Michael Kaufman, shares some of the favorite posts that have appeared on Fathers of Multiples in the past month. We have a timely interview with our Families of Multiples food expert to talk about tailgate food and the great chili debate. And a winner for our awesome Altigo “Tech Sanity Giveaway” contest.

Techstination, your destination for gadgets and gear.   I’m Fred Fishkin.        If you found a brand new mobile phone under the tree this year that you are looking to accessorize… a company called Altigo has entered the market with a variety of protective cases, charger packs and headphones.    The...

Techstination interview: Altigo bringing affordability to noise canceling heaphones and more