Tag: Portfolio Allocation
Wealth Management Invest: BofA Merrill’s Mark Sutterlin on Alternatives Allocations

Wealth Management Invest: BofA Merrill’s Mark Sutterlin on Alternatives Allocations

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In this episode of the Wealth Management Invest podcast, host David Bodamer speaks with Mark Sutterlin, head of alternative investments at Bank of America Merrill Lynch, about the increasing role of private markets within client portfolios. Mark outlines how demand for alternative investments is evolving, particularly among ultra-high-net-worth investors, and explains how firms are expanding access through new platform offerings and structures.

Mark also explores the role of evergreen funds in making private markets more accessible, while emphasizing the importance of long-term thinking, diversification, and consistent allocation. In addition, he shares perspectives on how technology is improving the investment experience, along with key themes shaping opportunities across areas such as artificial intelligence, infrastructure, and hedge strategies.

Key takeaways:

  • Why ultra-high-net-worth investors are increasing allocations to private markets for diversification
  • How evergreen funds help simplify access but still require long-term discipline from investors
  • The role of advisor education in helping clients understand illiquidity and portfolio fit
  • How technology is improving reporting, execution and the overall investor experience
  • Key investment themes including AI, infrastructure growth and renewed interest in hedge strategies

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Wealth Management Invest: Exploring Interval and Tender Offer Funds with XA Investments’ Kimberly Flynn

Wealth Management Invest: Exploring Interval and Tender Offer Funds with XA Investments’ Kimberly Flynn

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In this episode of the Wealth  Management Invest Podcast, host David Bodamer sits down with Kimberly Flynn, president of XA Investments, to discuss how interval and tender offer funds are reshaping access to private markets for financial advisors.

Kimberly explains how private credit, private equity and other alternative strategies are being packaged for the wealth channel, and what advisors should understand about their fund structures, platform requirements and track records. She also shares insights from XA Investments’ research on advisor adoption, public/private partnerships and the growing role private markets may play in portfolio construction over time.

Key takeaways:

  • Growth in interval and tender offer funds and what it signals about advisor demand for private market exposure
  • Differences in adoption across RIAs, wirehouses and IBDs
  • How track record requirements and platform standards shape fund availability
  • The role of partnerships, indices and research in helping advisors evaluate options

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Connect With Kimberly Flynn:

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