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Episode 9: Evaluating Alternatives with Guest Patrick McGowan, Sanctuary Wealth

Episode 9: Evaluating Alternatives with Guest Patrick McGowan, Sanctuary Wealth

FromAlternative Allocations with Tony Davidow


Episode 9: Evaluating Alternatives with Guest Patrick McGowan, Sanctuary Wealth

FromAlternative Allocations with Tony Davidow

ratings:
Length:
23 minutes
Released:
Apr 2, 2024
Format:
Podcast episode

Description

In episode 9 of the Alternative Allocations podcast series, Tony sat down with Patrick McGowan of Sanctuary Wealth, to discuss the importance of educating advisors on alternative asset classes. Patrick shared his thoughts on structure versus strategy as well as the importance of conducting due diligence. Patrick McGowan is a Managing Director, Head of Manager Research and Alternative Investments at Sanctuary Wealth. In this role, Mr. McGowan oversees a team responsible for all alternative investment matters including manager sourcing, due diligence, selection, and monitoring. He serves as a member of the Alternative Investment Committee. Previously, Patrick was a Senior Vice President and Head of Product Management at Azimut Alternative Capital Partners, the New York-based GP-stakes arm of Azimut Group, one of the largest independent wealth management companies in Europe. Mr. McGowan joined Azimut from Invesco Private Capital, the $1 billion private equity and venture capital arm of Invesco (NYSE: IVZ), focusing on efforts for Invesco’s CalSTRS SMA and a fund-of-funds. Prior to Invesco, Mr. McGowan was at OC Private Capital, a joint venture between The Carlyle Group and OppenheimerFunds, the advisor to a $1 billion close-ended interval fund focused on private credit. Prior to this role, Mr. McGowan was a Senior Director at AI Insight, supporting RIAs and wealth management firms’ alternative investment due diligence efforts, and establishing regulatory and fiduciary best practices. Mr. McGowan started his career at OppenheimerFunds, then worked at Altegris Investments as a Vice President. Mr. McGowan earned a bachelor’s degree from Vanderbilt University in Nashville, TN. He holds FINRA Series 7 and 63 registrations.     Home | Sanctuary Wealth Patrick McGowan | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn
Released:
Apr 2, 2024
Format:
Podcast episode

Titles in the series (10)

Alternative Allocations with Tony Davidow is a monthly podcast designed to help wealth advisors allocate effectively to alternative investments. We share practical, relatable advice and discuss new investment ideas with leaders in the field. We'll talk about the relative attractiveness of certain segments of the market, and share insights regarding how to allocate effectively to alternative investments. Tony is particularly qualified, bringing over 30 years' experience in working with advisors and high-net-worth investors, family offices, and institutional investors in allocating to alternative investments. Tony held senior leadership roles at Morgan Stanley, Guggenheim Investments, and Charles Schwab among other organizations. He is an award-winning author, and in 2020 he was the recipient of the Investments & Wealth Institute's Wealth Management Impact Award for his contribution to the industry. Tony is the author of "Goals-Based Investing: A Visionary Framework for Wealth Management" (McGraw-Hill, 2021). To learn more, and to sign up for our updates, please visit alternativeallocationspodcast.com.