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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Resources:

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