The Democratization of Alternative Investments

The Democratization of Alternative Investments


APRIL 29, 2024


David Moss
Growth Ventures Partner
BNY Mellon


Aaron Steinberg
Director, Prime Services
BNY Mellon

Momentum for alternative and private market investments is building among the advisory community. Individual investors are drawn to the prospect of outsized returns, portfolio diversification and downside protection during periods of market volatility – and fund managers are taking notice, designing new products tailored to this new prospective investor base.

David Moss and Aaron Steinberg join InvestmentNews’ Bruce Kelly for an in-depth look at the future of alternative investments, highlighting topics such as the factors impacting widespread adoption among advisors, ways managers are addressing some of these challenges, and how data and technology are enhancing the investment experience.

Listen to the podcast  to learn more.

A transcript is available for download here.

David Moss

David Moss is a Growth Ventures Partner at BNY Mellon, where he is responsible for building new commercial ventures that aim to unlock trapped value and create a foundation for accelerated growth. These new businesses bring together and build upon assets from across the Bank and are executed in partnership with clients and market leading institutions. David brings extensive financial services experience that spans alternatives and private markets, wealth and asset management, sales and trading, and securities services.

Aaron Steinberg

Aaron Steinberg

Aaron Steinberg is the Head of Business Development and Capital Introductions within Pershing’s Prime Services division. He and his team originate new business opportunities with alternative asset managers, as well as develop and maintain relationships with institutional investors to help identify meaningful connections with clients of the prime brokerage business.

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