How will artificial intelligence, data connectivity, and evolving infrastructure reshape the future of wealth management?
In Episode 26 of The Bridge, Sonali Basak sits down with Lawrence Calcano, Chairman and CEO of iCapital, for a wide-ranging conversation on the technologies transforming financial services.
Lawrence shares why he believes AI will enhance rather than replace financial advisors, how partnerships with Anthropic and DTCC are helping address industry-wide challenges, and why education remains critical to the broader adoption of private markets. They also explore the growing importance of data connectivity, the future of tokenization, leadership lessons from scaling iCapital, and the company's vision for what comes next.
From AI governance to private market infrastructure, this episode offers an inside look at what's driving the next chapter of wealth management.
