Inside Goldman Sachs’ Alternatives Playbook (w/ Kristin Olson) | #621
My guest today is Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs. Last year she was named one of the 100 Most Influential Women in US Finance by Barron’s. In today’s episode, Kristin discusses the explosive growth of the alternatives market over the past decade. She explains what has driven interest from individual investors, particularly millennials, and touches on recent volatility within software and private credit BDCs. Finally, she shares her expectations for the 2026 IPO market, the potential for renewed interest in hedge funds, and how AI is set to reshape sourcing, underwriting, and portfolio construction.
Key Points
- Investors should prioritize preparedness over prediction, as markets are unpredictable and traditional portfolios often fail to diversify adequately.
- The shift toward individual investor access to private markets has been fueled by the desire to capitalize on growth occurring in private companies, which are increasingly delaying going public.
- A significant part of a diversified portfolio should include alternatives to help investors stay the course during market downturns, as these illiquid assets can prevent reactionary selling.
Follow Kristin: Website; LinkedIn
Resources: Opening the Door to Alternatives
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Chapters
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| 1:31 | |
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| 13:05 | |
| 19:13 | |
| 22:29 | |
| 24:17 | |
| 27:17 | |
| 31:40 |
Transcript
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