What podcasts say about Matt Brown
Every statement, with the speaker, the exact quote and the moment it was said.
What Matt Brown has said on podcasts
9 statements · 8 positive · 1 negative
Demand and allocations to alternative investments are accelerating.
“It's definitely not slowing down from anything that we're seeing. If anything, it's accelerating.”
Open the episode · Closing Bell 10/13/26Listen at 16:37
Wealth allocations to alternatives remain very small relative to institutional allocations.
“it is so, so... tiny compared to say an institutional allocation.”
Open the episode · Closing Bell 10/13/26Listen at 17:00
AI will lead to more wealth managers rather than fewer.
“there'll be more wealth managers in the future than fewer”
Open the episode · Closing Bell 10/13/26Listen at 17:16
AI will not replace wealth managers’ judgment, advice, or client relationships.
“AI is not going to replace the judgment piece, the advice piece, and it's certainly not going to replace the relationship piece”
Open the episode · Closing Bell 10/13/26Listen at 17:25
Agentic AI will act as an operational partner carrying out advisor tasks.
“it's really going to be the partner of the advisor, carrying out activities and tasks”
Open the episode · Closing Bell 10/13/26Listen at 17:48
Case is substantially increasing investment in its AI initiatives.
“we are doubling and tripling down on our AI initiatives”
Open the episode · Closing Bell 10/13/26Listen at 18:34
Case may pursue an IPO in the longer term.
“the opportunity to go public in the outer years is definitely now something we're talking about”
Open the episode · Closing Bell 10/13/26Listen at 19:20
Case is growing organically at more than 40% annually.
“We're growing organically over 40% per year.”
Open the episode · Closing Bell 10/13/26Listen at 19:52
Infrastructure, core real estate, and tax-aware strategies are gaining investor favor.
“We're also seeing infrastructure up, huge on our platform, real estate core assets, and tax-aware strategies are really coming into favor right now.”
Open the episode · Closing Bell 10/13/26Listen at 21:18
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.