Bank of America's Mark Sutterlin - The man who holds the keys to the kingdom.

Original Publish Date: June 4, 2026 Welcome back to the Alt Goes Mainstream podcast. Today’s conversation provides a fascinating window into the world of how one of the industry’s largest wealth managers approaches private markets. We sat down with the man who holds the keys to the kingdom. Mark Sutterlin is the Head of Alternative Investments within the Investment Solutions Group at Bank of America. He leads the firm’s strategy and platform development across hedge funds, private credit, private equity, physical precious metals, and real estate, delivering a broad spectrum of institutional-grade investment solutions to advisors and their clients. Mark brings the advisor’s perspective to bear as he builds the alternative investments menu for Merrill and Bank of America Private Bank and helps educate advisors and clients on how and where to thoughtfully and appropriately include private markets in portfolios. Mark and I had a fascinating discussion. We covered: How GPs can work with private banks. What one of the largest private wealth allocators looks for in GPs. How Merrill approaches different product structures to deliver solutions across the wealth client spectrum. What constitutes a manager’s edge. I loved this conversation with Mark, who takes such a thoughtful approach and brings a true passion to helping clients and advisors build and protect wealth. Thanks Mark for sharing your expertise, wisdom, and passion on private markets and private wealth. Please Subscribe: YouTube Videos and Shorts: / @altgoesmainstreamagm (https://shorturl.at/QxOq9) Subscribe to Alt Goes Mainstream: https://altgoesmainstream.substack.com/ Apple Podcast: https://podcasts.apple.com/us/podcast... Follow Michael on LinkedIn: / michaelsidgmore #AltGoesMainstream #michaelsidgmore #alternativeinvestments #finance #wealthmanagement #privatemarkets #ria #marketing #podcasts #funds #portfolio #privateequity #financialmarkets #familyoffice #assetmanagement #privateequity #financialeducation #wealthbuilding #investmentplatform #wealthtech #financialadvisor #shorts #privatecredit #investing #ai #bankofamerica #merrill ------------------------------------- Chapters: 0:00 — Table Stakes of Being a Good Investor 1:27 — Introducing the Episode & Sponsor Message 1:33 — How Bank of America Approaches Private Markets 3:24 — Mark Sutherland’s Background as an Advisor 5:20 — Building an Alternatives Platform Across Client Segments 7:41 — Long-Term Themes: AI, Energy, Demographics 9:04 — Evergreen vs Drawdown: Core & Satellite Allocations 12:40 — Scaling Evergreen Funds & Allocation Policies 15:49 — Evaluating GP DNA & Commitment to Private Wealth 26:10 — The Next Frontier: Experiential Change & Technology Thank you to our sponsor, Ultimus Fund Solutions. Editing and post-production work for this episode was provided by The Podcast Consultant.