Tracy Gallagher

In this episode, Caesar sits down with Tracy Gallagher, Head of Private Markets at Arta Finance, to discuss how she works to demystify private markets and help everyday people invest in them.

Tracy began her career working for a private endowment, before transitioning to one of the top private banks in the world and finally landing at Arta. As Caesar points out, it’s a career path that mirrors the trend toward democratization in the finance industry. Tracy explains to listeners why that is and how the move toward democratization aligns with private wealth managers wanting to diversify their customer base.

Tracy gives an overview of private markets and the advantages of investing in them. She addresses some misconceptions about private market investments, including that they are inherently more risky.

Tracy discusses how working at Arta opened up a new world of financing to her and how her customers span a wide range of backgrounds. She breaks down how technology plays a huge role in democratizing the finance industry. She expounds on how financial services professionals use Arta and the impact of self-service tools on their experience. And she also admits to not being as intentional in the past with her personal finances and wishing she had the tools available at Arta sooner in her investment journey.